Intuit Online Billing User Guide
•
0 likes•307 views
The document provides a step-by-step guide for using Intuit's Billing Manager software to create and send invoices. It outlines the process of setting up an account, customizing invoice templates and messages, adding contacts and product items, creating draft invoices, and sending invoices by email. Screenshots are included throughout to illustrate each step of the process.
Intuit Online Billing User Guide
- 1. A Step-by-Step Guide INTUIT’S BILLING MANAGER http://va-manila.blogspot.com
- 2. Hand written INVOICE? http://va-manila.blogspot.com
- 3. And you call yourself a businessman? http://va-manila.blogspot.com
- 4. USER GUIDE INTUIT’S BILLING MANAGER http://va-manila.blogspot.com
- 5. Invoicing need not be a problem http://va-manila.blogspot.com
- 6. The magic word…FREE http://va-manila.blogspot.com
- 7. Let’s get started…. http://va-manila.blogspot.com
- 8. GO TO http://billingmanager.intuit.com http://va-manila.blogspot.com
- 9. This is the main page http://va-manila.blogspot.com
- 10. a screen shot… http://va-manila.blogspot.com
- 11. more screen shots… http://va-manila.blogspot.com
- 12. click the Sign Up button http://va-manila.blogspot.com
- 13. Here’s what you will see.. http://va-manila.blogspot.com
- 14. Create your account Supply your details here http://va-manila.blogspot.com
- 15. CLICK this to SIGN UP http://va-manila.blogspot.com
- 16. your in business! http://va-manila.blogspot.com
- 18. You need to setup the your account! http://va-manila.blogspot.com
- 19. First things first. Click the SETTINGS button… http://va-manila.blogspot.com
- 20. Let’s see that again… http://va-manila.blogspot.com
- 21. Here’s what you’ll see next… http://va-manila.blogspot.com
- 22. Here’s what you’ll see next… Type your details here http://va-manila.blogspot.com
- 23. Choose the time zone. IMPORTANT! http://va-manila.blogspot.com
- 24. Choose your currency. http://va-manila.blogspot.com
- 25. That’s it… http://va-manila.blogspot.com
- 26. Don’t forget this… http://va-manila.blogspot.com
- 29. Personalize with a logo http://va-manila.blogspot.com
- 30. Click this to locate your file http://va-manila.blogspot.com
- 31. locate your file… http://va-manila.blogspot.com
- 33. Customize your invoice http://va-manila.blogspot.com
- 34. Mark your preferences… http://va-manila.blogspot.com
- 35. Choose the look of your invoice… http://va-manila.blogspot.com
- 36. Click thumbnail to view invoice http://va-manila.blogspot.com
- 37. A preview of your invoice http://va-manila.blogspot.com
- 38. Save your settings http://va-manila.blogspot.com
- 39. Customize messages… http://va-manila.blogspot.com
- 40. Edit messages for your clients Save your Settings. http://va-manila.blogspot.com
- 41. Now let’s choose PAYMENT options. http://va-manila.blogspot.com
- 42. This is what you see… http://va-manila.blogspot.com
- 43. Choose payment option… http://va-manila.blogspot.com
- 44. Click OK to save your setting… http://va-manila.blogspot.com
- 45. Click OK to save your setting… http://va-manila.blogspot.com
- 46. Click to customize account… http://va-manila.blogspot.com
- 47. View account details… http://va-manila.blogspot.com
- 48. Setup’s done… http://va-manila.blogspot.com
- 49. Creating Contacts http://va-manila.blogspot.com
- 50. Click MY ADDRESS BOOK http://va-manila.blogspot.com
- 51. Add contacts http://va-manila.blogspot.com
- 53. Supply the contact detail http://va-manila.blogspot.com
- 54. Press SAVE when done http://va-manila.blogspot.com
- 55. You’ll see the details of the contact you just created http://va-manila.blogspot.com
- 57. Create a product listing http://va-manila.blogspot.com
- 59. This page appears http://va-manila.blogspot.com
- 60. Supply your product details http://va-manila.blogspot.com
- 62. A list of the products you’ve created appears http://va-manila.blogspot.com
- 63. Now we can create an invoice http://va-manila.blogspot.com
- 64. Click this button http://va-manila.blogspot.com
- 65. Search contacts for this invoice http://va-manila.blogspot.com
- 66. Add product(s) for invoicing http://va-manila.blogspot.com
- 67. Total summary appears once you’re done http://va-manila.blogspot.com
- 68. You can add file and write a note http://va-manila.blogspot.com
- 69. Click SAVE http://va-manila.blogspot.com
- 70. A draft of the invoice is created http://va-manila.blogspot.com
- 71. Email the invoice to the client http://va-manila.blogspot.com
- 72. An email draft appears for editing http://va-manila.blogspot.com
- 73. Press SEND or PREVIEW http://va-manila.blogspot.com
- 74. A copy of the invoice can be previewed http://va-manila.blogspot.com
- 75. Press SEND EMAIL http://va-manila.blogspot.com
- 76. This appears confirming the transaction http://va-manila.blogspot.com