Hassle-free Time keeping and Invoicing

1. If using Quick Entry, there is a check box that reads "No Charge Entry" 2. If using normal "Add Note" screen, after entering tenth h...

To upgrade the account: 1. Click on Settings/Tools/Reports 2. Click on Payment Options 3.  Enter Credit Card or use Paypal. 4. After Saving, select a...

Fees and expenses in a case are billed in the same way, by generating an invoice.  When client sends a check, they do not specify if the check is for fees or...

Simply upload any file to any case by going to Cases (Projects), then on the right hand side, click on the Documents tab. First time the system will redirect...

Settings/Tools/Reports -> Run Report Select timekeeper in the Staff dropdown.

1. Delete all payments under the Payments tab of the case being deleted. 2. Delete all invoices of the case 3. Delete all time/expense entries.  These ...

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 c...

CaseFox offers a simple check printing mechanism from the withdrawal entries in trust/operating accounts.  To print checks, simply click on the printer icon ...

On the Dashboard, please click on the Cases button in the group of color buttons.  This will generate an excel file.  One of the columns in the file indicat...

CaseFox supports entering budget for a project.  Under the Cases (Projects) tab, select a case, then on the right side click on the Edit Case tab.  Enter &qu...