How to set up a recurring billing cycle? - CaseFox

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 “Invoice”. 4. Choose automated billing, you will be prompted to a new window. 5. To set up a recurring bill, click on “add billing” options, situated at top right. 6. After clicking, fill in the details . 7. Click on save.

    • Related Articles

    • How to delete a recurring billing cycle?

      Login -> Settings-> Invoice -> Automated Email -> Delete Billing 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. Choose automated ...
    • How to set up LEDES XML2.0 billing settings?

      CaseFox is configured to generate invoices in various formats such as PDF, Word, LEDES 1998B, and LEDES XML 2.0. While some of your clients may require e-billing in LEDES 1998B format some others, especially when a jurisdiction imposes tax on ...
    • 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 a custom invoice number?

      Default invoice numbers start at the number 101. To set a custom invoice number pattern, please Visit Settings -> Invoice option -> Invoice Number. Custom invoice number includes three parts. A prefix, a suffix and a starting number. Prefix and ...
    • 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 ...