• 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 the Detailed Invoice During Processing

In the detailed invoice, a few modifications are allowed. The billing default information allows customization of detailed transactions.

The invoice must be showing detailed transactions to use these.

Symbol	What it means
	Line is in balance.
	Line is out of balance. Click the button to restore the original amounts from Time.
	Click to hide the transaction. When selected CaseView hides the transaction line from printing, denoted by blue text, and adjusts the subtotal amount. Clicking the Show button, , brings back the transaction from the data in 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.

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.

Currency signs and underlines

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