Why invoicing?
Merchant success is out upmost priority
Problem
Merchants often struggle with inefficient, disjointed methods for requesting payments, lacking the formality and clarity needed for effective financial management.
UX Research
Merchant shared a series of challenges they currently face
Partnered with our UX Research team to identify the challenges our merchants faces in billing their client.
Approach
Solution
01
Multi-Select Customer Invoice Creator
Enabling users to generate bulk invoices for multiple clients/companies in one flow. Focused on intuitive multi-selection to reduce steps in high-volume billing workflows. Add New Customer" button for seamless database expansion.
02
Streamlining Multi-Customer Billing: A Game-Changer for Merchants
Enabling a single-flow multi-customer billing system, where users select multiple recipients, apply bulk templates, and generate invoices en masse, revolutionizes this by slashing preparation time by up to 70%, per industry benchmarks from tools like QuickBooks, Mercury and FreshBooks.
03
Flexible Recipient Management in Invoice Dispatch
I emphasized recipient configuration to support seamless multi-stakeholder invoicing, allowing merchants to target NNPC's primary contact (finance@nnpc.com) while adding optional CC fields for internal reviews and a "+ Add More Recipient" button for scaling to teams or partners. This modular setup ensures compliant, targeted delivery, reducing undelivered invoices by 35%
04
Invoice Preview for customers
An invoice preview screen, providing clients a clean, mobile-optimized view of finalized bills with clear financial breakdown before payment.
