How to download a yearly report with all clients for a particular year?
Login -> Dashboard -> Reports -> Invoice & Payments ->Yearly Report
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 “Invoice& Payments” and click on “Yearly Report”.
A Word Or PDF file will be downloaded onto 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 “Invoice& Payments” and click on “Yearly Report”.
A Word Or PDF file will be downloaded onto your downloads folder.
Updated on: 28/03/2023
Thank you!