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