INVOICE SIMPLE
Invoice simple is the highest rated invoicing app for contractors, freelancers, owner-operators, creatives, and other small business owners. Users can easily invoice their customers, from a phone or laptop.
THE GOAL
To design an app that allows users easily invoice their customers, from a phone or laptop.
SERVICES PROVIDED
THE RESULT
4.9
App Store Rating
INVOICE SIMPLE USER JOURNEY
During a professional UX/UI design audit, significant inconsistencies were identified in the user experience and UI elements of the established application. To address these issues, the first step was to develop a comprehensive design system and a cohesive visual elements library. This initiative aimed to enhance the application’s overall usability and visual consistency.
INVOICE SIMPLE APP FEATURES
The world’s simplest way to invoice customers, from your phone or laptop. Save time, stay organized and look professional.
For contractors, freelancers, owner-operators, creatives, and other small business owners.
INVOICES
Users can email, text or print their invoices in seconds, as well as get notified when invoices are read and stay on top of late payments.
ESTIMATES
The app also allows users to generate estimates on the go, and then easily track and convert them into invoices.
CLIENTS
Users can store and find client contact information and details very quickly using search functionality.
ITEMS
Users can save time and stay organized with a re-usable list of items and products.
DASHBOARD
Dashboard allows a quick and convenient way to keep track of payments, deposits and other important information.
REPORTS
Users can generate various reports to help them keep track of their clients, invoices, and payments.
INVOICE SIMPLE DESIGN SYSTEM
A well-defined design system is crucial for maintaining consistency and ensuring a seamless user experience with Invoice Simple. For this project, the design system includes a typographic system, color palette, grids, and unique UI kit components specifically adapted for both iOS and Android platforms.
INVOICE SIMPLE REUSABLE ELEMENTS
The Invoice Simple reusable UI components were designed to enhance user experience and streamline functionality. These elements include dynamic forms, intuitive buttons, versatile overlays, navigation bars, icons, and modals, all crafted for seamless integration. This cohesive set of UI elements ensures consistency, simplifies development, and elevates the app’s aesthetic appeal.
Main navigation and section headers
Item states and call to actions
Various form elements
Actions and screen overlays
Onboarding screens
Checkout page
Landing pages
Invoice template with guidelines
INVOICE SIMPLE
Invoice simple is the highest rated invoicing app for contractors, freelancers, owner-operators, creatives, and other small business owners. Users can easily invoice their customers, from a phone or laptop.
THE GOAL
To design an app that allows users easily invoice their customers, from a phone or laptop.
SERVICES PROVIDED
THE RESULT
4.9
App Store Rating
INVOICE SIMPLE – PAYMENTS
Following the completion of the design system and visual elements library, I assumed the responsibility of designing a payments solution, encompassing both onboarding and checkout processes. Additionally, due to the departure of the Project Manager, I transitioned into the role to fulfill the managerial duties, resulting in a significant expansion of my responsibilities.
INVOiCE SiMPLE – PAYMENTS ONBOARDING
We integrated a third-party payment processing solution, leveraging its preconfigured features for user onboarding and checkout. My task involved conducting flow testing to establish foundational metrics for scalability under high volume.
BASE METRICS
0
Completed Onboarding
0
Instant Approval <10 minutes
0
Total Approval Rate
PRIORITIZATION OF ISSUES
I identified the main drop off areas and started looking at assumptions and solutions for the issues.
A
PERSONAL INFO
80% of the user base are sole proprietors, and don’t require 2/3 of the business information
B
BUSINESS INFO
20% of the user base, by solving A and C, this will improve right
C
INSTANT APPROVAL
If a user is not approved within 10 minutes, they get a bad experience and are entered into a manual verification queue
D
APPROVAL RATE
By solving A, B, and C, this metric would improve
LOW EFFORT, HIGH IMPACT
C
INSTANT APPROVAL
Recognizing our lack of control and visibility into the third-party forms, I emphasized the necessity for comprehensive oversight going forward. I directed the development team to swiftly reconstruct the form internally, enabling detailed tracking of individual fields. This facilitated the implementation of Hotjar for real-time observation and data collection, subsequently allowing for seamless integration and analysis.
A user needs to match at least 8 personal data points with information that is on file with business registry record in order to be auto approved. Data analysis showed common reasons for failure:
- Spelling mistakes and typos
- Wrong address or format
- Registry data on file is different
- SSN is missing or incorrect
0
Before
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After
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Improvement
BEFORE
AFTER
LOW EFFORT, HIGH IMPACT
C
AUTO VERIFICATION
I identified a third-party solution for pre-submission information verification, known as KYC, allowing users to rectify any discrepancies before submission to partners. To validate this approach, I compiled a list of 100 users who weren’t immediately approved. By engaging the KYC provider to compare submitted data against stored data, we identified mismatches. The integration of KYC into the flow yielded outstanding results.
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Instant Approval Before
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Instant Approval After
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Improvement
KNOW YOUR CUSTOMER FLOW
INVOICE SIMPLE – CHECKOUT
With the onboarding flow in place, I turned to improving the checkout process. Although it was an out-of-the-box solution, my experience with onboarding suggested we could enhance it.
USER HAS TO ONBOARD FIRST
CLIENT PAYS TO ENCOURAGE USER TO ONBOARD
LOW EFFORT, HIGH IMPACT
C
INSTANT APPROVAL
With the onboarding flow in place, I turned to improving the checkout process. Although it was an out-of-the-box solution, my experience with onboarding suggested we could enhance it.
User surveys, interviews, and research revealed that the checkout page was confusing; users thought PayPal was the only option. I rearranged and custom-styled the buttons to make other payment options more visible. This change increased conversions by 9%.
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Before
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After
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Improvement
BEFORE
AFTER
