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  • Select Order Bulk Shipped/Non-personalized Cards tile from the main dashboard

  • Provide the quantity and denomination

    • CARDS SHOULD NOT HAVE A $0 VALUE since the dollar value will be embossed on the card

  • Provide the Embossed Message

  • Select the shipping method

    • bulk shipping is the only option here. If you need to ship to individuals then use the personalized template

  • provide the shipping address

  • Proceed to next page and then select payment method.

  • Note that the cards are shipped un-loaded for security. The client will need to return to the portal to acknowledge receipt and load the cards.

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Order Generic embossed cards with no value assigned

  • Select Order personalized Cards tile from the main dashboard

  • Download the template

  • Fill out all the required information

    • Put Generic information in the First Name and Last Name field, such as company name

    • Depending on what the client wants embossed on the card you may need to alter the “name on card” and “4th line Embossing field”.

    • in the Payment column enter “0”

  • Save and upload the template

  • Select the shipping method

  • Proceed to next page and then select payment method

  • the client will need to utilize the Load Cards tile or Service Card tile to load the card at a later time

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  • Select Order personalized Cards tile from the main dashboard

  • Download the template

  • Fill out all the required information

  • Save and upload the template

  • Select the shipping method

  • Proceed to next page and then select payment method

    • If Bulk Shipped to one location then the client will need to return to the portal and acknowledge receipt.

    • If shipped to the individual then the cards are shipped loaded and no action is needed

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