Make it even easier for your clients to pay their invoice by texting them a link to pay! If you have MyCase Payments enabled, you have the ability to send a text message (SMS) with a link to pay their invoice by credit card without a login.
How Do I Text a Payment Link to my Clients?
When looking at an invoice you've already created, you will see a mobile app icon at the top right.
Click on the mobile phone icon (shown above), then you can confirm the billing contact and cell phone number. If the client does not have a cell phone number entered into MyCase, you can add it at this time.
Click Send Text Message to send to the client.
*Please note, the client portal must be enabled for that contact and online payments must be enabled on the invoice to send a text message to a client at this time.
What will my clients see when they receive a text message reminder?
The text message your clients’ receive will include: the name of your law firm, link to pay, invoice number, and due date. It will come from a randomly generated phone number.
When a client clicks on the link, it will open a new window in the browser of their phone to enter their payment information.
How do my clients opt out of receiving text message reminders?
Your clients can always opt out of receiving text messages by responding “STOP” to any message that they may receive. If they send this by accident, responding to the thread with "START" to begin receiving reminders again. Standard messaging rates apply.