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Add, edit, and remove credit cards

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Answer

You can add credit cards to your Tango account to pay for rewards at checkout or to pre-fund your account balance. After a card is saved, you can manage it from Payment methods, including updating editable details such as the card nickname or receipt email addresses, or removing the card when it is no longer needed. For details about adding funds with a credit card, see Pre-fund your account with a credit card.

 

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Before you begin

  • You must have Entire organization access and Manage permissions for Funding & payments to add, edit, remove, or use credit cards to add funds.

  • Tango supports credit cards with billing addresses in Australia, Canada, Mexico, Poland, Singapore, United Kingdom, and United States. Contact your Customer Success Manager (CSM) at success@tangocard.com with questions about adding a credit card with an international billing address.

  • When you add funds using a credit card, the transaction is processed in the currency of the selected Tango account, not the currency of the rewards you plan to send or the credit card itself.

  • You can add up to 10 credit cards per account. Audit your saved cards every 60 to 90 days and remove expired or unused cards.

  • Credit card transactions incur a 2.9% processing fee. ACH or wire payments provide alternative funding options without processing fees. See Pre-fund your account with ACH or Wire.

  • Tango accounts default to USD. American Express and Discover cards can add funds only to accounts set to USD.

 

Add a credit card

Add a credit card to your Tango account so it is ready whenever you need to pre-fund your balance or pay at checkout. If you have multiple Tango accounts, make sure you select the correct account first. There are two ways to add a credit card in portal.

 

Note:
  • When you sign up for a new Tango platform, account registration may take up to three business days. During this period, you can pay for your reward using the added credit card, but the payment and order remain Pending until platform registration completes. Contact a Customer Success Manager (CSM) at success@tangocard.com if the status has been pending more than three days.

  • Tango displays the last four digits of the credit card on file in the Funding history page after the card is added. It doesn’t store the entire card number.

 

A. Add a credit card from Payment methods

Use Payment methods to save a credit card to your Tango account before placing an order. Saved cards are available for all future transactions on the account, making checkout faster. You can save up to 10 credit cards per account.

To add a credit card from Payment methods:

  1. Sign in to the Tango portal.

  2. Click the account switcher at the top of the left menu, then select the correct account.

  3. Go to Payment methods on the left navigation menu. All credit cards added to the selected account are shown on this page.

  4. Click Add a credit card.



  5. Fill out the credit card information exactly as it appears on file with your card issuer. Inconsistent details may cause registration errors. For example, Ste 300 is invalid if entered as Suite 300, and #504 is invalid if entered as Apt 504. Add a nickname so other users can easily identify the card.

  6. Scroll down to Receipts and enter email addresses to notify recipients whenever this credit card adds funds to the account. The primary user’s email populates by default. You can add up to five email addresses, separated by commas.

  7. Click Save credit card.
    After saving, the card is available immediately. A receipt is emailed to the user who initiates funding and any additional email addresses on file. You can also download receipts from the Funding history page. See View funding history in Tango.

    Note:

    You can edit receipt email addresses after saving a card. You can set the primary email only when adding the card; to change it, remove the card and add it again.

     

B. Add a credit card during checkout

You can also add a credit card directly when placing an order. This is useful when you want to use a new card for a one-time purchase without saving it to your account, or when you are ready to save a new card at the time of checkout.

To add a credit card during checkout:

  1. With rewards in your cart, go to Checkout.

  2. Click Add a new card.

  3. Fill out the information exactly as it is on file with your card issuer.

  4. Enter Additional email addresses to receive a notifications. You can add up to five addresses, separated by commas. The Primary email is populated and cannot be changed. See Set up credit card notifications.

  5. Click Save credit card.
    A receipt is emailed automatically to the user who adds funds.



    You can download the credit card receipts from the Funding history page. See Download credit card transaction receipts.

Edit a credit card

You can update certain saved credit card details, such as the card nickname or receipt email addresses, from your Tango account. Some card details can’t be changed after the card is saved. To update restricted details, remove the card and add it again with the correct information.

To edit credit card information:

    1. Sign in to the Tango portal.

    2. Click the account switcher at the top of the left menu, then select the correct account.

    3. Go to Payment methods on the left navigation menu.

    4. Click the credit card you want to update to open the Edit window.



    5. Update the editable information, such as the card nickname or receipt email addresses.

    6. Click Save


Remove a credit card

Remove a saved credit card when it is expired, no longer used, or should no longer be available for funding or checkout. Removing a card prevents future use on the selected Tango account, but it does not affect completed transactions or existing receipts.

Note:

If you remove a credit card, you must wait until the registration period ends before adding the same card again. Account registration may take up to three business days. See the note above regarding account registration.


To remove a credit card:

  1. Sign in to the Tango portal.

  2. Click the account switcher at the top of the left menu, then select the correct account.

  3. Go to Payment methods on the left navigation menu.

  4. Click the credit card you want to remove to open the Edit window.

  5. Click Remove card, then confirm the action.

 

More resources

 
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