Articles on: Invoices

How to generate a pre-bill?

CaseFox is designed to be simple and straightforward.
CaseFox handles pre-billing differently to avoid repetitive actions and keep the interface simple. Generate invoices as usual and use the first version as pre-bill.

On the Dashboard, in the billing tab, you can find a listing of invoices, you may turn the toggle off the "Final" checkbox to indicate that the invoice is a "Draft".

The checkbox should be checked after the invoice is edited or if the invoice is ready to be sent to the client. If changes are needed after a review of an invoice, simply edit the invoice and download the invoice in desired format again.

Updated on: 23/03/2023

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