HYATT ROCILLOAspiring Virtual Assistant

A STEP BY STEP TUTORIAL

PLEASE WATCH THIS VIDEO CLIP FIRST

http://www.youtube.com/watch?v=x5ZgVemi6oU

WHAT IS BILLING MANAGER?

BILLING MANAGER IS A WEB-BASED INVOICING SOLUTION THAT LETS YOU CREATE INVOICES, SEND PROFESSIONAL ESTIMATES, AND

HELPS YOU GET PAID ONLINE

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.

LET’S BEGIN

GO TO WWW.BILLINGMANAGER.INTUIT.COM

CLICK HERE TO SIGN UPCLICK HERE TO SIGN UP

YOU WILL BE LED TO THIS PAGE

FILL-UP THE ITEMS ON THIS PAGE

THIS IS JUST A SAMPLE BELOW

THEN CLICK TO SIGN UPTHEN CLICK TO SIGN UP

YOU WILL BE LED TO THIS PAGE

LET’S WORK ON OUR SETTINGS FIRST

CLICK HERECLICK HERE

LET’S WORK ON OUR SETTINGS FIRST

FILL UP ALL REQUIRED

ITEMS HERE

FILL UP ALL REQUIRED

ITEMS HERE

WHEN YOU’RE DONE, CLICK SAVE

THEN CLICK SAVETHEN CLICK SAVE

LET’S WORK PUT A LOGO TO OUR BILLING MANAGER

GO BACK TO THE SETTING

GO TO THE LOGO TAB

CLICK HERE TO UPLOAD YOUR LOGO

CLICK HERE TO UPLOAD YOUR LOGO

ONCE UPLOADED YOUR LOGO WILL APPEAR

LOOK HERELOOK HERE

NEXT, LET’S WORK ON OUR INVOICING

GO BACK TO SETTINGS

GO TO INVOICING TAB

YOU CAN PICK THE STYLE OF YOUR INVOICE

BUT FOR THIS TUTORIAL, WE’LL USE THIS FORMAT

LET’S NOW WORK ON OUR MESSAGING

GO BACK TO SETTING

CLICK ON THE “MESSAGING” TAB

BILLING MANAGER AUTOMATICALLY WILL GIVE YOU A

SAMPLE TEMPLATE FOR YOUR MESSAGING. IT CAN BE EDITED

DEPENDING ON YOUR PREFERENCE

JUST LIKE THIS

WHEN YOU’RE OKAY, CLICK SAVE

CLICK HERECLICK HERE

IT’S TIME TO PICK THE PAYMENT METHOD

HOW WOULD YOU WANT TO BE PAID?

GO BACK TO YOUR SETTINGS

GO TO “PAYMENT METHODS” TAB

YOU WILL BE LED TO THIS PAGE

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

IT’S TIME TO PREPARE OUR FIRST INVOICE

CLICK HERECLICK HERE

YOU WILL BE LED TO THIS PAGE

THAT PREVIOUS PAGE IS QUITE LONG SO I DIVIDED IT INTO

SECTIONS

THE CONTENTS ON THE NEXT PAGE IS AUTOMATIC. IT’S BASED ON THE INPUTS WE PLACED IN

OUR SETTINGS AWHILE AGO

THIS THE INFORMATION HERE IS AUTOMATIC WHEN YOU MAKE

INVOICE

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

OFF TO THE NEXT SECTION

ENTER DETAILS OF YOUR CLIENT

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

CLIENT

TYPE IN HOW MUCH TO CHARGE THE CLIENT FOR YOUR SERVICES

ONCE YOUR DONE WITH THE THREE SECTIONS, IT’S TIME TO

TAKE A FINAL LOOK BEFORE SENDING IT TO THE CLIENT

CLICKING HERE

CLICKING HERE

SEE THE PREVIEW FIRST BY…

THE PREVIEW WILL POP UP ON YOUR SCREEN

HERE IT IS

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

I PREFER EMAIL

WHEN YOU’RE OKAY, CLICK “SEND NOW”

CLICK HERECLICK HERE

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

YOUR EMAIL SENT TO YOUR CLIENT WILL LOOK LIKE THIS

NOW IT’S YOUR TURN TO TRY IT

SHOULD YOU HAVE QUESTIONS, YOU MAY CONTACT ME VIA

EMAIL

hrocillo@gmail.com