Articles on: Cases

How to copy payments to Xero? (in Case Module)

With CaseFox you can copy your payments to Xero in a few quick steps; mentioned below

Login CaseFox -> Dashboard -> Cases -> Billing -> Payments -> Three dots -> Copy to Xero

Login to CaseFox
Go to the dashboard, to the left corner you will find the side bar.
Click on Cases from the side bar
Go to the billing section, choose the payments part, 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: 27/04/2023

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