Universal Payment Link

The Universal Payment Link allows users to passively receive payment without the need for a receivable.

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

The Universal Payment Link allows users to passively receive payment without the need for a receivable (invoice, consultation fee request, etc). This link is a simple URL that can be sent to clients on its own, embedded on a website, included in an email signature, or wherever else you deem fit. Upon clicking the URL, a payment page will display through which a client can submit a payment. All transactions will be recorded in MyCase for future reconciliation. If you are a MyCase Websites customer and want to add the Universal Payment Link to your website, please contact websites@mycase.com with your unique payment link URL (Watch the video or follow the setup instructions below), and we will assist you.


Setup

The Universal Payment Link can be setup under Settings | Client Billing and Invoice Settings | Universal Payment Link Preferences.

From here, a user will be prompted to select the trust account into which payments will be deposited. Please note that, at this time, only trust accounts may be selected for use with the Universal Payment Link. For compliance purposes, due to the fact that any individual can submit any payment amount via this link and it is not yet attached to a receivable, these funds can only be deposited into trust.

Once the appropriate account is selected, press Save.

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Once saved, MyCase will generate your payment link. This URL can be sent manually in any form you wish (text, email, etc.) or embedded in any text or graphic on your website. To get you started, we provide a downloadable "Make Payment" graphic that can be placed on your website along with your payment link.

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If you wish to update the bank account information associated with your payment link in the future, you may do so by selecting "Update." All future payments will be deposited into the new bank account. This will have no impact on past payments.

Here is an example payment page, branded with the firm's logo, name, and phone number.

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Reconciliation

Once a payment is submitted from the payment page, it will be reflected under the Billing | Reconciliation tab in MyCase:

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From this page, a user will be able to either refund a payment or move the funds to the relevant client or case-level trust bucket for reconciliation to the appropriate receivable, once it is created:

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Once a payment is deposited into a trust bucket, it will be removed from the reconciliation screen and the transaction will be reflected on the relevant case/client/lead file.

Refunds

In order to refund a payment made using the Universal Payment Link, navigate to the Billing > Reconciliation tab and locate the payment within. Look to the right hand side of the payment's line, and select Refund.

If you have previously reconciled the payment, you will need to refund the payment from the trust account first. To do this, navigate to the client's trust history and select Refund on the reconciliation's line. You may then following the steps above to refund the payment back to your client.

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