To print CaseView credit notes

1. While on the Document Manager, scroll down to find the Invoices, Credit Notes and Statements folder.
2. Open the folder and the Credit Notes subfolder.

3. Open the subfolders and locate the report that best displays the information you want.

   Note: The CaseView Credit Notes folder contains reports ordered by credit note number or client number.
4. Double-click the appropriate document to launch CaseView.
5. On the File menu, click Print.

6. Under Document Properties, click the option you want.

   Note: To specify a range of clients, click Range of Records and then click the Document Properties button to specify the range in the From Reference/Client and To Reference/Client boxes.
7. Click OK to print the credit note(s).

Notes

• From the Time Document Manager, CaseView credit notes can be printed and previewed. Additionally, credit notes may be previewed by:
• • opening the Credit notes dialog and clicking the Edit button (); or
  • launching CaseView from the Company Profile dialog, Credit Notes tab.

• From within CaseView, clicking the Print button sends only the current document to the printer. To print a range of documents, use the File | Print command and select the Range of Records radio button.