Update to invoice buttons
News posted by Chris Storey 4 years ago
Our user experience team have been reviewing the style and presentation of Clear Books features, and invoices are the first to benefit from our new, updated buttons.
What is it and what does it do?
When you go to Sales > Invoices, you can click on any particular invoice to see it in full. When viewing the invoice, you can also allocate a quick payment, view it as a PDF, email the invoice and a whole host of other actions.
Our new design should make invoices more intuitive for users, as it is clearer what the expected actions are from clicking a button on this page.
The design team have been building a style guide to create a more consistent experience for our users. As part of this, the UX team have conducted research on buttons and recommended a change be made to the way we use and present them in Clear Books. This is the start of many tweaks and changes to components across the system.
The old design:
The new design:
What do people need to do to start using it?
This new layout will be available to turn on or off in Clear Books Preview until 14th January, when it will become a permanent feature in all accounts.
To turn this update on and see the new layout straight away, click Preview in the drop down menu at the top of your dashboard or click here.
Once you’ve turned the update on, head to Sales > Invoices and click on any invoice number.