CROSStrax Help Desk

If you download the invoice it will allow you to print. You can send an invoice directly to the client by using the "mail" icon in the billing and...

To "Discount" an invoice utilize below steps: 1. Create one Invoice Item with name "Discount" from Left Menu >> Settings >>...

QUESTION:  We are having problems with cases reopening and not moving the information over and/or creating a new case number that is not associated with the...

The format of the video determines whether or not it can be streamed or viewed within the browser. The current video player in the system supports MP4 f...

You cannot directly upload a photo to the "Photo" field of the Subject form.  This also called the Case Photo. It lists all photos available i...

In the schedule info, you can add additional dates to assign by clicking on the + sign.  Then you would choose the service you want to schedule and th...

When building a report template, you may want to utilize a table for certain information.  Some investigative users prefer the table background be filled wi...

Yes Payments can be added in the billing & expense tab under client. Click on "add invoice item". In the cost section, put a Negative si...

If you run a search under the "invoices" tab (located under cases on the black sidebar), you can pull an excel sheet for "invoice detail expo...

Second part of this question often includes:  If so, do I then append the invoice with activity as we go along to cause the number to become less negative a...