With various option for payment, users are able to choose a most suitable payment process to receive the funds in their account:
About Billery.
Billery App is an AI-powered invoicing tool that helps businesses, freelancers, and NGO's to send, receive, track, and manage their invoices and payments efficiently. It streamlines the invoicing process, reduces manual work, and improves cash flow management.
Validating the problem
The absence of an invoice management system can lead to inefficiencies, errors, delays, and difficulties in maintaining accurate financial records. Implementing a dedicated system can address these challenges, streamline processes, enhance productivity, and improve financial management for businesses.
Market Research
To kick things off, I conducted primary research to gain a general understanding of the market, which includes a wide range of my focus group and those are basically SME's, contractors, freelancers, Retailers/Ecommerce businesses, and NGO's.
Diving deep into the research to understand how they the product would be of help to them, I havd to interview 2 persons, one from the retailing business and another a freelancer.
Market Research - Pain points
Not having an invoice management system can result in several pain points and challenges for businesses. Here are some common pain points that arise from the absence of an invoice management system:
Manual and Time-Consuming Processes: Without an invoice management system, businesses have to rely on manual processes for creating, sending, and managing invoices. This can be time-consuming and labor-intensive, requiring significant effort in generating invoices, entering data, and performing calculations.
Inconsistent and Unprofessional Invoices: Without standardized templates and formatting, businesses may struggle to create consistent and professional-looking invoices. This inconsistency can harm the brand image and professionalism of the business, potentially impacting customer perceptions and trust.
Difficulty in Tracking and Organization: Managing invoices manually makes it challenging to keep track of payment statuses, due dates, and invoice history. This lack of organization can lead to confusion, missed payments, and difficulties in retrieving or referencing invoice-related information when needed.
Lack of Financial Insights and Analysis: Without an invoice management system, businesses may struggle to gain insights into their financial performance. Analyzing payment trends, identifying revenue streams, or monitoring outstanding balances becomes challenging, hindering effective financial decision-making and planning.
User Personas
Interview - Insight
- 01 - I want to efficiently manage my customers.
- 02 - I want to automatically send reminders to my customers when invoicer are overdue and estimates are expired.
- 03 - I want a platform that can receive payments expressly when I semd out invoices to customers.
- 04 - I want to send quotes and negotiate prices before sending invoices.
- 05 - My current application doesn't support mutiple currency.
- 06 - Custom invoices that contains my brand identity is very important for the growth of my business.
Empathy Map
I want to automatically send reminders to my customers when invoices are overdue and estimates are expired. - Debby Jones
Solution
Billery addresses these challenges by offering an end-to-end application designed for small to medium businesses. Our solution offers a seamless and efficient way to send and receive bills, simplifying invoicing and allowing business owners to focus on their core operations.
With smart bill automation and advanced tracking capabilities, Billery significantly reduces the time and effort required to manage invoices. Our customizable invoice templates and user-friendly interface enable businesses to create professional invoices tailored to their specific needs, enhancing their brand image and improving their chances of timely payment.
Storyboard
Authentication flow:
The Authentication flow was designed to easily help the users create account in a few easy steps first by verifying their email address, so they can be stored on the database, also I created flow for the entire authentication then proceeded to design using HTML, CSS and JavaScript.
The Home Page:
I was able to create an active, user-centric interface, which has continuous personalized suggestions with substantive feedback on bills that are paid, pending and overdue. I crafted a means for users to easily create bills directly from the home page and also switch business to see other business report.
Creating a bill with AI:
Preview Invoice:
Email templates:
To make the branding all be in sync I designed email templates for:
Bills received
Welcome note
Verification code
Reset password
Third-Party Payment Gateway:
Moonpay handles payment for crypto transactions.
Stripe account available for users who already have an account or wish to set one.
Paystack account for businesses in africa.
Lastly an option for users to add their bank details direcly to the bill
Testing and Gathering Feedback:
After designing I a responsive flow, I did some initial testign to get some users feedbacks asking them to use the application to process a set of invoices and provide feedback. The feedback includes the following:
The application significantly reduces manual data entry and errors.
Users find the home page intuitive and informative.
AI-based validation is highly accurate.
Conclusion:
In conclusion, I was able to achieve success in designing the Billery application as it not only addresses the users initial pain points but also improves overall efficiency and transparency in their invoice processing workflow.