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Fully Automated Billing - Recurring Billing
SETUP AND FORGET AUTOMATED BILLING: CaseFox offers fully automated billing for fixed price items that are billed at selected recurrences. Setup once and CaseFox will complete the circle by automatically generating invoices for these items at selected ...
Real Time Summary of My Billing
A staff member can view his/her billing summaries anytime by clicking on the "Billing Summaries" button on the dashboard. The summaries include hours/amount billed today, this week, last week, this month, last month, this year and last year. Admin ...
Bulk Generate Invoices: Automatically generating reminder invoices for cases in which no work has been done in the invoicing period but there is past due balance
By default, no invoices are generated for cases in which no billable work has been done in the selected invoicing period. If the Generate Past Due Invoices (under Settings/Tools/Reports-> Invoice/General Settings -- look for a checkbox for this ...
Generating Reports
CaseFox offers a rich reporting functionality. Please login to your account, then click on "Settings/Reports" -> "Run Reports". Select a date range and other filter criterion. A report in MS Excel formatted will be generated.
Create Reports Using Raw Data
There are many types of prefabricated reports available to download in your CaseFox account. However, you may also create reports within minutes using Excel Pivot Table feature. This video can provide starting instructions Creating Reports