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Byrd Billing History

Byrd logo

About the Project

This project was created during an internal Hackathon at Byrd, a SaaS platform where I worked as a Product Designer. Our team aimed to design a self-service interface where customers could manage their payment history without contacting support. The challenge: streamline a task that was previously only possible via a help ticket.

Project Steps

  1. Research

    • Competitor Analysis
    • Stakeholder Interview
  2. Ideation

    • Brainstorming
  3. Design

    • Wireframes
    • Hi-Fi Layouts
    • Prototype
  4. Presentation

    • Pitch Deck

User Problem

Users couldn’t access invoices, check transactions, or track billing without support. This caused frustration and unnecessary delays. For the Support Team, it meant a high volume of repetitive requests.
Who
who is affected by the problem?
Customers
Customer Support Employees
What
what is the problem?
Don't have a centralized place where they can manage their invoices
Overwhelmed with Customers requests (raised tickets) about providing invoices
Where
where does this problem occur?
Emails / Customer Dashboard
Freshdesk
When
when does the problem occur?
At the end of each month
At the end of each month
Why
why does the problem occur?
Users receive invoices only per email. So they have to manage them somehow
No way to see if the users received invoice by email

Idea Process

We explored competitors, spoke with support staff, and gathered internal feedback. The insights helped us imagine a simpler, clearer solution. Our goal was to anticipate user needs and make answers instantly accessible.
  • Download

    Simplify invoice downloads

    Ensure users can easily download invoices with one click.

  • Filtering

    Add filtering options

    Allow users to filter payment history by date, amount, or status + additional info.

  • Status

    Clear payment status labels

    Use simple, recognisable labels like "Paid," "Pending," or "Overdue."

  • Notifications

    Automated reminders

    Offer users the ability to set reminders for upcoming payments.

  • Actions

    Bulk invoice actions

    Let users select and manage multiple invoices at once.

  • Content

    View details option

    Let users click on an invoice for a detailed breakdown of charges.

Focusing on What Matters Most

Together with the team, we identified key user tasks: view transactions, download invoices, filter by date, track status, and access payment info. These tasks shaped our priorities. The result: a lean, intuitive interface that covered real needs.
Byrd billing history functionalities chart

Smart Layout

After research I started work on wireframes with a strong visual hierarchy to lead users naturally. Every feature had its place and purpose. Less clutter, more clarity.
Byrd billing history layout mock

Unified Design

I used our Design System to build with speed and consistency. Reusable components made the UI feel familiar and polished. It also ensured future scalability without sacrificing cohesion.
Byrd billing history components

Reflections & Takeaways

This experience reminded me that doing things together really matters, especially when there’s pressure to deliver fast. Our hackathon project didn’t win, but our teammates liked the idea so much that we built and shipped the feature anyway. It felt great to see how far a good idea can go when it has the team's support.