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Orders are configured in Account / Profile / Orders. |
Guides in this article:
Overview
This screen allows you to view, draft and complete sales orders. Orders contain a collection of account-packages which can easily added in bulk and then billed and invoiced. Orders can be created directly in the LogiSense Billing AdminPortal or alternatively, populated in another application and pushed down to an account in LogiSense Billing (for instance, an order can be setup in Salesforce and sent to the LogiSense Billing application to be completed).
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Under the Orders panel select the draft order you wish to edit
Click on the
icon to edit the order. Note: Fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modifiedAdd/Modify the packages, charges and other settings in the order as desired.
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