LEGACY (Green) Support Articles

These articles pertain only to the LEGACY system.

View Invoices
View Invoices:   Clicking on View Invoices under the Invoices section allows you to view the invoices that have already been sent.     You can take ...
Tue, 6 Jan, 2015 at 9:42 AM
View Proposals / Quotes / Estimates
View Proposals / Quotes / Estimates: Here you can view your issued estimates and filter by client, date or estimate number. To convert the estimate to an ...
Tue, 21 Oct, 2014 at 2:56 PM
What are default payment terms used for?
Default Payment Terms are set in your Preferences and will be displayed on invoices. Examples of values for this field are Net 30, Net 15, Due Upon Receipt,...
Tue, 21 Oct, 2014 at 2:57 PM
What are Signature Text/Comments on your invoices?
This signature will appear on the bottom of all of your invoices, and can be changed when manually creating an invoice. The default signature will appear in...
Tue, 21 Oct, 2014 at 2:57 PM
What does the Pending Hours & Fees section tell me?
The Pending Hours & Fees is a list of the number of pending hours and pending fees that have not yet been invoiced for each of your clients. If any hour...
Tue, 21 Oct, 2014 at 2:58 PM
What is the "Show Unsubscribe Link in Client Mailings" preference used for?
When you email your clients using the Client Mailing List, a custom link will be shown at the bottom to allow your users to unsubscribe from the newsletter....
Tue, 21 Oct, 2014 at 2:58 PM
What is the preference "Show Passwords in Admin Section"?
By default, you are able to see the usernames and passwords for your users and clients when in the Edit/Add Users and Edit/Add Clients sections. Setting thi...
Tue, 21 Oct, 2014 at 2:58 PM
What is the preference "Show Pending Fees in Client Area" used for?
When clients login to their account through a form on your web site, or at www.billingorchard.com/clients, they will see their options as links on the left....
Tue, 21 Oct, 2014 at 2:59 PM
When clients logout of their account from BillingOrchard, how can I send them back to my site?
Under preferences, there is a section for "URL To Send Your Clients After They Logout from the Client Section; Include http://". Set this to any U...
Tue, 21 Oct, 2014 at 2:59 PM
Why should I set defaults for hourly services and miscellaneous fees?
These pages are found under the Set Defaults menu on the left. Hourly services are the services you provide and charge by the time you spent on the project...
Tue, 21 Oct, 2014 at 3:00 PM
Payscape BillingOrchard RegPoint Solutions Vendevor
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