How to download notes, invoices and payment lists?
Login -> Reports -> Cases -> All Time Entries & Other Reports
1. Login to CaseFox.
2. Go to the "Reports" tab on the navigation bar.
3. Select "Cases" from the list.
4. Click on the "All Time Entries and other Reports".
5. Select the case and click on the "Download" button to download all the A Word Or PDF file will be downloaded into your downloads folder.
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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 payment overdue notices and email overdue reminders?
When a case or matter is set up, you can choose payment terms (e.g., due on receipt, 30 days, 45 days). The system will keep track of overdue invoices based on these payment terms. Overdue notices can be downloaded in ready-to-be-printed PDF/Word ...
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.
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 all personal notes by client?
Login -> Reports -> Note (Time/Expense) -> Personal Notes by Client 1. Login to CaseFox. 2. Click on the "Reports" tab present on the navigation bar. 3. Select "Note (Time/Expense)" from the list. 4. Click on "Personal Notes by Client". 5. Select a ...