Articles on: Billing and Payments

How to record a payment?

With CaseFox you can copy your invoices to Xero or QuickBooks in few quick steps; mentioned below

Login CaseFox -> Dashboard -> Billing & Payments -> Billing -> Record Payment

Login to CaseFox
Go to the dashboard, to the left corner you will find the side bar.
Choose billing & payments from the bar.
Go to the billing section, click on the desired invoice.
To the right, click on the “Dollar Sign” and you will find the record payment option.
Click on record payment, select the payee and save.

Updated on: 08/12/2023

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