Navigate between invoices without leaving edit mode
K
Kathy Venable
To review and edit several invoices before generating them, billing staff have to leave edit mode after every invoice. The current flow is:
Click Preview & Generate Invoices
Find the invoice and expand it
Click Edit and make changes
Click back to the list
Find the next invoice and repeat steps 2–4
For a center with dozens of participants, that adds up to hundreds of extra clicks each billing cycle. It’s easy to lose your place in the list, and invoice review becomes one of the slowest parts of billing. The same friction applies when creating invoices manually one after another.
Let users move straight to the next or previous invoice from the edit view, for example:
- Next / Previous buttons in the invoice edit screen, ideally with a “Save & Next” option
- Keyboard navigation (Tab or arrow keys) to move between invoices
- A position indicator such as “Invoice 4 of 32” so users know where they are in the batch