• 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

Adding Memo Text to CaseView Invoices

Memos can be added to the Detailed and Basic invoices and miscellaneous invoices.

1. When creating the invoice, click to view, modify, or print the invoice using CaseView.
2. In CaseView, click and enter customized text to appear on the body of the invoice.
3. Click OK. The memo text automatically appears on the invoice.

Additionally, memo text may be added by clicking the button in the Billings from WIP or Miscellaneous Invoice dialogs.

Note

• The Invoice Memo button on the Time toolbar is active only when the CaseView Invoice is accessed from the Process | Billings/Invoices | Billings from WIP dialog or Process | Billings/Invoices | Miscellaneous Invoices dialog.

  

Clearing memos attached to invoices

To clear details entered through a memo and 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, a prompt will appear to confirm that the invoice is to be reset.