Billing and Payments
How to download a particular invoice in PDF format?
With CaseFox you can download your invoices in PDF format in a few quick steps; mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Go to the "Bills" sub-tab. 4. Click on the three dots in front of the ...
How to update a payment?
With CaseFox you can update your payment in a few quick steps, as mentioned below Login CaseFox -> Billing-> Payments -> Update Icon -> Save 1. Login to CaseFox 2. Select the "Billing" tab. 3. Go to the "Payments" section, and click on the desired ...
How to record a payment?
With CaseFox you can copy your invoices to Xero or QuickBooks in a few quick steps; mentioned below: Login CaseFox -> Billing -> Bills -> Record Payment 1. Login to CaseFox. 2. Go to the "Billing" tab present on the navigation bar. 3. Under "Bills" ...
How to copy payments to Xero?
With CaseFox you can copy your payments to Xero in a few quick steps; as mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Navigate to the "Payments" sub-tab. 4. Locate the invoice and click on the three ...
How to delete a payment?
With CaseFox you can delete your payment in a few quick steps; mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Navigate to the "Payments" sub-tab. 4. Locate the desired payment record and click the ...
How to copy invoices to Xero and QuickBooks?
With CaseFox you can copy your invoices to Xero or QuickBooks in a few quick steps; mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Navigate to the "Bills" sub-tab. 4. Locate the invoice and click on ...
How to search for a particular payment?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Select the "Payments" sub-tab. 4. Click on the "Filter" option situated in the top right corner. 5. Add the desired filter and click on the "Apply" button.
How to move a payment to a different case?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Select "Payments" sub-tab. 4. Click on the three dots to the right of the desired payment, and select "Move Payment". 5. Select the option and click on the "Save" button.
How to generate payment receipts?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Select the "Payments" sub-tab. 4. To the right of the desired payment, click on the "three dots", and select "Generate Payment Receipt". 5. A PDF file of the payment ...
How to mark an invoice fully paid?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Select the "Bills" sub-tab. 4. Go to the "UNPAID" tab. 5. To the right of the desired invoice, click on the "three dots", and select "Mark Fully Paid". 6. Click on it and ...
How to download an invoice in LEDES format?
With CaseFox you easily download an invoice in LEDES format in a few quick steps; mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Billing" tab. 3. Navigate to the "Bills" sub-tab. 4. To the right, click on the "three ...
Popular Articles
How to create a tag?
Login -> Settings -> Manage -> Tags -> Add Tags 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Manage" from the list. 4. Under Manage, select the "Tags" option. 5. You will be redirected to a new window ...
How To Get Questions Answered
1. If your question is related to your data, please click on "Add Ticket" link to send the question to us. 2. If your question relates to general use and if you believe the answer may be helpful to other users, please click on "Forums" link in the ...
Vendor Management /Account Payable
In addition to timekeeping and invoicing features, CaseFox can also be used for maintaining and managing your vendor data, vendor invoices, and payments. Accounts payable is money owed by you to your vendors. CaseFox keeps track of your account ...
Client Intake Form
This feature is only available in the new UI. You may create or customize your own client intake form or contact us form and post the URL on your firm's website to enable visitors to send your queries. Submitted data will be available in your CaseFox ...
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 ...