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.
