New User System Walk Through :: Getting Started With BillingOrchard!


 

Getting started and creating invoices with BillingOrchard in just four quick and easy steps!  




1. Settings:


Familiarizing yourself with the system Settings is a great way to get started with your BillingOrchard system. Take your time and review all of the available features - you never know when one may come in handy!




2. Clients:


Adding clients by clicking on +Add Client will allow you to get started creating invoices immediately!

 


 

3. Set Defaults:


Creating Set Defaults through Invoices --> Set Defaults allows you to preset your fee-based and/or hourly rates.  These amounts can be pulled into the invoice template to make creating invoices a snap! 

 


 

4. Invoices:


Clicking the Invoices tab allows you to create an invoice.  Just click on +Create New Invoice to get started!