Manage your Shopify Credit business cards

When you start using Shopify Credit, you're provided with a virtual card that's automatically activated and ready for use. You can use this card to make online purchases for your business. If you need to make purchases for your business in person, then you can order a physical Shopify Credit business card.

The primary cardholder can add secondary cardholders to their Shopify Credit account. Secondary cardholders have access to the credit line and are provided with their own card to make purchaeses with. Each cardholder can have only one virtual card and one physical card.

Request a physical Shopify Credit business card

如果你没有订购一套物理卡当你up your Shopify Credit account, then you can order one from your Shopify admin.

Steps:

  1. In your Shopify admin, go toFinances>Credit.
  2. ClickManage cards.
  3. ClickOrder physical card.
  4. Enter your shipping information.
  5. ClickPlace order.

After you order your physical card, you can review the card's delivery status and estimated delivery date by going in your Shopify admin toFinances>Creditand then clickingManage cards.

Reorder a physical Shopify Credit business card

If you've ordered a physical card and there's an issue with your card's delivery, then you can order a new card.

Before reordering, review your card's delivery status to ensure that the delivery date hasn't changed. Review the delivery status by going in your Shopify admin toFinances>Creditand then clickingManage cards.

For security reasons, you might need toauthenticateyour account before proceeding.

Steps:

  1. In your Shopify admin, go toFinances>Credit.
  2. ClickManage cards.
  3. Click the physical card.
  4. ClickOrder new card.
  5. SelectCard not received, and then clickNext.
  6. Enter your shipping information.
  7. ClickConfirm and replace card.

When you clickConfirm and replace card, your undelivered card is canceled and a new one is ordered.

Activate a physical Shopify Credit business card

When you receive your physical card, it must be activated before you can use it. You can activate your cardhereor follow the steps below.

For security reasons, you might need toauthenticateyour account before proceeding.

Steps:

  1. In your Shopify admin, go toFinances>Credit.
  2. ClickManage cards.
  3. Click the physical card.
  4. ClickActivate card.
  5. Enter the last four digits of your physical Shopify Credit business card, and then clickConfirm.

When you clickConfirm, your card is activated and you can use it for both online and in-person transactions.

View virtual card information

You can view your virtual card's information in your Shopify admin. Each cardholder can view only their own virtual card information. The primary cardholder can't view the virtual card number of a secondary cardholder.

For security reasons, you might need toauthenticateyour account before proceeding.

Steps:

  1. In your Shopify admin, go toFinances>Credit.
  2. ClickManage cards.
  3. Click the virtual card.
  4. ClickShow numbers.

Link your Shopify Credit business card to a virtual wallet

If you didn't link your card to a wallet such as Apple Wallet or Google Pay when you set up your Shopify Credit account, then you can do so at any time.

Steps:

  1. Refer to your Shopify Credit business card numbers by doing one of the following:
  2. Follow the instructions from your wallet app to add your card.

Replace a Shopify Credit business card

You can order a new Shopify Credit business card if needed. Each cardholder can have only one virtual card and one physical card. Ordering a replacement card cancels your current Shopify Credit business card. The primary cardholder can request replacement cards for themselves, or a secondary cardholder.

For security reasons, you might need toauthenticateyour account before proceeding.

Steps:

  1. In your Shopify admin, go toFinances>Credit.
  2. ClickManage cards.
  3. Click the card that you want to cancel and replace.
  4. ClickMore, and then clickCancel and replace.
  5. Select your reason for canceling and replacing your Shopify Credit business card, and then clickNext.
  6. Enter your shipping information.
  7. ClickConfirm and replace card.

Reset the PIN for your Shopify Credit business card

If you forget your PIN or think that an unauthorized person has access to your PIN, then you can reset the PIN for your physical Shopify Credit business card.

For security reasons, you might need toauthenticateyour account before proceeding.

Steps:

  1. In your Shopify admin, go toFinances>Credit.
  2. ClickManage cards.
  3. Click the physical card that you want to reset the PIN for.
  4. ClickMore, and then clickReset PIN.
  5. Enter a new 4-digit PIN, and then clickNext.
  6. Re-enter your PIN, and then clickConfirm.

Lock your Shopify Credit business card

If your card is lost or compromised, then you can lock the card to prevent its use. The primary cardholder can lock a card that belongs to a secondary cardholder. Secondary cardholders can lock and unlock only their own cards. A secondary user can unlock their card even if the primary cardholder locks the card.

To permanently remove access to a card, you canremove a secondary cardholder, orchange the monthly spending limitto $0.

For security reasons, you might need toauthenticateyour account before proceeding.

Steps:

  1. In your Shopify admin, go toFinances>Credit.
  2. ClickManage cards.
  3. 点击卡片,你想锁。
  4. ClickLock card.
  5. ClickLock card来确认。

After you determine your card's status, do one of the following:

  • If your card has been found, or you've determined that it hasn't been compromised, then you can unlock your card. Click the card on theManage cardspage, and then clickUnlock card.
  • If you can't find your card or have determined that it's been compromised, then you cancancel and replace your card.

Dispute a charge

If you're the primary cardholder then you can dispute a charge on your Shopify Credit account for the following reasons:

  • fraudulent
  • not received
  • duplicate
  • merchandise not as described
  • service not as described
  • canceled
  • other reasons

To dispute a charge on your Shopify Credit account,contact supportand provide them with as much evidence as possible about your reason for the dispute.

Update your Shopify Credit cardholder information

If information such as your billing address or phone number has changed, then you can update your cardholder details from your Shopify admin. You can’t have different cardholder information for your virtual and physical cards. If you change your cardholder details, then your changes apply to both cards. Each cardholder can change only their own cardholder details.

For security reasons, you might need toauthenticateyour account before proceeding.

Steps:

  1. In your Shopify admin, go toFinances>Credit.
  2. ClickManage cards.
  3. Click either your virtual or physical card.
  4. ClickView cardholder details.
  5. ClickEdit.
  6. Enter your updated information.
  7. ClickSave.
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