How to copy a payment to Xero? - CaseFox

How to copy a payment to xero?

Login CaseFox -> Clients -> Select a Client -> Billing  -> Three Dots -> Copy to Xero


1. Login to CaseFox.
2. In the navigation bar, go to the "Clients" tab.
3. Select the client for whom you want to copy a payment to Xero.
4. Navigate to the "Billing" tab.
5. On the right, click the three dots. From the drop-down menu, select "Copy to Xero."

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