Invoices, Credit Notes and Statement documents on the Document Manager

Document Name Description
Proposed Invoices Previews or prints the proposed invoices from Billings from WIP in one of several orders (e.g., invoice number).
Billings from WIP Previews or prints CaseView-generated invoices from Billings from WIP in one of several orders.
Billings from WIP Automatic Previews or prints the automatic invoices from Billings from WIP in one of several orders.
Miscellaneous CaseView Double-click to launch CaseView to print or print preview miscellaneous invoices created during the period in one of several orders.
Miscellaneous Automatic Double-click to print or print preview the automatic document miscellaneous invoices created during the period in one of several orders.
Credit Notes CaseView View and print CaseView-generated credit notes in one of several orders (e.g., credit note number).
Credit Notes Automatic View and print automatically-generated credit notes in one of several orders.
Statements CaseView Detail View and print detailed CaseView-generated client statements in one of several orders (e.g., client number).
Statements CaseView Summary View and print summarized CaseView-generated client statements in one of several orders.
Statements Automatic View and print automatically-generated client statements in one of several orders.
Statements CaseView Detail Detailed CaseView-generated statements by client group showing all clients in the group. The selector is in one of several orders (e.g., client group number).
Statements CaseView Summary Summarized CaseView-generated statements by client group showing all clients in the group. The selector is in one of several orders.