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How to Use Billing Boss

© 2012 Renever Lapitan - How to Use Billing Boss

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What is Billing Boss?

© 2012 Renever Lapitan - How to Use Billing Boss

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Is….
a free online invoicing tool designed for small businesses and freelancers to create, send and track the status of invoices.

© 2012 Renever Lapitan - How to Use Billing Boss

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Let’s get started.

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First step is to create an account in Billing Boss.

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Open your web browser and type www.billingboss.com in the address bar and press enter.

www.billingboss.com

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Click Sign Up for free.

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Supply the information needed here.

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Type your username here

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Add an email address here.

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Type your password here.

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Retype your password here.

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Chick this to accept Billing Boss terms of service and privacy policy.

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Read the given words.

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And type it here.

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Click this to register your account.

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After registering your account, you will be directed to settings

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Let’s start from answer this question.

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Click the dropdown button.

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Answers are listed here.

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Click the answer on how you discover Billing Boss.

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Or click this to specify your answer.

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Continue signing this form.

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Supply the information needed here.

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Type your business name here.

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Type the contact person’s name here.

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Add your company address here.

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Add your city here.

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Choose your country in the dropdown menu.

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Add your province name here.

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Add the postal code of your place here.

3115

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Create your invoice message and insert your tax number.

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Create your default message to be use on quotes.

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Fill up this if necessary.

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Click this to save and continue completing your billing boss.

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Click this to setup your tax settings.

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Set your taxes here.

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Click this to save and continue.

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Select your payments collection here.

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Or choose PayPal for basic web payments.

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Click this to choose PayPal.

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Enter the email address you used in PayPal here.

sample@gmail.com

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Click this to save and continue.

sample@gmail.com

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Click choose file to add your company logo.

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Browse your company logo in your computer.

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Click open to add the logo.

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Click save and continue.

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Click this to receive an updates from Billing Boss.

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Click save and continue.

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After done modifying some settings of your business info, customers page is next.

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Fill up your customer details here.

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Type the name of your customer here.

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Add the addresses of your customer here.

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Type the name of the city of your customer here.

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Select the country of your customers in the dropdown menu.

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Type the name of the province of your customer here.

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Add customers postal code here.

2600

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Type the phone number of your customer here.

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Add his fax number here.

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Add the customer’s website here.

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You can choose his language in the dropdown menu.

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Add the contact information of the recipient of invoice.

Manuel

Legarda

ManuelL@gmail.com 12345678

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Type the contact person’s first name here.

Manuel

Legarda

ManuelL@gmail.com 12345678

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Type the contact person’s last name here.

Manuel

Legarda

ManuelL@gmail.com 12345678

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Type the contact person’s email address here where the invoice will be sent.

Manuel

Legarda

ManuelL@gmail.com 12345678

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Add contact person’s phone number here.

Manuel

Legarda

ManuelL@gmail.com 12345678

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You can also add another contact person by clicking this

Manuel

Legarda

ManuelL@gmail.com 12345678

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Click save customer.

Manuel

Legarda

ManuelL@gmail.com 12345678

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You are done updating your customer info.

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Click this to start creating new invoice.

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Click dropdown menu to view your customers.

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Select the recipient of invoice.

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Click this to set the issue date.

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Click the issue date.

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Click this to set the due date.

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Click the due date.

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Enter a reference number.

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Fill up the customer bill.

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This shows the number of bill(s).

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Add a description of your bill here.

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Type the amount of your service.

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You can also add another bills by clicking this.

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You can also add your comments here.

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Click this to change the currency.

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Click this to save your invoice.

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The invoice is successfully created.

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To send your invoice, click send.

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This form will appear.

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Add your message here.

for

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Click this to received a copy of invoice in your email.

for

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Now, click send.

for

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The invoice was successfully sent.

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Click close to terminate this form.

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Now let’s check the copy of the invoice in our email.

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This is the copy of the invoice which is sent to the customer.

for

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Click this link to view the copy of invoice.

for

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After clicking the link, you will be directed to the invoice.

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You can print your invoice.

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Now let’s check the invoice sent in the customer’s email.

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The invoice was successfully received by the customer.

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The message appears after opening it.

for

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When customer click this link,

for

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The invoice will appear.

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That’s the basic on how to send an invoice using Billing Boss.

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