Related Articles
How to delete payment?
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Delete Icon -> Confirm 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Choose billing & payments from ...
How to delete a certain payment transaction of a vendor?
1. Log in to CaseFox. 2. In the navigation bar, click on Vendors. 3. Select the desired vendor. 4. Go to the Vendor Payments sub-tab. 5. Click on the delete icon next to the payment you want to delete.
How to record payment?
Login CaseFox -> Clients -> Billing -> Bills -> Record Payment 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client whose payment you want to record. 4. Navigate to the "Billing" tab and then to the "Bills" ...
How to edit payment?
Login CaseFox -> Dashboard -> Cleints -> Billing & Payments -> Update Icon -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Choose billing & payments from the ...
How to generate payment receipts?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Select the "Payments" sub-tab. 4. To the right of the desired payment, click on the "three dots", and select "Generate Payment Receipt". 5. A PDF file of the payment ...