Get answers from Billing Manager
Billing Manager provides you powerful but simple ways to find answers to questions you have about your contacts, customers, and invoices. You find answers to questions like:
How much am I owed?
The Unpaid folder displays the total amount you are owed in parentheses. Click the Unpaid folder to see at a glance how much each customer owes you (look in the Amt. due column). To send a customer who owes you money a reminder e-mail, click Send Reminder.
How can I see the history of an invoice?
In the left navigation panel, click a folder that displays invoices such as Unpaid, Overdue, or Paid. Then, click the More button. Click the Less button to hide the invoice history.
How many invoices have I sent to a customer?
In the Search drop-down, select Invoices, enter the name of the customer, then click Search. All the invoices you sent to the customer are displayed, along with the total amount of each invoice and any amount still due.
How many customers are in my Address Book?
The number of entries in your address book is displayed in parentheses after My Address Book in the navigation panel.
How much have I paid in taxes for a given time period?
In the left nagivagation panel, click Sales Tax Report, and then select a date range from the Calendar tool. To view the report, click Report.
Note: The reported sales tax amount represents the amount paid during the selected time period, not a cumulative total of taxes paid over previous periods. You may have to calculate manually the exact amount of taxes paid over multiple reporting periods.
Find out what has changed since my last visit to Billing Manager
Click Since your last visit in the left navigation panel to show important information that has occurred since your last visit to the Billing Manager. This information includes:
- Credit-card charges made by a customer that have occurred since your last login to the Billing Manager.
- A list of invoices that have become overdue since your last login.