Billing Manager Help

• Getting Started

• Log in and out
• Forgot your password?
• Set up your company information
• Change your settings
• Set up your products and services

• Invoices and Estimates

• Create your first invoice
• Create a recurring invoice
• Create an estimate
• Other invoice tasks
• Work with existing invoices
• Use invoice folders
• E-mail invoices
• Print invoices

• Payments

• Get paid and record payments
• Let customers pay you online
• Process payments yourself
• Voids and Refunds

• Find Contacts and Customers

• Use the Search Tool
• Filter your data by date
• Sort Your Data
• Sort Information

• Work with Customers

• Manage your address book
• Import and export contacts
• Tag contacts and customers
• Create custom fields

• Get answers from Billing Manager

• Find Information

• Support

• Frequently asked questions
• Get help
• Give feedback

• Legal Information

• Terms and conditions
• Privacy policy

Sort your data

• Click a folder name to find all invoices that fall into the same category (such as “paid” or“unpaid” or “overdue”).
• Use the Date filter to find invoices within a specified date range.
  
• Sort onscreen data by clicking column headers.