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How to Manage Spend Cards

This article explains how to manage the spend cards you have issued from your PayHOA financial account, including viewing card details, freezing or canceling a card, editing spend limits, and reviewing transactions.

Written by Sydney Lucas

Financial Accounts is currently in beta and is not yet available to all accounts. If you're interested in joining the beta for this feature, please reach out to support@payhoa.com.

See a video of how to do this here.

Opening a Spend Card's Details

  1. In your left navigation, go to Financial Accounts and scroll down to your active cards.

  2. Click into the card you would like to manage to open its Spend Card Details page.

Managing a Spend Card

From the Spend Card Details page, you have several options:

  • Download the card's details.

  • Temporarily freeze the card.

  • Permanently cancel the card.

  • Edit the spend limits that you set when the card was created.

  • View all of the card details, shipping details, and a timeline of the activity related to the card.

Reviewing Transactions and Submitting a Dispute

You can also view recent transactions on the card and submit a transaction dispute:

  1. On the Spend Card Details page, select the option to submit a transaction dispute.

  2. Select which transaction you are disputing.

  3. Enter the reason for the dispute, along with any contact details.

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