Invoice Settings / Customization
CaseFox offers various settings to format PDF invoices according to your needs. Keep in mind, there is no need to regenerate invoices after making changes to any of these properties. After making changes to one or more of these properties, you may go back to the invoice list and click on the PDF icon against a desired invoice to download updated invoice.
At present, CaseFox offers following settings (captions are self-explanatory):
Show Trust Funds On Invoice
Do Not Show Rates Column On Invoice
Do Not Show Staff Column On Invoice
Do Not Show Hour Column On Invoice
Do Not Show Previous Balance On Invoice
Enable Taxable/Non-Taxable Marking On Invoice Items
Show Timekeeper Summary On Invoice
Show Expenses Separately On Invoice
Do Not Show Border Line On Invoice
Related Articles
Remove Invoice Columns - Invoice Customization
Rates, staff and Hour columns (individually) may be removed from invoices. Visit "Settings/Tools/Reports" -> "Invoice/General Settings" to hide/show one of more columns. The removal of these columns is dynamic. That is, if you later on want to ...
Invoice Templates
Two templates are provided for PDF invoices. Default templates is configurable via Invoice Settings and provide greater details. A simplistic invoice template is also provided. To use the simplistic template, click on Settings/Tools/Reports -> ...
Custom Invoice Numbers
Default invoice numbers start at the number 101. To set a custom invoice number pattern, please visit Settings/Tools/Reports->Invoice/General Settingsoption. Custom invoice number includes three parts. A prefix, a suffix and a starting number. Prefix ...
Default Message on Invoice
1. CaseFox supports placing a default message on invoices. For adding a default message for all invoices for a selected client, click on "Clients" tab, select the client, then click on "Client Details/Edit" on the right side tabbed pane. In "Text To ...
Invoice in Local Language/ Translation
Under Settings/Tools/Reports -> Invoice Field Translations, you may enter translations of invoice fields to generate invoices in your own language. Your time entries are printed on invoices as they were entered, hence, no further translation is ...