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.

• Associate the AMEX payment method with the respective vendor, add the Payment method and Cash Account in Payment Tab.

Purchase Order Screen:

• Navigate to Purchase order screen

• Create a purchase order for the vendor AMEX payment method is associated.
• Add the Vendor and Inventory ID and Click on Save.

Purchase receipts screen:

• Navigate to Purchase receipts screen.

• Create and purchase receipt and release the receipt for the same and create bill for the order.

Bills and Adjustments screen:

• Navigate to Bills and Adjustments screen.

• 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

Checks and Payments screen:

• Navigate to Checks and Payments screen.

• In Checks and Payments screen click on Pay by Amex Action

• 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.

• Enter the code and click submit to view the virtual card.

Note: If the payment method is EXTEND, the user will not be able to release the payment, and an alert message will appear.