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How to Represent Open Balances from Previous System in MyCase
How to Represent Open Balances from Previous System in MyCase

This article will walk you through representing open balances from a previous system in MyCase.

Updated over 7 months ago

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 forward". You will first want to make sure that the billing structure for the case is set up for Flat Fee billing, or a mix of Flat fee and Hourly.

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