• How to add “Contact title field” in the other info tab?

  Go to cases-click on the desired case -go to contact section -Click on edit icon To show the client's name as "Mr." or "Ms.", you may enter the full name as it should appear on invoices in the company field of the client. To display text such as "President" after the client name on invoices, enter this title under the "Other Info" tab of the client using the field name CONTACT-TITLE. To have a different "Attention" to name for each case of a particular client, enter thaSome readers

• How to create LEDES format invoices?

  The Legal Electronic Data Exchange Standard is an electronically billing file format. LEDES file format is typically used by law firms for billing, if required by one of their clients. It is abbreviated LEDES and is usually pronounced as "leeds". CaseFox supports various electronic billing formats such as LEDES 1998B, Chubbs, Litigation Advisor. A LEDES format invoice is automatically generated when you create an invoice. See "Getting Started" for instructions forSome readers

• How to generate invoices in draft mode?

  By default invoices are generated as "Final" ready to be sent to clients. However, if a discrepancy is found during review, notes (time/expense entries) in the invoices can be edited and those edits are automatically reflected in invoices. The invoices simply need to be downloaded again after making edits in notes. New Invoices in Draft mode setting under billings can be used to generate invoices in Draft mode to easily identify which invoices have been reviewed. The invoice PDF wSome readers

• How to edit an invoice?

  An invoice can be edited simply by editing corresponding notes (time/expense entries) by going to: "Cases" -selecting the case belonging to the invoice. By going to desired case Click on the sub tab time/expense and click on the edit icon on the right. Then go to the “billing tab” and generate a fresh invoice through the recently edited invoice. Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simSome readers

• How to edit Invoice?

  An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other action is needed. Note: That a note included in the invoice cannot be removed from the invoice. If there is a need to remove a note from the invoice, delete the invoice, then delete the note and recreate the invoice. Invoice Date may be chanSome readers

• How to download payment overdue notices and email overdue reminders?

  When a case or matter is set up, you can choose payment terms (e.g., due on receipt, 30 days, 45 days). System will keep track of overdue invoices based on these payment terms. Overdue notices can be downloaded in ready to be printed PDF/Word format for all overdue invoices by clicking on the OverDue days button under Cases -Select desired case - Billing -Unpaid Individual overdue notices for invoices can be downloaded from the Unpaid Invoices section of the Billing section, by clSome readers

• How to add Default Message in Invoices?

  CaseFox supports placing a default message on invoices. For adding a default message for all invoices for a selected client, click on the "Clients" tab, Select the client, then click on "Client Details/Edit" on the right side tabbed pane. In "Text To Be Printed On Invoices Of This Client" enter the text to be printed on client's invoices. Alternatively, you may also add a default text on all invoices for a selected case. Select the case and then click on "Edit Case". In dSome readers

• How to calculate late payment interest?

  When a late payment interest amount is added to a client under Clients - View Client/Edit tab, the system will calculate interest when an invoice is downloaded (i.e., PDF icon is clicked ) meaning on that date and interest is calculated on all unpaid balance. The system will start from the oldest unpaid amount and calculate interest, then the system will iterate through all other unpaid invoices and calculate interest on unpaid balances. Finally it will total it up and show the interest chSome readers

• 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. ToSome readers

• How to search and retrieve invoices?

  An invoice can be retrieved by entering Invoice in the box (and clicking on the search button) in the Unpaid Invoices section on the billing tab. Retrievers can pull an invoice irrespective of its paid/unpaid status. To display the unpaid invoice list again, simply empty the box and click on the search button again.Some readers

• How to set up LEDES XML2.0 billing settings?

  CaseFox is configured to generate invoices in various formats such as PDF, Word, LEDES 1998B, LEDES XML 2.0. While some of your clients may require ebilling in LEDES 1998B format some others, especially when a jurisdiction imposes tax on services, may require bills in LEDES XML format. In CaseFox, a client may be marked for either one of these formats and when the invoices are bulk generated for all or some clients, the system automatically generates ebills accoSome readers

• How to add a new timekeeper?

  To add a new a timekeeper follow the below this quick steps; Login to CaseFox Go to settings on the lower left corner Click on users Then to add a new timekeeper, click on the option “Add Staff” Fill all the desired fields with inputs and click on save. Note: To search timekeeper, go to search bar on the top right corner beside the “Add Staff” ButtonSome readers

• 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 ->Few readers

• How to translate invoices in the local language?

  Under Settings-Invoice -Text Translations, you may enter translations of invoice fields to generate invoices in your own language. Your time entries are printed on invoices as they were entered, hence, no further translation is needed. At present translations only apply to simple PDF invoice format. Note: In some languages, translations are much longer than default English terms. If your translation is longer than the default English term, the invoice may be deformed.Few readers

• How to set up a case hourly rate?

  To set up hourly case rates for your staff and cases: From dashboard, through left side panel, go to settings. Settings -General -Hourly Rates. Select the staff assigned for the case and enter the hourly rate.Few readers

• How to generate Bulk invoices?

  To generate invoices for all your clients/cases (projects) using all previously unbilled-time and expenses, please follow these instructions (for generating an invoice manually in two clicks for a case, see Getting Started paragraph 12 onward): IMPORTANT NOTE: For generating valid LEDES format invoices, for the clients that require LEDES format invoices, please ensure that you have entered data as described in the LEDES Invoice page.Few readers

• How to generate a pre-bill?

  CaseFox is designed to be simple and straightforward. CaseFox handles pre-billing differently to avoid repetitive actions and keep the interface simple. Generate invoices as usual and use the first version as pre-bill. On the Dashboard, in the billing tab, you can find a listing of invoices, you may turn the toggle off the "Final" checkbox to indicate that the invoice is a "Draft". The checkbox should be checked after the invoice is edited or if the invoice isFew readers

• How to save time Expense entry and then create an invoice?

  There are 2 ways to create a time expense entry A) Through sidebar, select time/ expense entry on the left side middle Click on new time/ expense entry buttons on top right corner Fill in the fields and save. B) To create a Time/ Expense entry under cases Go to cases on the side bar -select desired case -time/ expense entry -New Time/Expense Entry To generate invoices after recording time/expense entry Go to case -select desired case you logged entrFew readers

• How to enter discounts?

  Method 1: Sometimes clients want to see fees at regular rates and a discount to bring the hourly rates or fix fees to negotiated rates/fixed fees. To generate invoices that comply with these requirements, you can set your billing rates as your normal hourly rates (under "settings -general ->Set Hourly Rates") and enter your time. Then make one or more time entries with negative amounts (discounts). This way, your client will see your normal hourly billing and corresponding dFew readers

• How to retrieve details through Invoice Number?

  CaseFox enables clients to retrieve details through Invoice Number to do the same you just need to follow quick steps 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” Click on the desired invoice number under the “invoice number” tab to get the details of the invoice To retrieve details through the cases tab. Login to CaseFox. After logging in, you'll be promptedFew readers

• How to combine multiple invoices from a single client?

  You can combine multiple invoices of the same client. After generating invoices for different cases/matters (or projects) of a client (either one by one manually or using the One-Click Bulk Invoice Generation feature), Visit the "Clients" tab and select a desired client on the left side panel. Then on the right side, click on the "Invoices" tab. If there are two or more invoices in the invoice list, select theFew readers

• How to set a custom invoice number?

  Default invoice numbers start at the number 101. To set a custom invoice number pattern, Visit Settings-Invoice option -Invoice Number Custom invoice number includes three parts. A prefix, a suffix and a starting number. Prefix and Suffix can be any string without quotation marks. (e.g., DLAW). Starting number must be a numeric. For prefix or suffix, you may enter the word YEAR and the system will automatically use four letter years (e.g., 2013) of invoice year. For exaFew readers

• How to Create Invoice with No Tax on Expenses?

  In the jurisdictions where tax/VAT is levied on billed amounts, during invoice generation (either Bulk Invoice Generation or Individual Invoice Generation), VAT/Tax rate may be entered. However, in some jurisdictions, out of pocket expenses may not be taxable. In such cases, during individual invoice generation Using Quick Bill button under Cases (Projects)-Invoices tab for a selected case), after adding notes (timeFew readers

• How to delete multiple invoices at once?

  Go to the side bar and click on “Billing” the left side corner. In the Unpaid Invoices section, select the desired invoices A pop-up tab will be shown as a result. Select delete button from the tab and delete invoices.Few readers

• How to use Invoice Templates?

  Two templates are provided for PDF invoices. Default templates are configurable via Invoice Settings and provide greater details. A simplistic invoice template is also provided. To use the simplistic template, click on Settings-Invoices -Invoice preferences -General Settings. Select "Use Simple Invoice Template" checkbox and click on the update button. Under Edit Firm's Info option, enter the telephone number. Telephone numbers will be displayed under youFew readers