Got a question about Billing Manager? Is it one of the top questions in this screen shot? If so, or if you have any other questions, check out Billing Manager Help. It’s chock full of information. To access Help, click the Billing Manager menu’s Help & Support link A recent psychological study of user assistance [...]
Archive for the ‘How To’ category
Help with Billing Manager
November 25, 2008Get Paid Faster
November 14, 2008Are customers paying you on time? If the answer is “no”, then you are not alone. In the Intuit Billing Manager “Get Paid” Survey, we found that: 42% of small businesses state that “getting paid quickly by customers” is one of the key issues that keeps them up at night 33% of small business [...]
Track Invoices with Folders
September 15, 2008Billing Manager helps you organize invoices. Because the program files invoices automatically, you may have found yourself wondering where an invoice is or how to move an invoice between folders. Billing Manager Help will soon feature more information on navigating folders to work with invoices. Meanwhile, here’s how it works. An invoice goes through various [...]
Recurring Invoicing
September 8, 2008Ever had to send the same invoice out over and over again? Yes, it’s annoying to repeat work. That’s why we created the ability to make recurring invoices! Now, when creating a new invoice, you’ll see a link for Create a Recurring Invoice. When you click on it, you’ll have the option to choose when [...]
Browser Choice? It Means a Lot!
September 4, 2008Judging by our logs, it looks like a lot of you use Internet Explorer to access Billing Manager. You might be forced to do this – you’re at work, you’re on a public machine, at a friend’s house, etc. But if not, did you know that there are better web browsers out there? Firefox is [...]
Making Calculations Easy
January 3, 2008I’m really excited to tell you about the new calculation feature that was recently added. The idea is to allow you to do calculations from within the invoice page of Billing Manager, saving you the time of typing numbers into a calculator before putting them into your invoice. What’s especially cool about this new feature [...]
Why would I ‘tag’ a customer?
November 12, 2007When you enter a new customer (or edit a customer contact), you’ll see the ability to add a “tag.” Tags are simply labels that allow you to organize and quickly find customers according to categories or descriptions that are meaningful to you. For example, if you want to keep track of which customers have kids [...]
How to Answer Tough Questions
October 31, 2007Something we noticed when visiting small businesses was that their billing information often lived in multiple places. Invoices might be word docs saved in a folder on the desktop. Payments might be tracked in a spreadsheet. Unpaid invoices might be printed out, and living in a manila folder labeled “Not Paid”. Lots of good information. [...]
4 Ways to Create an Invoice
October 4, 2007We spend a lot of time visiting small businesses. It helps us understand a lot – we watch what they do, we watch for what makes people cringe, smile and more. A lot of the decisions we made in building this product were based on these observations. One thing we noticed was that people start from many different “places” when they [...]
Recent Comments