How to download invoices for a month or 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. Then, choose "Invoices for Month/Year."
5. Select the desired options and click on the "Download" button.
Related Articles
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 all notes by 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 "Note (Time/Expense)". 4. Click on "Download All Notes by Year". 5. Select the year and click the "Download" button.
How to download invoices in HTML format?
With CaseFox you can download your invoices in HTML format in a few quick steps; mentioned below: 1. Login to CaseFox 2. In the navigation bar, click on the "Billing" tab. 3. Select the "Bill" tab. 4. On the right side of the invoice, click on the ...
How to download invoices in PDF format?
Login -> Reports -> Invoice & Payments -> Invoices (PDF) of Client 1. Login to CaseFox. 2. Click on the "Reports" tab present on the navigation bar. 3. Then select "Invoice & Payment" from the list and click on the "Invoices (PDF) of Client" option. ...
How to download yearly and monthly client summaries?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Productivity Reports." 4. Click on "Year To Date and Month To Date by Client" to download the summaries.