Getting Started with Billing Manager

Use this checklist to prepare Billing Manager for everyday work.

Good to know: Email setup and service scheduling are optional. Neither is required to complete the basic setup.

First-run setup

  1. Install Billing Manager.
  2. Install or open the supplied Billing Manager license file.
  3. Open Tools > Company Profile and enter your business information.
  4. Review Tools > Settings, especially the Customer Number format and printer or email settings you plan to use.
  5. Add at least one Service.
  6. Add your first Customer.
  7. Add the Customer's Property or service location.
  8. Assign the applicable Service to that Property.
  9. Optionally configure a Service Schedule if Monthly Billing will be used.
  10. Enter billing activity using the appropriate supported workflow.
  11. Create billing documents as appropriate.
  12. Record Payments when received.
  13. Review customer account activity.
  14. Create a database backup.

Detailed billing, document, payment, and scheduling workflows will be covered in additional documentation.