When your firm has MyCase Payments, you can now save a client’s credit card for future use. This is a great way to reduce friction with clients and receive faster payment if you anticipate needing to process multiple payments over the course of your client engagement. Please note, it is your firm’s responsibility to get a contact's authorization to save and run their credit card.
Cards can only be saved when you are charging them. The card will be linked with the client, which will enable you to use the saved card on future invoices. Coming soon, we’ll also allow for saved cards to be used on Trust Deposits and Potential Client Consultation fees.
To save a card, navigate to the invoice payment section to enter a credit card payment. After entering the card information, ensure you’ve selected the correct client for the payment, and make sure the “Save Card” box is checked. After the payment is successful, the card will be saved for future transactions. If the payment was declined for any reason, the card will not be saved.
When entering a payment in the future, we will show all the cards that have been saved for that contact, including the expiration date, card type, and last 4 digits.
You can also add a new card for either a one-time charge or as an additional saved card by choosing the “Use a different card” option. There are no limits to the number of stored cards you can have on file for a contact.
NOTE: Currently this functionality is only available on invoice payments. Trust and Consult payments are coming soon.