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Default Terms and Conditions

MyCase allows you to create a default set of Terms and Conditions for your invoices.

Updated over a week ago

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

  1. Click Settings.

  2. Click Client Billing & Invoice Settings under Firm.

  3. Under Invoice Preferences, click Edit Preferences.
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  4. Find the Default Invoice Terms & Conditions box and enter your custom text.

  5. Click Save Preferences.
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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.

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