Create invoices in batch with a status of "Draft" to indicate that they are incomplete, need further review, or not yet ready to be sent. This new status is intended to help inform all members of the firm when an invoice is ready to be sent to clients.
For more information on creating a batch of invoices, please click here.
To create a batch of invoices in Draft status, click Add Invoice within MyCase. This will take you to the Create a New Invoice screen. On the right-side of the screen, click on the Batch Billing tab to expand it, which will show you all of the options that can be performed during Batch Billing. Once you have selected the matters that you would like to bill, and any other options within the batch billing screen, check the Save as Draft? and select Create Invoices.
Note: Invoices that are being created as Draft cannot be shared at time of creation, as they are intended to be reviewed while in Draft status prior to being shared.
After invoices have been created in Draft status, they will appear alongside all other invoices with the new status, except for the Accounts Receivable report (they will appear in this report after the status has been changed from Draft).
To easily access all of the invoices that have been created in a batch, hover on the Billing tab, and go to Invoices. From there, select the Batches
tab, which will show you all of the batches that have been created in your MyCase account, identified by date:
Updating the status on invoices
As you update an invoice in Draft status, and it is ready to be sent out, you will want to update the status of the invoice. This will be done automatically when you share an invoice through the client portal, when it is emailed directly to a client, or you select to mark it as sent when printing an invoice. You can also manually update the status by going into the Invoice, clicking Edit, and then updating it in the Status field: