How to Order External Services

From ContactsLaw Documentation
Revision as of 23:25, 2 December 2024 by Bradley Smith (talk | contribs)

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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