How to Use Billing Boss

2011 by M.C. S. Zabala

1. Sign up or create an account by clicking here.

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1.1 Enter the following details

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1.2 Read terms/policy before checking the box

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1.3 Enter captcha code

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1.4 Click here to register and save

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2. Set up your business information.

2.1 Click settings tab

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2.2 Enter all applicable business information

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2.3 Take note of the optional instructions

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2.4 Set up your taxes, if applicable.

2.4a IDENTIFY YOUR TAXES HERE

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2.4b UNCHECK BOX IF TAXES ARE NOT APPLICABLE

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2.5 Determine which type of payment you want to be paid

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2.6 Upload business logo

2.6a CLICK HERE TO BROWSE AND UPLOAD IMAGE

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3. Create customer/client information by clicking here.

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3.1 Enter customer information

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3.2 To add other contacts with the same company, click here.
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3.3 Click here to save. (Adding another customer? Repeat instruction 3).
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You are now ready to create invoiceyehey!!!

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4. Create an invoice by clicking here.

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4.1 Select existing customer

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4.2 If not existing customer, click new to create/add.

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4.3 Create invoice number (maybe customized)

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4.4 Enter the following other information.

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4.5 Enter quantity of product/service need to be paid

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4.6 Type description of product/service

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4.7 Indicate price per quantity of product/service

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4.8 Indicate discount, if applicable.

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4.9 Make some notes (optional)

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4.10 Make sure to choose the correct currency

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4.11 Click here to save

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ABOVE IS THE EXAMPLE OF A FILLED-UP INVOICE

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YOU CAN ALSO CHOOSE DIFFERENT FORMATS OF INVOICE

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A. Send invoice.
A.1 Click here (new small window will appear)

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A.2 Enter email address of the recipient.

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A.3 Edit subject.

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A.4 Enter additional messages, if applicable.

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A.5a Check the box to send invoice as pdf file.

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A.5b Or uncheck, a link will be sent instead, to recipient.

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A.6 Check box to provide a copy of sent email.

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A.7 Review type of payment.

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A.8 Select preferred language.

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A.9 Click here to send.

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B. Mark as sent.
(Marking invoice as sent)

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C. Preview customer copy

(How the recipient sees the invoice sent)

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D. Record a payment
(A client/customer already paid the invoice)

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D.1 Select what type of payment was made.

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D.2 Enter/Select date of payment.

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D.3 Indicate amount paid.

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D.4 Enter additional notes.

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D.5 Click to save.

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E. Edit this invoice

(Editing invoice of a particular customer/client)

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F. Save as PDF

(Saving invoice as PDF file.)

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G. Print
(Printing invoice as a hardcopy or other file formats.)

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H. Delete this invoice

(Deleting a specific invoice of a customer.)

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I. Save
(Saving invoice from all the revisions made.)

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J. Create recurring invoice.

J.1 To create/schedule consistent invoices, click here.

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J.2 Select preferred schedule.

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J.3 Enter last recurring date. (Leave blank if unsure)

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J.4 Indicate email address/es (optional)

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J.5 Check box to have a copy of email.

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J.6 Click save.

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To view all existing invoices and customers, click here.

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To view contents of invoice, click either of the two.

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To view recurring invoices, click here.

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To upgrade or use other payment system, click here.

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To log in / log out, click here.

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