Centerbase Training Videos

Accounting | Accept Client Payments

In this 20 minute video, you can explore essential accounting topics such as payments, client invoices, and bank deposits. Learn how to process payments, Click here for the Centerbase Support Doc. And here is the a clip from the Centerbase Implementation meeting:

Practice Management – no edits waiting for James Review

58 Minute Centerbase Training Video | General Navigation, Global Search Field, etc… .how to adjust columns to a view that works for your personal preference. And then the main focus is how to open a new matter, potential new clients/client intake form, etc.

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