Write Off/Revert Invoices

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.

    • Related Articles

    • 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 ...

    • Deleting Multiple Invoices At Once

      On Dashboard, in Unpaid Invoices section, click on Delete Selected Invoices link. A pop-up will be shown as a result. The pop-up will show invoices for selected Month/Year. Invoices with no payments will be shown. One or more invoices can be selected ...