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Invoice Templates
Two templates are provided for PDF invoices. Default templates is configurable via Invoice Settings and provide greater details. A simplistic invoice template is also provided. To use the simplistic template, click on Settings/Tools/Reports -> ...
Default Message on Invoice
1. CaseFox supports placing a default message on invoices. For adding a default message for all invoices for a selected client, click on "Clients" tab, select the client, then click on "Client Details/Edit" on the right side tabbed pane. In "Text To ...
Bulk Generate Invoices: Automatically generating reminder invoices for cases in which no work has been done in the invoicing period but there is past due balance
By default, no invoices are generated for cases in which no billable work has been done in the selected invoicing period. If the Generate Past Due Invoices (under Settings/Tools/Reports-> Invoice/General Settings -- look for a checkbox for this ...
Batch / Auto Invoice Generation
To generate invoices for all your clients/cases (projects) using all previously unbilled-time and expenses, please follow these instructions (for generating an invoice manually in two clicks for a case, see Getting Started paragraph 12 onward): ...
Invoice In Client's Currency
CaseFox supports generating invoices in a client's currency if the client's currency is different from your firm's standard currency. This feature is useful for firms that cater to clients in foreign countries and if these clients require invoices in ...