Default Invoice Payment Terms

MyCase allows you to create default Payment Terms for your invoices. Once saved, due dates will auto-fill on all newly created invoices.

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Written by Sarah Schneider
Updated over a week ago

MyCase allows you to create default Payment Terms for your invoices. Once saved, due dates will auto-fill on all newly created invoices.

OVERVIEW

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

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

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Once you have entered in your desired Default Invoice Payment Terms, select Save Preferences.

Invoice due dates that were created before editing your Default Invoice Payment Terms will not be altered. You will still be able to edit and save unique due dates on an invoice-by-invoice basis.

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