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Inovice Creation App Details

The document outlines the design requirements for a user-friendly Invoice Creation App aimed at simplifying the process of generating, managing, and sending invoices. Key screens to be designed include the User Dashboard, Invoice Creation Screen, Client Management Screen, and others, each with specific purposes and design elements to enhance user experience. The app will also feature payment tracking, analytics, notifications, and onboarding screens to support users throughout their invoicing journey.

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jahidhossain5563
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14 views2 pages

Inovice Creation App Details

The document outlines the design requirements for a user-friendly Invoice Creation App aimed at simplifying the process of generating, managing, and sending invoices. Key screens to be designed include the User Dashboard, Invoice Creation Screen, Client Management Screen, and others, each with specific purposes and design elements to enhance user experience. The app will also feature payment tracking, analytics, notifications, and onboarding screens to support users throughout their invoicing journey.

Uploaded by

jahidhossain5563
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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We are developing a user-friendly Invoice Creation App that will allow users to easily

generate, manage, and send professional invoices. As the UI/UX designer for this project,
you will be responsible for designing an intuitive, clean, and seamless interface for both
desktop and mobile devices. The goal is to ensure a smooth user experience from creating
an invoice to managing client data and tracking payments.

Key Screens to Design:


User Dashboard:

Purpose: Overview of user activity, including recent invoices, total revenue, outstanding
payments, and clients.
Design Elements: A clear layout with visual summaries, graphs (e.g., total invoices sent,
overdue invoices, recent transactions), action buttons for quick invoice creation, and a
sidebar for navigation.
Invoice Creation Screen:

Purpose: Where users create new invoices.


Design Elements:
Input fields for client details (name, email, address).
Product/Service details (description, quantity, price, tax, etc.).
Invoice summary showing subtotal, taxes, discounts, and total.
Option to add branding (logo, business name, contact details).
Action buttons for save, preview, and send.
Client Management Screen:

Purpose: Manage client information.


Design Elements: A table or list view of clients with key details (name, email, number of
invoices, total amount due). Include a search bar, filtering options, and an option to
add/edit/delete clients.
Invoice Management Screen:

Purpose: List and manage all invoices created by the user.


Design Elements:
A sortable list of invoices (status: paid, unpaid, overdue).
Columns for invoice number, client name, date created, due date, total amount, and status.
Action buttons for viewing, editing, sending reminders, and deleting invoices.
Invoice Preview & Send Screen:

Purpose: Allow users to preview their invoice before sending it to the client.
Design Elements: A well-structured preview of the invoice showing all details (client info,
itemized list of products/services, total cost). Include options for downloading the invoice as
a PDF, emailing it to the client, or printing.
Payment Tracking Screen:

Purpose: Track payments made and due.


Design Elements: A visual breakdown of paid, pending, and overdue invoices. Include a
payment history and filter for viewing by date, status, or client. Provide an option for marking
invoices as paid or sending payment reminders.
Settings Screen:

Purpose: Manage app settings and user preferences.


Design Elements:
General settings: Currency, tax rates, invoice number format, etc.
Email settings for sending invoices (customize email templates).
Branding options: Add company logo, colors, and contact information.
User account details: Manage profile, password, and notifications.
Analytics & Reports Screen:

Purpose: Provide insights into invoicing performance.


Design Elements: Interactive graphs and charts showing total revenue, outstanding invoices,
payment history, top clients, etc. Allow users to export data and filter reports by date range
or client.
Notifications & Alerts:

Purpose: Notify users about key actions like overdue payments or invoices.
Design Elements: Design pop-up notifications or a notification center for reminders, payment
received alerts, and pending invoices.
Login & Sign-up Screen:

Purpose: Secure login and registration process.


Design Elements: Simple input fields for email, password, and sign-up button. Include social
login options, and design error/success messages.
Onboarding Screens:
Purpose: Guide new users through setting up their account and creating their first invoice.
Design Elements: A step-by-step wizard with clear instructions, animations, and visual aids.

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