LedgerFlow Payments and Invoicing
Getting paid shouldn’t be a full-time job. LedgerFlow brings invoices, payments, and customer billing into one clear flow—with reminders, reporting, and mobile collection to keep things moving.
- My contribution
- Desktop and mobile flows: dashboard, reporting, invoice creation, payment links, customer billing, reminders and payment collection.
- Design focus
- Hierarchy, clarity, status visibility and reusable patterns across everyday financial work.
- Connected workflows
- Invoices, payments, customer billing, reminders, reporting and mobile collection. [1]
The goal
Getting paid should feel organized, trustworthy, and easy to act on—not scattered across disconnected tools or buried in confusing financial workflows. LedgerFlow needed to preserve the depth businesses rely on while making everyday financial work feel manageable.
Invoice to payment
My approach
I designed the core desktop and mobile flows, including the dashboard, reporting, invoice creation, payment links, customer billing, reminders, and payment collection. I focused on hierarchy, clarity, status visibility, and reusable patterns so users could quickly see what needed attention, what was handled, and where money was moving.
Connected desktop and mobile flows
An actionable financial overview
The dashboard prioritizes status, movement, and exceptions so users can understand what needs attention before entering a detailed workflow.
An actionable financial overview
Reporting connected to the work
Financial summaries remain close to the underlying activity, helping businesses understand performance without moving between disconnected reporting tools.
Reporting connected to the work
Invoices organized by state
Clear status, value, customer, and due-date signals distinguish what is moving normally from what needs a reminder or intervention.
Invoices organized by state
Create with confidence
The invoice flow uses progressive structure and immediate context to make a detailed financial task feel guided without removing needed control.
Create with confidence
Collections without the chaos
Payment links, reminders, and collection activity share a common language, clarifying the next action while preserving a complete record.
Collections without the chaos
The same clarity on mobile
The mobile experience focuses on quick checks and high-value actions without forcing a desktop interface into a smaller frame.
The same clarity on mobile