How to download overdue reminder notices for all clients?
Login -> Dashboard -> Reports -> Invoice & Payments -> Overdue Notices
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 “Invoice& Payments” and click on “overdue notices”.
5. A Word Or PDF file will be downloaded into your downloads folder.
Related Articles
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 all messages?
Login CaseFox -> Clients -> Select a client -> Messages -> Download all Messages 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to download all messages. 4. On the right, you’ll find a ...
How to download a list of clients with active cases only?
Login -> Reports -> Clients -> Client with Active Cases 1. Login to CaseFox. 2. Go to the "Reports" tab on the navigation bar. 3. Select the "Client" option from the list. 4. Then click on the "Client with Active Cases". 5. A CSV format file will be ...
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 ...
How to download receipts for trust transactions?
Log in to CaseFox -> Clients -> Select a Client -> Trust Transactions -> Download Receipts 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. From the list, select the client whose trust transaction receipt you want to ...