Write Off/Revert Invoices
A partially paid or fully unpaid invoice may be written off by selecting "Write Off" option for the invoice. The invoice may be returned back to its previous state by clicking on "Revert" link for the invoice. The fully paid or written off invoices are listed under the sub tab "Fully Paid& Written Off" under the invoices tab.
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Write Off Invoice
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 ...
BULK PAY INVOICES FROM TRUST
In addition to usual "pay one invoice at a time from trust funds" feature, a one click bulk pay invoices from trust funds is provided. Click on the Invoices button on the Dashboard, then select "Pay All Unpaid Invoices from Client Trust Funds" ...
ESIS Advocator Invoices
In addition to generating invoices in PDF, Word, LEDES 1998B and Juris formats, CaseFox also generates invoices in ESIS Advocator format. At present, these invoices can be downloaded from Dashboard only. Click on "Download Advocator ESIS Invoice" ...
Exporting Invoices to Quickbooks
Invoices and Customers can be exported to Quickbooks from CaseFox easily. Export to Quickbooks Desktop 1. In CaseFox, Settings/Tools/Reports-> Export to Quickbooks 2. Select Month/Year to filter invoices for that month/year. 3. Click on IIF export ...
Trust Balance on Invoices
By default, if invoices for a client that has a trust fund balance, will include trust fund information. A Invoice will reflect how much money from the trust fund to be used for paying the invoice. To disable using and mentioning trust fund on the ...