Services

Strategy & Planning
Technical Design
UX & UI Design
Development
Web Integrations

Technology

Angular
Node.js
Nuvei

Project Features

Virtual terminal setup
Invoice management
Support ticket system
Companion admin portal

Key Project Results

Streamlined customer onboarding with a simple step-by-step process

Helped business owners meet consumer demand for added payment flexibility

Equipped the client with powerful tools to help manage its business

Empowered customers to take control of their invoicing solutions

SoftTech portal overview

ACCOUNT SETUP AND MANAGEMENT

The customer registration process unfolds in a multi-step process, from inputting basic info about their business and payment terminal, to uploading documents and signing a contract. When the application is submitted, admin can view and process it within their own web portal.

We designed this flow for customers and admin to be as seamless as possible, carefully refining the user experience to minimize friction and drop-offs. During technical planning, we took a best-practices approach to data privacy and user authentication.

Portal on-boarding process

VIRTUAL TERMINAL

To process a payment from their web browser, business owners can input their customer’s credit card info inside the portal, turning it into a virtual terminal. This provides another convenient way for businesses to process transactions, while keeping track of data inside the statements section.

We set up this virtual terminal functionality through integration with Nuvei’s API.

Virtual terminal

INVOICES

The invoicing section provides an additional support tool for businesses, letting them create new invoices, review and download previous ones, and manage and add payees. Businesses can also customize invoices with their company logo and a short description for added context.

Invoices

ADMIN PORTAL

The accompanying admin portal gives SoftTech staff a tool for managing support tickets, processing applications and managing customer accounts. When a customer submits an application to open an account, admin can review it and approve or request more data from the customer.

An additional super admin functionality supports the management of lower-level admins.

Admin portal

SUMMARY

By equipping business customers with additional tools to accept and manage payments from their browser, the portal brings a new level of convenience and flexibility. We took care to design a web application that’s easy to use, complements the SoftTech brand and gives admin all the tools they need to keep things running smoothly.