Overview

Smarter invoice tracking at a glance

Mobile • 6 weeks • Q4 2023

Project details

My role

Lead Product Designer responsible for end-to-end delivery. From framing the problem, planning and executing research, leading workshops and ideation, to prototyping, validation, and shipping. I also updated and extended the design system to support the new UI components.

The team

I worked as part of a product trio (myself, Product Manager, Lead Developer) within a cross-functional team of five, including two developers. We collaborated daily to shape and test solutions, involving both developers and key stakeholders throughout discovery and design to gather input and perspective.

Overview

Despite being a core feature, invoicing had surprisingly low engagement across the user base, with only a small percentage of customers actively creating or tracking invoices. This raised a key question: why weren’t more people using it?

Through research, we uncovered pain points around visibility, trust, and usability. This project set out to turn invoicing on Countingup into a more intuitive, helpful experience — surfacing key payment insights, streamlining actions, and giving users a clearer sense of control. The result was a redesigned Get Paid tab that improved usability and significantly increased feature usage.

Key outcomes

1.85×

more users created an invoice or payment request

1.35×

reduction in stale requests (late & unpaid over 3 months)

1.15×

increase in invoices and payment requests marked as paid

How I contributed

Research & insight

Uncovered the reasons users avoided our invoicing tool

  • Reviewed product analytics to understand invoice behaviour

  • Co-developed and executed a discovery plan with Product and Engineering

  • Benchmarked competitor apps

  • Launched a user survey and follwed up with 7 user interviews

Strategy & alignment

Brought the wider business onboard to de-risk change

  • Designed and facilitated ideation workshops

  • Led sticky note sessions to review and simplify existing user flows

  • Collaborated with engineering team to assess feasibility and prioritise ideas

  • Co-created success metrics with cross functional team

Design, validation & delivery

Owned the end-to-end design process, from first sketch to dev-ready

  • Design multiple concepts to explore layout, clarity and value

  • Ran moderated usability tests with 6 target users.

  • Synthesised feedback and iterated designs based on outcome of usability tests

  • Worked closely with engineers to ensure smooth handover

  • Integrated final components into the design system and collaborated with devs on implementation