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I am creating an invoicing web app. Within it, the user can search for invoices based on anything that is in the invoice.

The core result should have the invoice date, the invoice number, the buyer's name, and the sales rep name. On top of that, any additional fields that get searched should also be included. For example, if the address is searched, it should also be shown. I do this because near matches are acceptable (e.g. 759 NW Way St. and 795 NW Way St. will show up).

However, there are three sub-sections: vehicle information, miscellaneous fees, and payments. These should be shown below the core result. So, if I search all vehicles that have been sold, who model year was 2002-2005, I will see all vehicles that have that model year in the invoice. If multiple subsections are searched, then they should be shown distinctly.

Note that I'm thinking all of them will be hidden unless the user expands the given invoice.

Here is what I've come up with, that I really don't like. It's too hard to read, and is just overall messy.

mockup

download bmml source – Wireframes created with Balsamiq Mockups

The issues I have with this are:

  • It's hard to read the data, since it doesn't align well
  • If the data is wide (such as the vehicles) and there's no additional fields, it makes the table way wider than it needs to be
  • I have no clue how this would work on a smaller screen.

So how can I effectively present the data needed, in a clear, clean, data-scaleable, size-scaleable way?

Also, as an end note: If you're wondering why so much data is being presented, it's because that actually is helpful to the workflow when trying to find something. That being said, I'm open to suggestions on the entire system.

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Not sure how advanced your interface can be, but consider adding in a visual break, and slightly moving the additional data.

Something like this: Tables side-by-side

Note that the additional table doesn't need to be offset like this, you could increase the gap size and have it slide into the gap. That would make it work on a smaller screen. Also, note the slight color difference so the user doesn't get lost. Like this (sorry for crappy image):

enter image description here

  • What about the fact that there might need to be three distinct sections for the "large additional data"? – David Apr 12 '17 at 12:18
  • @David Add one-level splits into the secondary table. Or, you can use thick border lines to delineate the separate sections. – Jason Cemra Apr 12 '17 at 20:57

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