• 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

Customizing CaseView Invoices from WIP

Please be aware before editing CaseView invoices that any editing done from the Company Profile | Invoices tab is a global change to the invoice. Any invoice generated from the Process | Billings/Invoices | Billings from WIP dialog uses this format.

1. On the File menu, click Company Profile.
2. Click the Invoices tab.
3. Under Company Header One, specify the information to appear in the main header of invoices. If using a customized letterhead, select None in the Name box and clear the applicable check boxes. Note that the logo, if selected, will appear only on CaseView invoices.
4. To print the names and descriptions of any projects or sub projects being billed on the invoice, check the "Include Project or Subproject Line" boxes. The names and descriptions are defined in the Project Management setup.
5. Under Footer One, specify the information to appear in the main footer of invoices. In the Footer boxes, enter any customized text.
6. Use the Wording of Text section to specify the appearance of headings. It is possible to enter text in any language allowing for invoices to be produced completely in languages other than English.
7. Specify the default billing format for miscellaneous invoices. When creating a miscellaneous invoice, this format is automatically selected and can be modified as necessary.
8. Clear the Amount and Total boxes to omit the Amount and Total headings.
9. Click  and select the detailed, basic, or miscellaneous invoice to launch CaseView and view or modify the invoice further.

Make any necessary modifications in the Invoices tab and the changes are automatically reflected in CaseView.

Note

• If designing with CaseView and a mistake is made or the results are unsatisfactory, click Edit | Undo. It is also possible to ignore changes by closing the document or exiting CaseView without saving.

  If the changes have already been saved, return to the Invoices dialog in Time and click Restore Invoice. This will return the invoice to the invoice template supplied with the demo file.

Related Topic

• Activating CaseView Features Added in New Releases of Time