Editing and adding clients can be done through the Edit/Add Clients section under Client Management.  

 

Following are the steps required to add a new client:

1. Click on Edit/Add Clients

2. Click the Add A New Client link

3. Complete the client contact information fields.  In addition, set a Username and Password for your client so that they can have access to the client portal under www.billingorchard.com/clients.

4. Once completed, click Add Client to save your client information.

 

Editing client information can be done in much the same manner:

1. Click on Edit/Add Clients

2. Click the blue Edit link next to the client you would like to make changes to.

3. Make your changes and click on Update Client.