Site Payment Cards
Site payment cards are company credit cards stored at the site level instead of at the user profile level. Some TIMCs might use terms such as Ghost Card, BTA, or Central Billing Account for these types of cards. Site cards are configured and managed by site administrators.
Benefits and Need to Know
Creating a site payment card allows you to make a card available for specific groups of travelers to use for all travel, or for only air, train, car, or hotel travel. You can set restrictions that require those users to book travel with the site payment card, or you can give them the option to use either the site payment card or a card stored in their user profile.
You create each payment site card, and add those card to one or more card sets that can be assigned to groups. You can add the same card to more than one set.
Site payment cards are similar to but used differently than Corporate Payment Cards:
Site Payment Card: A corporate card with its card number stored at the company site level. Per the instructions below, you create a site payment card, assign it to a site payment card set, and assign that set to one or more user group/s. Users in that group can be restricted to using only the site payment card for travel, or they can be allowed to use either the site payment card or a card stored in their profile.
Corporate payment card: A corporate card with its card number stored at the traveler user profile level. As detailed in Corporate Payment Cards, at the site level, you create a card set based on a shared BIN number, set restrictions that only corporate payment cards are compliant with policy, and then assign that card set to one or more user group/s. Users in that group will be required to select from a list of compliance codes if they choose to not to use the corporate card and book out-of-policy travel.
Tip: To see examples of the traveler experience on the purchase page for site payment cards, see the examples in Payment Options.
Deem uses the following terms in creating and assigning site payment cards:
Site Payment Card: An individual credit card plus restrictions on its use.
Site Payment Card Set: A group of site payment cards, allowing you to assign multiple credit cards to user group/s.
Service Rules: A set of rules configured elsewhere in Deem, including site payment card sets, that you assign to one or more groups for use by that group/s.
Example:
VIP: Option to purchase air and rail using either a site card or individual card within profile. Hotel set up with Conferma Virtual Payment Card.
Manager: Required to purchase air and rail using a site card. Guarantee hotel with individual card within profile.
Default: Required to purchase air or rail using a different site card than the Manager group. Guarantee hotel with individual card within profile.
Guest: Required to purchase air and rail with a Single Use Credit card. Purchase hotel with Conferma Virtual Payment Card.
Important:
When using a site card for rail, open a Deem support case noting the client will be using a site card.
When using a site card for hotels, the card will be used only in booking for the guarantee, deposit, or cancellation penalty amount if applicable. The traveler will be required to present payment upon check in.
If the client wants to use Conferma Virtual Payment instead of a site payment card, see Conferma Virtual Payment.
Create New or Edit Existing Site Card
First, set up or edit the actual payment card details.
From the Partner Dashboard home page, click the Settings link to the right of the site you want to update.
At the top of the partner dashboard, click the Services tab.
Under the Travel heading, click the Site Payment Cards link.
Select Site Payment Cards List.
Take one of the following actions:
To modify an existing site card, select the link for that card under Card Name.
To add a new site card, select Add a new site payment card.
On the Services page, complete the following as appropriate for this card:
Ensure Activate Card is selected if you want this card to be available for traveler use.
Enter or select the card details in Card Name, Card Type, Card Number, and Expiration Date.
Restricted: Choose one of the following:
Yes: User will be able to use only this site payment card. Note: If you select Yes, this restriction will apply to each service (air, hotel, car, and rail). If you want to restrict only individual services, you will need to create separate site cards.
No: User will have the option to use this site card or a credit card stored in their user profile.
Indicate the service/s this card will apply to by selecting Yes next to the appropriate service.
Need Billing Address: You should enter the billing address, as many vendors validate the billing address at the time of purchase; for example, Southwest Direct Connect and rail services. Recommended to select Yes and complete the Billing Address fields that display.
After making all selections, click the Save button at the bottom of the page.
Add Site Payment Card to Payment Card Set
After creating or editing a site payment card, you should add it to a site payment card set so you can apply it to user group/s as part of the group’s service rules per the next section below.
At the top of the partner dashboard, click the Services tab.
Under the Travel heading, click the Site Payment Cards link.
Select Site Payment Cards Set.
Take one of the following actions:
To modify an existing payment card set, select the link for that set under Set Name.
To add a new payment card set, select Add a new site payment card set and name the set.
Click the Add Card button.
On the Site Payment Cards List page, select the radio button next to the name of the card to add to this set.
If you want to add another card to this set, click OK & Add Another.
After adding all cards for this set, click OK.
Click Save to save the site payment cards set.
Add Site Payment Card Set to Service Rules for a User Group
The last step is to assign a payment card set to the service rules for a specific group, as follows:
At the top of the partner dashboard, click the Rules tab.
Click the Service Rules link.
On the Service Rules page, next the name of the group to which you want to assign a payment card set, click the Edit or Add link as applicable.
Scroll to the Corporate Site Payment Cards section. From the Site Payment Card Set dropdown, select the payment card set to assign to this user group.
At the bottom of the page, click the Save button.
Repeat the above steps if you want to apply the same or other payment card sets to other groups.
After making all updates, click Save Priority Changes at the bottom of the page.
Commit all changes (click the # changes not applied link at the top-right and click Commit).
Test the site to ensure the site payment cards are working correctly for each user group.