We’ve created the ability for a firm user to take a payment on behalf of a client directly in the MyCase web application. In Office Payments makes it easy for you to charge one time transactions, consultation fees, or over the phone payments.

By processing an invoice or trust deposit within MyCase, your computer becomes a virtual terminal for processing payments in house. Simply locate any invoice in MyCase and make sure Online Payments has been enabled. Click here to learn more about enabling online payments on an invoice or click here to learn more about requesting trust funds.

After making sure your online payments has been enabled, click the Record Payment button on your saved invoice or Deposit Funds for a trust deposit. Then key in your client’s credit card information into the terminal and the payment will begin processing instantly (see below).
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On the top of the terminal you also have the option to record offline payments, including trust and non-trust credit payments (see below).
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If you need to get back to the Online Payment option, you can click the Online Payments tab to get back to the payment terminal.
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After an In Office Payment has been received, the invoice will update to reflect this (see below).
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Yes, certainly! With MyCase Payments enable, deposit funds into trust like you normally would and you will be prompted to enter payment information. If you would like to learn more about depositing funds into a client's Trust Account, click here.

Yes, certainly! With MyCase Payments enable, deposit funds into your operating as credit account like you normally would and you will be prompted to enter payment information. If you would like to learn more about depositing funds into a client's Credit Account, click here.

No, MyCase will not charge you any additional fees for using In Office Payments. For more information on PCI compliance, click here.