Company cards

  • Updated

Additional information is available to FareHarbor employees.

By adding company cards to your Dashboard, you can manage affiliate and partner payments directly from FareHarbor.

Adding a card

Add company cards from the Bank & Payments section of your Dashboard.

  1. Go to Settings > Bank & Payments and select the Cards tab
  2. Click New card
  3. Enter a name for your card (for example, Island Tours Company Card)
  4. Enter the information on the card
  5. Click Create card
adding-company-card

Next, edit the card’s access settings to determine who can see and use it.

Sharing access to a card

Once you’ve added a card, control who can see and use it when making a booking. Click Edit next to the card to update these settings.

sharing-card-access.png

Affiliates

If you work with affiliates who resell your items, you’ll see them listed here. For each affiliate, you have the following options:

  • Allow use when booking for: Allow the card to be used when you’re making bookings in your Dashboard assigned to that affiliate
  • Allow use by affiliate: Allow the card to be used by the affiliate when they are making bookings for your company
  • Allow use for affiliate invoices: Allow the card to be used for paying invoices owed to the affiliate. When paying invoices for this affiliate, you will be able to use this saved card and avoid re-entering card information.

Partners

Partners are companies who have given you access to resell their items. For each partner, you have the following options:

  • Allow use when booking for: Allow the card to be used when you’re making bookings for that partner
  • Allow use by partner: Allow the card to be used by the partner when they are making bookings assigned to you
  • Allow use for affiliate invoices: Allow the card to be used for paying invoices owed to the partner. When paying invoices for this partner, you will be able to use this saved card and avoid re-entering card information.

Learn more about invoice payments: Managing affiliate invoice payments

Note: Dashboard users must also have the “Can view cards on file” option enabled in their permission group before they can start using a shared card. Learn more.

Using company cards

Company cards can be charged when making an affiliate or partner booking in FareHarbor.

Logged-in users for affiliate and partner companies will see all cards they have access to when completing the payment section of the book form:

Cards on file

Once a company card has been charged, the transaction will be logged on the booking overview (in the payments summary and the activity log). Company card payments will not be shown on the customer’s confirmation email, but will be displayed on receipts, in a generalized format:

Updating, deactivating, or deleting a card

Reordering cards

You can add multiple cards and reorder them using the reorder icon next to the card name. The order of your cards will be reflected in the Payment Method section of the book form.

Reordering company cards

Updating cards

To update or delete a card, click Edit next to the card name, then go to the Settings tab. Learn more about each option below.

updating-cards.png

Deactivating a card

When a card is deactivated, it will no longer be visible as a payment method when creating bookings. This applies to both your own Dashboard and any partners or affiliates you’ve shared the card with.

This is useful if you need to temporarily prevent a card from being used without deleting it entirely.

Updating card information

If needed, you can enter new card information while keeping the same access settings. For example, if your company card expires and you receive a new card, you can update the information on file without having to set up a new card from scratch.

Deleting a card

Deleted cards can no longer be used by you or any affiliates or partners you’ve shared them with.

You’ll still be able to see payments that were previously made with the card on bookings or in reports.

FAQs

Why can’t I see company cards when making a booking?

You may not have permission to view company cards, or you may not have been given access in the card’s settings.

  • You can check your permissions by clicking on your name at the top of the Dashboard and selecting Your Account. From there, go to Permissions and click the blue arrow next to your permission group. Look for the permission “Can view cards on file” and check that it is enabled. If it’s not, contact your Administrator or FareHarbor Support.
  • Double check the card’s access settings by going to Settings > Bank & Payments > Cards and clicking “Edit” next to the card.
    • The “Allow use when booking for” column controls when you can use the card in your own Dashboard. 
    • The “Allow use by affiliate/partner” column controls which affiliate and partner companies can use the card.
    • The “Allow use for affiliate invoices” column controls whether the cards can be used for paying affiliate invoices.

How do I know my card information is secure?

All cardholder data is securely stored with our payment processor Stripe, a PCI Level 1-certified provider.