How to generate a pre-bill? - CaseFox

How to generate a pre-bill?

CaseFox is designed to be simple and straightforward. CaseFox handles pre-billing differently to avoid repetitive actions and keep the interface simple. Generate invoices as usual and use the first version as a pre-bill.

In the billing tab, you can find a listing of invoices, you may turn the toggle off the "Final" checkbox to indicate that the invoice is a "Draft". The checkbox should be checked after the invoice is edited or if the invoice is ready to be sent to the client. If changes are needed after a review of an invoice, simply edit the invoice and download the invoice in the desired format again.