Billing Manager Blog

We’ve made a lot of changes in the most recent release of Billing Manager, but the one I’m most excited about is our new iPhone-optimized site. As cell phones become more powerful–and better designed–the way people work is going to adapt, and we wanted to take a first step in learning how Billing Manager users want to work on the go.

Getting to the iPhone version of Billing Manager is easy: just go to billingmanager.com on your iPhone. We think the application is simple and straight-forward, but I’ll quickly go over the main features and show some screen shots for readers without an iPhone.

Once you sign in, you get the My Account page, which provides a summmary of your invoice folders. From this page, you find customers in your address book, see your account’s recent activity, or look at the contents of each invoice folder.

Address Book is a list of organizations and individuals from your Billing Manager address book. Tapping on a entry brings up a page with contact details and buttons for mapping or calling the contact.

Recent Activity shows you what’s happened with your Billing Manager account…recently. Specifically, it shows a list of the ten most recently paid invoices or invoices that have become overdue.

Each of the invoice folders contain lists of invoices. If you click on one of the invoices, you’ll see a summary page for that invoice. If an invoice is unpaid, you can record a payment from an invoice detail page.

If an invoice is unpaid, you can tap the Record Payment button and record the receipt of cash, check, money order, any form of payment Billing Manager supports–including credit cards if your are signed up for QuickBooks Merchant Service. That means that you can now accept credit card payments from your iPhone. We are very excited to offer our customers this feature.

That’s about it for the what Billing Manager for the iPhone can do. I’d like to mention a couple of things it can’t. Specifically, you can’t create invoices or view the items on an invoice. We decided to release this initial version of the product with these limitation for a couple of reasons. First, practically speaking, we wanted to get something out for you to use as soon as possible, so some things had to wait. But more importantly, we weren’t sure that 1) our users want to create invoices on their iPhones or that 2) even if they do, we wanted to design an interface optimized for the iPhone’s interface, which is a challenge given how large and complicated Billing Manager’s invoice page is.

So, all you iPhone-owning Billing Manager users, I encourage you to check out the latest release. As I said above, we’ve introduced version of the product to help us learn. What you love, what you hate, the features that you never use, the features you’re dying to see.