Invoices

Help topics about Invoices

Editing Invoice
An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more n...
Sat, 27 Aug, 2016 at 11:38 AM
Batch / Auto Invoice Generation
To generate invoices for all your clients/cases (projects) using all previously unbilled-time and expenses, please follow these instructions (for generating...
Sat, 27 Aug, 2016 at 11:38 AM
Combining Invoices of a Client
You can combine multiple invoices of a same client.  After generating invoices for different cases/matters (or projects) of a client (either one by one manua...
Sat, 27 Aug, 2016 at 11:38 AM
Custom Invoice Numbers
Default invoice numbers start at the number 101.   To set a custom invoice number pattern, please visit Settings/Tools/Reports->Invoice/General Setti...
Sat, 27 Aug, 2016 at 11:38 AM
How To Create LEDES Format Invoices
The Legal Electronic Data Exchange Standard is an electronically billing file format. LEDES file format is typically used by law firms for billing, if re...
Tue, 14 Feb, 2017 at 4:06 PM
Default Message on Invoice
1. CaseFox supports placing a default message on invoices.  For adding a default message for all invoices for a selected client, click on "Clients"...
Mon, 20 Feb, 2017 at 1:20 PM
ESIS Advocator Invoices
In addition to generating invoices in PDF, Word, LEDES 1998B and Juris formats, CaseFox also generates invoices in ESIS Advocator format.  At present, these ...
Sat, 27 Aug, 2016 at 11:38 AM
Deleting Multiple Invoices At Once
On Dashboard, in Unpaid Invoices section, click on Delete Selected Invoices link.  A pop-up will be shown as a result.  The pop-up will show invoices for sel...
Sat, 27 Aug, 2016 at 11:38 AM
Invoice Templates
Two templates are provided for PDF invoices.  Default templates is configurable via Invoice Settings and provide greater details.  A simplistic invoice templ...
Sat, 27 Aug, 2016 at 11:38 AM
CONTACT-TITLE field in Other Info tab
1. To show client's name as "Mr." or "Ms.", you may enter the full name as it should appear on invoices in the company field of the c...
Sat, 27 Aug, 2016 at 11:38 AM