All Collections
Billing
Billing & Invoicing Guide
Billing & Invoicing Guide

MyCase allows you to track your time and expenses and easily generate an invoice to send to your client with just a few clicks.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

MyCase allows you to track your time and expenses and easily generate an invoice to send to your client with just a few clicks. This comprehensive guide provides step by step best practices for setting up your firm's billing within MyCase. Please refer to this guide as a supplemental resource to locate answers to the most frequently asked questions by MyCase customers.

Click here to join one of our Billing & Invoicing Live Trainings!
โ€‹

(click image above to start video)

How to Generate and Share a Secure Payment Link in MyCase


Case Billing Setup


Billing


Invoice Customization


Invoicing


Invoice Sharing & Reminders


Trust Accounting


Quickbooks with MyCase

Did this answer your question?