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.

​​Creating a new case (and setting up the billing structure)

​​Setting default billing rates for firm employees

​​How do flat fee cases work

​​Billing Activities

​​What is a non-billable time/ expense entry?

​​How do I EDIT or DELETE a time or expense entry?

​​Reporting Overview

​​Default Terms and Conditions

​​How to set up firm contact information and upload a logo

​Payment Plan

​​How do I delete an invoice?

​​How do I refund a payment made on an invoice?

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?

Sending Secure Payment Link

​​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

​​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

​​Setting up the QuickBooks Integration

​​QuickBooks: Writing check from Trust in MyCase

​​Removing Balance Forwards from Invoices

​​Syncing withdraws from Trust with MyCase

​​Syncing deposits into Trust to QuickBooks

​​How are retainers synced to QuickBooks?