Payment Order Creation in Reach

The Reach platform has renewed the payment order creation process, offering a clearer, faster, and more reliable experience for both agents and clients. The updated flow is described step by step below.

Payment Method Selection and Preferences

The first step consists of choosing the payment method:

  • CARD (Card)

  • ACH (Bank Transfer)

  • COD (Cash on Delivery)

Options are displayed dynamically according to the selected category.

Selection Logic

  • If the category has more than one active profile, a selector is displayed.
  • If only one profile is available, it is automatically selected.

Configuration by Method

  • CARD: allows choosing between single payment or installments, depending on plan availability.
  • ACH: displays available bank accounts, with name and type for clear and secure selection.
  • COD: requests the estimated delivery date and shipping cost (optional).
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Amount and Collection Details

The amount to charge field is automatically filled with the cart value (if it exists). The agent can modify it if necessary. Notes can also be included to provide context about the charge (for example, product descriptions, promotions, or clarifications). Benefits:

  • Minimizes typing errors.
  • Maintains consistency in currency and values.
  • Facilitates commercial tracking and traceability.
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Billing and Delivery Information

Billing data (name, address, etc.) is automatically filled from the client’s profile, ensuring accuracy and avoiding duplications. In the case of COD payments, delivery details are added, including the date and optional shipping cost.

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”Sticky” Summary (Total Always Visible)

Throughout the flow, the summary panel remains visible showing the total, including:

  • Subtotal or base amount
  • Shipping (optional)
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Benefits:

  • Total transparency in the charge.
  • Reinforces the agent’s security and the client’s confidence.
  • Eliminates surprises when confirming the order.

Review and Confirmation

Before finalizing, a consolidated summary is presented with the options:

  • Send Summary: allows sharing the payment details with the client before confirming it.
  • Confirm: creates the payment order and generates the corresponding link.
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Key States and Changes

  • The DRAFT state now applies only to payment links that contain a shopping cart.
  • Payment orders are created directly in PENDING state when confirming.

Objectives of this improvement

  • Reduce noise in internal statistics.
  • Increase the real conversion rate.
  • Better reflect the effective payment intention.