• Invoices
  • Basic invoice
  • Detailed invoice
  • Sample CaseView invoice
  • Editing CaseView invoices
  • Working with CaseView invoices
  • The three invoice formats in CaseView
  • The basic invoice - changes to a single invoice available from the menus
  • The basic invoice - global changes available from the menus
  • The detailed invoice - changes to a single invoice available from the menus
  • The detailed invoice - global changes available from the menus
  • The miscellaneous invoice - changes to a single invoice available from the menus
  • The miscellaneous invoice - global changes available from the menus
  • Customizing individual invoices in CaseView
  • Customizing CaseView invoices from WIP
  • Modifying basic or miscellaneous invoices during processing
  • Modifying the detailed invoice during processing
  • To remove the company name from invoices
  • Adding memo text to CaseView invoices

Removing the Company Name from Invoices

1. On the File menu, click Company Profile.
2. Click the applicable tab (Invoices, Statements or Credit Notes).
3. In the Name box, click None.
4. Check or clear the Address, Telephone, Fax, and Email check boxes as necessary.
5. Click the Edit button to launch CaseView.
6. Verify that the Company Name no longer appears on the invoice, statement or credit note.