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Default Terms and Conditions
Default Terms and Conditions

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

Updated today

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.

In order to edit these settings, you must be an Admin User of your MyCase account.

Steps

  • Click Settings and then All Settings

  • Click Client Billing & Invoice Settings

  • Under Invoice Preferences, click Edit Preferences

  • Find the box for Default Invoice Terms & Conditions and enter your custom text

  • Click Save Preferences

Newly created invoices will now show your custom Default Invoice Terms and Conditions. Invoices that were created before editing your Default Terms and Conditions will not be altered. You will still be able to edit and save unique Terms and Conditions on an invoice-by-invoice basis.

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