Overview
Quick charge lets your firm collect payment without first creating a contact, case, or invoice. Whether you're handling a walk-in client, collecting a consultation fee, or taking a retainer on the spot, you can get paid immediately – new contacts are created in the background to keep your records clean.
Payments can be applied to trust, credit, or operating accounts. Depositing directly to an operating account is now available without an invoice.
Collecting a Payment with quick charge
Quick charge is accessible from three places: the home dashboard, the billing dashboard, and the quick actions menu.
Select Charge from any of the entry points listed above.
Choose an existing contact or enter a new one.
Select a deposit account, or apply to an existing invoice or retainer request if one exists.
Enter the payment amount and collect via card or eCheck.
New contacts
If you enter a name and email for someone who isn't already in MyCase, a contact record will be created automatically in the background. You'll be prompted if a potential match already exists so you can link to an existing contact and avoid duplicates. Enter the client’s email address to send them a payment receipt.
Existing contacts
Search for a contact by name. You can apply the payment to an existing receivable, such as an invoice or retainer request, or select a bank account directly.
Viewing transactions
Payments are visible in the primary Transactions tab under the Payments menu. Additionally, a new Transactions tab on the contact details page surfaces all payments associated with a contact in one view, including deposits to operating, trust, and credit, so you can see a full payment history without leaving the contact record. Trust and credit history are accessible via filters within this tab.
FAQs
How does 'quick charge' differ from the 'record payment' flow?
Quick charge lets you collect payment without an existing contact or receivable, and supports direct deposits to operating. Record payment requires an existing contact and receivable.
Can I use quick charge for contacts who aren't yet in MyCase?
Yes. Enter the payer's name and email and a contact record will be created in the background. You don't need to complete a full intake before collecting payment.
Will quick charge create duplicate contacts?
The system will flag potential matches if a contact with the same name or email already exists. You'll have the option to link to the existing contact before proceeding.
What payment methods are supported?
Quick charge supports credit/debit card and ACH/eCheck.
Can I reconcile a payment into the operating account to a future invoice?
Not at the moment, but this is coming soon. In the meantime, the payment will be visible in the Transactions tab on the contact's details page so you can reference it when you're ready to complete case setup.