Email Reminders for Calendared Items
When you create a calendar entry in CaseFox, automatically generated email reminders are sent two days before and one day before the due date.
To suspend email reminders, visit "Settings/Tools/Reports" -> "Invoice/General Settings". Check the checkbox "Do Not Send Calendaring Reminders" and click on the Update button to save.
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Invoice Overdue Reminders
Invoice Overdue Reminders CaseFox automatically creates invoice overdue reminders in PDF format for all invoices. This PDF can then either be emailed or printed and mailed to the client. To download invoice overdue reminder letter, click on "OverDue" ...
Exported Calendaring Items to Outlook or Other Calendars
In addition to task management that offers creating single or recurring tasks and automatically syncing with your Googel Task, CaseFox also offers docketing/calendaring feature to track case related tasks (such as discovery responses, court dates, ...
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 these payment terms. Overdue notices can be downloaded in ready to be printed PDF/Word format ...
Changing Email Addresses
Login to your CaseFox account as an administrator. Click on the Staff tab. Select a staff name in the list. Click on the email address on the right to change it. If the selected user is of "administrator" type role, a verification link will be sent ...
I did not receive the activation email
Please go to the login screen and click on " Reset Password (or Re-send Activation Mail)" link. Enter your email address (case sensitive). The system will send you the activation link again. Please check the junk mail folder in your email client if ...