UX Design for Safe Recurring Invoices and Failure RecoveryUX Design for Safe Recurring Invoices and Failure Recovery
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Small businesses want to automate repeat invoices without losing control of what gets sent, to whom and when. The risk: automation can quietly send the wrong invoice. The feature had to extend the existing invoice creator and still handle rejections, bounces and edits safely.
I designed a "Make Recurring" flow, a schedule management view and pre-send notifications, plus failure states for Peppol e-invoice rejections, email bounces and forward-only edits. Every failure has a plain-language cause and a clear way back.
What I delivered
4 surfaces: make recurring, schedules, pre-send alerts, safe edits
8 key screens inside the existing invoice creator
3 failure states: Peppol rejection, bounce, edit
A flow map with recovery paths
Role: UX Designer, freelance · Studio Mos · Mar–Jul 2026 Team: Product designers, PM, developers Tools: Figma Skills / tags: UX Design, SaaS, Fintech, Accounting Software, Error States, Flow Design
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Kaushal's avatar
Love the vibe of this!
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