How to Use Sage Billing Boss

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Billing Boss
Tutorial Outline

1. Creating an account 2. Setting up your account
2.1 2.2 2.3 2.4 2.5 Business Information Taxes Company Logo Communications Online Payments

4. Monitoring and maintaining your account: The Dashboard
4.1 4.2 4.3 4.4 Invoices and Quotes Recurring Invoices Invoice Options Quote Options

5. Reports
5.1 Invoice Report 5.2 Payment Report

3. Setting up your CUSTOMER List
3.1 ADD New Customer 3.2 Create New Invoice 3.3 Create New Quote

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
Creating an account

1.1 Key-in http://www.billingboss.com at the URL text box then press “ENTER”.

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Billing Boss
Creating an account

1.2 Click on the “SIGN-UP” option to create an account

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Billing Boss
Creating an account

1.3 Fill-up all the required details

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Billing Boss
Creating an account

1.4 Click on the tick box to accept the Terms & Conditions

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Billing Boss
Creating 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 Boss
Setting-Up Your Account Business Information Option

2.1.1 Click on the “Settings” tab
Upon selecting the Settings tab, the default screen is on Business Information

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Billing Boss
Setting-Up Your Account Business Information Option

2.1.2 Fill-up all the required data of your account

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Billing Boss
Setting-Up Your Account Business Information Option

2.1.3 Click on the “SAVE AND CONTINUE” button to proceed.

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Billing Boss

Setting-Up Your Account
Taxes Option

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Billing Boss
Setting-Up Your Account Taxes Option

2.2.1 Click on the “Taxes” option

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Billing Boss
Setting-Up Your Account Taxes Option

2.2.2 Click on the tick box to define your tax computations

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Billing Boss
Setting-Up Your Account Taxes Option

2.2.3 Key-in all the required data to set-up your tax computations

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Billing Boss
Setting-Up Your Account Taxes Option

2.2.4 Click on the “SAVE and CONTINUE” button to proceed.

NOTE: Setting up tax computation (s) is not mandatory to be able to use Billing Boss
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Billing Boss

Setting-Up Your Account
Company Logo Option

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Billing Boss
Setting-Up Your Account Company Logo Option

2.3.1 Click on “Company Logo” option

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Billing Boss
Setting-Up Your Account Company Logo Option

2.3.2 Click the “Browse” button to select a logo from your local files to upload.

NOTE: Uploading a company logo is not mandatory to be able to use Billing Boss
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Billing Boss
Setting-Up Your Account Company Logo Option

2.3.3 Click the “SAVE and CONTINUE” button to proceed.

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Billing Boss

Setting-Up Your Account
Communications Option

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Billing Boss
Setting-Up Your Account Communications Option

2.4.1 Click on “Communications” option

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Billing Boss
Setting-Up Your Account Communications Option

2.4.2 Click the tick box to receive subscription and updates thru email.

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Billing Boss
Setting-Up Your Account Communications Option

2.4.3 Click the “SAVE and CONTINUE” button to proceed

NOTE: Subscription to email updates is not mandatory to be able to use Billing Boss
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Billing Boss

Setting-Up Your Account
Online Payments Option

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Billing Boss
Setting-Up Your Account Online Payments Option

2.5.1 Click on “Online Payments” option

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Billing Boss
Setting-Up Your Account Online Payments Option

2.5.2 Click the tick box of your preferred mode of payment.

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Billing Boss
Setting-Up Your Account Online Payments Option

2.5.3 Click the “SAVE and CONTINUE” button to proceed .

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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 Add New Customer

3.1.1 Click on “Customers” tab

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Billing Boss
Setting-Up Your Customer List Add New Customer

3.1.2 Click on “Add New Customer” button

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Billing Boss
Setting-Up Your Customer List Add New Customer

3.1.3 Key-in all the required data for your customer

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Billing Boss
Setting-Up Your Customer List Add New Customer

3.1.4 Click on “SAVE CUSTOMER” button to proceed.

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Billing Boss
Setting-Up Your Customer List Add New Customer

3.1.5 Confirmation of creation will appear.

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Billing Boss

Setting-Up Your

Customer List
Create New Invoice

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Billing Boss
Setting-Up Your Customer List Create New Invoice

3.2.1 Click on “Customers” tab

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Billing Boss
Setting-Up Your Customer List Create New Invoice

3.2.2 Click on “Create New Invoice” button

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Billing Boss
Setting-Up Your Customer List Create New Invoice

3.2.3 Key-in the required information

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Billing Boss
Setting-Up Your Customer List Create New Invoice

3.2.4 Click on “Add another item” for more items to bill

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Billing Boss
Setting-Up Your Customer List Create New Invoice

3.2.5 Upon completion, click on “SAVE INVOICE” button.

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Billing Boss
Setting-Up Your Customer List Create New Invoice

3.2.6 A confirmation of the invoice creation will appear.

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Billing Boss

Setting-Up Your

Customer List
Create New Quote

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Billing Boss
Setting-Up Your Customer List Create New Quote

3.3.1 Click on “Customers” tab

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Billing Boss
Setting-Up Your Customer List Create New Quote

3.3.2 Click on “Create New Quote” button

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Billing Boss
Setting-Up Your Customer List Create New Quote

3.3.3 Key-in the required quote information

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Billing Boss
Setting-Up Your Customer List Create New Quote

3.3.4 Click on “Add another item” if there are more items to include

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Billing Boss
Setting-Up Your Customer List Create New Quote

3.3.5 Upon completion, click on “SAVE QUOTE” button

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Billing Boss
Setting-Up Your Customer List Create New Quote

3.3.6 A confirmation of the quote creation will appear.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoices & Quotes
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Billing Boss
The Dashboard Invoices & Quotes

4.1.1 Click on “Dashboard” tab

This displays the status of all invoices and quotes
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Billing Boss
The Dashboard Invoices & Quotes

4.1.2 You may limit the display list by specifying additional filters such as customer and/or dates.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Recurring Invoices
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Billing Boss
The Dashboard Recurring Invoices

4.2.1 Click on “Dashboard” tab

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The Dashboard Recurring Invoices

4.2.2 Click on “Recurring Invoices” option.

This displays all recurring invoices
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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options
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Billing Boss
The Dashboard Invoice Options

4.3.1 From the dashboard list, click on the invoice to update

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Billing Boss
The Dashboard Invoice Options

4.3.2 On the “OPTIONS”, select the type of update you wish to do.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options: SEND
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Billing Boss
The Dashboard Invoice Options: Send

4.3.2.1.1 To Send the invoice, click on “SEND” option

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Billing Boss
The Dashboard Invoice Options: Send

4.3.2.1.2 Key-in other additional information as indicated.

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Billing Boss
The Dashboard Invoice Options: Send

4.3.2.1.3 Click on “SEND” to continue or “CANCEL” to discontinue sending the invoice.

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Billing Boss
The Dashboard Invoice Options: Send

4.3.2.1.4 A confirmation will appear indicating that the email was sent.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options: Mark as Sent
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Billing Boss
The Dashboard Invoice Options: Mark as Sent

4.3.2.2.1 Click on “Mark as Sent” option

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Billing Boss
The Dashboard Invoice Options: Mark as Sent

4.3.2.2.2 A confirmation will appear that Invoice was marked as “sent”

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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options: Preview Customer Copy
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Billing Boss
The Dashboard Invoice Options: Preview Customer Copy

4.3.2.3.1 Click on “Preview Customer Copy” option

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Billing Boss
The Dashboard Invoice Options: Preview Customer Copy

4.3.2.3.2 A preview of the customer’s invoice will appear.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options: Record a Payment
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Billing Boss
The Dashboard Invoice Options: Record a Payment

4.3.2.4.1 Click on “Record a Payment” option

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Billing Boss
The Dashboard Invoice Options: Record a Payment

4.3.2.4.2 Key-in the payment information made by the customer

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Billing Boss
The Dashboard Invoice Options: Record a Payment

4.3.2.4.3 Click on “SAVE PAYMENT” button

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Billing Boss
The Dashboard Invoice Options: Record a Payment

4.3.2.4.4 Confirmation for payments update made will appear.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options: Edit this Invoice
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Billing Boss
The Dashboard Invoice Options: Edit this Invoice

4.3.2.5.1 Click on “Edit this Invoice” option

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Billing Boss
The Dashboard Invoice Options: Edit this Invoice

4.3.2.5.2 Key-in all necessary updates on the invoice.

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Billing Boss
The Dashboard Invoice Options: Edit this Invoice

4.3.2.5.3 Click on the “SAVE INVOICE” button .

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Billing Boss
The Dashboard Invoice Options: Edit this Invoice

4.3.2.5.4 A confirmation of the invoice updates will appear .

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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options: Save as PDF
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Billing Boss
The Dashboard Invoice Options: Save as PDF

4.3.2.6.1 Click on “Save as PDF” option

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Billing Boss
The Dashboard Invoice Options: Save as PDF

4.3.2.6.2 A confirmation window will appear – click on “SAVE” to save as PDF

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Billing Boss
The Dashboard Invoice Options: Save as PDF

4.3.2.6.3 Specify the destination drive, folder, and filename (if you want to change the file name).

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Billing Boss
The Dashboard Invoice Options: Save as PDF

4.3.2.6.4 Click on “SAVE” button to proceed.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options: Print
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Billing Boss
The Dashboard Invoice Options: Print

4.3.2.7.1 Click on “Print” option

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The Dashboard Invoice Options: Print

4.3.2.7.2 Select the printer to be used and click “Print”

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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options: Delete this Invoice
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Billing Boss
The Dashboard Invoice Options: Delete this Invoice

4.3.2.8.1 Click on “Delete this Invoice” option

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The Dashboard Invoice Options: Delete this Invoice

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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Billing Boss

Monitoring & Maintenance: The Dashboard
Invoice Options: Create Recurring Invoice
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Billing Boss
The Dashboard Invoice Options: Create Recurring Invoice

4.3.2.9.1 Click on “Create Recurring Invoice” option

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The Dashboard Invoice Options: Create Recurring Invoice

4.3.2.9.2 Key-in required information on frequency and stop date (optional), invoice recipients.

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The Dashboard Invoice Options: Create Recurring Invoice

4.3.2.9.3 Click on “SAVE” button to proceed, or “CANCEL” button to discontinue .

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Billing Boss
The Dashboard Invoice Options: Create Recurring Invoice

4.3.2.9.4 Once saved, a confirmation screen will appear. .

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Billing Boss

Monitoring & Maintenance: The Dashboard
Quote Options
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Billing Boss
The Dashboard Quote Options

4.4.1 From the dashboard list, click on the quote to update

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Billing Boss
The Dashboard Quote Options

4.4.2 On the OPTIONS, select the type of update you wish to do.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Quote Options: Send
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Billing Boss
The Dashboard Quote Options: Send

4.4.2.1.1 Click on “Send” option

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Billing Boss
The Dashboard Quote Options: Send

4.4.2.1.2 Key-in all the required information

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The Dashboard Quote Options: Send

4.4.2.1.3 Click “Send” to proceed or “Cancel” to discontinue.

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The Dashboard Quote Options: Send

4.4.2.1.4 Upon sending, a confirmation screen will appear.

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Monitoring & Maintenance: The Dashboard
Quote Options: Convert into Invoice
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The Dashboard Quote Options: Convert into Invoice

4.4.2.2.1 Click on “Convert into Invoice” option

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The Dashboard Quote Options: Convert into Invoice

4.4.2.2.2 A confirmation screen will appear – click “Convert” to continue or “Cancel” to abort.

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The Dashboard Quote Options: Convert into Invoice

4.4.2.2.3 Choosing “CONVERT” will convert the quote into draft invoice

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Billing Boss

Monitoring & Maintenance: The Dashboard
Quote Options: Save as PDF
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Billing Boss
The Dashboard Quote Options: Save as PDF

4.4.2.3.1 Click on “Save as PDF” option

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Billing Boss
The Dashboard Quote Options: Save as PDF

4.4.2.3.2 A confirmation screen will appear – click “SAVE” to continue

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Billing Boss
The Dashboard Quote Options: Save as PDF

4.4.2.3.3 Specify the destination drive, folder, and filename (if you want to change the file name).

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Billing Boss
The Dashboard Quote Options: Save as PDF

4.4.2.3.4 Click on “SAVE” button to proceed.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Quote Options: Print
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Billing Boss
The Dashboard Quote Options: Print

4.4.2.4.1 Click on “Print” option

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The Dashboard Quote Options: Print

4.4.2.4.2 Select the printer to be used and click “Print”

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Billing Boss

Monitoring & Maintenance: The Dashboard
Quote Options: Edit this Quote
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The Dashboard Quote Options: Edit this Quote

4.4.2.5.1 Click on “Edit this Quote” option

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The Dashboard Quote Options: Edit this Quote

4.4.2.5.2 Key-in all the necessary changes in the quotation

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The Dashboard Quote Options: Edit this Quote

4.4.2.5.3 Upon completion, click on the “SAVE QUOTE” button to proceed

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The Dashboard Quote Options: Edit this Quote

4.4.2.5.4 A confirmation of the updates made will appear.

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Billing Boss

Monitoring & Maintenance: The Dashboard
Quote Options: Delete this Quote
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The Dashboard Quote Options: Delete this Quote

4.4.2.6.1 Click on “Delete this Quote” option

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The Dashboard Quote Options: Delete this Quote

4.4.2.6.2 A confirmation screen will appear – click “OK” to delete or “CANCEL” to abort

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Reports
Invoice Report

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Reports Invoice Report

5.1.1 Click on the “REPORTS” tab

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Reports Invoice Report

5.1.2 Click on “Invoice Report” option

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Reports Invoice Report

5.1.3 A list of all invoices with summaries will appear.

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Reports Invoice Report

5.1.4 You can also limit the list by specifying the customer and/or dates.

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Reports
Payment Report

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Reports Payment Report

5.2.1 Click on the “REPORTS” tab

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Reports Payment Report

5.2.2 Click on “Payment Report” option

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Reports Payment Report

5.2.3 A list of all payment details will appear.

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Reports Payment Report

5.2.4 You can also limit the list by specifying the customer and/or dates

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Share Data
Become a Bookkeeper

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Billing Boss
Share Data Become a Bookkeeper

6.1.1 Click on the “SHARE DATA” tab

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Share Data Become a Bookkeeper

6.1.2 If you are a bookkeeper: Click on the “Become a bookkeeper for someone else” option

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Share Data Become a Bookkeeper

6.1.3 A confirmation of your registration as bookkeeper will appear.

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Share Data Become a Bookkeeper

6.1.4 You can de-register as a bookkeeper by clicking on “de-Register”.

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Share Data
Invite Someone to be a Bookkeeper

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Share Data Invite Someone to be a Bookkeeper

6.2.1 Click on the “SHARE DATA” tab

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Share Data Invite Someone to be a Bookkeeper

6.2.2 If you need a bookkeeper: Click on the “Invite Someone Else to be your bookkeeper” option

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Share Data Invite Someone to be a Bookkeeper

6.2.3 Key-in the email address of the person you want to invite as bookkeeper

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Share Data Invite Someone to be a Bookkeeper

6.2.4 Click on “SEND” to send the email invite.

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Share Data Invite Someone to be a Bookkeeper

6.2.5 A confirmation will appear that the email invite was sent .

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Share Data
Bookkeeping Request Logs

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Share Data Bookkeeping Request Logs

6.3.1 You can view bookkeeping requests made in the logs as seen below

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Billing Boss

End of Tutorial
--- Thank You ---

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