Edna Valencia
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Activity overview
Latest activity by Edna Valencia-
Edna Valencia created an article,
How can I earn cashback or rebates?
Investar Bank allows companies to earn cashback rebates on purchases completed using the Investar Bank Commercial Card. You can earn cashback on every swipe.Note:Rewards accrual begins upon success...
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Edna Valencia created an article,
Need Assistance with Our Service? We're Here to Help!
Your Satisfaction Matters:At Investar Bank Commercial Card, we take customer satisfaction seriously. If you encounter an issue and aren't happy, we encourage you to voice your concerns. Our goal is...
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Edna Valencia created an article,
How to update the transaction approval settings
Transaction settings help organizations control and manage financial activities by defining approval rules. Admin users can update these settings to align with company policies and workflows. This ...
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Edna Valencia created an article,
Merchant PIN prompt
Your Investar Bank Commercial Card is a credit card, so it does not have a PIN. Some merchants may prompt you to enter a PIN after using your Investar Bank Commercial Card to complete a transaction...
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Edna Valencia created an article,
How to download the Investar Bank Commercial Card mobile app [user]
You can download the Investar Bank Commercial Card app directly from Google Play and Apple App Store, or by using the following QR code:
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Edna Valencia created an article,
Adjusting the Transaction Category [user]
Users can adjust a transaction's category or add users by opening the Transactions menu.Log in to https://app.cmlcard.investarbank.com.Click the Transactions tab on the left-hand side of the screen...
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Edna Valencia created an article,
Why was my card transaction declined? [user]
There could be various reasons for a declined card transaction, and below are some of them:exceeding your credit limita suspected fraudulent transactiona hold placed by the merchantunsupported tran...
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Edna Valencia created an article,
How to dispute a transaction [user]
Users can dispute a transaction on their Investar Bank Commercial Card.Log in to https://app.cmlcard.investarbank.com.Navigate to the Transactions page on the side menu.We have tabs for All, Pendin...
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Edna Valencia created an article,
How to add a memo and receipts to a transaction [user]
Users can filter the transactions with missing receipts and upload them directly from their dashboard.Log in to https://app.cmlcard.investarbank.com.Navigate to the Transactions page in the side me...
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Edna Valencia created an article,
How do I update my Investar Bank Commercial Card account password? [user]
Users can update their password online through their Investar Bank Commercial Card account.Log in to https://app.cmlcard.investarbank.com.On the side menu, click on your company name, then choose P...