Articles on: Settings

How to add invoice boilerplate text?

Login -> Dashboard -> Settings-> Invoice -> Boilerplate Text -> Customise -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
From there select settings and choose the subhead “Invoice”.
Choose boilerplate text, you will prompted to new window with window to type in your text.
To add boilerplate text and alter invoices according to you, go ahead by typing the text in.
Click on save.

Updated on: 06/04/2023

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