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.
CaseFox offers automatic translations for the default PDF invoices. Under Client information, select "Invoice Language" in the dropdown. The system will automatically translate PDF invoices for the client according to the selected language. Please ...
By default, no invoices are generated for cases in which no billable work has been done in the selected invoicing period. If the Generate Past Due Invoices (under Settings/Tools/Reports-> Invoice/General Settings -- look for a checkbox for this ...
Accepting Invoice and Trust Payments via LawPay Welcome to the CaseFox-LawPay integration setting page. You may accept online payments from your clients via CaseFox client portals. See Client Online Portal for details. You have a choice to process ...
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 ...
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 ...