Payments
overview
At ProducePay, we faced significant challenges with our payment processes, which were heavily reliant on manual data entry across multiple spreadsheets. This led to frequent errors, inconsistencies, and a lack of a unified view of each customer’s financial status.
To fix this, we started a project to automate how we handle payments. Our goal was to build a digital platform that would streamline internal payment management and offer an intuitive, user-friendly experience for customers to make payments. This would ultimately reduce errors and improve efficiency across the board.
Role
Lead Product Designer
Duration
Sept. 2023 - Present
Tools
Figma
The internal teams used to rely on manually tracking payments in various spreadsheets, which were handled by multiple people. This often led to errors, like data being entered incorrectly or information getting lost because there weren’t clear permissions on who could edit what.
To make matters worse, we didn’t have a centralized way to see a customer’s full financial picture—everything was scattered across different spreadsheets depending on whether the payment was for Pre-season or Quick-Pay services. With the lack of data available in the platform, this really hindered our ability to create a customer-facing experience for users to manager their payments.
Problems
Currencies Included: USD, MXN, CAD, EUR
Service Blueprint
Before
Previously, the payment reconciliation process relied on manually tracking data across multiple spreadsheets, leading to frequent errors due to human input and lack of proper permissions.
Payment logs were scattered across different spreadsheets depending on the type of service, whether Pre-season or Quick-Pay, further complicating the process.
After
A centralized digital platform streamlines payment management for internal users while also enabling a seamless customer-facing experience for making payments.
By automating these financial workflows, we eliminated the risks associated with manual data entry and created a more efficient, accurate, and user-friendly system that benefits both our team and our customers.
Incoming payment
Internal Platform
Payment Reconiliation and Attribution
Designed to replace cumbersome manual processes, this platform centralizes all payment data, allowing our team to efficiently track, manage, and attribute payments with accuracy. It automates the reconciliation process, reducing the risk of errors and ensuring that payments are correctly matched to the corresponding orders.
Financial Logs
This platform not only enhances operational efficiency but also provides our team with a clear, real-time view of financial transactions, making it easier to manage cash flow and maintain accurate financial records.
Customer-Facing Experience
Setup New Payment Method
We’ve made it easy for customers to set up their payment method. Their security is our top priority so the experience emphasizes the encryption and protection to give users peace of mind.
Confirming the test wires that appear in their account is quick and ensures that their payments are heading to the right place. Once everything matches up, they will see that the payment method is fully set up and ready to use.
Make a Payment
For efficiency, users can pay orders individually or pay all outstanding orders at once.
This bulk payment option consolidates everything into a single payment, saving time and simplifying the process.
