UX Improvements #45
Description
UX Suggestions for Enhancing Invoicy for Retail Marketplaces & Bulk Invoice Generation
I have build a similar invoice generation software for a retail store. sure the ui was not this great. but here are my inputs based on my experience building the invoice software.
Suggested UX Enhancements
1. Persistent Business Profile Configuration
- Problem: Repeated entry of static business information (e.g., logo, signature, company address) can be time-consuming and error-prone.
- Solution: Allow users to configure and save their business profile during initial setup. This profile should include:
- Company logo
- Authorized signature
- Business name and address
- Tax ID or registration number
- Result: When generating future invoices, this information is auto-populated, allowing the user to focus only on the variable fields such as product details and customer information.
2. Auto-Incrementing Invoice Numbers
- Problem: Manual entry of invoice numbers can lead to duplication or sequencing errors.
- Solution: Implement automatic invoice numbering that increments based on the latest saved invoice. This could follow a customizable format (e.g.,
INV-0001,INV-2025-001, etc.). - Result: Ensures consistency and eliminates manual tracking of invoice numbers.
3. Product Import and Selection from CSV/JSON
- Problem: Manually adding product details for each invoice is inefficient, especially when dealing with large inventories.
- Solution: Allow users to upload a product catalog in CSV or JSON format. Fields may include:
- Product Name
- SKU
- Price
- Tax rate (if applicable)
- Result: Products appear in a dropdown or searchable list during invoice creation, enabling quick selection and reducing input errors.
I would be happy to contribute further to the implementations. Let me know your thoughts