A Smarter Invoicing Workflow

A Smarter Invoicing Workflow

Designed an intuitive workflow that simplifies invoicing and payments for accountants and clients.

SkySlope Books Send Invoice Summary
SkySlope Books Send Invoice Summary
SkySlope Books Send Invoice Summary
SkySlope Books Send Invoice Summary

My Role

Product Designer

Timeline

June 2024

Platform

Desktop

Industries

Real Estate, SaaS

Overview

I designed a feature for SkySlope Books, an accounting platform for real estate, to make invoicing less of a headache for accountants and agents.

Instead of sending invoices one by one, accountants can now issue a single summary invoice—saving hours of repetitive work. On the flip side, agents get a simplified experience allowing them to pay one sum to the total amount due to their brokerage. Payments are then automatically applied to the oldest unpaid invoices first, reducing the need to keep track of oldest vs latest due dates and amounts.

Less clicking, fewer emails, and a lot more clarity—for everyone involved.

The problem

Sending invoices one by one was eating up way too much of accountants' time, while agents had to deal with extra mental load in keeping track of multiple balances and due dates.

The old workflow was messy, prone to errors, and led to frustrating follow-ups on missed payments. It was time for a smarter, cleaner approach.

Old Experience

Books Invoicing - old experience
Books Invoicing - old experience
Books Invoicing - old experience

Solution proposed

For accountants: A streamlined workflow to issue a single summary invoice covering multiple balances.

Books invoicing - New experience
Books invoicing - New experience
Books invoicing - New experience
Summary rows
Summary rows
Summary rows
Summary rows
  • Send Summaries

  • Send Summaries

New statement email
New statement email
New statement email
New statement email

Real-time emails for agents when they have a new statement.

For agents: A simplified payment experience allowing them to pay one total amount without having to worry about due dates and their respective invoice balances.

Custom SkySlope logo animation while processing payments

Statement details
Statement details
Statement details
Statement details
Statement summary
Statement summary
Statement summary
Statement summary

Feature goes live

Feature launch

This feature brought much-needed simplicity to an otherwise tedious invoicing process, helping both sides save time and avoid frustration. Things this feature brought for everyone was:

  • Time saved for accountants: Fewer repetitive tasks, more time for real work.

  • Simplified agent experience: Pay quickly, no login headaches.

  • Increased accuracy: Automated payment allocation reduced reconciliation errors which meant less calls for our Support team!

The result? Clearer workflows, happier users, and a smoother financial experience within SkySlope Books.

Tess Lin

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Tess Lin

Thanks for visiting! Follow me on social for more ✌️

Tess Lin

Thanks for visiting! Follow me on social for more ✌️

Tess Lin

Thanks for visiting! Follow me on social for more ✌️