Issuing and Treasury sample app

To use the sample app, first create an account to onboard as a customer of the platform.

After you provide an email and password, the app’s backend creates a connected account and requests the card_issuing and treasury capabilities.

1. On the Overview page, click Generate test data, and then click Simulate received credit in the drawer.

2. The transaction appears as a received credit (an incoming ACH) for 500 USD, and appears in the transaction receipt.

3. Go to the Financial account page to view your account number.

1. On the Financial account page, click Send money.
2. Select ACH, then enter the recipient’s information and the amount to send.
3. Select POSTED as the transaction result to simulate a completed payment.
4. The transaction appears as an outbound payment.

1. On the Cardholder page, click Create a new cardholder.
2. Enter the cardholder’s information, then click Issue card to create a virtual card.
3. You’re redirected to the Cards page. Click Details on the card row to view the new virtual card.
4. Click Generate test data, then Simulate test purchase.