How to use sagespark

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tutorials on how to use Sagespark Billing Boss

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How to use sagespark

  1. 1. How to use Sagespark : Billing Boss Jose Noel C. Rodriguez
  2. 2. Go toto www.sagespark.com Go www.sagespark.com
  3. 3. Click : Sage Billing BossClick : Sage Billing Boss
  4. 4. Click Sign up for FreeClick : Sign Up for Free
  5. 5. Enter detailed information requiredEnter The Required Information
  6. 6. Click the accept portion of Terms & Privacy Policy
  7. 7. Click : Register
  8. 8. Type the necessary business information
  9. 9. Particulars with Asterisk (*) are necessary to send an Invoice
  10. 10. Write Default Message for your Invoice
  11. 11. Default messages for quotes
  12. 12. Write Terms of Purchase including refund policy
  13. 13. Click : Save and continue button
  14. 14. Set Up Tax Settings – click my company charges taxes
  15. 15. Click : Save and continue
  16. 16. Choose Payment Options
  17. 17. For Credit Cards : Sign Up to Get a Merchant account
  18. 18. For Electronic Checks ; Supply Merchant ID and Key
  19. 19. For Paypal Account – Supply your email address
  20. 20. You can also upload Company Logo
  21. 21. You can also subscribe to receive email updates
  22. 22. Create New Customer
  23. 23. Edit Customer’s Information
  24. 24. Invoice Report
  25. 25. Payment Report
  26. 26. Share Data with a Bookkeeper
  27. 27. Click Invite Link
  28. 28. Click : Send
  29. 29. If you are a bookkeeper, click register as a bookkeeper
  30. 30. Click : Create New Invoice
  31. 31. Then , Create New Invoice
  32. 32. Choose Currency
  33. 33. Save Invoice
  34. 34. Choose Style
  35. 35. Click : Send
  36. 36. Choose Language, Then Send
  37. 37. Or choose other Options
  38. 38. Create Recurring Invoice
  39. 39. Create new quote
  40. 40. You can also view details of current account & closed account

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