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.
In the listing of Invoices under "Clients" or "Cases (Projects)" tabs, "Write Off" links are displayed below the invoiced amounts for each invoice in the list. Clicking on this link will cause the remaining due to be written off. For written-off ...
Login CaseFox -> Clients -> Billing & Payments -> Three dots -> Write off Invoice 1. Login to CaseFox. 2. Go to the "Clients" tab present on the navigation bar. 3. Select a client whose invoice you want to write off. 4. Go to the "Billing" tab, then ...
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Tools". 4. Click on the "Action On Invoices" option. 5. Select the desired client and case, then in the Action Type, choose "Email ...
To generate invoices for all your clients/cases (projects) using all previously unbilled time and expenses, please follow these instructions (for generating an invoice manually in two clicks for a case, see Getting Started paragraph 12 onward): ...
By default, invoices are generated as "Final" ready to be sent to clients. However, if a discrepancy is found during the review, notes (time/expense entries) in the invoices can be edited and those edits are automatically reflected in the invoices. ...