Pay link
Problem
Customers wanted a way to take credit cards and PayPal on the go without having to create an invoice, which takes too long on a phone.
Solution
It’s like PayPal Me, but only for business. That’s an important distinction.
How it works
Take, for example, Pri, who usually invoices their customers once a month. They just finished tutoring someone and the customer wants to pay them right now without waiting for the invoice. Pri needs to leave their client’s house now. With Pay link, they can text their Pay link from their car as they’re leaving.
Merchant first discovers Pay link on their sales dashboard. This is unclaimed link state. I wrote the Pay link tile. (Select image for light box)
We recommend a businesslike Pay link name for them to claim, but we know people like to customize these things. I included naming tips to prevent back and forth. Get them through the experience and anticipate questions they have. (Select image for light box)
What I wrote
All of it
Who I worked with
1 interaction designer, 2 engineers, and 1 product manager.
If the name is available, it’s yours. The take payment form the customer sees is what’s on the right so the merchant understands what the customer will do. (Select image for light box)
If the merchant clicks on a name we recommended and it’s suddenly taken by someone else, they see this message. This is our fault, so we say “sorry”.
My Challenge
What kind of words/experience resonated best? After some testing, I suggested a name for them or let them choose their own, used words like “Claim now,” as if your Pay link was a prize.
Will people know it can only be used for business? QB doesn’t do peer-to-peer money exchanges like Venmo or Zelle. I used lots of “business” language and a business in the examples.
Pay link claimed state. Turn off your link here on your sales dashboard. If the toggle is off, nothing happens when a customer clicks it and tries to pay the merchant. (Select image for light box)
Notification Pay link was successfully set up and ready to use. (Select image for light box)
The product was tested in 2 rounds and launched, only to be decommissioned because customers didn’t like the high processing fees. It was a flop.