Viewpost is a B2B invoicing and payment platform that has processed over 25 million invoices, totalling $45 billion in invoices and $3 billion in payments.
Creating and viewing an invoice is critical for an invoice and payments platform, but Viewpost’s implementation didn’t allow for further evolution via planned “add-ons” such as late fees, email reminders, and dynamic discounts.Check out the final design →
I conducted interviews with internal stakeholders and current users to understand what was critical at various points in the process, as well as current frustrations. I also worked closely with the customer support team to identity top customer complaints that we could address.
Learn how we might redesign the invoice creation process to allow for platform growth and new features.
I created several paper prototypes to discuss potential solutions with our team, seeking a way to make the status of an invoice more understandable and explore potential new features, such as an activity feed.
I moved to higher fidelity prototypes as I began exploring the concepts of a sidebar, summary card, and leveraging color for clear status indication. I also conducted user testing to compare the sidebar concept with the current invoice creation flow.
I conducted user testing on Validately, asking users to send an invoice and create a recurring invoice with both the old and new designs. The results favored the new sidebar concept, scoring 17% higher in ease of use.
The final design utilizes a sidebar panel with summary card that provides a very glanceable overview and space for “add-on” cards that work well for both desktop and mobile use.
The final design included changes to both the bill and invoice detail views. The side panel and card components provide a flexible system that will allow for future platform and feature growth.