SCALING THE DESIGN SYSTEM: BULK PAYMENTS
Updating and Optimizing our bulk payments design pattern
for all users
Research
Don’t worry about sounding professional.
Interaction
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Design System
Be clear, be confident and don’t overthink it.
Dream It.
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The Problem
Business owners who send invoices, obviously get paid and need to record that in FreshBooks. Sometimes they get paid for several invoices at a time or receive multiple payments at once. Increasingly we had users who needed to process more payments, our highest volume billers. We observed a user need to optimize the workflow for people processing up to 150 payments at a time. Our existing pattern was designed for a workflow for people making 1-2 payments at a time, took up too much space on the screen, did not allow for easy scanability, and quick actions when folks are trying to record a bunch of payments simultaneously.
That said, a large majority of our user base processed only 1-2 payments at a time. The solution needed to work as seamlessly for person who processed a single payment at a time.
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OUTCOMES
leadership in workflows, we are seeing more people apply more payments than before. but we saw this as an oppurtunity to continue to build workflows for our more enterprise customers.