How to write off and revert invoices? - CaseFox | Legal Invoicing Software
How to write off and revert invoices?
A partially paid or fully unpaid invoice may be written off by selecting the "Write Off" option for the invoice.
The invoice may be returned back to its previous state by clicking on the "Revert" link for the invoice. The fully paid or written off invoices are listed under the tab "Fully Paid & Written Off" under the invoices tab.
Invoices can be written off by few quick steps listed below:
Login -> Billing -> Bills -> All/ Unpaid tab -> "Go to three dots" icon -> Select Write Off
1. Login to CaseFox.
2. Click on the "Billing" tab present on the navigation bar.
3. Under "Bill" select the "UNPAID" tab.
4. Click on the three dots present on the right side of the desired invoice that you need to Write Off.
6. Select the "Write Off" option, after written off only the paid balance would be written off out of all due amounts.
Invoices can be reverted by a few quick steps listed below:
Login -> Billing -> Bills -> Paid/Written Off -> "Go to three dots" icon -> Revert Write Off
1. Login to CaseFox.
2. Click on the "Billing" tab present on the navigation bar.
3. Under "Bill" select the "PAID/WRITTEN OFF" tab.
4. Click on the "Revert Write Off" icon present on the right side of the desired invoice that you want to revert.