How to use sagespark

Post on 21-Jan-2015

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tutorials on how to use Sagespark Billing Boss

Transcript of How to use sagespark

How to use Sagespark :

Billing Boss

Jose Noel C. Rodriguez

Go to www.sagespark.com Go to www.sagespark.com

Click : Sage Billing Boss Click : Sage Billing Boss

Click Sign up for Free Click : Sign Up for Free

Enter detailed information required Enter The Required Information

Click the accept portion of Terms & Privacy Policy

Click : Register

Type the necessary business information

Particulars with Asterisk (*) are necessary to send an Invoice

Write Default Message for your Invoice

Default messages for quotes

Write Terms of Purchase including refund policy

Click : Save and continue button

Set Up Tax Settings – click my company charges taxes

Click : Save and continue

Choose Payment Options

For Credit Cards : Sign Up to Get a Merchant account

For Electronic Checks ; Supply Merchant ID and Key

For Paypal Account – Supply your email address

You can also upload Company Logo

You can also subscribe to receive email updates

Create New Customer

Edit Customer’s Information

Invoice Report

Payment Report

Share Data with a Bookkeeper

Click Invite Link

Click : Send

If you are a bookkeeper, click register as a bookkeeper

Click : Create New Invoice

Then , Create New Invoice

Choose Currency

Save Invoice

Choose Style

Click : Send

Choose Language, Then Send

Or choose other Options

Create Recurring Invoice

Create new quote

You can also view details of current account & closed account