<ul><li>HYATT ROCILLO </li></ul><ul><li>Aspiring Virtual Assistant </li></ul>A STEP BY STEP TUTORIAL
PLEASE WATCH THIS VIDEO CLIP FIRST <ul><li>http://www.youtube.com/watch?v=x5ZgVemi6oU </li></ul>
WHAT IS BILLING MANAGER?
BILLING MANAGER IS A WEB-BASED INVOICING SOLUTION THAT LETS YOU CREATE INVOICES, SEND PROFESSIONAL ESTIMATES, AND HELPS YO...
IT ALSO SEND PDFs OF YOUR INVOICES, SENDS REMINDERS TO YOUR CUSTOMERS, PROCESS E-CHECKS, ACCEPT ALL MAJOR CREDIT CARDS ONL...
LET’S BEGIN
GO TO  WWW.BILLINGMANAGER.INTUIT.COM
CLICK HERE TO SIGN UP
YOU WILL BE LED TO THIS PAGE
FILL-UP THE ITEMS ON THIS PAGE
THIS IS JUST A SAMPLE BELOW THEN CLICK TO SIGN UP
YOU WILL BE LED TO THIS PAGE
LET’S WORK ON OUR SETTINGS FIRST CLICK HERE
LET’S WORK ON OUR SETTINGS FIRST FILL UP ALL REQUIRED ITEMS HERE
WHEN YOU’RE DONE, CLICK SAVE THEN CLICK SAVE
LET’S WORK PUT A LOGO TO OUR BILLING MANAGER
GO BACK TO THE SETTING
GO TO THE LOGO TAB
CLICK HERE TO UPLOAD YOUR LOGO
ONCE UPLOADED YOUR LOGO WILL APPEAR LOOK HERE
NEXT, LET’S WORK ON OUR INVOICING
GO BACK TO SETTINGS
GO TO INVOICING TAB
YOU CAN PICK THE STYLE OF YOUR INVOICE
BUT FOR THIS TUTORIAL, WE’LL USE THIS FORMAT
 
LET’S NOW WORK ON OUR MESSAGING
GO BACK TO SETTING
CLICK ON THE “MESSAGING” TAB
BILLING MANAGER AUTOMATICALLY WILL GIVE YOU A SAMPLE TEMPLATE FOR YOUR MESSAGING. IT CAN BE EDITED DEPENDING ON YOUR PREFE...
JUST LIKE THIS
WHEN YOU’RE OKAY, CLICK SAVE CLICK HERE
IT’S TIME TO PICK THE PAYMENT METHOD  HOW WOULD YOU WANT TO BE PAID?
GO BACK TO YOUR SETTINGS
GO TO “PAYMENT METHODS” TAB
YOU WILL BE LED TO THIS PAGE
JUST PUT A CHECK MARK ON HOW YOU WANT TO BE PAID
IT’S TIME TO PREPARE OUR FIRST INVOICE
CLICK HERE
YOU WILL BE LED TO THIS PAGE
THAT PREVIOUS PAGE IS QUITE LONG SO  I DIVIDED IT INTO SECTIONS
THE CONTENTS ON THE NEXT PAGE IS AUTOMATIC. IT’S BASED ON THE INPUTS WE PLACED IN OUR SETTINGS AWHILE AGO
THIS THE INFORMATION HERE IS AUTOMATIC WHEN YOU MAKE INVOICE
HOW? LET’S BACKTRACK WHAT WE DID A WHILE AGO
OFF TO THE NEXT SECTION
ENTER DETAILS OF YOUR CLIENT
IN THE NEXT SECTION, WE WILL PUT HOW MUCH TO CHARGE THE CLIENT
TYPE IN HOW MUCH TO CHARGE THE CLIENT FOR YOUR SERVICES
ONCE YOUR DONE WITH THE THREE SECTIONS, IT’S TIME TO TAKE A FINAL LOOK BEFORE SENDING IT TO THE CLIENT
SEE THE PREVIEW FIRST BY… CLICKING HERE
THE PREVIEW WILL POP UP ON YOUR SCREEN
HERE IT IS
IF YOU ARE OKAY WITH IT, IT’S TIME TO SEND IT TO THE CLIENT
I PREFER EMAIL
WHEN YOU’RE OKAY, CLICK “SEND NOW” CLICK HERE
YOU WILL BE NOTIFIED THAT IT HAS BEEN SENT TO YOUR CLIENT
YOUR EMAIL SENT TO YOUR CLIENT WILL LOOK LIKE THIS
NOW IT’S YOUR TURN TO TRY IT
SHOULD YOU HAVE QUESTIONS, YOU MAY CONTACT ME VIA EMAIL
[email_address]
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Billing manager Tutorial

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Billing manager Tutorial

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

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