Invoicing & Quotes
Business Financial Mobile App

The Lendio mobile app allows small business owners to invoice, collect payments and track their financial health.

Timeline
3 months to design, test, and build a completely new mobile app.
The Team
Mobile Platform Team:
Product Manager, 3 Software Engineers, Product Designer
My Roles
The lead designer responsible for:
Providing user research, flows, and designs, from conception to final release.
Apple app store buttonGoogle Play store button
Multiple iPhones displaying screens from the CardBay app.

Problem

Lendio made the decision to develop a new mobile app, since a large number of small business owners conduct their work on mobile devices. They previously had a web-based invoicing solution, which had gained significant adoption and it was clear that they needed to integrate this feature into the new mobile app.

Solution

Build a mobile app that will provide small business owners a convenient way to generate invoices and collect payments on the go.

To accomplish this quickly, Lendio leadership decided to build a new mobile app in 3 months

Competitive Analysis

I conducted competitive analysis by examining invoicing and financial apps. Additionally, I leveraged my prior experience and research working with the web based invoicing software.
Competitors:
Wix logoSquarespace logoMailchimp logoGoogle Forums logo

Wireframe user test

I created wireframe designs for the invoicing process and conducted a usability test with small business owners who use invoicing software. I wanted to design the simplest experience possible, while still delivering what our invoicing users need.
    Phone screens of the onboarding flow

    Findings

    Based of the user feedback we found:
    • Users who sell services thought the label "Products" should be changed to fit their business. We asked them what a better label would be and most said "Items".
    • Users wanted to see a indication if an invoice has been viewed by a customer.
    • When searching for customers, the first and last name of a customer is more important than a business name. So I made the first and last name prominent on the customer list.
    • Users wanted to create a message on the invoice for their customers to see, so I added a message area at the bottom of the invoice creation screen.

    Design Updates

    Below are comparisons of the original designs on the left, to new designs on the right.
    iPhone displaying the card details page.
    Original
    Products Label

    Users who sell services felt very strongly that the label "Add product" should be changed to fit their business.

    iPhone displaying a Starbucks card details screen.
    New
    Items Label

    We asked them what a better label would be and most said "Items".

    iPhone displaying a loading animation.
    Original
    Invoice List

    Users wanted to see an indication if an invoice has been viewed by a customer.

    iPhone displaying a success message.
    New
    Invoice List

    I added a label on the invoice list to show when an invoice has been viewed by their customer.

    iPhone displaying a loading animation.
    Original
    Customer List

    When searching for customers, the first and last name of a customer is what they typical search for.

    iPhone displaying a success message.
    New
    Customer List

    I removed the phone number and email address and replaced them with the contact namer for that customer.

    iPhone displaying a loading animation.
    Original
    Invoice Preview

    Users felt the invoice number did not need to be so prominent and the invoice total. They also said it was really hard to read.

    iPhone displaying a success message.
    New
    Invoice Preview

    I redesigned the hierarchy of the invoice preview screen to better fit what users are looking for. I also blocked it out into sections to make it easier to scan.

    Updated Designs

    Phone screens of the onboarding flow
    Apple app store buttonGoogle Play store button

    Next Steps

    Our goal is to have 175 active invoice users by June, 2023, so we will be monitoring to see if we're on the right path. We'll also be doing continuous discovery research with users to learn how to improve our experience in any way.
    Let's Get In Touch
    Contact Me