Steps for Creation of Virtual Card
- PAY BY AMEX button will be enabled in the check and payments screen.
- Vendors Screen: Navigate to Vendor screen and create a new vendor.
![Vendors new](/wp-content/uploads/2024/03/Vendors-new-1024x500.png)
- Associate the AMEX payment method with the respective vendor, add the Payment method and Cash Account in Payment Tab.
![Vendors payment](/wp-content/uploads/2024/03/Vendors-payment-1024x500.png)
Purchase Order Screen:
- Navigate to Purchase order screen
![Purchase Orders](/wp-content/uploads/2024/03/Purchase-Orders-1024x497.png)
- Create a purchase order for the vendor AMEX payment method is associated.
- Add the Vendor and Inventory ID and Click on Save.
![Purchase Orders payment](/wp-content/uploads/2024/03/Purchase-Orders-payment-1024x388.png)
Purchase receipts screen:
- Navigate to Purchase receipts screen.
![Purchase Receipts](/wp-content/uploads/2024/03/Purchase-Receipts-1024x498.png)
- Create and purchase receipt and release the receipt for the same and create bill for the order.
![Purchase Receipts payments](/wp-content/uploads/2024/03/Purchase-Receipts-payments-1024x512.png)
Bills and Adjustments screen:
- Navigate to Bills and Adjustments screen.
![Bills and Adjustments](/wp-content/uploads/2024/03/Bills-and-Adjustments-1024x500.png)
![Bills and Adjustments payments](/wp-content/uploads/2024/03/Bills-and-Adjustments-payments-1024x500.png)
- Create payment for the bill and click on [Remove Hold] then click on Pay Action
- status for the payment which will change to balanced status
![Bills and Adjustments status](/wp-content/uploads/2024/03/Bills-and-Adjustments-status-1024x518.png)
Checks and Payments screen:
- Navigate to Checks and Payments screen.
![Checks and Payments](/wp-content/uploads/2024/03/Checks-and-Payments-1024x498.png)
- In Checks and Payments screen click on Pay by Amex Action
![Checks and Payments action](/wp-content/uploads/2024/03/Checks-and-Payments-action-1024x517.png)
![Checks and Payments amex action](/wp-content/uploads/2024/03/Checks-and-Payments-amex-action-1024x498.png)
- To pay with Extend, click the button. A pop-up page with a virtual card will appear. Select the account and verify the vendor’s details.
- Create a virtual card and receive an automatic email from the extended support team.
- A new tab titled “Extend details” will appear on the Checks & Payments screen, displaying virtual card info.
- Click on the view virtual card link in the email from the extend support team.
- After creating a virtual card, click on Generate code to receive an email containing the code.
![Checks and Payments details](/wp-content/uploads/2024/03/Checks-and-Payments-details-1024x499.png)
![View your virtual card](/wp-content/uploads/2024/03/View-your-virtual-card.png)
![Generate Code](/wp-content/uploads/2024/03/Generate-Code.png)
- Enter the code and click submit to view the virtual card.
![Code vcard](/wp-content/uploads/2024/03/Code-vcard.png)
![Submit and View Card](/wp-content/uploads/2024/03/Submit-and-View-Card.png)
![Card details](/wp-content/uploads/2024/03/Card-details.png)
![Card details - number](/wp-content/uploads/2024/03/Card-details-number.png)
Note: If the payment method is EXTEND, the user will not be able to release the payment, and an alert message will appear.