How to use sagespark
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This document provides instructions for how to use the billing software Sagespark Billing Boss. It outlines the steps to set up an account, including entering business information, configuring tax and payment settings, creating customers and invoices, sending invoices, and viewing reports. The instructions are broken into short steps beginning with signing up on the Sagespark website and ending with viewing account details and closed accounts.
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How to use sagespark
- 1. How to use Sagespark : Billing Boss Jose Noel C. Rodriguez
- 2. Go toto www.sagespark.com Go www.sagespark.com
- 3. Click : Sage Billing Boss Click : Sage Billing Boss
- 4. Click Sign up for Free Click : Sign Up for Free
- 5. Enter detailed information required Enter The Required Information
- 6. Click the accept portion of Terms & Privacy Policy
- 8. Type the necessary business information
- 9. Particulars with Asterisk (*) are necessary to send an Invoice
- 10. Write Default Message for your Invoice
- 11. Default messages for quotes
- 12. Write Terms of Purchase including refund policy
- 13. Click : Save and continue button
- 14. Set Up Tax Settings click my company charges taxes
- 15. Click : Save and continue
- 17. For Credit Cards : Sign Up to Get a Merchant account
- 18. For Electronic Checks ; Supply Merchant ID and Key
- 19. For Paypal Account Supply your email address
- 20. You can also upload Company Logo
- 21. You can also subscribe to receive email updates
- 24. Invoice Report
- 25. Payment Report
- 26. Share Data with a Bookkeeper
- 28. Click : Send
- 29. If you are a bookkeeper, click register as a bookkeeper
- 30. Click : Create New Invoice
- 31. Then , Create New Invoice
- 32. Choose Currency
- 33. Save Invoice
- 34. Choose Style
- 35. Click : Send
- 36. Choose Language, Then Send
- 37. Or choose other Options
- 39. Create new quote
- 40. You can also view details of current account & closed account