How to download a detailed report for all clients, cases, invoices & payments from the start date?
Login -> Dashboard -> Reports -> Invoice & Payments ->All Data Till Date
Log in to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Invoice& Payments” and click on “All Data Till Date ”.
A Word Or PDF file will be downloaded into your downloads folder.
Log in to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Invoice& Payments” and click on “All Data Till Date ”.
A Word Or PDF file will be downloaded into your downloads folder.
Updated on: 28/03/2023
Thank you!