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How to Use

Billing Boss

2011 by M.C. S. Zabala

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1. Sign up or create an account by

clicking here.

+ + 2011 by M.C. S. Zabala + +

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+++ Cyberville Online Jobs and Etc . +++

1.1 Enter the following details

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1.2 Read terms/policy before checking the box 

+ + 2011 by M.C. S. Zabala + +

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1.3 Enter captcha code 

+ + 2011 by M.C. S. Zabala + +

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1.4 Click here to register and save 

+ + + 2011 by M .C. S. Zaba la + + ++ + 2011 by M.C. S. Zabala + +

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2. Set up your business information.

2.1 Click “settings” tab + + 2011 by M.C. S. Zabala + +

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2.2 Enter all 

applicable businessinformation

+ + 2011 by M.C. S. Zabala + +

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2.3 Take note of the optional instructions+ + 2011 by M.C. S. Zabala + +

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2.4a IDENTIFY YOUR TAXES HERE 

2.4 Set up your taxes, if applicable.

+ + 2011 by M.C. S. Zabala + +

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2.4b UNCHECK BOX IF TAXES ARE NOT APPLICABLE 

+ + 2011 by M.C. S. Zabala + +

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2.5 Determine which type of payment you want to be 

paid 

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2.6 Upload business logo 

2.6a CLICK HERE TO BROWSE AND UPLOAD IMAGE 

+ + 2011 by M.C. S. Zabala + +

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3. Create customer/client information

by clicking here.

+ + 2011 by M.C. S. Zabala + +

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3.1 Enter customer information+ + 2011 by M.C. S. Zabala + +

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3.2 To add other contacts with the same company, click here.

+ + 2011 by M.C. S. Zabala + +

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3.3 Click here to save. (Adding another customer? 

Repeat instruction 3).+ + 2011 by M.C. S. Zabala + +

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You are now

ready to c rea teinvoice…yehey!!!

+ + 2011 by M.C. S. Zabala + +

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4. Create an invoice by clicking here.

+ + 2011 by M.C. S. Zabala + +

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4.1 Select existing customer + + 2011 by M.C. S. Zabala + +

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4.2 If not existing customer, click “new” to 

create/add.+ + 2011 by M.C. S. Zabala + +

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4.3 Create invoice number (maybe customized)

+ + 2011 by M.C. S. Zabala + +

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4.4 Enter the following other information.

+ + 2011 by M.C. S. Zabala + +

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+++ Cyberville Online Jobs and Etc . +++

4.5 Enter quantity of product/service need to be paid 

+ + 2011 by M.C. S. Zabala + +

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4.6 Type description of product/service 

+ + 2011 by M.C. S. Zabala + +

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4.7 Indicate price per quantity of product/service 

+ + 2011 by M.C. S. Zabala + +

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4.8 Indicate discount, if applicable.

+ + 2011 by M.C. S. Zabala + +

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4.9 Make some notes (optional)

+ + 2011 by M.C. S. Zabala + +

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4.10 Make sure to choose the correct 

currency 

+ + 2011 by M.C. S. Zabala + +

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4.11 Click here to save 

+ + 2011 by M.C. S. Zabala + +

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ABOVE IS THE EXAMPLE OF A FILLED-UP INVOICE 

+ + 2011 by M.C. S. Zabala + +

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YOU CAN ALSO CHOOSE DIFFERENT FORMATS OF INVOICE 

+ + 2011 by M.C. S. Zabala + +

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+ + 2011 by M.C. S. Zabala + +

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A. Send invoice.

 A.1 Click here (new small window will appear)

+ + 2011 by M.C. S. Zabala + +

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 A.2 Enter email address of the recipient.

+ + 2011 by M.C. S. Zabala + +

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 A.3 Edit subject.

+ + 2011 by M.C. S. Zabala + +

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 A.4 Enter additional messages, if applicable.

+ + 2011 by M.C. S. Zabala + +

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 A.5a Check the box to send invoice as pdf file.

+ + 2011 by M.C. S. Zabala + +

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 A.5b Or uncheck, a link will be sent instead, to recipient.

+ + 2011 by M.C. S. Zabala + +

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 A.6 Check box to provide a copy of sent email.

+ + 2011 by M.C. S. Zabala + +

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 A.7 Review type of payment.

+ + 2011 by M.C. S. Zabala + +

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 A.8 Select preferred language.

+ + 2011 by M.C. S. Zabala + +

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 A.9 Click here to send.

+ + 2011 by M.C. S. Zabala + +

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B. Mark as sent.(Marking invoice as sent)

+ + 2011 by M.C. S. Zabala + +

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C. Preview customer copy(How the recipient sees the invoice sent)

+ + 2011 by M.C. S. Zabala + +

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D. Record a payment(A client/customer already paid the invoice)

+ + 2011 by M.C. S. Zabala + +

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D.1 Select what type of payment was made.

+ + 2011 by M.C. S. Zabala + +

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D.2 Enter/Select date of payment.

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D.3 Indicate amount paid.

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D.4 Enter additional notes.

+ + 2011 by M.C. S. Zabala + +

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D.5 Click to save.

+ + 2011 by M.C. S. Zabala + +

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E. Edit this invoice

(Editing invoice of a particular customer/client)

+ + 2011 by M.C. S. Zabala + +

F Save as PDF

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F. Save as PDF

(Saving invoice as PDF file.)

+ + 2011 by M.C. S. Zabala + +

G P i

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G. Print

(Printing invoice as a hardcopy or other file formats.)

+ + 2011 by M.C. S. Zabala + +

H Delete this invoice

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H. Delete this invoice

(Deleting a specific invoice of a customer.)

+ + 2011 by M.C. S. Zabala + +

I Save

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I. Save

(Saving invoice from all the revisions made.)

+ + 2011 by M.C. S. Zabala + +

J Create recurring invoice

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J. Create recurring invoice.

 J.1 To create/schedule consistent invoices, click here.

+ + 2011 by M.C. S. Zabala + +

J 2 Select preferred schedule

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 J.2 Select preferred schedule.

+ + 2011 by M.C. S. Zabala + +

J 3 E t l t i d t (L bl k if

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 J.3 Enter last recurring date. (Leave blank if 

unsure)

+ + 2011 by M.C. S. Zabala + +

J 4 Indicate email address/es (optional)

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 J.4 Indicate email address/es (optional)

+ + 2011 by M.C. S. Zabala + +

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 J.5 Check box to have a copy of email.

+ + 2011 by M.C. S. Zabala + +

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 J.6 Click save.

+ + 2011 by M.C. S. Zabala + +

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+ + 2011 by M.C. S. Zabala + +

To view all existing invoices and

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o s g o s

customers, click here.

+ + 2011 by M.C. S. Zabala + +

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To view contents of invoice, click

either of the two.+ + 2011 by M.C. S. Zabala + +

To view recurring invoices click here

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To view recurring invoices, click here.

+ + 2011 by M.C. S. Zabala + +

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To upgrade or use other payment

system, click here.+ + 2011 by M.C. S. Zabala + +

To log in / log out, click here.

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g g

+ + 2011 by M.C. S. Zabala + +

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+ + 2011 by M.C. S. Zabala + +