MyCase allows you to track your time and expenses and easily generate an invoice to send to your client with just a few clicks.
This comprehensive guide provides step by step best practices for setting up your firm's billing within MyCase.
Please refer to this guide as a supplemental resource to locate answers to the most frequently asked questions by MyCase customers.
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Case Billing Setup
Creating a new case (and setting up the billing structure)
Setting default billing rates for firm employees
How do flat fee cases work
Billing
Billing Activities
What is a non-billable time/ expense entry?
How do I EDIT or DELETE a time or expense entry?
Reporting Overview
Invoice Customization
Invoicing
How do I delete a payment made on an invoice?
Batch export invoices
Printing and exporting a PDF invoice from MyCase
Balance forwarding
How do I add interest to an invoice?
How do I apply tax to an invoice?
Invoice Sharing & Reminders
Client portal overview
What will my client see when I share an invoice with them?
How can clients receive an invoice though my website?
Invoice Reminders: What does my Client see?
FAQ about receiving payments outside of the Client Portal
Trust Accounting
How do I request trust or retainer funds from my client?
Where can I see a client's trust account activity?
How do I withdraw funds from a client's trust account?
How do I correct an erroneous transaction on my trust account?
Minimum Trust Balance
Non-Trust Retainers and Credit Accounts