From ContactsLaw Documentation
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| == How to view “External Orders” == | | == 1. Getting Started == |
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| # Open the app and go to the '<nowiki/>'''Billing'''<nowiki/>' section. Click the arrow, then select '''<nowiki/>'External Orders''''.[[File:Step 1 - External Orders.png|none|thumb|500x500px]] | | # Under ''Me'' tab, select ''Billing''<nowiki/> from t<nowiki/>he navigation pane and choose the ''Extern'''''<nowiki/>'''''al Orders'' view.[[File:Step 1 - External Orders.png|none|thumb|500x500px]] |
| # Add a '''date range''' — customize it for a day, week, month, quarter, year, or a specific custom date.[[File:Step 2 - External Orders.png|none|thumb|500x500px]]
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| # Add a provider to view the ‘'''External Orders'''’ list.[[File:Step 3 - External Orders.png|none|thumb|500x500px]]
| | == 2. Input details == |
| | * Add a '''date range''' — customize it for a day, week, month, quarter, year, or a specific custom date.[[File:Step 2 - External Orders.png|none|thumb|500x500px]] |
| | * Add a provider to view the ‘'''External Orders'''’ list.[[File:Step 3 - External Orders.png|none|thumb|500x500px]] |
| [[Category:How-To]] | | [[Category:How-To]] |
Revision as of 12:12, 5 September 2024
1. Getting Started
- Under Me tab, select Billing from the navigation pane and choose the External Orders view.
2. Input details
- Add a date range — customize it for a day, week, month, quarter, year, or a specific custom date.
- Add a provider to view the ‘External Orders’ list.
