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GimBooks Payment Receipt - UI/UX Case Study

Improved Payment Receipt flow for Gimbooks App

Improved Payment Receipt flow for GimBooks App

About GimBooks

GimBooks is a cloud-based accounting and bookkeeping platform for small and micro-sized businesses. It's designed to help businesses create and manage documents like GST complaint invoices, Waybills, Quotations, Purchase orders, Delivery challans, and many more.

About Project

Payment Receipt is one of the Important Module in the GimBooks App. A payment receipt is a document that a business issues to a customer after receiving payment for goods or services.

🎯 Project Goal

Create a payment receipt system with an intuitive, efficient user interface that can seamlessly manage receipts with or without tax deductions, facilitate bulk payments and provide user-friendly partial payments. The goal

Enhance user experience and simplify payment processes (making them easier to use).
Payment flows for individual payments, bulk payments, and partial payments should be improved.
The flow for adding TDS (Tax Deducted at Source) in rupees and as a percentage for individual invoices and multiple invoices.

Enhance user experience and simplify payment processes (making them easier to use).
Payment flows for individual payments, bulk payments, and partial payments should be improved.
The flow for adding TDS (Tax Deducted at Source) in rupees and as a percentage for individual invoices and multiple invoices.

🧑🏻‍🎨 Role - Product Designer

📖 Research Insights

There are four vouchers that users want TDS in - invoices, delivery challans, quotes, and purchase orders
Our users prefer to settle TDS percentage-wise in documents, and 80% know how much TDS is applied to their business.
According to users' business requirements and payment cycles, they receive or pay payments every 30 days, 45 days, 60 days, quarterly or annually.
TDS is settled per invoice as well as bulk payments when users settle all TDS amounts in bulk
TDS will apply to Taxable value

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🎉 Result

What's New on Record Payment

Recording Payment from Invoice

Creating New Payment Receipt

What's New on Create Payment Receipt