How-To Create a Company Profile
In order to create a company profile, click on the quick actions tab, and then click on add company. Please see the images below.
Creating a Company Profile Video
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When creating a company case, you always open the case within the company profile when filling out the case information, the company will always be the petitioner. Choose employment for category and then choose your case type please see the images: ...How-To Create a Case
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CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: How to create Invoices and link Payments to QuickBooks Page: How to select User and Billing Roles Page: How-To Autocomplete Search Page: How-To Sending ...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 ...