You can issue physical cards to account holders so they can make in-person purchases. This guide provides an overview of card order methods and steps for placing a card order.

Overview

By default, all payment cards begin as virtual cards. If you'd like to issue physical cards, you can do so using the Highnote dashboard. You can order physical cards using the following methods: 

• Individual card orders: Issue individual physical cards.
• Preprinted card orders: Create preprinted physical cards to issue to account holders for on-the-spot distribution.
• Group orders: Issue an individual physical card and add it to an existing group order.

Create individual card order

Card personalization is dynamic data unique to the cardholder. Each line has a 23 character limit. Valid characters are alphanumeric plus special characters ,  .  '  &  -  \  $, and space. 

• Line 1 is required and reserved for the cardholder's name.
• Line 2 is optional and can be used for additional cardholder details or business names.

To create an individual card order from the Highnote dashboard:

1. Use the dashboard search bar to search the last four digits of the existing virtual payment card. For tips on using the search bar, see Using the Highnote dashboard.
2. On the account holder page, click an existing payment card.
3. On the virtual card page, click More and select Order Physical Card.
4. On the order physical card tab, fill out all required fields in the Card Personalization section.
5. For shipping, keep Ship address on file selected or click the toggle and enter a new shipping address.
6. Choose a Shipping Method. For more information on shipping methods and timelines, see Card order fulfillment and shipping.
7. Optional - Toggle on Require Signature on Delivery.
8. Click Order Physical Payment Card. 

Create group order

Group orders allow you to order several physical cards simultaneously and ship them to one location. Once you have received the physical cards, you can mail them to your cardholders.

Use the following steps to create group orders from the Highnote dashboard: 

1. From the dashboard, click your card product from the left-hand navigation.
2. Click Card Orders and select the Group Order tab.
3. Click Create Group Order.
4. Add a shipping address for the group order. All cards in a group order ship to one location.
5. Choose a Shipping Method. For more information on shipping methods and timelines, see Card order fulfillment and shipping.
6. Optional - Toggle on Require Signature on Delivery.
7. Click Create Group Order. 

Once you have created a group order, you will be redirected to the group order page. From this page, you can track the group order status, add cards to the group order, and complete or cancel the order. 

Add card to group order

Once you have created a group order, use the following steps to add cards to the order from the Highnote dashboard: 

1. From the dashboard, click your card product from the left-hand navigation. If you only have one card product, skip to step 2.
2. Click Card Orders and select the Group Order tab.
3. Click the group order to which you want to add cards.
4. On the group order page, click Add Card To Order.
5. In the group order tab, select a payment card to add to the group order and click Next.
6. Confirm and update any necessary cardholder information and card personalization details.
7. Click Add Card to Group Order. 

Alternatively, you can add a card to a group order on the payment card page:

1. Use the dashboard search bar to search for the last four digits of the payment card. For tips on using the search bar, see Using the Highnote dashboard.
2. On the virtual card page, click More and select Add to Group Order.

Complete group order

Once you have added all payment cards to a group order, use the following steps to complete the order from the Highnote dashboard:

1. From the Highnote dashboard, click your card product from the left-hand navigation.
2. Click Card Orders and select the Group Order tab.
3. Click the group order you want to complete.
4. From the group order page, click Complete Order.

After completing your group order, the order transitions to Pending status and is sent to the printer. 

Issue preprinted cards

You can use the Highnote API to issue preprinted cards to account holders for on-the-spot distribution. For more information, see the Issue Preprinted Physical Cards developer guide. 

Cancel card order

To cancel or edit a physical card order (individual or group), refer to the following guidelines and card states:

• Physical card orders can be canceled before being sent to the printer—in the NEW state.
• Physical card orders can be edited before being shipped—up to the SENT_TO_PRINTER state. To request changes after the order has been sent to printer (e.g., to the shipping address or method), contact support@highnote.com before 8am ET the day after the order was initiated.

To cancel a card order from the Highnote dashboard: 

1. On the left nav panel, find your card product and click Cards.
2. Click the Individual Orders tab or the Group Orders tab.
3. Select the order you want to cancel and click Cancel Order.