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Litigation Advisor / GreatAmerica Format Invoices
In addition to generating invoices in PDF, Word, LEDES 1998B, ESIS Advocator, and Juris formats, CaseFox also generates invoices in Litigation Advisor /GreatAmerican /Chubb format. At present, these invoices can be downloaded from Dashboard only. ...
Exporting Invoices to Quickbooks
Invoices and Customers can be exported to Quickbooks from CaseFox easily. Export to Quickbooks Desktop 1. In CaseFox, Settings/Tools/Reports-> Export to Quickbooks 2. Select Month/Year to filter invoices for that month/year. 3. Click on IIF export ...
Write Off/Revert Invoices
A partially paid or fully unpaid invoice may be written off by selecting "Write Off" option for the invoice. The invoice may be returned back to its previous state by clicking on "Revert" link for the invoice. The fully paid or written off invoices ...
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 selected Month/Year. Invoices with no payments will be shown. One or more invoices can be selected ...
Trust Balance on Invoices
By default, if invoices for a client that has a trust fund balance, will include trust fund information. A Invoice will reflect how much money from the trust fund to be used for paying the invoice. To disable using and mentioning trust fund on the ...