Overview
MyCase allows you to create a default set of Terms and Conditions for your invoices. Once saved, the default Terms and Conditions will auto-fill on all newly created invoices.
To edit these settings, you must be an Admin User of your MyCase account.
Steps
Click Settings.
Click Client Billing & Invoice Settings under Firm.
Under Invoice Preferences, click Edit Preferences.
Find the Default Invoice Terms & Conditions box and enter your custom text.
Click Save Preferences.
Note:
Newly created invoices now show your custom Default Invoice Terms and Conditions.
Invoices created before editing your Default Terms and Conditions will not be altered.
You can still edit and save unique Terms and Conditions on an invoice-by-invoice basis.