Note: If the Card Holder's Name is different from the Perform[cb] account owner's name, reach out to your Growth Manager. One form of government ID for the cardholder's name will need to be provided via a secure link to the Perform[cb] Accounting Team.
Select Add Card
Setup Credit Card Payments
After a credit card is added to your account, you can set up a one-time credit card payment or enable auto-funding.
A one-time credit card payment can be set up at any time. Simply select Add Funds from the Payments page and add what amount you want to be charged to the selected credit card. This one-time payment will be charged to your account immediately via our secure credit card processor.
Enjoy a hassle-free method of payment by enabling auto-funding. The platform will automatically charge the credit card on the account when the account balance hits 10% of the Auto-Funding Amount.
It is recommended to enable auto-funding amounts higher than daily spend levels to avoid financial institutions declining transactions due to increased charge frequency.”
Select the Auto-funding dropdown and change the selection to Enabled
Add the Amount. This is the replenishment amount that will be charged to the credit card. It is recommended for the amount to be higher than daily spend levels to avoid financial institutions declining transactions due to increased charge frequency.
Example: If the amount is set to $10,000, the credit card will be charged $10,000 when the account balance hits $1,000.