Articles on: Clients

How to copy invoices in Xero/ QuickBooks?

Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Three dots -> Copy to Xero/Quickbooks

Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Select clients from the side bar.
Choose sub tab billing & payments 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: 26/04/2023

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