LEGACY (Green) Support Articles

These articles pertain only to the LEGACY system.

Accept Payments
Accept Payments: Accept Payments, under the Account section, allows you to accept payments from your customers using PayPal, Payscape or Authorize.Net.  A...
Tue, 21 Oct, 2014 at 2:30 PM
Apply Late Fees
Apply Late Fees:   To apply late fees to past due invoices, you must first follow these steps to establish your late fee percentage:   Click on P...
Tue, 21 Oct, 2014 at 2:31 PM
Apply Payments
To apply a payment, go to the Invoices section and click on "Apply Payments":   1. Click on Apply Payments. 2. Select the client in the drop...
Tue, 21 Oct, 2014 at 2:31 PM
Basecamp Interface
Basecamp Interface:   To integrate your Basecamp account with your BillingOrchard account:   Click on Basecamp Interface under the Account sectio...
Tue, 21 Oct, 2014 at 2:32 PM
Build A Proposal
Build A Proposal: You will be taken through several steps to create an estimate, including adding pending hours and miscellaneous fees to the estimate, an...
Tue, 21 Oct, 2014 at 2:32 PM
Client Mailing List
Client Mailing List: Use the Client Mailing List feature to keep in touch with your clients. Only those clients with an email address in your database, an...
Tue, 21 Oct, 2014 at 2:33 PM
Contact Manager
Contact Manager:   The Contact Manager, located in the Client Management section, allows you to print client lists, pulling in specific, printable, info...
Tue, 6 Jan, 2015 at 9:42 AM
Creating And Submitting Invoices
Creating and submitting invoices can be done after Hourly Services and/or Miscellaneous Fees have been entered under Submit Invoice Charges.   Creating ...
Tue, 21 Oct, 2014 at 2:34 PM
Edit / Add Clients
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 c...
Tue, 21 Oct, 2014 at 2:36 PM
Edit/Add Users
Edit/Add Users:   To add or edit users, click on Edit/Add Users from the menu on the left.     Admin Rights: Users are those people who can login ...
Tue, 21 Oct, 2014 at 2:36 PM
Payscape BillingOrchard RegPoint Solutions Vendevor
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