Change your settings
In the Settings area, you can click the tabs across the top of the page to set up the information you want.
Click Settings.
Click a tab for the settings you want to change.
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Your Company — Enter your business name, address, e-mail, phone, fax, and Web site URL. This information will appear on the invoices you create in Billing Manager. You can also change your password by clicking the link at the bottom of the page.
Time Zone The Time Zone reflects where your business is located so we can localize all date/time information shown in the various invoice list and history pages. Your time zone is sensed automatically, but if for some reason it is incorrect, you can select the correct time zone from the drop-down list.
Your Logo — Here, you can add a logo that will be displayed on invoices viewed by your customers. Click Browse to locate the image you want to use, then click Upload to import it into Billing Manager. You will see the image on the screen. Note that the maximum size for a logo is 7MB. Keep in mind that some customer's e-mail systems may reject very large e-mails. To delete the image, click the red icon to the right of the image.
Invoicing — Here, you can specify:
Invoice Terms — This tells your customer when you want to get paid, based on when they receive the invoice. Net 30 means payment is due 30 days from the time the goods or services were delivered.
Next Invoice Number — This tells Billing Manager what number to use for the next invoice you create, and it will keep numbering (in increments of 1) starting with that number.
Default Tax Percentage — This is the sales tax rate Billing Manager will use in your invoices, for items that you flag as taxable.
Copy Me On Invoices I E-Mail — If you select this checkbox, you will receive a copy of every invoice you e-mail.
E-mail payment receipt — If you select this checkbox, your customer will receive an e-mail receipt when a payment is made.
E-mail me when an online payment is made — If you select this checkbox, you will receive an e-mail receipt when a customer pays you online.
Text me when an online payment is made — If you select this checkbox, you will receive a text message when a customer pays you online. Charges may apply, depending on your service plan with your cell carrier.
My cell carrier — Select your cell carrier so we can send you text messages when a payment is received.
My cell number — Enter your cell number, so we can send you a text message when a payment is received.
Choose an invoice style: — Click the drop-down list to choose your default invoice style. You can choose a style based on the look and feel you prefer. If you need to send invoices in a standard double-windowed envelope, choose Windowed Envelope #9.
When Sending Invoices — This option determines what happens when you are creating an invoice, and have clicked the Send by E-mail button. Automatically Send e-mails your invoice immediately. Customize Settings takes you to the Send E-Mail Invoice Notification form so you can customize your message. Ask prompts whether you want to customize your message or send the e-mail immediately.
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Default Messages — You can set up messages to automatically be included in every e-mailed invoice or reminder you send. For invoices, you can also select a standard note that will appear at the bottom of invoices customers view online.
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Payment Methods — You can select the payment methods you want to use for customers (Cash, Check, or Money Order). If you subscribe to Quickbook Merchant Service, the cards you currently accept are pictured. Click the QuickBooks Merchant Center link to access the Web-based portal that lets you verify sales quickly and easily, catch missing or duplicate transactions, and make sure your accounts are up-to-date every day, without making a single phone call. You can access the Center 24/7 from anywhere you have an Internet connection.
Click Save to store your settings.
