PAY LINK FLOW

Enables customers who usually send invoices to take credit cards and PayPal on the go without having to create an invoice on their phone.

Meet Pri, a tutor who usually invoices her customers once a month. She just finished tutoring someone and they want to pay right now with a credit card, but Pri needs to go and she doesn’t have time to get set up to take credit cards. She texts her Pay link to that client from the gas station, and she gets paid—and she’s not late for her kids.

It’s like PayPal Me, but only for business. That’s an important distinction. 

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.” (Select image for light box)

My Challenge

  • How might we talk to this kind of customer? (That wasn’t hard because I was already familiar with that customer)

  • Was Pay link very clearly a QB product? Did it sound like all the other QB products?

  • What kind of words/experience resonated best? e.g. we suggested a name for them or let them choose their own, used words like “Claim now,” as if your Pay link was a prize.

  • Would people actually use this? In what scenario might you use this?

  • Will people know it can only be used for business? QB doesn’t do peer-to-peer money exchanges like Venmo or Zelle. 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 ans 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.