How to write off invoices?
In the listing of Invoices under "Clients" or "Cases (Projects)" tabs, "Write Off" links are displayed below the invoiced amounts for each invoice in the list. Clicking on this link will cause the remaining due to be written off. For written off invoices, a link to revert the write off will appear.
After an invoice is written off, the invoice will not be displayed on the dashboard and the remaining amount will not be considered (as previous due) in subsequent invoices in the same case.
To write off invoices;
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 an invoice is written off, the invoice will not be displayed on the dashboard and the remaining amount will not be considered (as previous due) in subsequent invoices in the same case.
To write off invoices;
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.
Updated on: 15/11/2023
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