Login CaseFox -> Clients -> Select a Client -> Billing -> Payments -> Three Dots -> Generate Payment Receipt 1. Login to CaseFox. 2. In the navigation bar, click on the "Clients" tab. 3. From the list, select the client for whom you want to generate ...
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 ...
Login CaseFox -> Clients -> Billing -> Bills -> Record Payment 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client whose payment you want to record. 4. Navigate to the "Billing" tab and then to the "Bills" ...
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 ...
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Delete Icon -> Confirm 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 ...