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INVOICING

How to Do User Research as a Designer and Send Invoices, Sign Contracts, and Get Paid Faster with Becflow

Improve your invoicing process with user research and become a more efficient designer with Becflow's AI contracts, payment links, and automatic reminders.

June 2026·7 min read

You've spent hours perfecting a design concept for a new client, only to have them ghost you after you've invested too much time and energy. This painful experience is all too common for designers, who often struggle with getting paid for their work. In this post, we'll explore how to do user research as a designer to avoid these pitfalls and improve your invoicing process.

Why this keeps happening

Designers often struggle to get paid because they don't have a clear understanding of their clients' needs and expectations. Without proper communication and a clear agreement, designers can end up spending too much time and energy on a project, only to have the client disappear or cancel at the last minute.

Real example

Take Sarah, a freelance graphic designer who spent 20 hours working on a logo design project for a new client. She sent over the final designs, but the client never got back to her, leaving Sarah wondering if she'd been scammed. It wasn't until she reached out to the client a week later that she realized the problem was simply that the client had been waiting for Sarah to send over the invoice.

The habits that fix this permanently

These are the non-negotiables for getting paid reliably in your profession:

Conduct user research to understand your clients' needs and expectations
Create a clear and concise contract that outlines the scope of work and payment terms
Use AI-powered contracts to automate the process and reduce errors
Send invoices and payment links to clients automatically
Set up automatic reminders to follow up with clients who are overdue on payments
Use data and analytics to track your invoicing process and identify areas for improvement

How to implement this step by step

01

Conduct User Research to Understand Your Clients' Needs

To avoid misunderstandings and ensure that you're providing the right services to your clients, it's essential to conduct user research. This means asking questions, gathering feedback, and observing how your clients interact with your designs. For example, if you're working on a branding project, ask your client about their target audience and how they want to be perceived by that audience. This will help you create a design that meets their needs and expectations.

02

Create a Clear and Concise Contract

A clear and concise contract is essential for protecting yourself and your business. Make sure to outline the scope of work, payment terms, and any other important details. Use a contract template or tool to automate the process and reduce errors. For example, you can use a contract template that includes a payment schedule and a clause for cancellations.

03

Use AI-Powered Contracts to Automate the Process

AI-powered contracts can automate the process of creating and sending contracts, reducing errors and increasing efficiency. With AI-powered contracts, you can create custom contracts based on your needs and preferences, and send them to clients automatically. For example, you can create a contract template that includes a payment schedule and a clause for cancellations, and send it to clients automatically when they agree to a project.

04

Send Invoices and Payment Links Automatically

Sending invoices and payment links automatically can save you time and increase the chances of getting paid. With Becflow, you can create custom invoices and payment links that are sent to clients automatically when a project is complete. For example, you can create an invoice template that includes a payment link and a due date, and send it to clients automatically when a project is complete.

05

Set Up Automatic Reminders

Automatic reminders can help you follow up with clients who are overdue on payments, reducing the risk of lost revenue. With Becflow, you can set up automatic reminders that are sent to clients when a payment is overdue. For example, you can set up a reminder that is sent 7 days after a payment is due, and another reminder 14 days after that.

The Becflow solution

Becflow's user research tools, AI-powered contracts, payment links, and automatic reminders can help you improve your invoicing process and get paid faster. With Becflow, you can create custom contracts, send invoices and payment links automatically, and set up automatic reminders to follow up with clients who are overdue on payments. Try Becflow today and start getting paid faster!

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