New Payment Flows

Two huge announcements for the month of January to the start of the year. First, we redesigned our entire payment flow for the entire application. The new flows simplified the entire process for consumers, display more relevant information, and allow the checkout to go faster.

Pre-charge Off Flows

Tratta now has pre-charge off flows built in to make sure that you're able to remediate and put the customer back on track. Releasing this and the new payment flows in the same month has shown outsized success. The pre-charge off flows were adopted and used with immediate success by many Tratta partners and clients.

Chargeback Reporting

There is nothing more broken than how chargebacks are reported. Even if your company has a very low, nearly non-existent, amount just finding one and matching it to the original transaction is a massive waste of time.

We've released Chargeback reports. Tratta can now pull in the chargeback, and match it to the transaction and the consumer - before you even get notified. Additionally, we make sure that the original transaction is not refunded.

This is something your processor can't do, we can guarantee that. Time is money, this saves both.

Console + Customer Portal

Legal Policies *Improvement* 🔥

We're making compliance easier and easier for you to manage. With a click of a button and "save" you can now include your policies in the payment authorization blurb. This is useful for payment agreements, such as refund policies, and e-sign.

Console

Search *Improvement* 🔥

You can now search for specific dollar amounts and ranges in Tratta Console using a "$" as a shortcut. Simply drop the $ in and start typing your amount, for ranges add a dash between two amounts and pull them all up.

Customer Portal

Account dashboard *Redesign* 🔥

We updated the customer's account dashboard to provide more value. We're already seeing better user interaction with just a few simple updates to the UX!!

Other

• Darker footer text for easier visibility
• Reworded multiple areas on the customer portal for easier readability
• Added "Final Payment Amount" to Payment Plan Report

Bug fixes 🐞

Various bug fixes have gone out.

Console

Dispute Report

You can now add the "Details" column to your dispute report and export up to 250 characters. This should make for much easier syncing to your system of record!

Console + Customer Portal

Legal Policies 🔥

Take control of your accepted disclosures and policies with the new Legal Policies section found in Settings. Your organization can now set up and configure up to 5 unique sections of policies, opting to make them show in the footer and/or be required to accept upon entering the customer portal. Let compliance have their fun and know that we've already made sure the user experience is unaffected.

Pagination of Child Accounts

For those who collect on sets of accounts with multiple small balances under one parent account, we've improved how those child accounts display on both the Console and customer portal so that they only show 5 at a time instead of all at once.

Other

• We've added the payment method to the transaction tab in the Account overview screens.
• Reformated the footer for the customer portal so it is the same throughout

Bug fixes 🐞

Various bug fixes have gone out.

Console

Customer Update report 🔥

Finally, it's here! The customer update report. This report will tell you all the changes that have been made to an account at the customer level, by whom, and when. This includes updates to the address, phone number, email, and accounts of the customer they apply to!

Customer Portal

No accounts shown 🤷‍♂️

We've added some contact options for the consumer if they go into the customer portal and do not see any accounts.

Bug fixes 🐞

Various bug fixes have gone out.

Console

New Settings

We've released some self-management tools in Settings. These would include new sections:

- Organization Profile

- Customer portal settings

Payment Plan Overview Improvement

The payment plan overview has been enhanced to add a Status and Attempts column in order to monitor payment plan performance on an account level.

Analytics

We've released Tratta Events to track events and analytics on a granular level. There will be some very detailed reports coming your way soon!

Bug fixes 🐞

Various bug fixes have gone out.

You'll start seeing Tratta announcements, updates, fixes, improvements, and new features here as often as we release them so you know what's going on in real-time. You can always find the monthly recap at whatsnew.tratta.io. We just released our Q3 Summer Edition (3 months in 1).

Tratta Team