jing valdez how to use billing boss

8/4/2019 Jing Valdez How to Use Billing Boss

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How to Use Sage

Billing Boss

Copyright 01 September [email protected]


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Billing Boss

1. Creating an account

2. Setting up your account2.1 Business Information

2.2 Taxes

2.3 Company Logo

2.4 Communications2.5 Online Payments

3. Setting up your CUSTOMER List

3.1 ADD New Customer3.2 Create New Invoice

3.3 Create New Quote

Tutorial Outline

4. Monitoring and maintaining your

account: The Dashboard

4.1 Invoices and Quotes4.2 Recurring Invoices

4.3 Invoice Options

4.4 Quote Options

5. Reports

5.1 Invoice Report

5.2 Payment Report

6. Share Data

6.1 Become a Bookkeeper

6.2 Invite Someone to be a Bookkeeper

6.3 Bookkeeping Request Logs



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Billing Boss

Creating an Account



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Billing Boss

1.1 Key-in http://www.billingboss.com at the URL text box then press ENTER.

Creating an account



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Billing Boss

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

Creating an account



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Billing Boss

1.3 Fill-up all the required details

Creating an account



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Billing Boss

1.4 Click on the tick box to accept the Terms & Conditions

Creating an account



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Billing BossCreating an account

1.5 Click on the REGISTER button to proceed



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Billing Boss

Setting-Up Your Account

Business Information Option



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Billing BossSetting-Up Your Account

2.1.1 Click on the Settings tab


Upon selecting the Settings tab, the default screen is on Business Information



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2.1.2 Fill-up all the required data of your account




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2.1.3 Click on the SAVE AND CONTINUE button to proceed.




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Billing Boss


Taxes Option



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2.2.1 Click on the Taxes option

Taxes Option



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2.2.2 Click on the tick box to define your tax computations

Taxes Option



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2.2.3 Key-in all the required data to set-up your tax computations

Taxes Option



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2.2.4 Click on the SAVE and CONTINUE button to proceed.

Taxes Option


NOTE: Setting up tax computation (s) is not mandatory to be able to use Billing Boss


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Billing Boss


Company Logo Option



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2.3.1 Click on Company Logo option

Company Logo Option



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2.3.2 Click the Browse button to select a logo from your local files to upload.

Company Logo Option


NOTE: Uploading a company logo is not mandatory to be able to use Billing Boss


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2.3.3 Click the SAVE and CONTINUE button to proceed.

Company Logo Option



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Billing Boss


Communications Option



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2.4.1 Click on Communications option




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2.4.2 Click the tick box to receive subscription and updates thru email.




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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


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Billing Boss


Online Payments Option



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Billing Boss


2.5.1 Click on Online Payments option




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Billing Boss


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




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Billing Boss


2.5.3 Click the SAVE and CONTINUE button to proceed .




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Billing Boss

Setting-Up Your

Customer List

Add New Customer



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Billing Boss

Setting-Up Your Customer List

3.1.1 Click on Customers tab

Add New Customer



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Billing Boss


3.1.2 Click on Add New Customer button

Add New Customer



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Billing Boss


3.1.3 Key-in all the required data for your customer

Add New Customer



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Billing Boss


3.1.4 Click on SAVE CUSTOMER button to proceed.

Add New Customer



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Billing Boss


3.1.5 Confirmation of creation will appear.

Add New Customer



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Billing Boss

Setting-Up Your

Customer ListCreate New Invoice



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Billing Boss



Create New Invoice



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Billing Boss


3.2.2 Click on Create New Invoice button

Create New Invoice



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Billing Boss


3.2.3 Key-in the required information

Create New Invoice



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Billing Boss


3.2.4 Click on Add another item for more items to bill

Create New Invoice



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Billing Boss


3.2.5 Upon completion, click on SAVE INVOICE button.

Create New Invoice



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Billing Boss


3.2.6 A confirmation of the invoice creation will appear.

Create New Invoice



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Billing Boss

Setting-Up Your

Customer ListCreate New Quote



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Billing Boss



Create New Quote



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Billing Boss


3.3.2 Click on Create New Quote button

Create New Quote



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Billing Boss


3.3.3 Key-in the required quote information

Create New Quote



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Billing Boss


3.3.4 Click on Add another item if there are more items to include

Create New Quote



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Billing Boss


3.3.5 Upon completion, click on SAVE QUOTE button

Create New Quote



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Billing Boss


3.3.6 A confirmation of the quote creation will appear.

Create New Quote



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Billing Boss

Monitoring &Maintenance: The

Dashboard

Invoices & Quotes


Billi B


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Billing Boss

The Dashboard4.1.1 Click on Dashboard tab

Invoices & Quotes


This displays the status of all invoices and quotes

Billi B


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Billing Boss

The Dashboard4.1.2 You may limit the display list by specifying additional filters such as

customer and/or dates.

Invoices & Quotes


Billi B


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Billing Boss


Dashboard

Recurring Invoices


Billing Boss


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Billing Boss

The Dashboard4.2.1 Click on Dashboard tab

Recurring Invoices


Billing Boss


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Billing Boss

The Dashboard4.2.2 Click on Recurring Invoices option.

Recurring Invoices


This displays all recurring invoices


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Billing Boss


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Billing BossThe Dashboard

4.3.1 From the dashboard list, click on the invoice to update

Invoice Options


Billing Boss


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4.3.2 On the OPTIONS, select the type of update you wish to do.

Invoice Options


Billing Boss


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Billing Boss


Dashboard

Invoice Options: SEND


Billing Boss


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4.3.2.1.1 To Send the invoice, click on SEND option

Invoice Options: Send


Billing Boss


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4.3.2.1.2 Key-in other additional information as indicated.



Billing Boss


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4.3.2.1.3 Click on SEND to continue or CANCEL to discontinue sending

the invoice.



Billing Boss


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gThe Dashboard

4.3.2.1.4 A confirmation will appear indicating that the email was sent.



Billing Boss


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g


Dashboard

Invoice Options: Mark as Sent


Billing Boss


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gThe Dashboard

4.3.2.2.1 Click on Mark as Sent option



Billing Boss


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The Dashboard

4.3.2.2.2 A confirmation will appear that Invoice was marked as sent



Billing Boss


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Dashboard

Invoice Options: Preview Customer

Copy


Billing Boss


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The Dashboard

4.3.2.3.1 Click on Preview Customer Copy option

Invoice Options: Preview Customer Copy


Billing Boss


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The Dashboard

4.3.2.3.2 A preview of the customers invoice will appear.

Invoice Options: Preview Customer Copy


Billing Boss


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Dashboard

Invoice Options: Record a Payment


Billing Boss


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The Dashboard

4.3.2.4.1 Click on Record a Payment option



Billing Boss


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The Dashboard

4.3.2.4.2 Key-in the payment information made by the customer



Billing BossTh D hb d I i O i R d P


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The Dashboard

4.3.2.4.3 Click on SAVE PAYMENT button



Billing BossTh D hb d I i O ti R d P t


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The Dashboard

4.3.2.4.4 Confirmation for payments update made will appear.



Billing Boss


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Dashboard

Invoice Options: Edit this Invoice


Billing BossThe Dashboard Invoice Options: Edit this Invoice


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The Dashboard

4.3.2.5.1 Click on Edit this Invoice option





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The Dashboard

4.3.2.5.2 Key-in all necessary updates on the invoice.





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The Dashboard

4.3.2.5.3 Click on the SAVE INVOICE button .





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The Dashboard

4.3.2.5.4 A confirmation of the invoice updates will appear .



Billing Boss


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Dashboard

Invoice Options: Save as PDF


Billing BossThe Dashboard Invoice Options: Save as PDF


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4.3.2.6.1 Click on Save as PDF option




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4.3.2.6.2 A confirmation window will appear click on SAVE to save as PDF




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4.3.2.6.3 Specify the destination drive, folder, and filename

(if you want to change the file name).




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4.3.2.6.4 Click on SAVE button to proceed.


Billing Boss


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Dashboard

Invoice Options: Print


Billing BossThe Dashboard Invoice Options: Print


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4.3.2.7.1 Click on Print option


Billing BossThe Dashboard Invoice Options: Print


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4.3.2.7.2 Select the printer to be used and click Print


Billing Boss


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Dashboard

Invoice Options: Delete this Invoice


Billing BossThe Dashboard Invoice Options: Delete this Invoice


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4.3.2.8.1 Click on Delete this Invoice option


Billing BossThe Dashboard Invoice Options: Delete this Invoice


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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


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Monitoring &

Maintenance: The

Dashboard

Invoice Options: Create RecurringInvoice


Billing BossThe Dashboard Invoice Options: Create Recurring Invoice


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4.3.2.9.1 Click on Create Recurring Invoice option



4 3 2 9 2 Key in required information on frequency and stop date (optional)

Invoice Options: Create Recurring Invoice


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4.3.2.9.2 Key-in required information on frequency and stop date (optional),

invoice recipients.



4 3 2 9 3 Cli k SAVE b d CANCEL b di i



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4.3.2.9.3 Click on SAVE button to proceed, or CANCEL button to discontinue .



4 3 2 9 4 O d fi ti ill



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4.3.2.9.4 Once saved, a confirmation screen will appear. .


Billing Boss


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Monitoring &

Maintenance: The

Dashboard

Quote Options



4.4.1 From the dashboard list, click on the quote to update

Quote Options


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4.4.1 From the dashboard list, click on the quote to update



4 4 2 On the OPTIONS select the type of update you wish to do

Quote Options


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4.4.2 On the OPTIONS, select the type of update you wish to do.


Billing Boss


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Monitoring &

Maintenance: The

Dashboard

Quote Options: Send



4 4 2 1 1 Click on Send option

Quote Options: Send


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4.4.2.1.1 Click on Send option



4.4.2.1.2 Key-in all the required information

Quote Options: Send


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4.4.2.1.2 Key in all the required information



4.4.2.1.3 Click Send to proceed or Cancel to discontinue.

Quote Options: Send


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3 C c Se d to p oceed o Ca ce to d sco t ue



4.4.2.1.4 Upon sending, a confirmation screen will appear.

Quote Options: Send


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p g, pp


Billing Boss


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Monitoring &

Maintenance: The

Dashboard

Quote Options: Convert into Invoice



4.4.2.2.1 Click on Convert into Invoice option



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4.4.2.2.2 A confirmation screen will appear click Convert to continue or



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Cancel to abort.



4.4.2.2.3 Choosing CONVERT will convert the quote into draft invoice



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Billing Boss


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Monitoring &

Maintenance: The

Dashboard

Quote Options: Save as PDF



4.4.2.3.1 Click on Save as PDF option



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4.4.2.3.2 A confirmation screen will appear click SAVE to continue



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4.4.2.3.3 Specify the destination drive, folder, and filename



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(if you want to change the file name).



4.4.2.3.4 Click on SAVE button to proceed.



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Billing Boss


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Monitoring &

Maintenance: The

Dashboard

Quote Options: Print



4.4.2.4.1 Click on Print option



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4.4.2.4.2 Select the printer to be used and click Print



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Billing Boss


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Monitoring &

Maintenance: The

Dashboard

Quote Options: Edit this Quote



4.4.2.5.1 Click on Edit this Quote option



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4.4.2.5.2 Key-in all the necessary changes in the quotation



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4.4.2.5.3 Upon completion, click on the SAVE QUOTE button to proceed



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4.4.2.5.4 A confirmation of the updates made will appear.



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Billing Boss


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Monitoring &

Maintenance: The

Dashboard

Quote Options: Delete this Quote



4.4.2.6.1 Click on Delete this Quote option



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4.4.2.6.2 A confirmation screen will appear click OK to delete or

CANCEL to abort



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Billing Boss


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Reports

Invoice Report


Billing BossReports

5.1.1 Click on the REPORTS tab

Invoice Report


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Billing BossReports

5.1.2 Click on Invoice Report option

Invoice Report


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Billing BossReports

5.1.3 A list of all invoices with summaries will appear.

Invoice Report


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Billing BossReports

5.1.4 You can also limit the list by specifying the customer and/or dates.

Invoice Report


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Billing Boss


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Reports

Payment Report


Billing BossReports

5.2.1 Click on the REPORTS tab

Payment Report


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Billing BossReports

5.2.2 Click on Payment Report option

Payment Report


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Billing BossReports

5.2.3 A list of all payment details will appear.

Payment Report


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Billing BossReports

5.2.4 You can also limit the list by specifying the customer and/or dates

Payment Report


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Billing Boss


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Share Data

Become a Bookkeeper


Billing BossShare Data

6.1.1 Click on the SHARE DATA tab

Become a Bookkeeper


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6.1.2 If you are a bookkeeper: Click on the Become a bookkeeper for someoneelse option

Become a Bookkeeper


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6.1.3 A confirmation of your registration as bookkeeper will appear.

Become a Bookkeeper


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6.1.4 You can de-register as a bookkeeper by clicking on de-Register.

Become a Bookkeeper


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Billing Boss


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Share Data

Invite Someone to be a Bookkeeper



6.2.1 Click on the SHARE DATA tab



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6.2.2 If you need a bookkeeper: Click on the Invite Someone Else to be yourbookkeeper option



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6.2.3 Key-in the email address of the person you want to invite as bookkeeper



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6.2.4 Click on SEND to send the email invite.



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6.2.5 A confirmation will appear that the email invite was sent .



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Billing Boss


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Share Data

Bookkeeping Request Logs



6.3.1 You can view bookkeeping requests made in the logs as seen below

Bookkeeping Request Logs


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Billing Boss


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End of Tutorial

--- Thank You ---


jing valdez how to use billing boss

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