ORCHARD (Blue) Support Articles

These articles pertain only to the ORCHARD system.

Expenses Expenses can be submitted through Reports --> Expenses and can be exported or filtered as 'stand alone' expenses...
Wed, 3 Aug, 2016 at 3:46 PM
Exporting Files To QuickBooks
Exporting Files To QuickBooks You can export payments for use in QuickBooks through two places in your BillingOrchard system.  Both opt...
Wed, 3 Aug, 2016 at 3:44 PM
Importing Clients
Importing Clients Clients --> +Upload Clients   BillingOrchard provides a feature for bulk import of client data automatically into the da...
Wed, 9 Nov, 2016 at 4:58 PM
Invoices Overview
Invoices Creating Invoices: Invoices are created by clicking on Invoices tab then +Create New Invoice.  Keep in mind, it is recommended to creat...
Wed, 3 Aug, 2016 at 11:35 AM
Projects   Projects are used to give you greater control of your clients and file work under an individual project.  In this section, you can esta...
Wed, 3 Aug, 2016 at 11:09 AM
Reminders Access the Reminders feature by clicking on Settings tab --> Reminders. Reminders can be set up to be emailed to you as a task ...
Wed, 3 Aug, 2016 at 11:07 AM
Removing and/or Enabling the Status Stamp on Invoices
Removing and/or Enabling the Status Stamp on Invoices To Remove: To remove the "status stamp" from your invoices, click on...
Tue, 2 Aug, 2016 at 3:41 PM
Reports Overview
Reports Overview There are a number of report options available in the Reports section of your BillingOrchard account.  Some of these reports include:...
Tue, 9 Jan, 2018 at 8:18 AM
Set Defaults
Set Defaults Set Defaults include Hourly Services and Miscellaneous Fees.  Once created, these preset services and/or fees can be ...
Wed, 10 Aug, 2016 at 3:56 PM
Settings Overview
Settings Overview The Settings section is essentially the 'brains' of your BillingOrchard account and any changes made in this section w...
Wed, 9 Nov, 2016 at 4:31 PM
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