Breadcrumbs

Viewing the master standing orders

Practice Manager only

To view the master standing orders for a client

  1. Select the Billing > Standing Orders on the toolbar. The Standing Order page opens.

  2. Click on the type of standing order you want to view.

  3. Filter the items shown in the tables. Use the drop-down list to refine your selection to a single client partner.

  4. Click OK to exit the Standing Order page.