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How

to Use BILLING BOSS


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Go to www.billingboss.com
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2012 Sharon Cortez h:p://YourFilipinoVA.wordpress.com

Click Sign Up For FREE!

2012 Sharon Cortez h:p://YourFilipinoVA.wordpress.com

2012 Sharon Cortez h:p://YourFilipinoVA.wordpress.com

Create a Username

2012 Sharon Cortez h:p://YourFilipinoVA.wordpress.com

Enter your email

2012 Sharon Cortez h:p://YourFilipinoVA.wordpress.com

Enter a password

2012 Sharon Cortez h:p://YourFilipinoVA.wordpress.com

Conrm your password

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Check I accept the Terms of Service

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Click Register

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Fill in your details

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and your default messages

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Click Save and Con\nue

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Choose your tax se^ngs, click Save and Con\nue

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Check your payment op\ons

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Click Save and Con\nue

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You may also upload your company logo

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Click Save and Con\nue

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You may now add a new customer

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Enter your customer details and click Save Customer

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Click Create New Invoice

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The Draa Invoice appears

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Your Customers info is automa\cally lled

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Enter your invoice details

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Add a Descrip\on

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and the Price

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Scroll down and Click Save Invoice

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You have several Op\ons on the lea-hand side

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To send the invoice to your client, Click Send

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This appears

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Click Send

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To bill your client repeatedly, click Create Recurring Invoice

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Specify the frequency and stop date

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Click Save

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If a client pays you, click Record a payment

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This appears

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Click Type

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Choose the Payment type

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Enter the Date of payment

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Enter the amount paid

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Add Notes, if any

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Click Save Payment

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This appears

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Scroll down, payments have been applied

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To display Payment Reports, click Reports

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Click Payment Report

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This appears

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To display Invoice Reports, click Reports

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Click Invoice Report

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This appears

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If you have an accountant who keeps track of your books, you may also share this informa\on
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Click Share Data

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Click Invite

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This appears

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Enter your bookkeepers email

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Click Send

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Once the bookkeeper accepts, (s)he will obtain access to a read-only view of your invoicing data.
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Have fun EARNING!

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