Customer Webinar Series

Setting Up Order Templates & Fee Schedules

Order Templates image

 

Join Qualia on Tuesday, February 4th for the latest in our Customer Webinar Series, Setting Up Order Templates & Fee Schedules. Qualia’s Aviv Florenthal (Platform Subject Matter Expert) and Steve Burns (Accounting Subject Matter Expert) will walk Admin users through all of the order template time savers, and the power and flexibility of fee schedules in Qualia.

In this webinar, you'll learn how to:

   • Create an order template for repeat clients or by state
   • Set up fee schedules & avoid duplicate fees that lead to errors
   • Open an order by cloning an existing order

Save your spot for the webinar. 

Date: Tuesday, February 4th

Time: 11am CT

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Aviv Florenthal

Platform Subject Matter Expert, Qualia

 

Steve Burns Headshot

Steve Burns

Accounting Subject Matter Expert, Qualia