So you have heard the buzz, checked out the SnapBill website and signed up for the ultimate online billing system. But what do you do now? As you may know by now SnapBill is packed with a comprehensive list of features to ensure your billing and client management worries are over. But for first time online billing system users learning how to use the SnapBill system can seem a bit daunting.
The team at SnapBill are here to help. They have compiled an informative QuickStart Guide to take all worries out of your SnapBill startup.
This guide has been designed to lead the first time SnapBill user through the systems features. It will assist you in getting to know the system, it’s navigation menu, it’s client management and billing capabilities. Allowing you to immediately get more out of your SnapBill experience! So read on to learn how to breeze through your SnapBill startup or view and download the guide from the SnapBill QuickStart Guide link on Lusion’s Reseller Hosting page.
Welcome to SnapBill Follow the easy steps below to get started
SnapBill Login
Note your username, password and login link supplied in the welcome email. Follow the link to SnapBill and login using your username and password. You can log into SnapBill anytime, anywhere and from any web enabled device by going to https://billing.snapbill.com/login.
1. Getting Started: The SnapBill Setup Wizard
Getting started is easy.
When you first login to SnapBill the Setup Wizard will prompt you to begin setting up your account.
First enter General and Public Details for you account. The details you enter here will remain secure and are only released for services that require them e.g. domain registrations. Ensure that all compulsory fields are filled in correctly.
Now enter your Invoice Details. The details you enter here will appear on all of your SnapBill invoices.
Lastly set up your basic Branding. Adjust the basic colour scheme and headers for your invoices. You can fully customize SnapBill to suite your brand by using the Advanced Branding option. You can upload a logo or individually edit headers and colours. To use the Advanced Branding feature go to Branding under the Setup navigation menu after you have completed the Setup Wizard. Choose Advanced Branding from the Branding Type dropdown box and select the desired function from the Branding Option dropdown menu.
Once completed remember to save these changes.
Note: Any of these settings can be changed later in the Setup section in the Navigation Menu on the left of your SnapBill screen
2. Taking the next step: Navigating SnapBill
All of SnapBills powerful features can be accessed through the Navigation Menu on the left of your SnapBill screen. The Navigation Menu contains 5 main categories:
- Dashboard
- Clients
- Billing
- Statistics
- Setup
Take some time to explore each of the Navigation Menu categories and familiarise yourself with the features each on them contain.
Dashboard: Recent account activity and billing summary
The Dashboard screen allows you to keep track of Recent Activity on your SnapBill account – monitor communications with clients, invoices and payments sent and received. It also presents you with a Summary of your clients billing history that allows you to determine, at a glance, paid and unpaid invoices as well as cost and profit totals for 4 months.
Statistics: View client, payment and invoice statistics
To view statistics on your clients, invoices and services click on the Statistics section in the Navigation Menu on the left of your screen. Now simply click on each of the options in the Navigation Menu to display your desired statistics.
3. Clients: Add and modify clients, invoices and charges
Add a new client
To add a client to SnapBill click on the Clients section in the Navigation Menu on the left of your screen. Click on Add client and enter your clients details.
To complete click on Add client to save the information.
You can repeat this proccess as many times as you like to add all your clients to the SnapBill system. Once all your clients are added you can further modify and manage each record by clicking on the client’s name under the Clients section of the Navigation Menu.
Client Management
To locate a spesific client use the search box on the top left of your SnapBill screen.
Once you have located the client you can modify their information, view their account statement, create and send them an invoice, quote or email. Add a service, charge or user to their account and merge two client records or remove a client record.
4. Billing: Process payments, export data, create and send invoices/quotes
To create an invoice, add a charge, proccess a payment or export data click on the Billing section in the Navigation Menu on the left of your screen.
Creating an invoice or quote
You can create a quote or invoice for a new or existing client. Go to the Billing section in the Navigation Menu and click on Create an Invoice. Now simply choose the client that the invoice or quote is intended for. Enter the service description, unit cost and total
and click either Save as Draft, Send as Quote or Send Invoice.
Adding a charge
You can add a charge to a new or existing client. Go to the Billing section in the Navigation Menu and click Add a Charge. Now choose the client that the charge is intended for and enter the charge information and recurrence.
Adding a charge for a specific date will cause an invoice to automatically be generated and sent out for charges set to occur/recur on the specified date below. If there are more than one charge set to occur/recur on a day then all charges will be combined into a single invoice for you.
Charges are automated and there is no need to create an invoice after adding a charge.
5. Setup: Modify and manage your settings, services, payments and branding
Modify Settings
To modify your General, Public and Invoice details click on Settings under the Setup section of the Navigation Menu on the left of your screen. To enable Electronic Funds Transfers and Credit Card payments click on Payment under the Setup section on the Navigation Menu on the Left of your screen.
Adding a Service
You can use SnapBill to sell or resell your own or other companies services. To add your own service complete with customised signup form, go to the Setup section in the Navigation Menu. Click Services and then Add a Service. Fill in your service name and click Add service.
You can now edit your newly created service by adding packages and specifying pricing. You can also use the custom form creator to add custom data fields, for the chosen service, to the online sign up form. These fields help to store data about the service and allow you to customise various sign up options and parameters.
Once you have specified your package and custom form fields you can view your online signup form at https://yoursnapbillusername.snapbill.com/signup. You can now have clients signup and pay for your services online through your fully customised signup page.
Complete Branding
To modify your SnapBill branding click Branding in the Setup section of the Navigation Menu on the left of your screen. Select the desired option from the dropboxes in the Branding Control window and upload a logo or individually edit header colours and text.
6. Refill/Withdraw: SnapBill credits
Your SnapBill account balance is displayed in the top right of your screen. You can use the credits in this account to purchase services on the SnapBill system and pay your monthly SnapBill fees. When clients make payments to you via credit card the amount will be reflected on your SnapBill balance.
To refill or withdraw your SnapBill credits click on the Refill/Withdraw quick-link at the top right of your SnapBill screen.
Well, that is it for the SnapBill QuickStart Guide. You should by now have explored SnapBill’s features and be well on your way to getting your billing done in a snap!
Remember: If you would like to view and download the QuickStart guide go to QuickStart Guide Download or if you require any further assistance send an email to SnapBill.
Tags: billing, client management, invoicing, online billing system, Quickstart guide, SnapBill
