• How to search for vendor documents?

  Steps for searching vendor documents in CaseFox: Login -Dashboard -Vendor -Vendor Documents -Search Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. In the sub tab “Vendor documents”, you will find a list of vendor documents.Some readers

• How to add a vendor Invoice?

  You can easily add a vendor invoice with CaseFox; by following few steps mentioned below Login -Dashboard -Vendor -Vendor Invoice -Add Vendor Invoice -Details -Save Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. Select vendor from the side bar. In the sub tab “Vendor Invoice”, you will find “Add vendor Invoice” on the top right Fill in the details and click on save.Some readers

• How to print payment receipt for a vendor payment?

  Login -Dashboard -Vendor -Vendor Payments -Print Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. In the sub tab “Vendor Payment”, you will find a list of vendor payments. Select the desired payment from it, scroll towards the right you will “Print” Icon.Few readers

• How to delete a certain payment transaction?

  Login -Dashboard -Vendor -Vendor Payments -Delete Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select vendor from the side bar. In the sub tab “Vendor Payment”, you will find a list of vendor payments. Select the desired payment from it, scroll towards the right you will “Delete” Icon.Few readers

• How to attach vendor documents?

  Login -Dashboard -Vendor -Vendor Documents Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. Select vendor from the side bar. In the sub tab “Vendor Documents” Towards the right you will see a option “Upload File” Upload your documents accordingly You will have other options as well apart from CaseFox storage.Few readers

• How to update vendor details?

  You can easily update vendor details with CaseFox: by following few steps mentioned below Login -Dashboard -Vendor -Edit -Details -Save Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select vendor from the side bar. On the desired vendor name, scroll towards the extreme right. Click on the “Edit Icon” . Fill in the details and click on save.Few readers

• How to record payment for vendors?

  You can easily record payment with CaseFox; by following few steps mentioned below Login -Dashboard -Vendor -Vendor Invoice -Record Payment Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. Select vendor from the side bar. In the sub tab “Vendor Invoice”, you will find a list of vendor invoices. Select the desired invoice from it, scroll towards the right you will “Record Payment” Icon. To record payment for the invoice, pFew readers

• How to add a new vendor?

  You can easily add a new vendor with CaseFox: by following few steps mentioned below Login -Dashboard -Vendor -Add -Details -Save Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. Select vendor from the side bar. On the top right click on “Add Vendor” Fill in the details and click on save.Few readers

• How to delete a vendor invoice?

  Steps for deleting a vendor invoice: Login -Dashboard -Vendor -Vendor Invoice -Delete Login to CaseFox. Go to the dashboard, to the left corner you will find the side bar. Select vendor from the side bar. Click on the desired vendor Invoice In the sub tab “Vendor Invoice”, you will find a list of vendor Invoices. Select the desired invoice from it, scroll towards the right you will Delete” Icon.Few readers

• How to delete a vendor?

  You can easily delete vendor with CaseFox; by following few steps mentioned below Login -Dashboard -Vendor -Delete Login to CaseFox Go to the dashboard, to the left corner you will find the side bar. Select vendor from the side bar. On the desired vendor name, scroll towards the extreme right. Click on the “Delete Icon” Confirm it.Few readers