Previous Due Amounts from Old System

Modified on Sat, 27 Aug 2016 at 11:39 AM

If you recently moved to CaseFox from a different billing system.  You may bring unpaid invoice amounts to CaseFox by entering a time or expense entry in a corresponding case in CaseFox. For example, suppose "Divorce of Bates” case had a prior balance prior to this matter was put in CaseFox, simply make one entry (pre date it before any other time/expense entry in this matter in CaseFox so that this previous balance carryover entry shows up on the top of the invoice)…. 

Date:  some old date, e.g., the date of the invoice generated in the old billing system.  Service Performed "Balance Carryover from Old System".  Total Cost  - carry over amount.  Check "This is an expense" box.

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