Invoices
How to write off and revert invoices?
A partially paid or fully unpaid invoice may be written off by selecting the "Write Off" option for the invoice. The invoice may be returned back to its previous state by clicking on the "Revert" link for the invoice. The fully paid or written off ...
How to delete multiple invoices at once?
1. Login to Simran. 2. Click on the "Billing" tab present on the navigation bar. 3. In the "UNPAID" section, select the desired invoices, a pop-up tab will be shown. 4. Select the delete button from the tab and delete invoices.
How to generate bulk invoices?
To generate invoices for all your clients/cases (projects) using all previously unbilled time and expenses, please follow these instructions (for generating an invoice manually in two clicks for a case, see Getting Started paragraph 12 onward): ...
How to retrieve details through Invoice Number?
CaseFox enables clients to retrieve details through Invoice Number to do the same you just need to follow quick steps 1. Login to CaseFox. 2. After logging in, you'll be prompted to the dashboard. 3. From the dashboard go to the left sidebar, select ...
How to write off an invoice?
Login CaseFox -> Clients -> Billing & Payments -> Three dots -> Write off Invoice 1. Login to CaseFox. 2. Go to the "Clients" tab present on the navigation bar. 3. Select a client whose invoice you want to write off. 4. Go to the "Billing" tab, then ...
How to download payment overdue notices and email overdue reminders?
When a case or matter is set up, you can choose payment terms (e.g., due on receipt, 30 days, 45 days). The system will keep track of overdue invoices based on these payment terms. Overdue notices can be downloaded in ready-to-be-printed PDF/Word ...
How to combine multiple invoices from a single client?
You can combine multiple invoices of the same client. After generating invoices for different cases/matters (or projects) of a client (either one by one manually or using the One-Click Bulk Invoice Generation feature, 1. Visit the "Clients" tab and ...
How to calculate late payment interest?
When a late payment interest amount is added to a client under Clients - View Client/Edit tab, the system will calculate interest when an invoice is downloaded (i.e., PDF icon is clicked ) meaning on that date and interest is calculated on all unpaid ...
How to add contact title field in the other info tab?
Go to cases-> click on the desired case -> go to contact section -> Click on edit icon 1. To show the client's name as "Mr." or "Ms.", you may enter the full name as it should appear on invoices in the company field of the client. 2. To display text ...
How to add default message in invoices of a particular client?
CaseFox supports placing a default message on invoices of a particular client. 1. For adding a default message to all invoices for a selected client, click on the "Clients" tab. 2. Select the client, then click on "Client Details/Edit" in the ...
How to Create Invoice with No Tax on Expenses?
In the jurisdictions where tax/VAT is levied on billed amounts, during invoice generation (either Bulk Invoice Generation or Individual Invoice Generation), VAT/Tax rate may be entered. However, in some jurisdictions, out-of-pocket expenses may not ...
How to write off invoices?
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 ...
How to set up a case hourly rate?
To set up hourly case rates for your staff and cases: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "General". 4. Under General, click on the "Hourly Rates" option. 5. Select the ...
How to edit 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 ...
How to generate a pre-bill?
CaseFox is designed to be simple and straightforward. CaseFox handles pre-billing differently to avoid repetitive actions and keep the interface simple. Generate invoices as usual and use the first version as a pre-bill. In the billing tab, you can ...
How to generate invoices in draft mode?
By default, invoices are generated as "Final" ready to be sent to clients. However, if a discrepancy is found during the review, notes (time/expense entries) in the invoices can be edited and those edits are automatically reflected in the invoices. ...
How to save time / expense entry and then create an invoice?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Cases" tab. 3. Click on the case for which you want to save a time/expense entry and then create an invoice. 4. Go to the Time/Expense sub-tab and click on the "+ New Time Entry" or "+ New ...
How to translate invoices in the local language?
Under Settings -> Invoice -> Text Translations, you may enter translations of invoice fields to generate invoices in your own language. Your time entries are printed on invoices as they were entered, hence, no further translation is needed. At ...
How to add a new timekeeper/staff?
To add a new timekeeper follow the below this quick steps; 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "Organization". 4. Under Organization, click on the "Users" option. 5. ...
How to set up LEDES XML2.0 billing settings?
CaseFox is configured to generate invoices in various formats such as PDF, Word, LEDES 1998B, and LEDES XML 2.0. While some of your clients may require e-billing in LEDES 1998B format some others, especially when a jurisdiction imposes tax on ...
How to use Invoice Templates?
Two templates are provided for PDF invoices. Default templates are configurable via Invoice Settings and provide greater details. A simplistic invoice template is also provided. 1. To use the simplistic template, click on Settings -> Invoices -> ...
How to edit an invoice?
An invoice can be edited simply by editing corresponding notes (time/expense entries) by going to: 1. "Cases" -> selecting the case belonging to the invoice. 2. By going to the desired case. 3. Click on the sub tab time/expense and click on the edit ...
How to set a custom invoice number?
Default invoice numbers start at the number 101. To set a custom invoice number pattern, please Visit Settings -> Invoice option -> Invoice Number. Custom invoice number includes three parts. A prefix, a suffix and a starting number. Prefix and ...
How to enter discounts?
Method 1: 1. Sometimes clients want to see fees at regular rates and a discount to bring the hourly rates or fix fees to negotiated rates/fixed fees. 2. To generate invoices that comply with these requirements, you can set your billing rates as your ...