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What will my client see when I email them an invoice directly?
What will my client see when I email them an invoice directly?

You have the option to directly email an invoice from MyCase to your client's email inbox.

Updated over a week ago

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

OVERVIEW

After you email your client an invoice, they will receive an email with the invoice attached 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 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.

Email of Pay Now button

Or, they can open the PDF invoice attachment to review all details of the invoice. On the PDF invoice, they also have a hyperlink that will take them to the Credit Card processing page - no login or passwords required. If you do not have payments turned on for the invoice, your clients will simply receive the PDF version of the invoice without the option to pay by credit card.

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When payments on the invoice are not turned on

When an invoice does not have payments turned on, your client will get an email with the attached PDF, however, they will not be able to directly pay that invoice from a Pay Now button or from a link directly printed on the invoice.

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If you would like to include a pay now button and allow your clients to go directly to a payment page (no login required), then turn on payments for your invoice before sending. If you have already sent the invoice without turning on payments, you can easily change the payment settings, then copy the payment link and send a quick follow up email.


Note: This email will come from MyCase's No-reply email address.


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To pay outside of the Client Portal, your client will only have the option to pay by Credit Card. eCheck processing will not be included due to authentication regulations required by NACHA. If you'd like to give your client the option to pay by eCheck, please feel free to continue sharing your invoices through the Client Portal.

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