How to write off and revert invoices?

A partially paid or fully unpaid invoice may be written off by selecting the "Write Off" option for the invoice.

The invoice may be returned back to its previous state by clicking on the "Revert" link for the invoice. The fully paid or written off invoices are listed under the tab "Fully Paid & Written Off" under the invoices tab.

Invoices can be written off by few quick steps listed below:

Login -> Dashboard -> Left sidebar -> Billing -> All/ Unpaid tab -> “Go to three dots” icon -> Select Write Off

Login to CaseFox.
After logging in, you'll be prompted to the dashboard.
From the dashboard go to the left sidebar, select billing.
Go to the sub tab “All/unpaid”
Click on the desired invoice which needs to written off, click on the three dots on the right
Select write off, after written off only paid balance would be written off out of all due amount.

Invoices can be revert by few quick steps listed below:

Login -> Dashboard -> Left sidebar -> Billing -> Paid/Written Off -> “Go to three dots” icon -> Select Write Off

Login to CaseFox.
After logging in, you'll be prompted to the dashboard.
From the dashboard go to the left sidebar, select billing.
Go to the sub tab “Paid/Written Off”
Click on the desired invoice which needs to be reverted, click on the revert icon on the top right corner.
Select Revert!

Updated on: 17/08/2023