How to Edit Cards in the Facilipay Business Portal

Before You Begin

• You'll need access to the Facilipay Business Portal with permissions to view and edit card records.

What You Can Do Here

In the Facilipay portal, you can:

• View existing card details
• Edit cardholder information
• Update card status (active, inactive)
• View transaction history and balances
• Search for specific cards

Step-by-Step: Edit a Card

1. Log In to the Business Portal
   Sign in to the Facilipay Business Portal using your authorised credentials.

2. Navigate to the Cards Section
   From the main menu, select Cards to view all saved card records.

3. Search for a Card
   Use the search field to find the card you want to edit. You can search by:

   • Card number
   • Cardholder name
   • Email address

4. Open the Card Details
   Click the card you want to edit to open its details page.

5. Edit Card Information
   Once on the card details page, you can update the following:

   • Cardholder Name: Modify the cardholder's name if it was entered incorrectly or needs updating.
   • Contact Details: Update the cardholder's email or phone number.
   • Card Status: Change to Active (usable) or Inactive (disabled).

6. Save Your Changes
   After making edits, click Save to apply the changes.

View Card Balance and History

From the card details page you can also:

• View the current balance
• Check recent transactions
• See reward history (if enabled)

This helps confirm the card has the correct balance and usage history.

Troubleshooting

If you cannot find a card:

• Check that you entered the correct card number or search terms.
• Try filtering by status (Active/Inactive).
• Confirm you have permission to edit cards in your portal.
• If issues persist, contact support@facilipay.io.

What Happens After You Save

• Changes are reflected immediately in the Facilipay system.
• Updated details will be used in future transactions or reports.

Tips & Best Practices

• Accurate information: Ensure cardholder names and contact details are correct to avoid confusion.

• Deactivate lost or unused cards: If a card is lost or no longer needed, set its status to Inactive.

• Double-check before saving: Verify all edits before clicking Save.