Tracking time but creating invoices without the tracked time

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

<p>CaseFox is flexible to accommodate different invoicing scenarios.  Suppose if you want to track time (and expenses) for your internal use but want to invoice your client a lump sum amount, you can create &#8220;non-billable&#8221; notes (simply uncheck &#8220;billable&#8221; checkbox on notes) for time tracking purpose and finally when you are ready to invoice your client, create one &#8220;billable&#8221; note (and in stead of entering time, enter the cost directly).  This way, the invoice will include only this one note.</p> <p>Negative amounts may be entered in notes to show received payments or special discounts.  If there are some special fix value taxes/fees, those may also be entered into invoices via notes (just create a billable note for that amount and enter description).</p>

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