How to Order External Services

From ContactsLaw Documentation
Revision as of 14:29, 3 December 2024 by Bradley Smith (talk | contribs) (Bradley Smith moved page How-To:External Order to How-To:External Orders over redirect: Article is about something else)

1. Getting Started

  1. Under Me tab, select Billing from the navigation pane and choose the External Orders view.
    Step 1 - External Orders.png

2. Input details

  • Add a date range — customize it for a day, week, month, quarter, year, or a specific custom date.
    Step 2 - External Orders.png
  • Add a provider to view the ‘External Orders’ list.
    Step 3 - External Orders.png
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