How to copy invoices in Xero/ QuickBooks? - CaseFox

How to copy invoices in Xero/ QuickBooks?

Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Three dots -> Copy to Xero/Quickbooks

1. Login to CaseFox.
2. Go to the dashboard, to the left corner you will find the sidebar.
3. Select clients from the sidebar.
4. Choose sub-tab billing & payments from the bar.
5. Go to the billing section, click on the desired invoice.
6. To the right, click on the "three dots" and you will find the copy to Xero/Quickbooks option.
7. Click on copy to Xero/Quickbooks.