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How-To Accepting Payments
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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
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 ...
When to use Apply Payment Without Invoice
Why does the system allow a staff member to “Accept payment without invoice”? Notice at the bottom of the above screen shot, “Accept payment without invoice” is checked. Answer A law firm will use this feature before a case is created when they need ...