Ordering Instant Cards

In the event that a location for your organization needs more instant cards, you can order those through Payadmin. To do so navigate to the Cards tab and click on the Order Cards icon. If you do not see this icon please contact your customer success manager or administrative support at adminsupport@branchapp.com.

Bulk Upload

Let's do a bulk upload. 

The bulk upload option is most useful when you would need to send card orders to multiple individual locations. When we click Bulk Upload in the context menu, we will invoke a pop up window where we can select or drag and drop a file which contains the workers information. After adding the file click the Review Orders icon.

Note: The GROUP NAME ON CARDS should be a generic name as this is what will appear on the back of each card followed by unique numbers automatically generated by our system. In addition, in order for the file to process successfully, the formatting must conform to the provided template. We strongly recommend downloading the template and using that as a base for your bulk upload. The file extension must be .csv. Opening the file in software such as Excel may change the file extension, so it is important to export the spreadsheet to the correct file format.

A completed file may look like below: 

After you click the Review Orders icon this will invoke a screen to review your file contents. Once everything has been reviewed click the Submit icon. 

Your bulk card order has now been processed.

Create Single

Let's create a single card order. Keep in mind the amount of cards can be adjusted. Using the Create Single option would just have a generic name for all cards ordered.

When we click Create Single in the context menu, we will invoke a pop up window where we can now enter the information requested. After entering all requested information click the Continue icon.

Please note: GROUP NAME ON CARDS will be the name that appears on the back of each instant card followed by a unique set of numbers automatically generated by our system. We recommend using a generic name, like the name of your organization. 

After you have clicked the Continue icon another screen will appear to review the information entered. You must type CONFIRM in the box before you are able to click the Confirm Order icon. 

Once you have clicked Confirm Order, your order is complete.

Tracking Your Card Order

Once your cards have been shipped they should arrive within 5-7 days. You can track this order in Payadmin. To do so navigate to the Cards tab and click Orders. Under the TRACKING # column you can click the tracking number to link to the shippers website. If no tracking number appears your order has yet to ship.