ORCHARD (Blue) Support Articles

These articles pertain only to the ORCHARD system.

Time Tracking
Time Tracking The time tracking section allows you to track the time you spend with your clients and apply that time to their invoices. To ge...
Wed, 3 Aug, 2016 at 10:46 AM
User Accounts
User Accounts You can create Admin and Non-Admin users in your BillingOrchard account.  This allows you the option of controlling who has access to y...
Mon, 8 Jul, 2019 at 8:07 AM
Viewing Credit Card/ACH Charges
Viewing Credit Card/ACH Charges View processed Credit Card and/or ACH charges by clicking on Invoices --> Gateway Payments   This sectio...
Wed, 3 Aug, 2016 at 10:24 AM
Your News
Your News   Access Your News by clicking on Settings --> Your News.   The "Your News" section allows you to update your custome...
Wed, 3 Aug, 2016 at 10:11 AM
Pending Fees Did Not Convert To Invoices
Pending Fees Did Not Convert To Invoices In the event your Pending Fees did not convert to invoices, you can convert those fees to create invoices...
Tue, 2 Aug, 2016 at 11:36 AM
Email Templates
Email Templates   There are a number of email templates available in your BillingOrchard system.  These templates allow you to ...
Wed, 10 Aug, 2016 at 2:25 PM
Upload Your Logo
Upload Your Logo You can upload your company or organization's logo through the Settings tab by clicking on 'Upload Logo' in the sub menu...
Wed, 10 Aug, 2016 at 2:37 PM
Estimates Through the Estimates tab, Estimates can be created by clicking on the +Create New Estimate button.  This process is the same...
Wed, 10 Aug, 2016 at 3:17 PM
Gateway Payments
Gateway Payments Through Invoices tab --> Gateway Payments, you can view Credit Card and E-Check transactions processed through yo...
Wed, 21 Sep, 2016 at 10:24 AM
Emailing Invoices To Multiple Addresses
Emailing Invoices To Multiple Addresses   You can enter multiple email addresses in the Email Address field within the Clients section, separated by a c...
Thu, 25 May, 2017 at 10:21 AM
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