ORCHARD (Blue) Support Articles

These articles pertain only to the ORCHARD system.

BillingOrchard API Documentation - View Function
View Function   Parameters Parameters are the data you will pass with the call.   Service For the View function, this fie...
Fri, 19 Aug, 2016 at 11:28 AM
BillingOrchard API Documentation - Json Fields for Add and Edit
Json Fields for Add and Edit   These keys go under the object field of the json string. This section describes the required field na...
Fri, 19 Aug, 2016 at 11:27 AM
Update Invoice Status
Update Invoice Status Sometimes it is necessary for an invoice status to be updated.  For example, there may be an invoice with a status of DRAF...
Wed, 3 Aug, 2016 at 3:41 PM
Changing Payment Type (CC to E-Check or E-Check to CC)
Changing Payment Type (Credit Card to E-Check or E-Check to Credit Card)*   At this time, the system does not allow a user to switch from CC to E-...
Tue, 2 Aug, 2016 at 3:42 PM
Client Portal
Client Portal The Client Portal is an external portal account your clients can log into to edit their account information (n...
Mon, 22 Aug, 2016 at 4:13 PM
Creating Multiple Recurring Fees
Creating Multiple Recurring Fees   Sometimes it is necessary to invoice a client multiple times per month or even provide separate monthly and qua...
Wed, 3 Aug, 2016 at 9:15 AM
Creating Recurring Fees
Creating Recurring Fees Recurring Fees Part I To create your recurring fee, follow these steps:   1. Click on the Invoices tab ...
Thu, 20 Jul, 2017 at 1:45 PM
Inactive Clients
Inactive Clients   BillingOrchard never completely removes your client information.  At any point in time where it is necessary to reactivate a cl...
Wed, 3 Aug, 2016 at 9:33 AM
ECommerce A Shopping Cart Page is a secure, hosted page on BillingOrchard.com where you can send your customers to complete a transaction, paying for...
Wed, 3 Aug, 2016 at 3:49 PM
Editing Account Information
My Account   Found by clicking on your username in the upper right hand corner, the My Account section contains company contact information for your...
Thu, 21 Dec, 2017 at 10:16 AM
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