After 10 years of development, FreshBooks’ code stack had become outdated and unmanageable. This created a major inhibitor of progress for both engineering and design initiatives. In order to remain competitive and deliver the best possible experience for its customers, FreshBooks committed to a from scratch redesign focusing on a modular, scalable UI system. My team and I were responsible for the ‘payments’ portion of the redesign.
FreshBooks’ Admins often receive cheques from their clients as payment. Before building the infrastructure for credit card payment systems like Stripe, Paypal etc. the team sought to create a low dev effort, high gain solution that gives FreshBooks Admins the ability to manually add payments of any type.
After reviewing key issues, goals and supporting research with my team's PM, I began sketching out key interactions.
Research indicated that 90% of the time, clients pay in full, with the most common payment type being cheque. To save Admins time, we prepopulated the preset payment field with the amount required to pay off the invoice in full.