How to use sagespark
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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