• General Settings
  • Changing the address type to use
  • To change a graphic from being embedded to being linked for all documents
  • To change a graphic from being embedded to being linked in just one document
  • To change fonts for CaseView invoices, statements, credit notes, and labels
  • Subtotalling time and expense transactions
  • To clear memos attached to invoices and credit notes
  • Using a company logo
  • To map a drive letter to a network computer or folder
  • Example CaseView document properties
  • Troubleshooting CaseView generated documents

Changing Fonts for CaseView Invoices, Statements, Credit Notes, and Labels

1. To access the invoice, click the File menu, Company Profile, and then the Invoices tab.
2. Click  to launch CaseView for invoice editing.
3. Click View | Design Mode or View | Enable Editing.

4. On the Tools menu, click Global Font Change.

   

5. Under To typeface, select the desired replacement font.

6. Click OK.

   This changes the font face but not the size of the font.

Tips

• To change fonts for CaseView labels, double-click the label from the Document Manager. Then follow steps 2 through 6.
• Click here to view a sample of the CaseView invoice.