Invoice Templates

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 -> Invoice/General Settings.  Select "Use Simple Invoice Template" check box and click on the update button.  Under Edit Firm's Info option, enter the telephone number.  Telephone number will be displayed under your firm's information on the simplistic invoices.  
    • Related Articles

    • Editing Invoice

      An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other ...
    • 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 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 ...
    • Search and Retrieve Invoice

      An invoice can be retrieved by entering Invoice# in the box (and clicking on Retrieve button) inUnpaid Invoices section on the Dashboard. Retrieve can pull an invoice irrespective of its paid/unpaid status. To display unpaid invoice list again, ...
    • 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 ...