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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 ...
Generating Statement of Account
In addition to many different types of reports and exports, a statement of account for a client may be exported into an Excel sheet or PDF by clicking on "Clients" tab, selecting a desired client and then clicking on "Invoices" tab on the right side. ...
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 ...
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
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 ...