3. WHAT IS BILLING MANAGER?

4. BILLING MANAGER IS A WEB-BASED INVOICING SOLUTION THAT LETS YOU CREATE INVOICES, SEND PROFESSIONAL ESTIMATES, AND HELPS YOU GET PAID ONLINE

5. IT ALSO SEND PDFs OF YOUR INVOICES, SENDS REMINDERS TO YOUR CUSTOMERS, PROCESS E-CHECKS, ACCEPT ALL MAJOR CREDIT CARDS ONLINE AND CHOOSE YOUR CURRENCY.

6. LET’S BEGIN

7. GO TO WWW.BILLINGMANAGER.INTUIT.COM

8. CLICK HERE TO SIGN UP

9. YOU WILL BE LED TO THIS PAGE

10. FILL-UP THE ITEMS ON THIS PAGE

11. THIS IS JUST A SAMPLE BELOW THEN CLICK TO SIGN UP

12. YOU WILL BE LED TO THIS PAGE

13. LET’S WORK ON OUR SETTINGS FIRST CLICK HERE

14. LET’S WORK ON OUR SETTINGS FIRST FILL UP ALL REQUIRED ITEMS HERE

15. WHEN YOU’RE DONE, CLICK SAVE THEN CLICK SAVE

16. LET’S WORK PUT A LOGO TO OUR BILLING MANAGER

17. GO BACK TO THE SETTING

18. GO TO THE LOGO TAB

19. CLICK HERE TO UPLOAD YOUR LOGO

20. ONCE UPLOADED YOUR LOGO WILL APPEAR LOOK HERE

21. NEXT, LET’S WORK ON OUR INVOICING

22. GO BACK TO SETTINGS

23. GO TO INVOICING TAB

24. YOU CAN PICK THE STYLE OF YOUR INVOICE

25. BUT FOR THIS TUTORIAL, WE’LL USE THIS FORMAT

27. LET’S NOW WORK ON OUR MESSAGING

28. GO BACK TO SETTING

29. CLICK ON THE “MESSAGING” TAB

30. BILLING MANAGER AUTOMATICALLY WILL GIVE YOU A SAMPLE TEMPLATE FOR YOUR MESSAGING. IT CAN BE EDITED DEPENDING ON YOUR PREFERENCE

31. JUST LIKE THIS

32. WHEN YOU’RE OKAY, CLICK SAVE CLICK HERE

33. IT’S TIME TO PICK THE PAYMENT METHOD HOW WOULD YOU WANT TO BE PAID?

34. GO BACK TO YOUR SETTINGS

35. GO TO “PAYMENT METHODS” TAB

36. YOU WILL BE LED TO THIS PAGE

37. JUST PUT A CHECK MARK ON HOW YOU WANT TO BE PAID

38. IT’S TIME TO PREPARE OUR FIRST INVOICE

39. CLICK HERE

40. YOU WILL BE LED TO THIS PAGE

41. THAT PREVIOUS PAGE IS QUITE LONG SO I DIVIDED IT INTO SECTIONS

42. THE CONTENTS ON THE NEXT PAGE IS AUTOMATIC. IT’S BASED ON THE INPUTS WE PLACED IN OUR SETTINGS AWHILE AGO

43. THIS THE INFORMATION HERE IS AUTOMATIC WHEN YOU MAKE INVOICE

44. HOW? LET’S BACKTRACK WHAT WE DID A WHILE AGO

45. OFF TO THE NEXT SECTION

46. ENTER DETAILS OF YOUR CLIENT

47. IN THE NEXT SECTION, WE WILL PUT HOW MUCH TO CHARGE THE CLIENT

48. TYPE IN HOW MUCH TO CHARGE THE CLIENT FOR YOUR SERVICES

49. ONCE YOUR DONE WITH THE THREE SECTIONS, IT’S TIME TO TAKE A FINAL LOOK BEFORE SENDING IT TO THE CLIENT

50. SEE THE PREVIEW FIRST BY… CLICKING HERE

51. THE PREVIEW WILL POP UP ON YOUR SCREEN

52. HERE IT IS

53. IF YOU ARE OKAY WITH IT, IT’S TIME TO SEND IT TO THE CLIENT

54. I PREFER EMAIL

55. WHEN YOU’RE OKAY, CLICK “SEND NOW” CLICK HERE

56. YOU WILL BE NOTIFIED THAT IT HAS BEEN SENT TO YOUR CLIENT

57. YOUR EMAIL SENT TO YOUR CLIENT WILL LOOK LIKE THIS

58. NOW IT’S YOUR TURN TO TRY IT

59. SHOULD YOU HAVE QUESTIONS, YOU MAY CONTACT ME VIA EMAIL

60. [email_address]