Technology and payments insights for high-growth businesses

In November, our team focused on building support for features we want to launch in the coming months - so hopefully you'll see the results of our work from the updates in the coming months. Additionally, we have added 2 features on the merchant app: 1) Timelines and notes feature in the transactions detail section. This allows any merchant staff to easily understand the status and customer actions associated with a transaction and 2) Customer badges to indicate a customer whom we could not service as they were a high-risk customer.

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Transaction details: adding a timeline and notes

We added enhanced functionality to our transaction timeline view. This helped our merchants track any transaction from the time of 'session creation' to 'ach successfully settled'. We also added the ability for staff to add notes to a particular transaction.

Improved logs for enhanced customer-support

We added session logs to allow merchants to understand payment drop-offs and errors in a more nuanced manner. This was done to help retail and IT staff understand how well PaySwifter was performing, and also to help our merchants understand the common types of errors when customers paid with PaySwifter (such as invalid credentials, etc.).

Customer type - badges and filters

There were certain customers who triggered our compliance models, and as a result we were not able to process their orders. When such customers spoke to customer-support regarding this issue, we noticed that customer support staff were not sure why a certain customer was unable to transact. To reduce then tickets raised as a result of such information asymmetry, we introduced customer status badges to indicate if a customer was "high-risk", or "suspended" due to a previous failed payment. These status-badges were also added to the filter component to allow for each search and filter options.

Published developer documentation

We published our developer documentation for public consumption. This probably marked the first time we thought of ourselves as moving from private beta, to public-beta. You can find our API docs here: https://payswifter.readme.io/