How to copy payments to xero?
With CaseFox you can copy your payments to xero in few quick steps; mentioned below
Login CaseFox -> Dashboard -> Billing & Payments -> Three dots -> Copy to Xero
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Choose billing & payments from the bar.
Go to the payments section, click on the desired payment record.
To the right, click on the “three dots” and you will find the copy to Xero option.
Click on copy to xero.
Login CaseFox -> Dashboard -> Billing & Payments -> Three dots -> Copy to Xero
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Choose billing & payments from the bar.
Go to the payments section, click on the desired payment record.
To the right, click on the “three dots” and you will find the copy to Xero option.
Click on copy to xero.
Updated on: 23/03/2023
Thank you!