Invoices, Credit Notes and Statement documents on the Document Manager
Invoices, Credit Notes, and Statements
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. |