Jing Valdez How To Use Billing Boss

How to Use Sage Billing Boss
Copyright 01 September 2011 jingvaldez@yahoo.com
Billing Boss
Tutorial Outline
1. Creating an account 2. Setting up your account

2.1 2.2 2.3 2.4 2.5 Business Information Taxes Company Logo Communications Online Payments
4. Monitoring and maintaining your account: The Dashboard

4.1 4.2 4.3 4.4 Invoices and Quotes Recurring Invoices Invoice Options Quote Options
5. Reports
5.1 Invoice Report 5.2 Payment Report
3. Setting up your CUSTOMER List

3.1 ADD New Customer 3.2 Create New Invoice 3.3 Create New Quote
6. Share Data
6.1 Become a Bookkeeper 6.2 Invite Someone to be a Bookkeeper 6.3 Bookkeeping Request Logs
Billing Boss
Creating an Account
Billing Boss
Creating an account
1.1 Key-in http://www.billingboss.com at the URL text box then press ENTER.
Billing Boss
Creating an account
1.2 Click on the SIGN-UP option to create an account
Billing Boss
Creating an account
1.3 Fill-up all the required details
Billing Boss
Creating an account
1.4 Click on the tick box to accept the Terms & Conditions
Billing Boss
Creating an account
1.5 Click on the REGISTER button to proceed
Billing Boss
Setting-Up Your Account

Business Information Option
Billing Boss
Setting-Up Your Account Business Information Option
2.1.1 Click on the Settings tab

Upon selecting the Settings tab, the default screen is on Business Information
Billing Boss
2.1.2 Fill-up all the required data of your account
Billing Boss
2.1.3 Click on the SAVE AND CONTINUE button to proceed.
Billing Boss

Taxes Option
Billing Boss
Setting-Up Your Account Taxes Option
2.2.1 Click on the Taxes option
Billing Boss
2.2.2 Click on the tick box to define your tax computations
Billing Boss
2.2.3 Key-in all the required data to set-up your tax computations
Billing Boss
2.2.4 Click on the SAVE and CONTINUE button to proceed.
NOTE: Setting up tax computation (s) is not mandatory to be able to use Billing Boss
Billing Boss

Company Logo Option
Billing Boss
Setting-Up Your Account Company Logo Option
2.3.1 Click on Company Logo option
Billing Boss
2.3.2 Click the Browse button to select a logo from your local files to upload.
NOTE: Uploading a company logo is not mandatory to be able to use Billing Boss
Billing Boss
2.3.3 Click the SAVE and CONTINUE button to proceed.
Billing Boss

Communications Option
Billing Boss
Setting-Up Your Account Communications Option
2.4.1 Click on Communications option
Billing Boss
2.4.2 Click the tick box to receive subscription and updates thru email.
Billing Boss
2.4.3 Click the SAVE and CONTINUE button to proceed
NOTE: Subscription to email updates is not mandatory to be able to use Billing Boss
Billing Boss

Online Payments Option
Billing Boss
Setting-Up Your Account Online Payments Option
2.5.1 Click on Online Payments option
Billing Boss
2.5.2 Click the tick box of your preferred mode of payment.
Billing Boss
2.5.3 Click the SAVE and CONTINUE button to proceed .
Billing Boss
Setting-Up Your
Customer List
Add New Customer
Billing Boss
Setting-Up Your Customer List Add New Customer
3.1.1 Click on Customers tab
Billing Boss
3.1.2 Click on Add New Customer button
Billing Boss
3.1.3 Key-in all the required data for your customer
Billing Boss
3.1.4 Click on SAVE CUSTOMER button to proceed.
Billing Boss
3.1.5 Confirmation of creation will appear.
Billing Boss
Setting-Up Your
Customer List
Create New Invoice
Billing Boss
Setting-Up Your Customer List Create New Invoice
Billing Boss
3.2.2 Click on Create New Invoice button
Billing Boss
3.2.3 Key-in the required information
Billing Boss
3.2.4 Click on Add another item for more items to bill
Billing Boss
3.2.5 Upon completion, click on SAVE INVOICE button.
Billing Boss
3.2.6 A confirmation of the invoice creation will appear.
Billing Boss
Setting-Up Your
Customer List
Create New Quote
Billing Boss
Setting-Up Your Customer List Create New Quote
Billing Boss
3.3.2 Click on Create New Quote button
Billing Boss
3.3.3 Key-in the required quote information
Billing Boss
3.3.4 Click on Add another item if there are more items to include
Billing Boss
3.3.5 Upon completion, click on SAVE QUOTE button
Billing Boss
3.3.6 A confirmation of the quote creation will appear.
Billing Boss
Monitoring & Maintenance: The Dashboard

Invoices & Quotes
Billing Boss
The Dashboard Invoices & Quotes
4.1.1 Click on Dashboard tab
This displays the status of all invoices and quotes

Billing Boss
The Dashboard Invoices & Quotes
4.1.2 You may limit the display list by specifying additional filters such as customer and/or dates.
Billing Boss

Recurring Invoices
Billing Boss
The Dashboard Recurring Invoices
4.2.1 Click on Dashboard tab
Billing Boss
The Dashboard Recurring Invoices
4.2.2 Click on Recurring Invoices option.
This displays all recurring invoices

Billing Boss

Invoice Options
Billing Boss
The Dashboard Invoice Options
4.3.1 From the dashboard list, click on the invoice to update
Billing Boss
The Dashboard Invoice Options
4.3.2 On the OPTIONS, select the type of update you wish to do.
Billing Boss

Invoice Options: SEND
Billing Boss
The Dashboard Invoice Options: Send
4.3.2.1.1 To Send the invoice, click on SEND option
Billing Boss
4.3.2.1.2 Key-in other additional information as indicated.
Billing Boss
4.3.2.1.3 Click on SEND to continue or CANCEL to discontinue sending the invoice.
Billing Boss
4.3.2.1.4 A confirmation will appear indicating that the email was sent.
Billing Boss

Invoice Options: Mark as Sent
Billing Boss
The Dashboard Invoice Options: Mark as Sent
4.3.2.2.1 Click on Mark as Sent option
Billing Boss
The Dashboard Invoice Options: Mark as Sent
4.3.2.2.2 A confirmation will appear that Invoice was marked as sent
Billing Boss

Invoice Options: Preview Customer Copy
Billing Boss
The Dashboard Invoice Options: Preview Customer Copy
4.3.2.3.1 Click on Preview Customer Copy option
Billing Boss
The Dashboard Invoice Options: Preview Customer Copy
4.3.2.3.2 A preview of the customers invoice will appear.
Billing Boss

Invoice Options: Record a Payment
Billing Boss
The Dashboard Invoice Options: Record a Payment
4.3.2.4.1 Click on Record a Payment option
Billing Boss
4.3.2.4.2 Key-in the payment information made by the customer
Billing Boss
4.3.2.4.3 Click on SAVE PAYMENT button
Billing Boss
4.3.2.4.4 Confirmation for payments update made will appear.
Billing Boss

Invoice Options: Edit this Invoice
Billing Boss
The Dashboard Invoice Options: Edit this Invoice
4.3.2.5.1 Click on Edit this Invoice option
Billing Boss
4.3.2.5.2 Key-in all necessary updates on the invoice.
Billing Boss
4.3.2.5.3 Click on the SAVE INVOICE button .
Billing Boss
4.3.2.5.4 A confirmation of the invoice updates will appear .
Billing Boss

Invoice Options: Save as PDF
Billing Boss
The Dashboard Invoice Options: Save as PDF
4.3.2.6.1 Click on Save as PDF option
Billing Boss
4.3.2.6.2 A confirmation window will appear click on SAVE to save as PDF
Billing Boss
4.3.2.6.3 Specify the destination drive, folder, and filename (if you want to change the file name).
Billing Boss
4.3.2.6.4 Click on SAVE button to proceed.
Billing Boss

Invoice Options: Print
Billing Boss
The Dashboard Invoice Options: Print
4.3.2.7.1 Click on Print option
Billing Boss
The Dashboard Invoice Options: Print
4.3.2.7.2 Select the printer to be used and click Print
Billing Boss

Invoice Options: Delete this Invoice
Billing Boss
The Dashboard Invoice Options: Delete this Invoice
4.3.2.8.1 Click on Delete this Invoice option
Billing Boss
The Dashboard Invoice Options: Delete this Invoice
4.3.2.8.2 A confirmation screen will appear click on OK button to proceed with the delete or CANCEL to abort
Billing Boss

Invoice Options: Create Recurring Invoice
Billing Boss
The Dashboard Invoice Options: Create Recurring Invoice
4.3.2.9.1 Click on Create Recurring Invoice option
Billing Boss
4.3.2.9.2 Key-in required information on frequency and stop date (optional), invoice recipients.
Billing Boss
4.3.2.9.3 Click on SAVE button to proceed, or CANCEL button to discontinue .
Billing Boss
4.3.2.9.4 Once saved, a confirmation screen will appear. .
Billing Boss

Quote Options
Billing Boss
The Dashboard Quote Options
4.4.1 From the dashboard list, click on the quote to update
Billing Boss
The Dashboard Quote Options
4.4.2 On the OPTIONS, select the type of update you wish to do.
Billing Boss

Quote Options: Send
Billing Boss
The Dashboard Quote Options: Send
4.4.2.1.1 Click on Send option
Billing Boss
4.4.2.1.2 Key-in all the required information
Billing Boss
4.4.2.1.3 Click Send to proceed or Cancel to discontinue.
Billing Boss
4.4.2.1.4 Upon sending, a confirmation screen will appear.
Billing Boss

Quote Options: Convert into Invoice
Billing Boss
The Dashboard Quote Options: Convert into Invoice
4.4.2.2.1 Click on Convert into Invoice option
Billing Boss
4.4.2.2.2 A confirmation screen will appear click Convert to continue or Cancel to abort.
Billing Boss
4.4.2.2.3 Choosing CONVERT will convert the quote into draft invoice
Billing Boss

Quote Options: Save as PDF
Billing Boss
The Dashboard Quote Options: Save as PDF
4.4.2.3.1 Click on Save as PDF option
Billing Boss
4.4.2.3.2 A confirmation screen will appear click SAVE to continue
Billing Boss
4.4.2.3.3 Specify the destination drive, folder, and filename (if you want to change the file name).
Billing Boss
4.4.2.3.4 Click on SAVE button to proceed.
Billing Boss

Quote Options: Print
Billing Boss
The Dashboard Quote Options: Print
4.4.2.4.1 Click on Print option
Billing Boss
The Dashboard Quote Options: Print
4.4.2.4.2 Select the printer to be used and click Print
Billing Boss

Quote Options: Edit this Quote
Billing Boss
The Dashboard Quote Options: Edit this Quote
4.4.2.5.1 Click on Edit this Quote option
Billing Boss
4.4.2.5.2 Key-in all the necessary changes in the quotation
Billing Boss
4.4.2.5.3 Upon completion, click on the SAVE QUOTE button to proceed
Billing Boss
4.4.2.5.4 A confirmation of the updates made will appear.
Billing Boss

Quote Options: Delete this Quote
Billing Boss
The Dashboard Quote Options: Delete this Quote
4.4.2.6.1 Click on Delete this Quote option
Billing Boss
The Dashboard Quote Options: Delete this Quote
4.4.2.6.2 A confirmation screen will appear click OK to delete or CANCEL to abort
Billing Boss
Reports
Invoice Report
Billing Boss
Reports Invoice Report
5.1.1 Click on the REPORTS tab
Billing Boss
5.1.2 Click on Invoice Report option
Billing Boss
5.1.3 A list of all invoices with summaries will appear.
Billing Boss
5.1.4 You can also limit the list by specifying the customer and/or dates.
Billing Boss
Reports
Payment Report
Billing Boss
Reports Payment Report
5.2.1 Click on the REPORTS tab
Billing Boss
5.2.2 Click on Payment Report option
Billing Boss
5.2.3 A list of all payment details will appear.
Billing Boss
5.2.4 You can also limit the list by specifying the customer and/or dates
Billing Boss
Share Data
Become a Bookkeeper
Billing Boss
Share Data Become a Bookkeeper
6.1.1 Click on the SHARE DATA tab
Billing Boss
6.1.2 If you are a bookkeeper: Click on the Become a bookkeeper for someone else option
Billing Boss
6.1.3 A confirmation of your registration as bookkeeper will appear.
Billing Boss
6.1.4 You can de-register as a bookkeeper by clicking on de-Register.
Billing Boss
Share Data
Invite Someone to be a Bookkeeper
Billing Boss
Share Data Invite Someone to be a Bookkeeper
6.2.1 Click on the SHARE DATA tab
Billing Boss
6.2.2 If you need a bookkeeper: Click on the Invite Someone Else to be your bookkeeper option
Billing Boss
6.2.3 Key-in the email address of the person you want to invite as bookkeeper
Billing Boss
6.2.4 Click on SEND to send the email invite.
Billing Boss
6.2.5 A confirmation will appear that the email invite was sent .
Billing Boss
Share Data
Bookkeeping Request Logs
Billing Boss
Share Data Bookkeeping Request Logs
6.3.1 You can view bookkeeping requests made in the logs as seen below
Billing Boss
End of Tutorial
--- Thank You ---

Jing Valdez How To Use Billing Boss

Uploaded by

Copyright:

Available Formats

You might also like

Jing Valdez How To Use Billing Boss

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Jing Valdez How To Use Billing Boss

Uploaded by

Copyright:

Available Formats

How to Use Sage Billing Boss

Copyright 01 September 2011 jingvaldez@yahoo.com

1. Creating an account 2. Setting up your account

4. Monitoring and maintaining your account: The Dashboard

3. Setting up your CUSTOMER List

Copyright 01 September 2011 jingvaldez@yahoo.com

Copyright 01 September 2011 jingvaldez@yahoo.com

1.2 Click on the SIGN-UP option to create an account

Copyright 01 September 2011 jingvaldez@yahoo.com

1.3 Fill-up all the required details

Copyright 01 September 2011 jingvaldez@yahoo.com

Copyright 01 September 2011 jingvaldez@yahoo.com

1.5 Click on the REGISTER button to proceed

Copyright 01 September 2011 jingvaldez@yahoo.com

Setting-Up Your Account

Copyright 01 September 2011 jingvaldez@yahoo.com

2.1.1 Click on the Settings tab

Copyright 01 September 2011 jingvaldez@yahoo.com

2.1.2 Fill-up all the required data of your account

Copyright 01 September 2011 jingvaldez@yahoo.com

2.1.3 Click on the SAVE AND CONTINUE button to proceed.

Copyright 01 September 2011 jingvaldez@yahoo.com

Setting-Up Your Account

Copyright 01 September 2011 jingvaldez@yahoo.com

2.2.1 Click on the Taxes option

Copyright 01 September 2011 jingvaldez@yahoo.com

2.2.2 Click on the tick box to define your tax computations

Copyright 01 September 2011 jingvaldez@yahoo.com

Copyright 01 September 2011 jingvaldez@yahoo.com

2.2.4 Click on the SAVE and CONTINUE button to proceed.

Setting-Up Your Account

Copyright 01 September 2011 jingvaldez@yahoo.com

2.3.1 Click on Company Logo option

Copyright 01 September 2011 jingvaldez@yahoo.com

2.3.3 Click the SAVE and CONTINUE button to proceed.

Copyright 01 September 2011 jingvaldez@yahoo.com

Setting-Up Your Account

Copyright 01 September 2011 jingvaldez@yahoo.com

2.4.1 Click on Communications option

Copyright 01 September 2011 jingvaldez@yahoo.com

Copyright 01 September 2011 jingvaldez@yahoo.com

2.4.3 Click the SAVE and CONTINUE button to proceed

Setting-Up Your Account

Copyright 01 September 2011 jingvaldez@yahoo.com

2.5.1 Click on Online Payments option

Copyright 01 September 2011 jingvaldez@yahoo.com

2.5.2 Click the tick box of your preferred mode of payment.

Copyright 01 September 2011 jingvaldez@yahoo.com

2.5.3 Click the SAVE and CONTINUE button to proceed .

Copyright 01 September 2011 jingvaldez@yahoo.com

Copyright 01 September 2011 jingvaldez@yahoo.com

3.1.1 Click on Customers tab

Copyright 01 September 2011 jingvaldez@yahoo.com

3.1.2 Click on Add New Customer button

Copyright 01 September 2011 jingvaldez@yahoo.com

3.1.3 Key-in all the required data for your customer

Copyright 01 September 2011 jingvaldez@yahoo.com