• 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

Clearing Memos Attached to Invoices and Credit Notes

To clear details entered through a memo attached to a CaseView WIP invoice, miscellaneous invoice or credit note, click the Reset button.

This can also be used if the memo gets corrupted and CaseView cannot open the document. Once clicked, you are asked to confirm that you want to reset the invoice or credit note.