Invoice Simple
Payments Solution
Created the vision, strategy, and go-to-market plan for a payments solution from the ground up – converting 80,000 users and driving $30M USD in monthly payment processing volume.
The Final Result
Frictionless experience that would drive user adoption and measurable financial growth.
The Challenge
Invoice Simple’s third-party payment integration was underperforming. Low approval rates, a confusing checkout, and no data visibility on drop-offs were limiting the platform’s ability to scale. The core challenge was moving beyond basic invoicing to own the full payment experience.
- Low auto-approval rate (73%) due to address typos
- KYC failures pushing users to manual review queues
- Checkout confusion – users didn’t see all payment options
- No internal data on where users were dropping off
My Role
Principal Product Designer and Product Manager for a two-year contract. I owned the full lifecycle – from defining the payments vision and go-to-market strategy through to design system delivery, onboarding redesign, and checkout conversion.
- Product vision & go-to-market strategy
- Design system (Figma)
- Payments onboarding flows
- KYC & address verification UX
- Checkout redesign
- Usability & conversion testing
Design System & Payments Solution
My initial initiative involved the development of a comprehensive design system and a cohesive visual elements library to rectify these discrepancies.
Typography & Color Scheme
The visual language of the portal was redefined to balance federal authority with modern accessibility. I implemented a clean, highly legible typography to ensure zero-latency loading and maximum readability across diverse government hardware.
Measurable Results
Every metric improved. The payments solution ultimately positioned Invoice Simple as a revenue-generating platform, contributing to its acquisition by Evercommerce.
- 80,000 users converted to the new payments platform
- $30M USD in monthly payment processing volume at scale
- $5M in additional annual net revenue generated
- Google Maps address verification raised auto-approvals from 73% to 79%
- Real-time KYC integration pushed total approvals from 79% to 93%
- Checkout button redesign drove 9% conversion lift within 48 hours of launch
- Design system unified inconsistent UI across profiles, wallets, and contracts
- Platform acquisition by Evercommerce followed the successful launch
(73% ➝ 88%)
(79% ➝ 93%)
(in 48 hours)
Want to see how it was built?
The process page covers the full research methodology, six design phases, design system architecture, and what I’d do differently – with diagrams for each stage.
