Improved Invoice Details Layout
Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago
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Primary Action Bar

To help you take the next important action on your invoice, you can find all of your primary actions in this bar. This includes a new option to directly email your invoices from MyCase without requiring the Client Portal, including a credit card payment link (no password required to pay).

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These options include:

  • Edit - The edit button has moved to the left side of the screen

  • Share via Portal - Renamed from "Sharing & Reminders"

  • Email Invoice - A new feature that allows for you to send a PDF attachment of the invoice directly via email to your clients, no Client Portal required. If you have MyCase Payments turned on, this will also include a direct payment link for clients to pay by credit card, which also doesn't require a login. To learn more about this new feature, click here.

  • Record Payment - This is in the same location.

Additional Options

We've changed some of the additional invoice options into icons. This includes Download, Print, Delete, and a direct Payment Page Link option. The new Print option will immediately bring up your local Printer Options menu (Chrome & Safari browsers).

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In order from left to right:

  • Delete - If you need to delete an invoice, click this option. You'll be prompted with another message to confirm this action before the invoice is actually deleted.

  • Print - MyCase now allows the option to print invoices directly from your browser, without the need to download the file first. Note that this capability is only available on Chrome and Safari browsers. On Firefox and Internet Explorer or Edge, the invoice will appear in a separate window/tab which will then allow you to print from there (fewer steps than before).

  • Download - We moved the "Export" functionality to a download button, but all the functionality has stayed the same.

  • Credit Card Payment Link - If you have MyCase Payments turned on, you will have the option to copy a credit card payment page link directly from this option and give it to your clients. They will not need a password or login to pay via this method. To learn more, click here.

Invoice History

You can now see all the actions taken on the top of the invoice, with a quick preview of the most recent activity always displayed. To expand the history, just click the "View History" option.

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Here, you can also find the delete and refund options for payments made on invoices, including trust amounts applied automatically when creating invoices.

No-Case Invoicing

MyCase makes it easy for you to create an invoice for contacts whom you need to bill for a consultation, or to bill clients who need a basic task done that isn't necessarily associated with a case or matter.

When creating an invoice, at the top left select the contact first. If the contact you've selected has cases linked to them, their cases will be available to choose as well as an option for 'None'. If the contact is linked to one case, then that case will be the default option. If the contact you've selected does not have any cases linked to them, 'None' will be the only option.

To make sure the invoice is created and not linked to a case, select 'None' under the 'Matter' section.

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When an invoice is being created and not linked to a case, the invoice will default to have a flat fee line item. Simply add your notes and the amount of the flat fee. You can also add more flat fees if you require them. Time entries and expenses will not be an option unless a case file were to be chosen.

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After the invoice is saved, it can be shared via the client portal or emailed directly to the client's email. Separately, a link to a payment page can be copied and sent via text or email if you have MyCase Payments turned on. To learn more about MyCase Payments, click here.

The invoice can be found in the Invoices section under the Contact details. It can also be viewed in the main Invoicing section in the Billing tab.

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