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Invoicing management

Invoicing management

Background

Background

A cloud-based invoicing and business management platform featuring an interactive dashboard that enables users to monitor and act on real-time financial insights. The dashboard displays key metrics such as top expenses, best-performing clients, revenue trends, and custom invoices.

Role

Role

Develop intuitive, data-driven interfaces to enhance analytics and insight delivery. Define effective visualization strategies by analysing complex datasets in collaboration with stakeholders to design innovative, user-centred features. 

Timeline

Timeline

2019

The Challenge

The primary objective of this project was to redefine the information architecture that was previously implemented by the developers and implement a fresh design concept and implementation of new features. This approach provided solutions to a complex user interface, improved visual design quality, and enhanced the user experience. I adopted a distinct visual approach based on the human-centred design and developed a style guide to enhance the usability and consistency of the product.

Dashboard
Support ticket

When customers have problems, you will be able to open a support ticket and manage it. Service representatives will interact with customers by responding to support tickets. Once the issue is resolved, the ticket will be closed. Your ticket can be automatically charged every month, saving you time, concerns, and improving your efficiency.

Invoice and billing

You can automate your business and follow-up with clients by sending reminders and securely charging their credit card.

You can automate your business and follow-up with clients by sending reminders and securely charging their credit card.

Calendar

Manage your tasks, alerts, appointments, on-site visits or remote. Keep everything in the same calendar and receive notifications so you don’t lose track of it.

Manage your tasks, alerts, appointments, on-site visits or remote. Keep everything in the same calendar and receive notifications so you don’t lose track of it.

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