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Supplier invoices

Role

Senior Product Designer

Year

2022

Responsibilities

Research, UX design, UI design
See this page for the related Web experience.
Introduction

๐Ÿš€ TLDR section

What is the company?

Qonto is a major B2B fin-tech in hyper growth phase, and part of their objectives for 2022 was to gain a deeper and wider audience, through the upsell of existing clients and acquisition of larger SMEs.

Being bookkeeping one of the major key plan differentiator from Basic to Smart, the plan was to provide a solution that would make users switch from accounting and bookkeeping pure players to Qonto.

What is the feature?

๐Ÿ’ก Keep all your supplier invoices in one place and know exactly whatโ€™s due, when, and to whom. Schedule your payments in advance and complete them with just a few clicks.

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This new feature allows Qonto customers to centralize and process all of their supplier invoices in one convenient location directly from their Qonto account.

- Both paid and unpaid invoices can be bulk imported from a computer, mailbox, or a Google Drive or Dropbox folder.
- Paid invoices and receipts are automatically matched to the correct transactions in History.
- The due dates of outstanding invoices are visible at a glance thanks to automatic data extraction, and customers can benefit from a seamless transfer initiation process with a pre-filled SEPA form.

Introduction

Since our B2B customers are mostly using our features on desktop, we only translated some of the key features into the mobile experience, that is to say:

- Collect invoices via upload
- Visualize and track status of invoices
- Visualize invoice document preview

In the future we're planning to add the remaining features available on Web (reviewing and editing invoice details, initiate transfers, manual reconciliation).