Jack®
Jack®
Jack®
Jack®
Jack®
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Portal Design
Portal Design
Portal Design
Portal Design
Portal Design
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2024
2024
2024
2024
2024
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Designed an early billing payment flow for corporate cards on Jack’s web portal.
Designed an early billing payment flow for corporate cards on Jack’s web portal.
Designed an early billing payment flow for corporate cards on Jack’s web portal.
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Client
Client
Client
Client
Jack®
Jack®
Jack®
Jack®
Project Type
Project Type
Project Type
Project Type
Portal Design
Portal Design
Portal Design
Portal Design
Industry
Industry
Industry
Industry
Finance
Finance
Finance
Finance
Year
Year
Year
Year
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(
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2024
2024
2024
2024
)
)
)
)
(Background)
Jack is a business financial management platform that integrates corporate cards, payroll, and bill payments into a single portal.
In this case study, I designed an early billing payment feature for corporate cards, allowing users to pay their bills before the due date with a flexible (partial) payment amount. Once the payment is successful, the available limit of each card is immediately refreshed based on the amount paid, enabling continued business spending without waiting for the billing cycle to end.
Jack is a business financial management platform that integrates corporate cards, payroll, and bill payments into a single portal.
In this case study, I designed an early billing payment feature for corporate cards, allowing users to pay their bills before the due date with a flexible (partial) payment amount. Once the payment is successful, the available limit of each card is immediately refreshed based on the amount paid, enabling continued business spending without waiting for the billing cycle to end.
Jack is a business financial management platform that integrates corporate cards, payroll, and bill payments into a single portal.
In this case study, I designed an early billing payment feature for corporate cards, allowing users to pay their bills before the due date with a flexible (partial) payment amount. Once the payment is successful, the available limit of each card is immediately refreshed based on the amount paid, enabling continued business spending without waiting for the billing cycle to end.
(Challenge)
While billing payments are typically made close to the due date, some users need more flexibility to proactively manage their card limits. The main challenges included:
The feature is not driven by an urgent pain point, making it easy to overlook
Users need to clearly understand how early payments affect card limits
Supporting partial payments without creating confusion or misinterpretation
Ensuring the payment flow remains clear, safe, and easy to use, even when there is no payment due
While billing payments are typically made close to the due date, some users need more flexibility to proactively manage their card limits. The main challenges included:
The feature is not driven by an urgent pain point, making it easy to overlook
Users need to clearly understand how early payments affect card limits
Supporting partial payments without creating confusion or misinterpretation
Ensuring the payment flow remains clear, safe, and easy to use, even when there is no payment due
While billing payments are typically made close to the due date, some users need more flexibility to proactively manage their card limits. The main challenges included:
The feature is not driven by an urgent pain point, making it easy to overlook
Users need to clearly understand how early payments affect card limits
Supporting partial payments without creating confusion or misinterpretation
Ensuring the payment flow remains clear, safe, and easy to use, even when there is no payment due
(Design Strategy)
Added a “Credit Payment” CTA on the portal dashboard, accompanied by a “New” badge to improve discoverability and encourage early adoption.
Added a “Credit Payment” CTA on the portal dashboard, accompanied by a “New” badge to improve discoverability and encourage early adoption.
Added a “Credit Payment” CTA on the portal dashboard, accompanied by a “New” badge to improve discoverability and encourage early adoption.
Displayed the billing period, due date, and card-level spending per cardholder, helping users understand their current card status and decide whether early payment is necessary.
Displayed the billing period, due date, and card-level spending per cardholder, helping users understand their current card status and decide whether early payment is necessary.
Displayed the billing period, due date, and card-level spending per cardholder, helping users understand their current card status and decide whether early payment is necessary.
Allowed users to customize the payment amount for each card, without requiring full bill settlement, so limits can be managed and reallocated based on business priorities.
Allowed users to customize the payment amount for each card, without requiring full bill settlement, so limits can be managed and reallocated based on business priorities.
Allowed users to customize the payment amount for each card, without requiring full bill settlement, so limits can be managed and reallocated based on business priorities.
Clearly communicated that the available card limit is refreshed immediately after a successful payment, building trust and reducing hesitation before completing the transaction.
Clearly communicated that the available card limit is refreshed immediately after a successful payment, building trust and reducing hesitation before completing the transaction.
Clearly communicated that the available card limit is refreshed immediately after a successful payment, building trust and reducing hesitation before completing the transaction.
(Impact)
(Impact)
Enabled users to manage corporate card limits more proactively, without waiting for the billing due date
Improved financial flexibility to support dynamic business spending needs
Reduced friction in the payment flow through a simple and transparent experience
Increased user confidence and control over card spending and limit management
Enabled users to manage corporate card limits more proactively, without waiting for the billing due date
Improved financial flexibility to support dynamic business spending needs
Reduced friction in the payment flow through a simple and transparent experience
Increased user confidence and control over card spending and limit management
Enabled users to manage corporate card limits more proactively, without waiting for the billing due date
Improved financial flexibility to support dynamic business spending needs
Reduced friction in the payment flow through a simple and transparent experience
Increased user confidence and control over card spending and limit management
(Contact)
Let’s work together.
(Contact)
Let’s work together.
(Contact)
Let’s work together.
(Contact)
Let’s work together.
(Contact)
Let’s work together.
© 2020—2026
© 2020—2026
© 2020—2026
© 2020—2026
© 2020—2026