Issuing

Get started

Integration and go-live checklist

Components

Manage access for your team

Manage users

User roles

Multifactor authentication

API credentials for Balance Platform

Roles for API credentials

Onboard account holders

Onboard and verify users

Onboarding steps

Customize and test hosted onboarding

Onboarding components

Transfer instrument components

Terms of Service

Verification process

User capabilities

Determine verification requirements

Required information

Data formats per country/region

Requirements for document uploads

Verification codes

Remediating action codes

General error codes

Suberror codes

Test verification/KYC scenarios

Manage resources

Manage legal entities

Manage account holders

Manage balance accounts

Create and manage cards

Create cards

Manage cards

Add and manage funds

Manage card data

Reveal card details

Reveal details with iOS SDK

Reveal details with standard encryption

Reveal PIN

Reveal PIN with iOS SDK

Reveal PIN with standard encryption

Change PIN

Change PIN with iOS SDK

Change PIN with standard encryption

Add cards to digital wallets

Apple Pay in-app provisioning

Manage network tokens

authenticate cardholder

Enroll cards in 3D Secure

One-time password authentication

Out-of-band authentication

Install SDK for mobile devices

Register a mobile device

Manage registered devices

Authenticate cardholders

Troubleshooting

process transactions

Payment stages

View payment details

Payment authorisation

Use transaction rules

Create and manage rules

Examples

Use relayed authorisation

Track transactions

Webhooks

Set up webhooks

Best practices

Webhook structure and types

Payment-related events

Fund transfer-related events

Reports

Generate and download reports

Report types

Accounting Report

Payment lifecycle

Cash management

Authorization rates and troubleshooting

Balance Report

Payment Instrument Report

Received Payments Report

Build user dashboards

Transaction components

References

Validation types and refusal reasons

Release notes

Home Issuing Onboard and verify users Onboarding steps

Onboarding steps for issuing

See how to onboard your card users.

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