Articles on: Clients

How to copy a payment to xero?

Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Three Dots -> Copy to Xero

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Click on Clients from the sidebar.
Choose billing & payments from the sub tab. Go to the payments section, click on the desired payment record.
Towards the right, click on the three dots. In the drop down click on copy to xero.

Updated on: 26/04/2023

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