How-To Accepting Payments
Related articles
Page:
Page:
Page:
Page:
Page:
Related Articles
Creating a Lead and Client Profile
Click on "Quick Actions," (on the upper right corner of the screen) to create a lead profile or client profile. Please see the image below and where the arrows point. Creating a Lead Video Creating a Client Video Related articles Page: Searching ...
How to Add an Invoice to a Case
This article will give instructions on how to create an Invoice within a Case. If you have QuickBooks Online, CampLegal will also create an Invoice in QBO. Please refer to this link for QuickBooks: Enabled Access for CampLegal Instructions Use the ...
How-To Create a Case
CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: How to create Invoices and link Payments to QuickBooks Page: Error uploading a Document Page: BI-Directional — Form data not saving
How to create Invoices and link Payments to QuickBooks
You can add invoices and payments stored in Camplegal to your new QuickBooks account following these steps. Create invoices and add Payments to QB Click on the blue link for the invoice and select Edit Select your QuickBooks Item and Save Click on ...
How to Create a Client Questionnaire
CampLegal dynamically creates the client questionnaire when PDF forms are assigned to members of the case. As a user assigns forms to a member of the case, the system automatically adds questions to questionnaire, the user does not have to do ...