Invoices

Help topics about Invoices

Pre Bill
CaseFox is designed to be simple and straight forward.  CaseFox handles pre-billing differently to avoid repetitive actions and keep the interface simple.   ...
Sat, 27 Aug, 2016 at 11:38 AM
Payment OverDue Reminders
When a case or matter is setup, you can choose payment terms (e.g., due on receipt, 30 days, 45 days).  System will keep track of over due invoices based on ...
Sat, 27 Aug, 2016 at 11:38 AM
Invoice in Local Language/ Translation
Under Settings/Tools/Reports - > Invoice Field Translations, you may enter translations of invoice fields to generate invoices in your own language.  Your...
Sat, 27 Aug, 2016 at 11:38 AM
How to Create Invoice with No Tax on Expenses
In the jurisdictions where tax/VAT is levied on billed amounts,  during invoice generation (either Bulk Invoice Generation or Individual Invoice Generation),...
Sat, 27 Aug, 2016 at 11:38 AM
Generate Invoices in Draft Mode
By default invoices are generated as "Final" ready to be sent to clients.  However, if a discrepancy is found during review,  notes (time/expense e...
Sat, 27 Aug, 2016 at 11:38 AM
Bulk Generate Invoices: Automatically Generating Invoices for Cases in which no work has been done in the invoicing period but there are previous past due invoices
By default no invoices are generated for cases in which no billable work has been done in the selected invoicing period.  If Generate Past Due Invoices (u...
Tue, 4 Oct, 2016 at 9:00 AM
How To Edit An Invoice
An invoice can be edited simply by editing corresponding notes (time/expense entries) by going to "Cases (Projects)" -> selecting the case belog...
Sat, 27 Aug, 2016 at 11:36 AM
Entering Discounts
Method 1: Sometimes clients want to see fees at regular rates and a discount to bring the hourly rates or fix fees to negotiated rates/fixed fees. T...
Sat, 27 Aug, 2016 at 11:36 AM
Write Off Invoice
In the listing of Invoices under "Clients" or "Cases (Projects)" tabs, "Write Off" links are displayed below the invoiced amoun...
Sat, 27 Aug, 2016 at 11:36 AM
Pre-Bill
CaseFox is designed to be simple and straight forward.  CaseFox handles pre-billing differently to avoid repetitive actions and keep the interface simple.   ...
Sat, 27 Aug, 2016 at 11:37 AM