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Create, edit, delete or archive 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

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. 

For more information about Payment authorization, see Pay for a booking with a credit or debit card.

 

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
  5. If you've already added a payment profile, click Manage payment profiles and click Create payment profile

 

Edit a payment profile

You can edit the Payment authorizer, Permissions, Billing, and Display name. 

You can't make changes to the Payment method or currency, you'll need to create a new payment profile instead. 

  1. Go to Account settings
  2. Under Account, select Payment profiles
  3. Select the profile you want to edit
  4. Click Edit on the section you want to update

 

Delete a payment profile

  1. Go to Account settings
  2. Under Account, select Payment profiles
  3. On the profile you want to delete, click the 3 dots and then Delete

 

Archive a payment profile

  1. Go to Account settings
  2. Under Account, select Payment profiles
  3. Select the profile you want to archive
  4. Click Archive payment profile

 

For more information about payment profiles:

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