Skip to main content

P-Card FAQ [Stripe]

If your RollCredits P-Card is Black, then this will be a Stripe/RollCredits card! Below are instructions on how to get things moving.

Ariana Lewis avatar
Written by Ariana Lewis
Updated over a month ago

💳 RollCredits P-Card User Guide

Welcome to your RollCredits/Stripe P-Card! Here’s everything you need to know—from activating your card to uploading receipts and managing settings.

🚀 How to Activate Your P-Card

  1. Log in to your RollCredits account:
    ​https://app.rollcredits.io

  2. Set up your profile:
    Go to Settings and add your full name and (optionally) phone number.
    📲 Adding your phone number is highly recommended so you can receive text alerts for purchases and use AI-powered receipt uploads!

  3. Activate your card:

    • Visit the Cards tab

    • Click the box to accept Stripe’s Terms & Conditions

    • Click "Activate" – this activates both your Virtual and Physical P-Cards (if applicable) 🎉

🔒 How to Find Your PIN

  1. Log in: https://app.rollcredits.io

  2. Go to the Cards tab

  3. Click "More" next to your card

  4. Select "View ATM Pin" – your 4-digit PIN will be displayed 🧾

💡 Note: Only physical P-Cards can be used at ATMs.

📦 How to Track Your Physical P-Card

  1. Log in: https://app.rollcredits.io

  2. Go to the Cards tab

  3. Find your card, click "More", then "Tracking Info"

  4. Your tracking number will be shown once the card has shipped 🚚
    📬 Physical P-Cards ship within 2 business days.

🧾 How to Find Your Billing Address

  1. Log in: https://app.rollcredits.io

  2. Go to the Cards tab

  3. Your billing address will be displayed next to your card info

💻 How to View Your Virtual P-Card

  1. Log in: https://app.rollcredits.io

  2. Go to the Cards tab

  3. The displayed card is your Virtual P-Card

  4. Click the "eye icon" (bottom right) to flip the card and reveal full details 🔍

🛑 Note: Physical cards ship separately and are not shown in the app.

✅ Virtual and physical cards are synced and pull from the same limit.

📤 How to Upload Receipts

  1. If you’ve added your phone number, you’ll get SMS alerts after each purchase

  2. Tap the link in the text to upload receipts via our AI-powered uploader 🤖

  3. Or go to Settings to manage SMS receipt upload options

📚 For full steps, check out our Uploading Receipts Guide

💰 How to Check Card Balance & Limit

  1. Log in: https://app.rollcredits.io

  2. Visit the Cards tab

  3. You’ll see:

    • 💸 Amount spent

    • 🟢 Remaining balance

    • 🚧 Total limit

❌ How to Cancel Your P-Card

  1. Log in: https://app.rollcredits.io

  2. Go to the Cards tab

  3. Find the card you'd like to cancel

  4. Note:

    • Card owner name

    • Last 4 digits of the virtual card

    • Last 4 digits of the physical card (if issued)

  5. Email this info to help@rollcredits.io

⚠️ Cancelled cards cannot be reactivated. A new card must be issued.

🧮 How to Update Card Limits

🔐 Only Super Admins and Managers can adjust limits.

  1. Log in: https://app.rollcredits.io

  2. Visit the Cards tab

  3. Click "More", then select "Adjust Limit"

  4. Enter your new limit in the pop-up, then click "Update Limit"

🏧 How to Enable or Disable ATM Withdrawals

🔐 Only Super Admins and Managers can change ATM settings.

  1. Log in: https://app.rollcredits.io

  2. Go to the Cards tab

  3. Click "More", then:

    • Click "Enable ATM Withdrawals" to turn it on

    • Click "Disable ATM Withdrawals" to turn it off

💳 P-Card FAQs

Do I need a RollCredits account to create a P-Card?

✅ Yes! Only users with Super Admin or Manager roles can create P-Cards.

Is a virtual P-Card required to create a physical one?

📱➡️💳 Yes—every physical P-Card must be linked to an existing virtual P-Card.

Can a P-Card be used for multiple projects?

🌐 Yes! Here's how P-Card funding works at the company level:

  1. 📝 Complete P-Card Onboarding and 🔗 link your bank account.

  2. 💼 Once complete, you'll receive a designated card fund account to wire or ACH funds into.

  3. 💰 These funds go into your Company P-Card Fund, which acts as a central pool.

  4. 🚀 Project-specific P-Cards will draw from this top-level fund.

Who can manage the P-Card program?

🛠️ Only users with Owner, Super Admin, or Manager roles can manage the program.

How can I check my P-Card balance?

👀 Go to the Cards tab in your dashboard.
There, you’ll see:

  • 🧾 Your card’s total limit

  • 💸 How much has been spent

  • 💵 How much is left

How do I get unused card funds refunded to my bank account?

🏦 Just email us at help@rollcredits.io, and we’ll get your refund started!

How do I code P-Card transactions?

🧩 Follow these steps:

  1. 📂 Ensure your project has an uploaded budget.

  2. Go to Transactions → P-Card tab.

  3. There are two ways to code:

    • ⚡ Quick code: Use the “Categories” column dropdown directly in the table.

    • 🔍 Detailed code: Click the eye icon, go to the Receipt tab, and scroll to the mini Account table to assign a category.

I entered the wrong shipping address—what should I do?

🚫📦 Unfortunately, we can't change the address once your physical P-Card has been ordered.
They’re processed fast—within 1 business day—and ship overnight.
👉 Email us at help@rollcredits.io and we’ll cancel the current card so you can reorder with the correct address.

Where can I find the tracking number for my P-Card?

📦✈️ To track your P-Card:

  1. 🔐 Log in to your RollCredits account: app.rollcredits.io

  2. 🗂️ Go to the Cards tab or visit app.rollcredits.io/cards

  3. 👇 Click More on the card and select Tracking Info
    You'll see the tracking number once the card is shipped!

🛑 How Can I Cancel a P-Card and Remove It from the Dashboard?

To cancel a P-Card, just email us at help@rollcredits.io with the name or details of the card you’d like to cancel.

⚠️ Important Notes:

  • Only cancel a card at the end of a project, or in cases of fraud or misuse.

  • Don’t cancel a card if you're waiting on a refund—just click “Freeze” in the app to temporarily pause the card instead.
    Freezing allows refunds to return to the card without disruption.

🧑‍💼 Can I Create a General Card for an Employee Not Tied to a Project?

At this time, all P-Cards must be linked to a project. But here’s a helpful workaround:

📁 Create a general-purpose project (e.g., “Company Office”)
🧾 Then assign P-Cards to team members for admin or non-production use under that project.

Need help setting this up? Just reach out to help@rollcredits.io!

📂 How Can I Filter Transactions With or Without Receipts?

  1. Go to Transactions → P-Card

  2. Locate the “File” column

  3. Click the 🔽 triangle icon to filter

  4. Choose either:

    • ✅ "Has File" — to see transactions with receipts

    • ❌ "No File" — to see which ones are missing receipts

Super quick way to track what still needs attention!

📭 What Should I Do If I Lost a Receipt or Don’t Have One?

  1. 🚨 Alert your Manager that the receipt is missing.

  2. Go to Transactions → P-Card

  3. Find the transaction and click the eye icon 👁️ to review

  4. In the Review tab, do the following:

    • 📝 Add a note explaining the missing receipt

    • ✅ Check the box for "No file to upload?"
      That marks the transaction as reviewed despite not having a receipt.

If you need extra help or want to double-check next steps, email us at help@rollcredits.io!

Related Articles
How To Upload Receipts
Card Holder Guide & Setup [Stripe]
P-Cards FAQ [CapitalOS]
P-Card Management Guide
Credit Card & Bank Statement Reconciliation FAQ
Did this answer your question?