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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 over a week ago


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.

Overview

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

You can access your Firm Preferences by navigating to Settings (click on 'Settings' in the top-right corner and choose 'All Settings'). Then select Client Billing & Invoicing Settings from the menu on the left, and Edit Preferences in order to insert your firm's Default Invoice Terms and Conditions.

Once you have entered in your desired Default Terms and Conditions, select Save Preferences.

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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