How do I manage retainer payments and invoices using 8am MyCase?

Managing retainer payments and invoices in 8am MyCase is a straightforward process when you understand the platform's key features, such as the "Request Funds" tool and its robust invoicing system. This guide will walk you through how to handle various scenarios involving retainers, payments, and invoices in 8am MyCase.

In 8am MyCase, you have multiple ways to manage payments for your clients, from requesting retainers to applying payment plans or crediting invoices. For instance, you can initiate retainer payments using the "Request Funds" feature without creating an invoice, or you can manage payments against invoices directly. Below, we outline common situations and their solutions.

You do not need to generate an invoice for new clients paying a retainer. Instead, use the Request Funds feature:

This method lets clients pay the requested amount directly without an invoice.

To apply a retainer payment to an invoice and deduct the amount:

The payment will automatically apply to the invoice and deduct from the client's trust balance.

If you need to split a single payment—such as dividing a payment for earned fees and a retainer—MyCase requires that you send these payment requests separately:

This ensures that the payments are auto-reconciled correctly, as 8am MyCase does not currently allow splitting a single payable across multiple accounts.

To explore more, see the following articles:

By following these outlined processes, you can effectively manage retainers, invoices, and payments within MyCase to meet your clients' needs and keep your billing seamless.