How to edit an invoice? (from Clients Module)
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Three dots -> Edit -> Confirm
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select clients from the sidebar.
Choose sub tab billing & payments from the bar.
Go to the billing section, click on the desired invoice.
To the right, click on the “three dots” and you will find the option, edit.
After clicking on it, make the necessary changes.
Click on confirm.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select clients from the sidebar.
Choose sub tab billing & payments from the bar.
Go to the billing section, click on the desired invoice.
To the right, click on the “three dots” and you will find the option, edit.
After clicking on it, make the necessary changes.
Click on confirm.
Updated on: 26/04/2023
Thank you!