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Billing & Invoicing Guide
Billing & Invoicing Guide

MyCase allows you to track your time and expenses and easily generate an invoice to send to your client with just a few clicks.

Updated over a week ago

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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How to Generate and Share a Secure Payment Link in MyCase


Case Billing Setup


Billing


Invoice Customization


Invoicing


Invoice Sharing & Reminders


Trust Accounting


Quickbooks with MyCase

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