Billing Web app

Helps check revenues and manage payment methods.

7 checks · 3 content groups

Checklist contents

Review progress

Information and structure

Compare information and presentation in context of use.

Displays the current methodCover sensitive information and change payment methods with one easy-to-find action.Open an account with successful invoices and invoices that need to be processed. Each line needs to have the appropriate date, amount, status, and action without making the user guess which period the receipt belongs to.Example The invoice line shows “Unpaid” with a “Repay” button; The invoice is completed using the “Upload invoice” action.Clearly state the next collection timeEnter the date, amount, currency and package you are using before the payment period.If you change the package mid-term, distinguish the amount charged immediately from the amount in the next period; Specify the time zone of the renewal date.Let's check old transactionsList date, amount and status; Please upload invoice if available.Paid, processing and refunded invoices require separate labels. Downloads should have an invoice code and date for easy comparison.

Actions and status

Try the operation, change the status and continue working.

Explain the amountsSeparate package prices, taxes, discounts and fees so users can compare the total amount.Set taxes and discount codes close to total; If the amount is just an estimate, state the conditions that might change the total.Instructions for collecting error moneyIndicate what to do, how to change the method and when the system will try again if applicable.Don't just show "payment failed": indicate whether the user needs to update the card or wait for the system to try again, along with a time limit if applicable.Keep correct billing informationDisplay invoice receipt email, allow corrections and provide contact information when needing to check.The invoice receipt email may be different from the login email. Please edit and check your address before sending financial information.

Branches need to be checked

Try specific scenarios when starting, changing, and completing tasks.

Replace the currently saved methodSeparate add new, set default and delete; Explain which method to use for the next recording.Change default tag then reload; list, default labels, and subsequent acquisitions must be consistent.Example The new tab has a Set as default button and a notice that applies from the next period.

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GUIDANCE

How to review

Check invoices and payment methods separately

Open an account with successful invoices and invoices that need to be processed. Each line needs to have the appropriate date, amount, status, and action without making the user guess which period the receipt belongs to.

EXAMPLES

Usage examples

The payment has not been successful

The invoice line shows “Unpaid” with a “Repay” button; The invoice is completed using the “Upload invoice” action.