• Credit Notes
  • To design your credit notes
  • Editing CaseView credit notes
  • The credit note - changes to a single credit note available from the menus
  • The credit note - global changes available from the menus
  • Adding memo text to CaseView credit notes
  • Customizing individual credit notes in CaseView
  • Modifying credit notes during processing

Adding Memo Text to CaseView Credit Notes

1. When creating the credit note, click  to view, modify or print the credit note using CaseView.
2. In CaseView, click and enter customized text to appear in the body of the credit note.
3. Click OK. The memo text automatically appears on the credit note.

Additionally, memo text may be added by clicking the button in the Credit note dialog.

Note

• The Credit Note Memo button on the Time toolbar is active only when the CaseView Credit Note is accessed from the Process | Credit Notes dialog.

  

Clearing memos attached to credit notes

To clear details entered through a memo attached to a CaseView credit note, click the Reset button.

This can also be used if the memo gets corrupted and CaseView cannot open the document. Once clicked, a prompt will appear to confirm that the credit note is to be reset.