Component Library
Cards#
The card component allows you to show your customers their different cards, and allows them to manage the cards lifecycle:
- Reveal card information
- Activate card
- Set / Change PIN
- Freeze / unfreeze
- Replace a damaged card
- Report card lost/stolen
- Add card to mobile wallet (on mobile platforms only)
Note: The preview is in Sandbox, meaning this is not a real card.
Book Payments#
The book payment component allows you to transfer funds between two customers on your platform, or between two accounts belonging to the same customer. Book payments are free and instant.
Customer experience:
- Specify the amount
- Write a description (that will show up on the activity screens and/or statements)
- Confirm payment
ACH Credit Payment#
The ACH Credit payment component allows you to push funds from a Unit account to another via ACH.
Customer experience:
- Add a new counterparty to send funds to
- Save the counterparty in the account counterparties list
- Send funds to a counterparty from a list of saved counterparties
- Specify the amount to be sent
- Write a description (that will show up on the activity screens and/or statements)
- Confirm payment
ACH Debit Payment#
The ACH Debit payment component allows to pull funds from an external bank account to Unit account via ACH.
Note, that this component is using Plaid to connect to your users' financial accounts.
Customer experience:
- Add a new counterparty via Plaid Link to pull funds from
- Save the counterparty in the account counterparties list
- Pull funds from a counterparty from a list of saved counterparties
- Specify the amount to be sent
- Write a description (that will show up on the activity screens and/or statements)
- Confirm payment
Activity#
The activity component allows you to show the customer the transactional activity on either a customer, an account or a card level. The component shows final transactions, as well as pending card payments.
Account#
The account component allows you to show your customers their different accounts, and allows them to:
- View account details
- Switch between accounts
- Download account statements
- Download a banking verification letter
Check Deposits#
The check deposit component allows you to let your customers deposit a check into a specific deposit account. The component takes the user through all the required stages:
- Set amount
- Take photos of the front and back of the check
- Review and submit the check deposit