CaseFox Overview 20

• CaseFox Overview
• How to Setup your Account
• Dashboard Overview
• Apps Integration Overview
• Setting overview

See all 20 articles

Billing And Payments 7

• How to Record A Payment
• How to Pay an Invoice Using Client Trust Funds
• How to Generate Payment Receipt
• How to Create Trust Payment Request
• How to Delete Payment Entry

See all 7 articles

Client 2

• How to Add Client
• How to Delete Client

Case 7

• How to Add Case
• How to Add Note Time/Expense Log
• How to Edit Or Delete Time Entry(Time/Expanse Log)
• How to move Time or Expense Entries to Another Case
• How to move a case under a Different Client

See all 7 articles

Hourly Rates 1

• How to Set Case Hourly Rate

Staff 1

• How to Add Staff

Account 4

• Accounts Overview
• How To Add Funds Entry in Account
• How to Add Withdraw Fund Entry
• How to Transfer Funds Entry In Account

Ledger 4

• Ledger Overview
• Income And Expense Overview
• How to Add Income
• How to Add Expense

Vendor 3

• Vendor Overview
• How to Add Vendor
• How to Upload Vendor Documents

Calendar 3

• Calendar Overview
• How to Create Task In Calendar
• How to Create Event In Calendar

Task 1

• Task Overview

Call Logs 2

• How to Add Incoming & Outgoing Phone Messages
• Call Logs Overview

Setting 5

• How to Edit Business Details
• How to Change Time Zone And Currency Type
• Account and Subscription Overview
• Invoice General Setting
• How to Customize the Invoice Number, Email Template & Boilerplate Text