How to download a report for all the payments received through clients?
Login -> Dashboard -> Reports -> Clients -> Export Payments
Login 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 “Clients” and click on “Export Payments”.
An Excel Or PDF file will be downloaded into your downloads folder.
Login 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 “Clients” and click on “Export Payments”.
An Excel Or PDF file will be downloaded into your downloads folder.
Updated on: 27/03/2023
Thank you!