Challenge Summary
Welcome to Plutus Track Invoices Design Challenge! The client would like to help small businesses increase their cash flow by getting their invoices paid quicker. By seamlessly integrating with their existing accounting software such as QuickBooks, Harvest, Xero, and Freshbooks, with one click we will automatically import your late invoices. By utilizing modern notifications across voice, text/sms, and email we will make your clients sorry they're late on payment. The later the payments are, the more frequent the notifications become. People can ignore email, but they have a harder time ignoring voice phone calls and text messages. We want our customers to get paid quickly and we're going to help them.
Round 1
For your R1 deliverables please submit the following screens:
1) Add Accounts Page
2) Import Invoices Page
3) Manage Invoices Page
- If you have time - please provide us with a click map for your design.
- Readme.jpg: Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)
Round 2
Final Design plus any Checkpoint feedback:
1) Add Accounts Page
2) Import Invoices Page
3) Manage Invoices Page
4) Invoice Details Page
5) Manage Invoice Notification Rules Page
- If you have time - please provide us with a click map for your design.
- Readme.jpg: Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)
Challenge Details:
The goal of this challenge is allow small businesses to collect their accounts receivable payments faster.
We are looking for the [topcoder] design Community to help us with planning our new "user experience" (UX).
Note: We don’t have any branding guidelines; so feel free to suggest the colors.
Required Screen Size:
- Desktop: 1024px width and height as required.
Design Goals:
- Think how quickly the user can find what he is looking for?
- Think simple but effective solutions!
- We are looking for clean designs including best UI practices.
- Does the user understand value and context at every page/step?
User Story:
- Mike owns a small business (ex. design agency).
- Mike will be able to create a new account or sign in if he already have an account.
- Mike will then add his Xero, Harvest, Quickbooks Online, Freshbooks account credentials.
- Mike will also be able to import his late invoices and assign Voice, SMS, Email Notifications rules to Late Invoices.
- Mike can also create default notification rules and template.
- Finally Mike can manage Invoices (Mark as Paid, Edit, Delete, Send Thank You).
Storyboard Requirements:
1) Add Accounts Page:
- The user should be able to add his Xero, Harvest, Quickbooks Online, Freshbooks (Invoices websites) account credentials from this page, in order to import his late invoices.
2) Import Invoices Page:
- In this page the user can import his late invoices from Xero, Harvest, Quickbooks Online, Freshbooks and assign Voice, SMS, Email Notifications rules to late invoices.
- User will be able to select some invoices to be imported.
- User can also create default notification rules and template.
3) Manage Invoices Page:
- From this page the user can view and manage his multiple invoices:
-- Multi-select or single select
-- Mark as paid.
-- Edit. > Goes to Invoice Details Page
-- Delete.
-- Assign Rules or Assign Rule Template
-- Click on an Invoice to go to Invoice Details
4) Invoice Details Page
- By clicking on an invoice from Manage Invoices, the user will be taken here. From this page the user can:
-- View Invoice Details
-- View Invoice History (Activity related to notifications, changes of status (sent, paid, emailed, phone called, sms’d, etc..), errors, confirmations
-- Modify Invoice Notification Rules specific to this Page, select a new Notification template
-- Edit.
-- Mark as Paid
-- Delete.
-- Send Thank You.
5) Manage Invoice Notification Rules Page:
- From this page the user can create groups of rules that manage the type, time, amount, and message of notifications that go out:
-- Rules should have variables that the system automatically replaces at send such as <company-name>, <contact-firstname>, <contact-phone>, <contact-email>, <contact-mobile>, etc…
-- Groupings of rules can be saved as Templates. Templates can be applied in the Manage Invoices or Invoice Details pages.
Competitor Sites:
- https://www.chaser.io/
- https://www.fundinggates.com/features/#collect
Note: Competitor sites are provided for reference only so you can understand what we are trying to achieve, please do not copy them.
Important:
- Keep things consistent; all graphic styles should work together.
Target Audience:
- Small Business Owners
- Office Admins
- Accounts Receivable Clerks
- Accountants
Judging Criteria:
- Cleanliness of your graphics and design.
- Creativity, user experience and ease-of-use around exploring the org chart is key to the success, as it must be engaging to the employee.
Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
Submit JPG/PNG for your submission files.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file, or Adobe Illustrator as a layered AI file.
Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.