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<aside> 🧑💻 Keep up with what we’ve been up to!
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Q3: July, August, and September 2022
This summer we’ve released several major improvements to Tratta’s Console that should make the life of your operations easier! We have a new payment feature, greatly improved the global search feature, and worked on improving the overall user experience by implementing a massive redesign.
💰 Payments
The new payments feature allows you to easily create payment and payment plan arrangements for existing or new customers.
Since this feature is built on top of your data, after few keystrokes you’re provided with a list of matching accounts. After picking the desired account you can specify the payment’s minimum amount and date when payment should run. If you’re creating a payment plan, you can specify frequency, payment date, beginning of the payment plan and individual payment amount. You can also use any of the payment methods, customers chose to be remembered.
If you prefer your customers entering the payment data themselves, you can request the payment and payment plan via email or sms. Customer’s are then provided with a portal link they can use to complete the arrangement.
Card Payment
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Bank Payment
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Payment Plan request via email
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Payment Plan request via SMS
In the following video, Jay demos new payment and payment plan features