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 invoices, a link to revert the write-off will appear.
After an invoice is written off, the invoice will not be displayed on the dashboard and the remaining amount will not be considered (as previous due) in subsequent invoices in the same case.
To write off invoices;
1. Login -> Billing -> All/ Unpaid tab -> Click on three dots icon -> Select Write Off
1. Log in to CaseFox.
2. In the navigation bar, click on the "Billing" tab.
3. Go to the "UNPAID" sub-tab.
4. Click on the three dots next to the desired invoice that needs to be written off.
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 ...
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. ...