Billing System Guide
This guide explains how to use the MyBook billing system for clients,
invoices, payments, notes, users, settings, and business tools.
1. Logging in
1Open the login page
Enter your email address and password, then press Login.
2Forgot password
If you do not remember your password, use the Forgot password link.
A reset link will be sent to your email if your account exists and is active.
Admins, agents, and users may see different menu options depending on their role.
2. Dashboard overview
1Monthly navigation
Use the month buttons, previous button, and next button to move between billing periods.
2Totals area
The dashboard can show total due, collected amount, balance, and listing count.
3Filters
Use filters such as:
- All Due
- No Pay
- Partial
- Fully Paid
- Carry Forward
- Category filter
- Status filter
- Search by name, phone, email, or code
3. Adding a client
1Click “+Client”
Admins can create a new client from the dashboard or client form page.
2Fill client details
Enter the client code, name, phone, email, billing type, expected amount,
due day, category, and optional notes.
3Save the record
After saving, the client becomes available in the billing system.
4. Billing types
1Monthly
The client is charged every month.
2Yearly
The client is charged once per year in the selected month.
3One-time
The client is charged once in the selected month and year.
Previous unpaid balances may carry forward automatically into later periods.
5. Recording payments
1Open Quick Pay
Find the client card and expand Quick Pay.
2Enter payment details
Fill in the amount, payment date, and optional note.
3Save payment
The payment is added to the selected month and year.
6. Client notes
1Open Quick Notes
Expand the notes section on the client card.
2Add a note
Write reminders, follow-up comments, call notes, or support details.
3Save note
The system stores the note with date and time.
7. Public invoice links
1Create invoice link
From the client page, admins can generate a public invoice link.
2Optional protections
The invoice may include:
- Access code
- Expiration date
- Payment link buttons
- Business profile / verification link
3Email invoice
If the client email is on file, the invoice link can be sent directly by email.
8. User management
1Create users
Admins can create additional users such as admins, agents, or users.
2Edit users
Update names, email addresses, phone numbers, status, and passwords.
3Suspend or reactivate
Admins can suspend access or restore active access when needed.
9. Settings
1Business identity
Set your business name, email, phone number, and address.
2Payment links
Add Stripe, PayPal, Square, or Cash App information.
3Business hours
Turn business hours on or off and set daily open / close times.
4Translation and invoice terms
Configure language options and custom invoice footer terms.
10. Offers and visit stats
1Offers
If enabled, the business can publish public offers or coupons.
2Visit stats
If tracking is enabled, admins may see page visits for the public page.
3Admin-only tools
These tools are not visible to the public and are meant for internal use.
11. Best practices
- Keep client emails and phone numbers updated.
- Use notes after every important call or payment conversation.
- Review balances every month.
- Use secure invoice links instead of sending sensitive data directly.
- Log out when finished, especially on shared devices.