Chargezoom logo

Case study: B2B Payments, Made to Feel Effortless

Chargezoom brings B2B invoicing, recurring billing and card, ACH and eCheck payments into one platform. We refined the UI and UX of its web app.

Client
Chargezoom
Location
USA
Domain
B2B payments & receivables
Platform
Web application
Services
UX research, UI design, prototyping
Chargezoom dashboard on a monitor on a marble slab, with a Chargezoom card, coins and a plant, showing online, credit card and eCheck payments, accounts receivable and a sales chart

The Platform

One Place to Get Paid

Chargezoom helps growing businesses get paid on B2B invoices, with card, ACH and eCheck payments settling into one workflow. Our role was to refine its web platform for the finance teams who run it.

  • Online payment terminal
  • Invoicing
  • Self-service customer portal
  • Surcharging & convenience fees
  • PCI compliant card vault
  • Recurring billing & auto-pay

The Challenge

How We Helped Chargezoom Make Payments Simple

Chargezoom’s payments and invoicing tools were strong but hard to move through. We started with a UX audit, then itemised the work: every problem we found and how we solved it. Keep scrolling to print the receipt.

chargezoom

Web platform · UI/UX refinement

Prepared by UIUX Studio

Challenges found

  1. 01

    Many Tools, One Menu

    Terminal, invoices, customers, subscriptions and reports needed easier navigation.

    Nav
  2. 02

    Friction When Paying

    Paying an invoice by card, ACH or eCheck asked too much at each step.

    Flow
  3. 03

    Complex, and It Showed

    Vaulted cards, surcharges and refunds had to stay clear and consistent.

    UI
  4. 04

    Businesses on the Move

    Finance teams and their customers handle payments on smaller screens.

    Mobile

Work delivered

  1. 05

    UX Audit

    Pain points and opportunities found across the platform.

    Audit
  2. 06

    Information Architecture

    Tools regrouped so each sits where users expect it.

    IA
  3. 07

    Dashboard at a Glance

    Receivables and payments up front, key functions one step away.

    Dash
  4. 08

    Lighter Payment Journey

    Pay and invoice flows restructured to reduce cognitive load.

    Flow
  5. 09

    Clear Hierarchy

    Obvious calls to action and logical navigation paths.

    UI
  6. 10

    Mobile-First Interactions

    Optimised for smaller screens, consistent on every device.

    Mobile
  7. 11

    Micro-Interactions

    Real-time feedback that helps prevent errors.

    Detail
StatusSettled

Paid

Thank you for your business

Inside the Platform

Billing, Line by Line

A modern, clean interface with one colour scheme, typography and set of interactive elements, so invoicing, billing and payments feel simple.

Chargezoom customers list on a laptop and a pay invoice screen on a phone, with payment info, refund, send email and payment method cards

01Payments

Take Payment the Way Customers Pay

Card, ACH and eCheck in one flow, with refunds handled in place and a pay page that works on a phone.

Chargezoom subscriptions table on a laptop on a sage plinth, with recurring payment setup, create subscription and next charge cards

02Subscriptions

Plans That Bill Themselves

Set a plan up once. Payments recur on schedule, and a failed payment retries on its own.

Chargezoom subscriptions with a recurring payment setup, plans, the next charge and email recurring invoices, over a picnic at sunset

03Recurring Billing

Set It Once, Charged on the Day

Plans, the next charge and recurring invoice emails in one view, so nobody chases a due date.

Chargezoom invoice editor with line items, tax, paid and balance rows, and download PDF and email invoice actions

04Invoices

Every Line, Every Balance

Line items, tax, paid and balance rows sit in one editor, ready to download as a PDF or email to the customer.

Chargezoom invoice workspace on a laptop, with an invoice ready to process, save or email

05Invoice Workspace

One Click to the Next Step

A finished invoice with its next action in reach: process the payment, save it for later or send it.

Results

What the Redesign Returned

The refined platform improved engagement and usability across the board.

  • A better experience led to faster transactions and stronger customer retention.

  • Clearer navigation and dashboard increased engagement.

  • A streamlined payment process reduced friction and drop-off when customers pay invoices.

  • An optimised mobile experience serves businesses on the move.

  • A cohesive, modern UI strengthened Chargezoom’s presence in fintech.

Tools & Technologies

The Tools Behind Chargezoom

  • Figma
  • Miro
  • Storybook
  • Jira
  • ProtoPie
  • Asana
  • Figma
  • Miro
  • Storybook
  • Jira
  • ProtoPie
  • Asana
  • Figma
  • Miro
  • Storybook
  • Jira
  • ProtoPie
  • Asana

Client Testimonials

In Our Clients’ Own Words

Client Success: Panda

Grocery shopping with fewer steps

We reworked Panda's live app and website, from search to checkout, for shoppers across Saudi Arabia.

One Shopping Journey
App + Web
Equal in Both Languages
AR + EN
Live Nationwide
KSA

"Thanks to UIUX Studio’s work, the client successfully launched their websites. The team maintained a professional approach and scheduled frequent in-person meetings to provide suggestions for improving the project and ensuring its timely delivery."

Nutroponics logoShreya LadCEO, Nutroponics

"The team is well-versed in the UI/UX domain and has designed a fantastic journey to support the site’s growth projection. Communication, timeliness, and quality of work have been very professional."

Mohammed AbdullahZeaara.com
Aman SujanRealtor, Laing+Simmons

"The Studio has been an absolute game changer for us. After working on a few independent projects, they are now also helping our marketing team, proving their value to our business and earning praise from executives."

BrandonProject Manager

"The UIUX Studio team consistently delivers exceptional work with dedication. We’ve completed an amazing app design together, and I’m excited to collaborate with them again in the future."

Hani Farajvancouverhousefinders.com
TomE-commerce Business Owner · Australia

"We are really pleased with the work that UIUX Studio team has completed for us in designing a website for a new brand. They completed the designs quickly, took on board changes, and the finished product is very professional."

AnayaHead of Marketing, Freshminds

"They helped us produce several concepts, including product design, user scenarios, and much more. The deliveries were fast and of high quality, allowing us to make a strong impression on our clients."

Felix von HelandCEO/Co-founder, WRLDS Creations

"I’ve worked with UIUX Studio team on two projects. They capture the vision and run with it! They create exceptional design! Couldn’t be happier with the quality work and files for my developers."

Brandon PugmirePresident, Imprint City
Client results: Brands For Less, one sign-up flow in 10 countries; EDGE, one brand system for 35+ entities; Omantel, five reports in one Power BI suite Client Results

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