Articles on: Clients

How to pay invoices in bulk from the trust account?

Login CaseFox -> Dashboard -> Clients -> Billing -> Pay from Trust

Login to CaseFox.
Go to the dashboard, to the left corner you will find the left sidebar.
Choose clients from the sidebar.
Then on the left side, click on the "bills" tab.
Under the billing tab, If there are two or more invoices in the invoice list, select the desired invoices you want to pay from the trust.
A button captioned "Pay from Trust" will appear on the top left. Clicking on the button will cause a pop-up to appear. Click on confirm.

Updated on: 26/04/2023

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