Client Billing Portal

Surfacing client admin tools for managing invoices, payment methods, and redemption account funding - legible to non-finance minded users while protecting client trust.

Billing portal overview with the funding health widget. The funding health widget was designed to address Tableau Funding Account report discrepancies to act as a data gap filler and real-time pulse of their account status.

problem

When redemptions fail for client teams, companies notice immediately, and they don't call it an "account funding issue." They call it an emergency. The Admin Finance portal and Billing management was going to be the experience where those emergencies had to be prevented. To succeed we had to surface these tools to the right people and in a language that was free from confusing financial jargon.

solution

The Billing page handles four distinct jobs: payment method management, direct deposits (card/ACH), invoice requests, and Redemption Account context. These experiences map directly to how client companies fund employee rewards and were previously handled via email chains, phone calls, and snail mail correspondence. The Billing page brought these tools where admins could proactively manage their organizations’ funding health where they were already managing Redemptions - our platform.