• 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

Customizing Individual Credit Notes in CaseView

Some customization of the individual credit notes is possible at the billing stage. For example, an input line is available by clicking the Edit C/N button.

1. On the Process menu, click Credit notes.
2. Select the credit note number to customize.
3. As applicable, modify the credit note date.
4. Select the appropriate billing format. The preset billing formats provide the following:

   C/N	Use this billing format to display, "To credit you for the following:" on the credit note. To specify why the client is actually being credited, click the Edit C/N button to add an extended description to appear under this line on the credit note.
   FREE	No preset billing format text appears. Only amounts are displayed. Enter a description for each amount.
   All others	Like the C/N format, these formats provide details of all charges included and the standard description as defined in the Billing Formats tab.

5. Click the Edit C/N button to enter additional lines of information.
6. Ensure that the amount of the credit note is entered correctly.
7. Click  to modify the credit note using CaseView.