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Sending Invoices Directly Without the Client Portal [w/ VIDEO)
Sending Invoices Directly Without the Client Portal [w/ VIDEO)

You have the option to directly email an invoice from MyCase to your client, or provide them with a payment link to pay outside the portal.

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

You now 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.

Emailing Invoices:

After creating an invoice, you have the option to share the invoice through the Client Portal, or directly email the PDF invoice to your client's inbox. If you have MyCase Payments turned on, your client can then pay via Credit Card (with no Client Portal login or activation required). If you don't have MyCase Payments set up for your firm but would like to learn more, click here.


Click the Share icon on the invoice header:


Then, select which contact you would like to email the invoice to. You can add a custom message to be included when emailing the invoice, up to 160 characters. You will see a preview of the email message along with the PDF invoice attachment. Then hit Send:

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Your invoice will be emailed directly to your contact's email address for them to review and pay. If you have MyCase Payments turned on, then your client will see a Pay Now option which will immediately take them to a credit card entry form - no login or passwords required. They can click Pay Now to immediately process their payment by Credit Card. To learn more about how clients can pay without requiring the client portal, read our FAQ page.

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Or, they can open the PDF invoice attachment to review all details of the invoice. On the PDF invoice, they also have a hyperlink that will take them to the Credit Card processing page - no login or passwords required. If you do not have payments turned on for the invoice, your clients will simply receive the PDF version of the invoice without the option to pay by credit card.

Note: This email will come from MyCase's No-reply email address.


Sending the Payment Link directly:

You also have the option to simply send the credit card entry form link (no emails, login or activation required for clients to pay). You can copy the link and send it via text, or through your own email account. Click on the link icon or the URL that appears on the Invoice Details page:

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To pay outside of the Client Portal, your client will only have the option to pay by Credit Card. eCheck processing will not be included due to authentication regulations required by NACHA. If you'd like to give your client the option to pay by eCheck, please feel free to continue sharing your invoices through the Client Portal.
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