---
title: Ordering Cards
description: This guide provides explanations to the settings and options available for customizing your cards
---

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# Ordering Cards

## This guide provides explanations to the settings and options available for customizing your cards

Step 1: Card Details

- Requested for: the person the card will belong to. The user must already exist on your KleerCard account to appear here.
- Nickname: a label to help you identify the card.
- Type of card: Virtual cards are available immediately after approval, and can be shared with people outside your organization. Physical cards are mailed in about 10 business days. B
- Type of limit: Monthly resets to the amount you set on the first of each month. Reloadable depletes as charges are made until it reaches zero, at which point an admin must add funds.
- Expires in: the card's validity period.
- Reason for requesting: lets the requester tell the approver the purpose of the card.
- Amount being requested per month: sets the monthly or reloadable limit.

Step 2: Card Controls

Controls let admins govern where and how the card is used.

- Require address verification: available for virtual cards, on by default. Turn it off for Meta (Instagram or Facebook) purchases.
- Restrict to a single merchant: limits the card to one merchant ID.
- Restrict to merchant categories: choose one or more categories from the list to limit the types of merchants where the card works.
- Restrict by day and time: set the weekdays and hours the card can be used.

Step 3: Default Accounting

Optionally assign default accounting to every charge on the card, including Vendor, Account, Location, and Grant. These can still be changed at the transaction level.

Step 4: Card Policies

Set receipt and notification behavior for this card (these override your company policy):

- Create auto receipts for charges under $75: automatically creates receipts for smaller charges.
- Send phone notifications: cardholders get notified when new charges post.
- Enforce required fields: cardholders must complete required charge details before submitting.
- Automatic locking policy: choose whether the card follows company autolock settings or uses a card-specific override.

\[Note for readers: these toggles are now worded positively. Turning a toggle on enables the behavior.\]

Step 5: Review

Review the grouped summary (Card, Controls, Accounting, Card policies) before submitting. Once requested, you cannot change the recipient, mailing address, card type, limit type, or the address verification setting, so review carefully.

After submission, the request follows the approval settings of the person it was requested for: it routes to their approver, or is ordered immediately if their self-approval limit allows.

Contact us at support@kleercard.com for additional support.

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