How-To:External Orders

From ContactsLaw Documentation
Revision as of 11:22, 10 June 2024 by Bradley Smith (talk | contribs)

How to view “External Orders”

  1. Open the app and go to the 'Billing' section. Click the arrow, then select 'External Orders'.
    Step 1 - External Orders.png
  2. Add a date range — customize it for a day, week, month, quarter, year, or a specific custom date.
    Step 2 - External Orders.png
  3. Add a provider to view the ‘External Orders’ list.
    Step 3 - External Orders.png