An invoice can be edited simply by editing corresponding notes (time/expense entries) by going to:
1. "Cases" -> selecting the case belonging to the invoice.
2. By going to the desired case.
3. Click on the sub tab time/expense and click on the edit icon on the right.
4. Then go to the "Billing" tab and generate a fresh invoice through the recently edited invoice.
Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other action is needed.
Note that a note included in the invoice cannot be removed from the invoice. If there is a need to remove a note from the invoice, delete the invoice, then delete the note and recreate the invoice.
PDF and Word format invoice documents are created dynamically. That is, you may change information (such as time/expense entries, client information, case information or firm's information) without deleting the invoice. After changing information, simply click on the PDF or Word icons in the invoice listing to download updated documents.
Payments to invoices are also updated dynamically. After recording a payment (full or partial), click on the PDF or Word icons to download updated invoices showing payments.
Note that Word invoice is really a HTML file. You may change the extension to .html to open the file in a browser.
An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other ...
Login CaseFox -> Clients -> Billing & Payments -> Three dots -> Edit -> Confirm 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client whose invoice you want to edit. 4. Navigate to the "Billing" tab. 5. Under ...
Two templates are provided for PDF invoices. Default templates are configurable via Invoice Settings and provide greater details. A simplistic invoice template is also provided. 1. To use the simplistic template, click on Settings -> Invoices -> ...
1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Invoice." 4. Under Invoice, click on the "Invoice Email" option. 5. Edit the email template as you want, then click on the "Save" ...
Login CaseFox -> Dashboard -> Cleints -> Billing & Payments -> Update Icon -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Choose billing & payments from the ...