Novo Invoices
Context
Role
UX Design, User Research
Timeline
3 months
Company
Novo
Goal
About the Project
Services-based businesses mostly collect revenue via invoicing
The team knew going in that services businesses make up a substantial portion of our user base. We found that a large number of our customers were trying out our Invoices, but never going back to generate more of them. The appetite for an Invoicing feature was there, but something was driving customers away.
We got clear feedback from our users… They wanted to invoice with Novo, but the current solution wasn't meeting their needs
Through thorough user interviews, two insights stood out: users wanted to invoice faster and to get paid faster. I partnered with my Product Manager to identify and prioritize the features that mattered the most to our users.
Part of the problem was a lack of certain features, but the invoicing flow also needed to be simpler and easier
User interviews also helped me uncover a key usability issue with our mobile flow that added friction and increased drop-off. Making an invoice was a linear process with little room for error. Using the idea of "desire paths" as inspiration, I proposed a more flexible approach that lent itself to different scenarios.
The final design strategy:
1) Saving and managing customers
2) Customizing invoice line items
3) Customizing invoice design
4) Linking 3rd-party payment methods
5) Duplicating an invoice
and more….