How to download invoices and payment statements?
Login -> Dashboard -> Reports -> Clients -> “Download Statement”
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 “Download Statement”.
An Excel or PDF 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 “Download Statement”.
An Excel or PDF will be downloaded into your downloads folder.
Updated on: 27/03/2023
Thank you!