LEGACY (Green) Support Articles

These articles pertain only to the LEGACY system.

How do I delete an invoice?
1. Click on the Reports link in the top black bar.  2. Use the Filter or Search Invoices form to find the invoice, client, or search by date.  3. The list r...
Tue, 21 Oct, 2014 at 2:39 PM
How do I delete payments from a client?
1. Click on the Reports link in the top black bar.  2. You'll see a form for Search Payments. Use that form to find the client, or search by date.  3. ...
Tue, 21 Oct, 2014 at 2:39 PM
How do I delete/deactivate a client?
1. Go to Edit/Add Clients. 2. Click on the Delete link next to the client you wish to delete/inactivate. Note: This will not permanently delete your Clien...
Tue, 21 Oct, 2014 at 2:40 PM
How do I export my data?
Export Data: Depending on the data you would like to export, you can click on the appropriate link on the left side of the screen in the Export Data menu:...
Tue, 21 Oct, 2014 at 2:41 PM
How do I get started with my BillingOrchard account?
Getting Started With BillingOrchard.com BillingOrchard - Getting Started Training Guide This document includes important informat...
Mon, 3 Oct, 2016 at 1:45 PM
How do I Modify Default Email Templates?
Click on Preferences, and follow the links to the right of "Modify Default Email Templates". Placeholders can be used to insert dynamic informatio...
Tue, 21 Oct, 2014 at 2:42 PM
How do I reactivate a deleted client?
1. Go to Edit/Add Clients. 2. Click on the link above the search tool inside: "If you would like to reactivate clients, click here to view deleted clie...
Tue, 21 Oct, 2014 at 2:42 PM
How do I set invoice numbers?
If using Sequential Invoice Numbers in your preferences setting, you are able to set the starting invoice number when creating your first invoice. You will ...
Tue, 21 Oct, 2014 at 2:42 PM
How do I set invoice numbers?
If using Sequential Invoice Numbers in your preferences setting, you are able to set the starting invoice number when creating your first invoice. You will ...
Tue, 21 Oct, 2014 at 2:42 PM
How do I set my default due date for invoices?
Your default due date setting is used when you create an invoice, although it may be changed when manually creating an invoice. The default due date is used...
Tue, 21 Oct, 2014 at 2:43 PM
Payscape BillingOrchard RegPoint Solutions Vendevor
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