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CLOVER INVOICING REDESIGN

HYPOTHETICAL REDESIGN FOR CLOVER'S INVOICING

Clover logo_edited.png

Timeline

May 2023

Project Brief

Hypothetical redesign of Clover's invoicing feature to increase functionality and improve user experience.

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Tools

Figma

THE CHALLENGE

The Clover POS System's invoicing feature is only able to send invoices with an amount amounts and a note. You can't send an itemized invoice despite Clover housing their users' inventory data.

Screenshot of Clover's Invoicing.png

THE CHALLENGE

Many of Clover's users have noted this as an issue.

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USER JOURNEY MAP

I created a user journey map for a hypothetical user going to create their very first invoice. This helped me clearly identify each of the pain points along the journey.

userJourneyMap.jpg

PAIN POINT #1 

The first pain point was determining where to go to create an invoice. It seems the intended user flow is to click the Virtual Terminal Button to create your invoice. However, my hypothetical user more intuitively clicked Invoices in the navigation.

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If I worked at Clover, I would pull the user testing data or look at how their users typically move through the site to make this decision. Unfortunately, I don’t have access to that data, so I had to rely solely on my user journey map.

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SOLUTION

I determined that the 3 other options housed within the Virtual Terminal could easily fall under a preexisting menu item or could simply stand alone in the navigation menu, so I removed the Virtual Terminal button.

There was already a button on the Invoices page that linked to the Virtual Terminal for creating invoices, but it could be easily missed. I decided to make it green to bring it up higher in the visual hierarchy. 

Clover Invoicing Redesign.png

PAIN POINT #2

Pain point #2 was the main problem I knew needed to be fixed from the beginning. 

Since you can't access your inventory in the invoice, you have to manually adjust your inventory in Clover after the fact. 

Besides that, many customers need an itemized invoice. It would be extremely difficult to try to manually type it out in the note section with no formatting. 

Screenshot of Clover's Invoicing.png

SOLUTION

I reviewed the flow and information used by a few other invoicing softwares to create a streamlined, itemized invoicing experience prototype with Figma.

UPDATED USER JOURNEY MAP

After implementing all of my changes, I followed my hypothetical user through her journey again, and it was a much more positive experience this time around.

newUserJourneyMap.jpg

Sydney Hughes

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