How-To Create And Link Family Members

How-To Create And Link Family Members



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      How to add or delete a Derivative to an existing case? After the case is created, the a Family Member, who is a Derivative, can be modified in the Members tab. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and ...

    • 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 ...

    • Add Joint Sponsor

      How to add a Joint Sponsor to an existing case? Adding a Sponsor to a case is easy and allows the user to assign a form to that person. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...

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    • Add or Delete a Beneficiary to an Existing Case

      How to add or delete a Beneficiary to an existing case? After the case is created, the Beneficiary can be modified in the Members tab. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...