Managing Payments

Creating a simple system for admins of companies to quickly accept payments into their company bank accounts.

Client: Employer [Redacted]

Role: Lead Product Designer (UI/UX)

Duration: May 2024 - July 2024

Tools Used: Figma

Workflows and visuals have been changed to protect the client.

The Problem

Accepting payments was cumbersome and time consuming.

Our clients were only able to accept payments one at a time and had to click links in their email to view the payment. We wanted to create a system where the client could log in and view all payments that were sent to them, and accept multiple payments in one workflow.

Admin Journey

The journey of an admin accepting three payments.

Pain Points

Payments often relied on a single admin to accept.

Solution

Give all “Accept Payment” admins access to all payments

Now when a payment has been sent to a Company there is a dedicated page, called Payment Management, where any Accept Payment Admins can see all of the payments that have been sent to the company.

Because this page is accessible to anyone with the Accept Payment permission, there is no longer a reliance on a single individual to accept the payment.

Solution Preview

Give all “Accept Payment” admins access to all payments

The bulk of the page is a custom designed table that scales perfectly on all screen sizes, including large desktop screens to the smallest of phone screens.

Simply check the boxes of the payments you want to accept, click the accept payment button, and select the bank account that the payments will be sent to.