All Collections
Client Portal / What will my client see?
What will my client see?
What will my potential client see when I email them a consultation fee invoice directly?
What will my potential client see when I email them a consultation fee invoice directly?
Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

You have the option to directly email an invoice from MyCase to your potential client's email inbox. This article shows you the client's experience when you email them an invoice.

After you email your client an invoice, they will receive an email with the invoice linked to review and pay. They will be able to see if you added a custom message to the email, as pictured below. If you have MyCase Payments turned on, then your client will see a Pay Now option after the click on the link 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.
​

User-added image
User-added image

When MyCase Payments is NOT enabled on the invoice:

When an invoice does not have payments turned on, your client will get an email with the linked invoice, however, they will not be able to directly pay that invoice from a Pay Now button.
​
​Note: This email will come from MyCase's No-reply email address.

Did this answer your question?