Bulk Generate Invoices - CaseFox

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 the Generate Past Due Invoices (under Settings/Tools/Reports-> Invoice/General Settings -- look for a checkbox for this setting) setting is selected, the system will generate blank invoices showing past due balance. In the invoice listings, these invoices will be shown as 0 amount invoices, but when a PDF or Word format invoice is downloaded, the past due amount will be shown in the total box.  Please look for these invoices under the "Fully Paid & Written Off" sub-tab under the Invoices tab of a case or client.

    • Related Articles

    • Generating Invoices For All Clients With One Click

      You and your people (including contract staff) can enter time and expenses inCaseFoxas you work on projects/cases. At a month-end (or whenever you so desire), just click one button and all your invoices will be automatically generated. That is less ...

    • Entering Time and Generating Invoices

      Thanks for signing up forCaseFox(Legal Time and Billing Software for Lawyers). This post will describe how to enter time and generate invoices. 1. By now, you should have added at least one client, one case associated with the is client and at least ...

    • Generating Invoices For All Clients With One Click

      You and your people (including contract staff) can enter time and expenses in CaseFox as you work on projects/cases. At a month-end (or whenever you so desire), just click one button and all your invoices will be automatically generated. That is, ...

    • 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 the review, notes (time/expense entries) in the invoices can be edited and those edits are automatically reflected in the invoices. ...

    • BULK PAY INVOICES FROM TRUST

      In addition to usual "pay one invoice at a time from trust funds" feature, a one click bulk pay invoices from trust funds is provided. Click on the Invoices button on the Dashboard, then select "Pay All Unpaid Invoices from Client Trust Funds" ...