How to set up a case hourly rate? - CaseFox

How to set up a case hourly rate?

To set up hourly case rates for your staff and cases:

1. Log in to CaseFox.
2. In the navigation bar, click on the "Settings" tab.
3. From the list (left side), select "General".
4. Under General, click on the "Hourly Rates" option.
5. Select the case category, and enter the hourly rate for the staff assigned to that case.
6. Click on "Save".


    • Related Articles

    • How to change the global hourly rate?

      Login -> Settings-> Organisation -> Users -> Staff Name -> Update -> Global Hourly Rate 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead "organization". 4. ...

    • How to add a currency conversion rate?

      Login -> Dashboard -> Settings-> Invoice -> Currency Conversion Rates -> Customise -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead "Invoice". 4. ...

    • How to assign custom hourly rates to staff?

      Login -> Settings -> General -> Hourly Rate 1. Login to CaseFox. 2. Go to the "Settings" tab on the navigation bar. 3. Select "General" from the list. 4. Click on the "Hourly Rates" option. 5. After clicking on it, you will be promoted to a new ...

    • How to set up check-up printing?

      Login -> Dashboard -> Settings-> Organisation -> Check Printing -> Fill in the details 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead “organization”. ...

    • How to set up a recurring billing cycle?

      Login -> Settings-> Invoice -> Automated Email -> Add Billing -> Add client -> Details -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. From there select settings and choose the subhead ...