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

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 downloaded onto your system.

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