Pre-Bill

Modified on Thu, 21 Dec 2023 at 02:59 PM

CaseFox is designed to be simple and straight forward.  CaseFox handles pre-billing differently to avoid repetitive actions and keep the interface simple.   Generate invoices as usual and use the first version as pre-bill.  On the Dashboard, in the listing of invoices, you may uncheck the "Final" checkbox to indicate that the invoice is a "Draft".  The checkbox should be checked after invoice is edited or if the invoice is ready to be sent to the client.    If changes are needed after a review of an invoice, simply edit the invoice and download the invoice in desired format again.  

Invoices are generated with "Final" flag set.  If you desire to have your invoices generated with "Final" flag set to false, please send us an email.

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