Jan Michael
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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.

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Invoice to payment

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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.

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Connected desktop and mobile flows

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An actionable financial overview

The dashboard prioritizes status, movement, and exceptions so users can understand what needs attention before entering a detailed workflow.

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An actionable financial overview

Supporting visual pending. View the existing product presentation in notes.

Reporting connected to the work

Financial summaries remain close to the underlying activity, helping businesses understand performance without moving between disconnected reporting tools.

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Reporting connected to the work

Supporting visual pending. View the existing product presentation in notes.

Invoices organized by state

Clear status, value, customer, and due-date signals distinguish what is moving normally from what needs a reminder or intervention.

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Invoices organized by state

Supporting visual pending. View the existing product presentation in notes.

Create with confidence

The invoice flow uses progressive structure and immediate context to make a detailed financial task feel guided without removing needed control.

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Create with confidence

Supporting visual pending. View the existing product presentation in notes.

Collections without the chaos

Payment links, reminders, and collection activity share a common language, clarifying the next action while preserving a complete record.

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Collections without the chaos

Supporting visual pending. View the existing product presentation in notes.

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.

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The same clarity on mobile

Supporting visual pending. View the existing product presentation in notes.