• 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

The Credit Note - Changes to a Single Credit Note Available from The Menus

Open the Miscellaneous Invoice dialog by selecting Process | Credit Notes. Click the CaseView button to edit the credit notes.

View/Edit

View or edit the layout of a specific header or footer. Click either the Header or Footer list and select the header or footer to view or edit.

Attach

Click either the Header or Footer list and select the one to attach to the report.

Options

Client information only on first page

Check the box if you want the client information to appear on just the first page. Client information affected includes the document date, client address, attention line, client number, and credit note number. If the box is not checked the information will appear on all pages of the document.

Balance Forward

Check this box to add a balance forward line to your multi-page credit notes.

Header first page only

Select this option if you want the header to apply to just the first page. It will not appear on subsequent pages.

Footer last page only

Select this option if you want the footer to apply to just the last page. It will not appear on previous pages.