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How to Use Sage
Billing Boss
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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
Business Information Option
Upon selecting the Settings tab, the default screen is on Business Information
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Billing BossSetting-Up Your Account
2.1.2 Fill-up all the required data of your account
Business Information Option
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Billing BossSetting-Up Your Account
2.1.3 Click on the SAVE AND CONTINUE button to proceed.
Business Information Option
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Billing Boss
Setting-Up Your Account
Taxes Option
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Billing BossSetting-Up Your Account
2.2.1 Click on the Taxes option
Taxes Option
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Billing BossSetting-Up Your Account
2.2.2 Click on the tick box to define your tax computations
Taxes Option
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Billing BossSetting-Up Your Account
2.2.3 Key-in all the required data to set-up your tax computations
Taxes Option
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Billing BossSetting-Up Your Account
2.2.4 Click on the SAVE and CONTINUE button to proceed.
Taxes Option
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Billing Boss
Setting-Up Your Account
Company Logo Option
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Billing BossSetting-Up Your Account
2.3.1 Click on Company Logo option
Company Logo Option
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Billing BossSetting-Up Your Account
2.3.2 Click the Browse button to select a logo from your local files to upload.
Company Logo Option
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Billing BossSetting-Up Your Account
2.3.3 Click the SAVE and CONTINUE button to proceed.
Company Logo Option
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Billing Boss
Setting-Up Your Account
Communications Option
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Billing BossSetting-Up Your Account
2.4.1 Click on Communications option
Communications Option
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Billing BossSetting-Up Your Account
2.4.2 Click the tick box to receive subscription and updates thru email.
Communications Option
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Billing BossSetting-Up Your Account
2.4.3 Click the SAVE and CONTINUE button to proceed
Communications Option
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Billing Boss
Setting-Up Your Account
Online Payments Option
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Billing Boss
Setting-Up Your Account
2.5.1 Click on Online Payments option
Online Payments Option
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Billing Boss
Setting-Up Your Account
2.5.2 Click the tick box of your preferred mode of payment.
Online Payments Option
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Billing Boss
Setting-Up Your Account
2.5.3 Click the SAVE and CONTINUE button to proceed .
Online Payments Option
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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
Setting-Up Your Customer List
3.1.2 Click on Add New Customer button
Add New Customer
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Billing Boss
Setting-Up Your Customer List
3.1.3 Key-in all the required data for your customer
Add New Customer
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Billing Boss
Setting-Up Your Customer List
3.1.4 Click on SAVE CUSTOMER button to proceed.
Add New Customer
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Billing Boss
Setting-Up Your Customer List
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
Setting-Up Your Customer List
3.2.1 Click on Customers tab
Create New Invoice
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Billing Boss
Setting-Up Your Customer List
3.2.2 Click on Create New Invoice button
Create New Invoice
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Billing Boss
Setting-Up Your Customer List
3.2.3 Key-in the required information
Create New Invoice
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Billing Boss
Setting-Up Your Customer List
3.2.4 Click on Add another item for more items to bill
Create New Invoice
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Billing Boss
Setting-Up Your Customer List
3.2.5 Upon completion, click on SAVE INVOICE button.
Create New Invoice
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Billing Boss
Setting-Up Your Customer List
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
Setting-Up Your Customer List
3.3.1 Click on Customers tab
Create New Quote
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Billing Boss
Setting-Up Your Customer List
3.3.2 Click on Create New Quote button
Create New Quote
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Billing Boss
Setting-Up Your Customer List
3.3.3 Key-in the required quote information
Create New Quote
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Billing Boss
Setting-Up Your Customer List
3.3.4 Click on Add another item if there are more items to include
Create New Quote
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Billing Boss
Setting-Up Your Customer List
3.3.5 Upon completion, click on SAVE QUOTE button
Create New Quote
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Billing Boss
Setting-Up Your Customer List
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
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Billing Boss
The Dashboard4.1.1 Click on Dashboard tab
Invoices & Quotes
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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
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Billing Boss
Monitoring &Maintenance: The
Dashboard
Recurring Invoices
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Billing Boss
The Dashboard4.2.1 Click on Dashboard tab
Recurring Invoices
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Billing Boss
The Dashboard4.2.2 Click on Recurring Invoices option.
Recurring Invoices
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This displays all recurring invoices
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Billing BossThe Dashboard
4.3.1 From the dashboard list, click on the invoice to update
Invoice Options
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Billing BossThe Dashboard
4.3.2 On the OPTIONS, select the type of update you wish to do.
Invoice Options
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Billing Boss
Monitoring &Maintenance: The
Dashboard
Invoice Options: SEND
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Billing BossThe Dashboard
4.3.2.1.1 To Send the invoice, click on SEND option
Invoice Options: Send
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Billing BossThe Dashboard
4.3.2.1.2 Key-in other additional information as indicated.
Invoice Options: Send
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Billing BossThe Dashboard
4.3.2.1.3 Click on SEND to continue or CANCEL to discontinue sending
the invoice.
Invoice Options: Send
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gThe Dashboard
4.3.2.1.4 A confirmation will appear indicating that the email was sent.
Invoice Options: Send
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g
Monitoring &Maintenance: The
Dashboard
Invoice Options: Mark as Sent
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gThe Dashboard
4.3.2.2.1 Click on Mark as Sent option
Invoice Options: Mark as Sent
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The Dashboard
4.3.2.2.2 A confirmation will appear that Invoice was marked as sent
Invoice Options: Mark as Sent
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Monitoring &Maintenance: The
Dashboard
Invoice Options: Preview Customer
Copy
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The Dashboard
4.3.2.3.1 Click on Preview Customer Copy option
Invoice Options: Preview Customer Copy
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The Dashboard
4.3.2.3.2 A preview of the customers invoice will appear.
Invoice Options: Preview Customer Copy
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Monitoring &Maintenance: The
Dashboard
Invoice Options: Record a Payment
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The Dashboard
4.3.2.4.1 Click on Record a Payment option
Invoice Options: Record a Payment
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The Dashboard
4.3.2.4.2 Key-in the payment information made by the customer
Invoice Options: Record a Payment
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The Dashboard
4.3.2.4.3 Click on SAVE PAYMENT button
Invoice Options: Record a Payment
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The Dashboard
4.3.2.4.4 Confirmation for payments update made will appear.
Invoice Options: Record a Payment
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Monitoring &Maintenance: The
Dashboard
Invoice Options: Edit this Invoice
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The Dashboard
4.3.2.5.1 Click on Edit this Invoice option
Invoice Options: Edit this Invoice
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The Dashboard
4.3.2.5.2 Key-in all necessary updates on the invoice.
Invoice Options: Edit this Invoice
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The Dashboard
4.3.2.5.3 Click on the SAVE INVOICE button .
Invoice Options: Edit this Invoice
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The Dashboard
4.3.2.5.4 A confirmation of the invoice updates will appear .
Invoice Options: Edit this Invoice
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Monitoring &Maintenance: The
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.
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Monitoring &Maintenance: The
Dashboard
Invoice Options: Print
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4.3.2.7.1 Click on Print option
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4.3.2.7.2 Select the printer to be used and click Print
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Monitoring &Maintenance: The
Dashboard
Invoice Options: Delete this Invoice
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4.3.2.8.1 Click on Delete this Invoice option
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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
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Monitoring &
Maintenance: The
Dashboard
Invoice Options: Create RecurringInvoice
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4.3.2.9.1 Click on Create Recurring Invoice option
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Billing BossThe Dashboard
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.
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4 3 2 9 3 Cli k SAVE b d CANCEL b di i
Invoice Options: Create Recurring Invoice
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4.3.2.9.3 Click on SAVE button to proceed, or CANCEL button to discontinue .
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4 3 2 9 4 O d fi ti ill
Invoice Options: Create Recurring Invoice
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4.3.2.9.4 Once saved, a confirmation screen will appear. .
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Monitoring &
Maintenance: The
Dashboard
Quote Options
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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
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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.
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Monitoring &
Maintenance: The
Dashboard
Quote Options: Send
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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
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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
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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
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4.4.2.1.4 Upon sending, a confirmation screen will appear.
Quote Options: Send
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p g, pp
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Monitoring &
Maintenance: The
Dashboard
Quote Options: Convert into Invoice
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4.4.2.2.1 Click on Convert into Invoice option
Quote Options: Convert into Invoice
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4.4.2.2.2 A confirmation screen will appear click Convert to continue or
Quote Options: Convert into Invoice
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Cancel to abort.
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4.4.2.2.3 Choosing CONVERT will convert the quote into draft invoice
Quote Options: Convert into Invoice
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Monitoring &
Maintenance: The
Dashboard
Quote Options: Save as PDF
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4.4.2.3.1 Click on Save as PDF option
Quote Options: Save as PDF
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4.4.2.3.2 A confirmation screen will appear click SAVE to continue
Quote Options: Save as PDF
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Billing BossThe Dashboard
4.4.2.3.3 Specify the destination drive, folder, and filename
Quote Options: Save as PDF
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(if you want to change the file name).
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4.4.2.3.4 Click on SAVE button to proceed.
Quote Options: Save as PDF
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Monitoring &
Maintenance: The
Dashboard
Quote Options: Print
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4.4.2.4.1 Click on Print option
Quote Options: Print
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4.4.2.4.2 Select the printer to be used and click Print
Quote Options: Print
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Monitoring &
Maintenance: The
Dashboard
Quote Options: Edit this Quote
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4.4.2.5.1 Click on Edit this Quote option
Quote Options: Edit this Quote
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4.4.2.5.2 Key-in all the necessary changes in the quotation
Quote Options: Edit this Quote
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4.4.2.5.3 Upon completion, click on the SAVE QUOTE button to proceed
Quote Options: Edit this Quote
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4.4.2.5.4 A confirmation of the updates made will appear.
Quote Options: Edit this Quote
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Monitoring &
Maintenance: The
Dashboard
Quote Options: Delete this Quote
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Billing BossThe Dashboard
4.4.2.6.1 Click on Delete this Quote option
Quote Options: Delete this Quote
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4.4.2.6.2 A confirmation screen will appear click OK to delete or
CANCEL to abort
Quote Options: Delete this Quote
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Reports
Invoice Report
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5.1.1 Click on the REPORTS tab
Invoice Report
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5.1.2 Click on Invoice Report option
Invoice Report
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5.1.3 A list of all invoices with summaries will appear.
Invoice Report
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5.1.4 You can also limit the list by specifying the customer and/or dates.
Invoice Report
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Reports
Payment Report
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Billing BossReports
5.2.1 Click on the REPORTS tab
Payment Report
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5.2.2 Click on Payment Report option
Payment Report
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5.2.3 A list of all payment details will appear.
Payment Report
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5.2.4 You can also limit the list by specifying the customer and/or dates
Payment Report
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Share Data
Become a Bookkeeper
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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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Billing BossShare Data
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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Share Data
Invite Someone to be a Bookkeeper
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Billing BossShare Data
6.2.1 Click on the SHARE DATA tab
Invite Someone to be a Bookkeeper
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6.2.2 If you need a bookkeeper: Click on the Invite Someone Else to be yourbookkeeper option
Invite Someone to be a Bookkeeper
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6.2.3 Key-in the email address of the person you want to invite as bookkeeper
Invite Someone to be a Bookkeeper
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6.2.4 Click on SEND to send the email invite.
Invite Someone to be a Bookkeeper
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6.2.5 A confirmation will appear that the email invite was sent .
Invite Someone to be a Bookkeeper
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Share Data
Bookkeeping Request Logs
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6.3.1 You can view bookkeeping requests made in the logs as seen below
Bookkeeping Request Logs
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End of Tutorial
--- Thank You ---
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