2012-0002: A Tutorial on…

HOW TO SET-UP YOUR ONLINE BILLING SYSTEM USING

SAGE BILLING BOSS
WWW.BILLINGBOSS.COM
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2

SAGE BILLING BOSS

Send unlimited invoices to unlimited customers…
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3

SAGE BILLING BOSS

For

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4

SAGE BILLING BOSS

Get paid smarter and faster
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5

SAGE BILLING BOSS

Invoicing the quick and easy way
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6

SAGE BILLING BOSS

Share data with your accountant
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7

SAGE BILLING BOSS

It is safe and secure

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8

SAGE BILLING BOSS

Now here are the steps in setting up your account
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9 Google “Sage Billing Boss” and click it.
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10 Click here to sign up for free!
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11 Enter your details.
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12 Enter your desired username here,...
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13 then your e-mail…
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14 ..and your password.
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15 Type your password again here.
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GOOD!

16 Make sure your type in passwords is a match.
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17 Click here to accept.
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18 Click the “Register” button.
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19 You now have an account.
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20 Type in your company’s contact information…
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21
And your default messaging for quotes and invoices.
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22 Click on “Save and Continue”.
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23 Click if your business charges taxes.
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24 Enter your tax information.
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25 Click to save your settings.
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26 Then choose your payment options.
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27 Upload your company logo.
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28 Locate your logo file on your computer.
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29 Click to save.
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30 Congratulations! You are all set.
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31 You can now start adding customers.
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32 Just type in their billing information,
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33 And click on “Save Customer”.
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34 How easy was that?
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35 To create an invoice, click here.
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36 Type in your invoice details .
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NEAT!

37 Billing Boss will do the math and taxes for you.
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38 When done, click on “Save Invoice”.
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39 When ready to send, just click here…
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40 And click here too.
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41 When done, you can view your dashboard.
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42 Click the “Invoice” tab.
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43 Here, you can view a list of your invoice.
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44 You can also create new invoices,…
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45 create new quote or…
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46 Add a new customer.
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47 Click on the “Report” tab…
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48 to generate a report of your invoices.
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49 Here you can have the option to print…
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50 Or save a CSV file of your report.
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51 Click on “Share Data”.
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52 You can send your data to your accountant easily.
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53 Just click here,…
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54 Add your accountant’s email here…
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55 And click here. DONE!
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56

SAGE BILLING BOSS

Now start using, start getting paid.
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