How to download a report for all the payments received through clients?

How to download a report for all the payments received through clients?

Login -> Dashboard -> Reports -> Clients -> Export Payments 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Clients” and click on “Export Payments”. 5. An Excel Or PDF file will be downloaded into your downloads folder.

    • Related Articles

    • How to download a detailed report for all clients, cases, invoices & payments from the start date?

      Login -> Dashboard -> Reports -> Invoice & Payments ->All Data Till Date 1. Log in to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Invoice& Payments” and ...

    • How to download a yearly report with all clients for a particular year?

      1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Invoices & Payment". 4. Click on "Yearly Report". 5. Select the desired year and click the "Download" button. 6. A zip file will be ...

    • How to download a consolidated expense report?

      Steps for downloading the consolidated expense report: Login -> Hover on the Accounts tab -> Ledger -> Download 1. Login to CaseFox. 2. Hover over the "Accounts" tab in the navigation bar, then click on "Ledger" from the drop-down menu. 3. At the top ...

    • How to download a staffwise billing report?

      Login -> Reports -> Productivity Reports -> Staffwise Billing Report 1. Login to CaseFox. 2. Go to the "Reports" tab, then select "Productivity Reports". 3. Click on "Staffwise Billing Report". 4. After opening the window, you will have many options. ...

    • How to download a staff billing report?

      Login -> Dashboard -> Reports -> Productivity Reports -> Staff Billing Report 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Productivity ...