Add Clients


Through the Clients tab, you can add, view, delete, and upload client information as well as Apply Payments to their account and create Projects associated with specific clients.

 

Adding New Clients


To add a new client, click on the Clients tab then +Add Client. 


There are two main sections to complete when creating your new client.  These include your Client Info and the Address detail.


When entering a new client, some fields are required.  Those required fields are as follows:


*Contact

*Client Name

*Set Username (The Client Username allows your clients access to view their invoices, update their payment information and track previous invoices through the Client Portal)

*Set Password (The Client Password allows your clients access to view their invoices, update their payment information and track previous invoices through the Client Portal)

*Email Address


*After all client details have been entered, click Add Client at the bottom right of your screen.


*NOTE: It is necessary to enter all Client/Address Info then save your changes prior to adding any payment information.  Payment information (Credit Card/E-Checks) should be added after the client data has already been saved.


  


After clicking Add Client, the system will provide you with the option of sending an email to your client.  This is optional.  If you would like to provide you client with access to the Client Portal, feel free to click Send.  Keep in mind, the Client Portal (www.billingorchard.com/clients) can be used to allow your clients access to view their invoices, update their payment information and track previous invoices.