Articles on: Settings

How to set up a recurring billing cycle?

Login -> Dashboard -> Settings-> Invoice -> Automated Email -> Add Billing -> Add client -> Details -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
From there select settings and choose the subhead “Invoice”.
Choose automated billing, you will be prompted to a new window.
To set up a recurring bill, click on “add billing” options, situated at top right.
After clicking, fill in the details .
Click on save.

Updated on: 06/04/2023

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