How to copy invoices in Xero/ QuickBooks? (in Case Module)
Login CaseFox -> Dashboard -> Cases -> Billing -> Three dots -> Copy to Xero/QuickBooks
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select cases from the sidebar.
Choose sub-tab billing from the bar.
Go to the billing section, click on the desired invoice.
To the right, click on the “three dots” and you will find the copy to Xero/QuickBooks option.
Click on copy to Xero/Quickbooks.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select cases from the sidebar.
Choose sub-tab billing from the bar.
Go to the billing section, click on the desired invoice.
To the right, click on the “three dots” and you will find the copy to Xero/QuickBooks option.
Click on copy to Xero/Quickbooks.
Updated on: 27/04/2023
Thank you!