Following along in MyCase is recommended as you read the article.
Overview
Once default Payment Terms for your invoices are created and saved, due dates will auto-fill on all newly created invoices.
Please Note: To edit these settings, you must be an Admin User of your MyCase account.
Access your Firm preferences by navigating to Settings.
Select Client Billing & Invoicing Settings.
Click Edit Preferences, then to insert your firm's Default Invoice Payment Terms.
Click Save Preferences to ensure the terms you added are saved.
Once terms are saved, invoice due dates created before editing your Default Invoice Payment Terms will not be altered. You can still edit and save unique due dates on an invoice-by-invoice basis.
Incorporating Client Financing (Pay Later) Terms
To increase upfront collections, you can advertise financing directly on your invoice templates. When setting up your global or case-specific default terms, consider adding compliance-friendly promotional language to your text.
Recommended Template Text: "Limited-time financing options are available for your convenience. Eligible clients may qualify for 0% APR or extended payment terms through our secure Pay Later portal. Select the 'Pay Later' option on your digital invoice to check your eligibility without affecting your credit score."
Learn more about Client Financing, or Pay Later, here.