billing manager tutorial
TRANSCRIPT
HYATT ROCILLOAspiring Virtual Assistant
A STEP BY STEP TUTORIAL
PLEASE WATCH THIS VIDEO CLIP FIRST
http://www.youtube.com/watch?v=x5ZgVemi6oU
WHAT IS BILLING MANAGER?
BILLING MANAGER IS A WEB-BASED INVOICING SOLUTION THAT LETS YOU CREATE INVOICES, SEND PROFESSIONAL ESTIMATES, AND
HELPS YOU GET PAID ONLINE
IT ALSO SEND PDFs OF YOUR INVOICES, SENDS REMINDERS TO YOUR CUSTOMERS, PROCESS E-
CHECKS, ACCEPT ALL MAJOR CREDIT CARDS ONLINE AND CHOOSE YOUR CURRENCY.
LET’S BEGIN
GO TO WWW.BILLINGMANAGER.INTUIT.COM
CLICK HERE TO SIGN UPCLICK HERE TO SIGN UP
YOU WILL BE LED TO THIS PAGE
FILL-UP THE ITEMS ON THIS PAGE
THIS IS JUST A SAMPLE BELOW
THEN CLICK TO SIGN UPTHEN CLICK TO SIGN UP
YOU WILL BE LED TO THIS PAGE
LET’S WORK ON OUR SETTINGS FIRST
CLICK HERECLICK HERE
LET’S WORK ON OUR SETTINGS FIRST
FILL UP ALL REQUIRED
ITEMS HERE
FILL UP ALL REQUIRED
ITEMS HERE
WHEN YOU’RE DONE, CLICK SAVE
THEN CLICK SAVETHEN CLICK SAVE
LET’S WORK PUT A LOGO TO OUR BILLING MANAGER
GO BACK TO THE SETTING
GO TO THE LOGO TAB
CLICK HERE TO UPLOAD YOUR LOGO
CLICK HERE TO UPLOAD YOUR LOGO
ONCE UPLOADED YOUR LOGO WILL APPEAR
LOOK HERELOOK HERE
NEXT, LET’S WORK ON OUR INVOICING
GO BACK TO SETTINGS
GO TO INVOICING TAB
YOU CAN PICK THE STYLE OF YOUR INVOICE
BUT FOR THIS TUTORIAL, WE’LL USE THIS FORMAT
LET’S NOW WORK ON OUR MESSAGING
GO BACK TO SETTING
CLICK ON THE “MESSAGING” TAB
BILLING MANAGER AUTOMATICALLY WILL GIVE YOU A
SAMPLE TEMPLATE FOR YOUR MESSAGING. IT CAN BE EDITED
DEPENDING ON YOUR PREFERENCE
JUST LIKE THIS
WHEN YOU’RE OKAY, CLICK SAVE
CLICK HERECLICK HERE
IT’S TIME TO PICK THE PAYMENT METHOD
HOW WOULD YOU WANT TO BE PAID?
GO BACK TO YOUR SETTINGS
GO TO “PAYMENT METHODS” TAB
YOU WILL BE LED TO THIS PAGE
JUST PUT A CHECK MARK ON HOW YOU WANT TO BE PAID
IT’S TIME TO PREPARE OUR FIRST INVOICE
CLICK HERECLICK HERE
YOU WILL BE LED TO THIS PAGE
THAT PREVIOUS PAGE IS QUITE LONG SO I DIVIDED IT INTO
SECTIONS
THE CONTENTS ON THE NEXT PAGE IS AUTOMATIC. IT’S BASED ON THE INPUTS WE PLACED IN
OUR SETTINGS AWHILE AGO
THIS THE INFORMATION HERE IS AUTOMATIC WHEN YOU MAKE
INVOICE
HOW? LET’S BACKTRACK WHAT WE DID A WHILE AGO
OFF TO THE NEXT SECTION
ENTER DETAILS OF YOUR CLIENT
IN THE NEXT SECTION, WE WILL PUT HOW MUCH TO CHARGE THE
CLIENT
TYPE IN HOW MUCH TO CHARGE THE CLIENT FOR YOUR SERVICES
ONCE YOUR DONE WITH THE THREE SECTIONS, IT’S TIME TO
TAKE A FINAL LOOK BEFORE SENDING IT TO THE CLIENT
CLICKING HERE
CLICKING HERE
SEE THE PREVIEW FIRST BY…
THE PREVIEW WILL POP UP ON YOUR SCREEN
HERE IT IS
IF YOU ARE OKAY WITH IT, IT’S TIME TO SEND IT TO THE CLIENT
I PREFER EMAIL
WHEN YOU’RE OKAY, CLICK “SEND NOW”
CLICK HERECLICK HERE
YOU WILL BE NOTIFIED THAT IT HAS BEEN SENT TO YOUR CLIENT
YOUR EMAIL SENT TO YOUR CLIENT WILL LOOK LIKE THIS
NOW IT’S YOUR TURN TO TRY IT
SHOULD YOU HAVE QUESTIONS, YOU MAY CONTACT ME VIA
