Following along in MyCase is recommended as you read the article.
Updating Payment Information
Log in as an Admin User: Only admin users can make changes to payment information. Ensure you have the required permissions.
Navigate to Settings:
Click on your initials or profile picture in the upper right corner of the MyCase dashboard.
Select Settings from the drop-down menu.
Access Billing Settings:
Go to Settings > Firm Settings > Billing sub-tab.
Edit Payment Information:
Scroll to the bottom of the Billing page.
Click Edit payment information.
Enter New Credit Card Details: Input the details of the new credit or debit card.
Save Changes: Click Save Billing Information to finalize the update.
Please Note: Only the Admin user(s) of your law firm can update the account's payment information. If you have an overdue balance, as soon as you update your card information, you will be billed for the balance due.
If the Firm Settings option is not visible in your Settings, verify if you have admin access. Non-admin users are restricted from updating payment methods.
View Your Current Subscription Plan and Payment Information
To review your MyCase subscription plan open the Settings page. In the left-hand menu, click on Firm Settings. Look for the Billing section to review your current subscription.
At the bottom of the Billing page, you will also be able to view your saved credit card details.
If you are having problems updating your firm's payment information, please feel free to contact us at [email protected], or call 800-571-8062.