Learn how to create a New Purchase Matter in Unity.

To open a new purchase matter in Unity:

1. Click on Add New and make your selection for Purchase Type Matter.

2. You will be brought into your Matter Opening tab, and the only required field to complete on this tab is the matter number. 

   

3. The file number and accounting number will pre-populate; these numbers can be edited. 

   

4. Finally, ensure that your Default Document Profile is in place and click Save. 

   

   5. To access your debit notice, click the triple bar menu next to Order Number and select Produce Debit Notice. 

   

   Now you can print off the transactional debit notice for your matter file.

Please watch the video below for a demonstration:

Related Articles:

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2. Matter Opening: Remote & Digital Signing
3. Matter Opening: Appointment Scheduling
4. Matter Opening: Title Insurance
5. Matter Opening: Referrals