Overview
This article will walk you through representing open balances from a previous system in MyCase.
The best way to bring any open invoice balances from a previous software system into your MyCase account would be to create a new invoice for a flat fee totaling that amount. You can then note that it is a balance forwarded from a previous system.
Representing Open Balances from Previous Systems
First, make sure that the billing structure for the case is set up for Flat Fee billing, or a mix of Flat fee and Hourly.
This can be done in the Time & Billing tab of the case
After you have confirmed the case billing structure, click the Invoices sub-tab on the case page under Time & Billing
Click Create Invoice
Make sure to remove any line items that might automatically populate in the invoice as uninvoiced items by clicking the X to the left of the line item
You can invoice these later, after you have represented the open balance from another system
Find the Flat Fee line and click Add Flat Fee
Enter the amount of money equal to the open balance from the other system
Finalize any other necessary categories of the invoice before clicking Save Invoice
After these steps have been followed, the client will now have an open balance equal to the open balance from the other system.