How to use sagespark

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How to use Sagespark : Billing Boss Jose Noel C. Rodriguez

description

tutorials on how to use Sagespark Billing Boss

Transcript of How to use sagespark

Page 1: How to use sagespark

How to use Sagespark :

Billing Boss

Jose Noel C. Rodriguez

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

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Click : Sage Billing Boss Click : Sage Billing Boss

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Click Sign up for Free Click : Sign Up for Free

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Enter detailed information required Enter The Required Information

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Click the accept portion of Terms & Privacy Policy

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Click : Register

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Type the necessary business information

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

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Write Default Message for your Invoice

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Default messages for quotes

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Write Terms of Purchase including refund policy

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Click : Save and continue button

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Set Up Tax Settings – click my company charges taxes

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Click : Save and continue

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Choose Payment Options

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For Credit Cards : Sign Up to Get a Merchant account

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For Electronic Checks ; Supply Merchant ID and Key

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For Paypal Account – Supply your email address

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You can also upload Company Logo

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You can also subscribe to receive email updates

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Create New Customer

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Edit Customer’s Information

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Invoice Report

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Payment Report

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Share Data with a Bookkeeper

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Click Invite Link

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Click : Send

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If you are a bookkeeper, click register as a bookkeeper

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Click : Create New Invoice

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Then , Create New Invoice

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Choose Currency

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Save Invoice

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Choose Style

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Click : Send

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Choose Language, Then Send

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Or choose other Options

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Create Recurring Invoice

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Create new quote

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You can also view details of current account & closed account