• 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

Modifying Basic or Miscellaneous Invoices During Processing

In the basic invoice and miscellaneous invoices you can enter the individual invoice in the billing phase and break down the charges into sub charges and add extra description lines, as needed. Provisions exist to indicate when an invoice is out of balance and when original calculations have been overwritten.

To	Click
Add a line to the breakdown.
Delete a line from the breakdown.
Remove the amount from a line and leave it as a description-only line, adjusting the subtotal amount. Right-clicking  brings back the numbers from the data in Time.
Restore the amount cell to a line. (A zero amount will be entered.)
To	Right-click
Restore the original amount from Time.

Changing the Address

Use the pop-up list above the address to switch between four possible addresses; Main address, Alternate Address, Group Address or Group Alternate Address. These addresses are set in the Clients or Groups setup dialogs.

Out of balance calculations

As you add or delete amounts you will make the invoice calculation unbalanced and it will no longer equal the total calculated in the Billings from WIP dialog. The sub-total amount then appears in red until you correct the calculation to match the Billings from WIP calculation. In addition, a watermark appears across the print out warning of the imbalance.

Overridden calculations

If you click to restore the amount to the first line, the cell is empty and a red dot () appears indicating the original entry of the cell has been overwritten. You can either right-click that dot to restore the linkage formula that came with the original invoice or you can indicate that you want to accept the override.

Headers and Footers

Header and footer information can be edited. To edit the layout of a header or footer, in the Freeze pane click the Header/Footer drop-down list and select the one to edit. The footers are at the bottom of the list.

Page numbering is set up in CaseView documents, in Footer 1. The code for page numbering has the format Page {Pg#} of {T#}, where T# is the field for total number of pages. This format can be changed as desired, by double clicking the page number code. Click the Help button in the Page Number dialog for more information.

Other items

The currency sign and underlines are floating and adjust themselves automatically. You can see them in the Print Preview only.