How to write off an invoice?
Login CaseFox -> Dashboard -> Clients -> Billing & Payments -> Three dots -> Write off Invoice
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Select clients from the side bar.
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, write off invoice.
After clicking on it, click on confirm.
Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Select clients from the side bar.
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, write off invoice.
After clicking on it, click on confirm.
Updated on: 26/04/2023
Thank you!