Billing & Invoicing Guide | MyCase Help Center

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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.

Written by Ben Q

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.

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How to Generate and Share a Secure Payment Link in MyCase

Case Billing Setup

How to represent open balances from previous system in MyCase

Creating a new case (and setting up the billing structure)

Case details page

Setting default billing rates for firm employees

Editing user access permissions

How do flat fee cases work

Creating time entries with two digits after decimal

Billing

Time Tracking [w/ VIDEO]

Billing Activities

MyCase's Multiple Timer (stopwatch)

What is a non-billable time/ expense entry?

How do I create a new expense entry?

How do I EDIT or DELETE a time or expense entry?

Accounts Receivable Report

Reporting Overview

How to view earned income

Invoice Customization

Creating an Invoice (with Custom Options)

Default Terms and Conditions

Default Payment Terms

How to setup firm contact information and upload a logo

Invoicing

Creating an Invoice [w/ VIDEO]

Payment Plan

How do I edit an existing invoice? [w/ VIDEO]

How do I delete an invoice?

Batch Billing [w/ VIDEO]

How do I refund a payment made on an invoice?

How do I delete a payment made on an invoice?

Invoice Statuses

Batch export invoices

Printing and exporting a PDF invoice from MyCase

How do I receive payment on an invoice?

Balance forwarding

Removing Balance Forwards from Invoices

How do I add interest to an invoice?

How do I discount an invoice?

How do I apply tax to an invoice?

How do I represent a write-off in MyCase?

Invoice Sharing & Reminders

Sending Secure Payment Link [VIDEO]

Marking Invoices as Sent

Client portal overview

Sharing Invoices

What will my client see when I share an invoice with them?

Emailing invoices directly without the Client Portal

What will my client see when I email them an invoice directly?

How can clients receive an invoice though my website?

Invoice Reminders

Invoice Reminders: What does my Client see?

Requested Funds Reminders

FAQ about receiving payments outside of the Client Portal

Trust Accounting

Requesting Funds Overview [w/ VIDEO]

How do I request trust or retainer funds from my client?

How do I deposit funds into a client's trust account?

Where can I see a client's trust account activity?

How do I pay an invoice with funds from my client's trust account?

How do I withdraw funds from a client's trust account?

Refunding a deposit made into a trust account

How do I correct an erroneous transaction on my trust account?

How do I manage outstanding requested funds?

Minimum Trust Balance

Where can I see the full history of my law firm's trust account?

Non-Trust Retainers and Credit Accounts

Quickbooks with MyCase

Quickbooks Sync Guide

Setting up the Quickbooks Integration

Syncing invoices and payments with Quickbooks

Quickbooks: Writing check from Trust in MyCase

Quickbooks for Desktop - Intuit Sync Manager

Removing Balance Forwards from Invoices

Syncing withdraws from Credit with Quickbooks

Syncing withdraws from Trust with MyCase

Syncing deposits into Credit to Quickbooks

Syncing deposits into Trust to Quickbooks

How are invoices handled in Quickbooks?

How are retainers synced to Quickbooks?