How to use Intuit Billing Manager

2011 Copyright Rose Ann F. Sajol

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Sign in to the Billing Manager web site.

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https://billingmanager.intuit .com/billing/free-onlineinvoicing.url

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Otherwise, click Sign Up and create an account.

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Before creating your invoice, click Settings.

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You can setup company info, format invoices, upload logo ,etc.

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To manage your customer s contact details.

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Create a contact in your Address Book.

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In the left side, click My Address Book .

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You can add manually your business contacts.

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Or simply import contacts from e-mail or CSV file.

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For tips importing contacts, go to
https://billingmanager.intuit.com/billi ng/help/importexportcontacts.url

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You can tag customers with keywords to help you categorize.

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To add products & services you are offering.

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You can enter products & services directly on the invoice.

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Or add directly in the Products & Services folder

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to avoid manual entry whenever you create an invoice.

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On the left side, click Products & Services.

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To create an invoice, click Create an Invoice button.

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Fill up the required information.

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You can choose one of the invoice templates available.

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The invoice can be saved, previewed, printed, or emailed.

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You can send reminders to customers.

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To send reminders, click Create a Recurring Invoice .

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Then set the date you d like to send the reminders.

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