For each invoice you create, you can specify whether or not you'd like to turn on online payments for it. This article will show you how to turn on online payments for an invoice.
OVERVIEW
There are three ways that you can accept online payments through your clients:
In-Office Payment: In Office Payments makes it easy for you to charge one time transactions, consultation fees, or over the phone payments. To learn more click here.
Email Invoice: You have the option to directly email an invoice from MyCase to your client's email inbox, or provide them with a payment link to pay outside the portal. To learn more click here.
Client Portal: When you're creating an invoice, you can easily share it with clients and contacts through their secure client portal. To learn more click here.
Enabling Online Payments on New Invoices
When creating a new invoice, you will first see the option on the top left corner of the Invoice Editor labeled Online Payments (pictured below). If your firm has Online Payments turned on, it will default to "Enabled".
It will also give you the option to disable online payments for this specific invoice if you would like.
The dropdown menu to the right will then let you choose which bank account you'd like online payments to be deposited into. If your MyCase Payments account has been linked to your operating and trust account, you can specify which one you'd like payments to be deposited into.
Enabling Online Payments on Existing Invoices
There are two ways that you can enable Online Payments on already existing invoices: through batch invoices actions or on the invoice details.
To enable Online Payments for multiple invoices at one time navigate to Billing tab > Invoices and select the check box next to the invoices that you would like enable online payments for (or use the select all option at the top). Then click on the 'Actions' button and select Enable Online Payments after this you'll have the option to select which account you would like these Online Payments to be deposited into.
You can also easily open an existing invoice to turn on online payments for it...
Open the Invoice Details page for the invoice.
Near the top left, you will see a box called Online Payments - if online payments aren't turned on for this invoice, it will read Online payments are not enabled.
In the Online Payments box, toggle to switch to Enabled. Then from the drop-down menu you can choose which bank account you'd like online payments to be deposited into.
At the bottom of the invoice, click the checkbox next to the name of any contact that you wish to share the invoice with.
Click the button labeled Save Changes. You will now be able to accept online payments for this invoice.
When you've turned on online payments for an invoice, anyone that you have shared the invoice with will be able to make a payment on the invoice. Clients and contacts that don't have the invoice shared with them will not be able to make an online payment for the invoice.
Click on this link and fill out your information. A MyCase Payments Representative will be in contact with you shortly to give you further details and walk you through the setup process. Setup is completely free! Please note: our payment platform is currently only available in the US 50 States.