Viewing client purchase orders in CallConfirmLive! allows you to monitor funding, track service authorisations, and ensure accurate billing against agreed budgets.
To view client purchase orders, follow these simple steps:
Log in to CallConfirmLive!
Locate the client and double-click the client record to open it.
Click the Purchase Orders tab.
🤓Tip: You can view the purchase order details in the Purchase Orders panel at the bottom of this screen and click on them to display information.