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Create a payment profile

  • Updated
  • Only Admins can use this feature

Create a payment profile

  1. Go to Account settings
  2. Under Account, select Payment profiles
  3. Click Create payment profile
  4. Enter the card details
  5. Under Payment authorizer, select the people who have access to the mobile phone associated with the credit card in case a verification code is required - this person should be an Admin or Approver
  6. Check the box to give your consent for TravelPerk to take payment from this card when booking trips - the card will be saved for future use
  7. Click Continue
  8. Choose the company, select who can use the payment profile and click Continue
  9. Enter the billing information and click Save

Your bank might require authorization using 2-factor authentication to complete the registration of your card. If it does, follow the instructions on Understanding 2-factor authentication. 

Note: We'll only use saved payment methods for the specific usage included in our Terms and Conditions. This includes trip bookings, modifications and fees for subscriptions that you sign up for.

Details of the cards will be shared with our payment processors, such as Stripe. 

 

Create a payment profile directly on one of your Companies

  1. Go to Account settings
  2. Under Account, select Companies
  3. Select the company you want to add the payment profile to 
  4. Click New payment profile - If you've already added a payment profile, click Manage payment profiles
  5. Click Create payment profile

Your bank might require authorization using 2-factor authentication to complete the registration of your card. If it does, follow the instructions on Understanding 2-factor authentication.

 

Failed card registration

If the registration of your card fails, make sure to check that all of the details you entered match the card details.

For example, check that the address and postcode registered to the card are the same as the one you entered or the CVC is the same as the one on the card. 

Sometimes, the bank or card issuer rejects the registration and you'll need to contact them directly to resolve the issue. 

 

For more information about payment profiles:

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