How to Recording Invoice Payments in Multiple Payer Cases?
Q: I’m representing two clients in the same case, and they will each pay 50% of the invoice. Is there a way to set up a case to be shared between two clients?
Steps:
1. Log in to CaseFox.
2. Navigate to the "Cases section".
3. Select the "Case".
4. Go to "Settings".
5. Click on "Payers".
6. Click "Add Payer", then enter their respective payment percentages.
When entering payments, the system will ask you to select the name of payer making that payment and will keep track of payments from different payers automatically.