Billing manager Tutorial
Upcoming SlideShare
Loading in...5
×

Like this? Share it with your network

Share
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
    Be the first to like this
No Downloads

Views

Total Views
548
On Slideshare
548
From Embeds
0
Number of Embeds
0

Actions

Shares
Downloads
2
Comments
0
Likes
0

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide

Transcript

  • 1.
    • HYATT ROCILLO
    • Aspiring Virtual Assistant
    A STEP BY STEP TUTORIAL
  • 2. PLEASE WATCH THIS VIDEO CLIP FIRST
    • http://www.youtube.com/watch?v=x5ZgVemi6oU
  • 3. WHAT IS BILLING MANAGER?
  • 4. BILLING MANAGER IS A WEB-BASED INVOICING SOLUTION THAT LETS YOU CREATE INVOICES, SEND PROFESSIONAL ESTIMATES, AND HELPS YOU GET PAID ONLINE
  • 5. 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.
  • 6. LET’S BEGIN
  • 7. GO TO WWW.BILLINGMANAGER.INTUIT.COM
  • 8. CLICK HERE TO SIGN UP
  • 9. YOU WILL BE LED TO THIS PAGE
  • 10. FILL-UP THE ITEMS ON THIS PAGE
  • 11. THIS IS JUST A SAMPLE BELOW THEN CLICK TO SIGN UP
  • 12. YOU WILL BE LED TO THIS PAGE
  • 13. LET’S WORK ON OUR SETTINGS FIRST CLICK HERE
  • 14. LET’S WORK ON OUR SETTINGS FIRST FILL UP ALL REQUIRED ITEMS HERE
  • 15. WHEN YOU’RE DONE, CLICK SAVE THEN CLICK SAVE
  • 16. LET’S WORK PUT A LOGO TO OUR BILLING MANAGER
  • 17. GO BACK TO THE SETTING
  • 18. GO TO THE LOGO TAB
  • 19. CLICK HERE TO UPLOAD YOUR LOGO
  • 20. ONCE UPLOADED YOUR LOGO WILL APPEAR LOOK HERE
  • 21. NEXT, LET’S WORK ON OUR INVOICING
  • 22. GO BACK TO SETTINGS
  • 23. GO TO INVOICING TAB
  • 24. YOU CAN PICK THE STYLE OF YOUR INVOICE
  • 25. BUT FOR THIS TUTORIAL, WE’LL USE THIS FORMAT
  • 26.  
  • 27. LET’S NOW WORK ON OUR MESSAGING
  • 28. GO BACK TO SETTING
  • 29. CLICK ON THE “MESSAGING” TAB
  • 30. BILLING MANAGER AUTOMATICALLY WILL GIVE YOU A SAMPLE TEMPLATE FOR YOUR MESSAGING. IT CAN BE EDITED DEPENDING ON YOUR PREFERENCE
  • 31. JUST LIKE THIS
  • 32. WHEN YOU’RE OKAY, CLICK SAVE CLICK HERE
  • 33. IT’S TIME TO PICK THE PAYMENT METHOD HOW WOULD YOU WANT TO BE PAID?
  • 34. GO BACK TO YOUR SETTINGS
  • 35. GO TO “PAYMENT METHODS” TAB
  • 36. YOU WILL BE LED TO THIS PAGE
  • 37. JUST PUT A CHECK MARK ON HOW YOU WANT TO BE PAID
  • 38. IT’S TIME TO PREPARE OUR FIRST INVOICE
  • 39. CLICK HERE
  • 40. YOU WILL BE LED TO THIS PAGE
  • 41. THAT PREVIOUS PAGE IS QUITE LONG SO I DIVIDED IT INTO SECTIONS
  • 42. THE CONTENTS ON THE NEXT PAGE IS AUTOMATIC. IT’S BASED ON THE INPUTS WE PLACED IN OUR SETTINGS AWHILE AGO
  • 43. THIS THE INFORMATION HERE IS AUTOMATIC WHEN YOU MAKE INVOICE
  • 44. HOW? LET’S BACKTRACK WHAT WE DID A WHILE AGO
  • 45. OFF TO THE NEXT SECTION
  • 46. ENTER DETAILS OF YOUR CLIENT
  • 47. IN THE NEXT SECTION, WE WILL PUT HOW MUCH TO CHARGE THE CLIENT
  • 48. TYPE IN HOW MUCH TO CHARGE THE CLIENT FOR YOUR SERVICES
  • 49. ONCE YOUR DONE WITH THE THREE SECTIONS, IT’S TIME TO TAKE A FINAL LOOK BEFORE SENDING IT TO THE CLIENT
  • 50. SEE THE PREVIEW FIRST BY… CLICKING HERE
  • 51. THE PREVIEW WILL POP UP ON YOUR SCREEN
  • 52. HERE IT IS
  • 53. IF YOU ARE OKAY WITH IT, IT’S TIME TO SEND IT TO THE CLIENT
  • 54. I PREFER EMAIL
  • 55. WHEN YOU’RE OKAY, CLICK “SEND NOW” CLICK HERE
  • 56. YOU WILL BE NOTIFIED THAT IT HAS BEEN SENT TO YOUR CLIENT
  • 57. YOUR EMAIL SENT TO YOUR CLIENT WILL LOOK LIKE THIS
  • 58. NOW IT’S YOUR TURN TO TRY IT
  • 59. SHOULD YOU HAVE QUESTIONS, YOU MAY CONTACT ME VIA EMAIL
  • 60. [email_address]