Twill Brain

Payments Settings follow up

2 min read

Payments Settings follow up

Date: 2025-04-23 · Duration: 66.38999938964844 min Organizer: Nader Attendees: Mike, Nader, nathan.d.dutoit@gmail.com

Summary

  • Confidence in Payment Settings Design: Nathan is optimistic about completing the payment settings design promptly. Recent sales calls have been successful (Michael). Need to organize Figma files soon; currently prioritized new feature development over organization.

  • UI Review on Transaction Settings: Team discussed UI design for credit/debit card and ACH tabs, emphasizing the need for CVV/address verification settings (suggested as toggles by Nathan). Michael awaits a complete settings list from Pay Engine for clarity.

  • Batch Automation Requirement: Batch settlement automation is critical and must be always active due to lack of manual UI options. Proposed renaming ‘Settlement Schedule’ to ‘Batch Settings’ for clarity. Tax Settings will include default and state-specific rates; Apple Pay & Google Pay setup postponed.

  • Security Tab Investigation: Discussed adding a Security tab for 3D Secure and fraud prevention. Michael to research fraud prevention screening requirements that need code integration at checkout. Coordination needed with Alexander on backend API.

  • UI Flow & Experience: Team urged to review flow if the query response page is removed. Nathan voiced concerns about excessive navigation paths. Agreed to keep chart interactions consistent within dashboard threads; manual chart editing may not be widely adopted by users.

  • Need for Improved Organization: Identified issues with the current organization of threads and dashboards. Exploring potential adoption of ChatGPT-like project organization features.

  • Scheduling Brainstorming Sessions: Agreed on the necessity of regular

Action Items

  • Nathan duToit Clean up and organize Figma files to improve design system clarity (02:55) Build out the Tax Settings tab including modal for state-specific tax rates (33:08) Create Security tab with 3D Secure and fraud prevention features (32:19) Continue work on hi-fi versions of payment widgets (33:57) Update the text for batch settings to better explain functionality (18:23)

Michael Wright Add notes about which settings are necessary for V0/V1 vs future versions since Nauder couldn’t attend (07:31) Follow up with Pay Engine about CVV and address verification settings (13:43) Investigate fraud prevention screening requirements (27:34) Outline alternative flow for query response page if it’s being removed (34:14) Schedule regular design brainstorming sessions with Nathan (52:39)

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