Related Articles
Billing Reports
Non-admin users can click on "My Billing" button on the dashboard to get a total number of hours logged in various periods. In addition, towards the top of the screen, there is a link "All My Entries" that will produce an Excel file with a listing of ...
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 ...
Monthly Retainer Billing
This feature is useful when you have a client that pays you a fixed retainer every month and in exchange, you provide a preset number of hours of service at no additional charges. Hours exceeding these preset number of hours are billed at your ...
Staff Billing Summaries - Real Time
In addition to detailed reporting based on various filters, staff members and administrator may obtain a quick summary of billing in real time, just by clicking one button on the dashboard. A non-admin staff member can obtain his/her own billing ...
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 ...