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Payments on Mobile
Updated over 6 months ago

The MyCase mobile app allows you to record credit card payments from your phone.

Recording a Payment

Click the "+" button in the lower-right corner of the screen and select "Quick Pay."
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Select the account into which you want the payment to be deposited. Enter the relevant client information (only first and last name is required) and credit card information.

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Once submitted, the payment will be logged in MyCase under the Billing | Reconciliation tab. Funds can then be transferred to the appropriate client/case trust account for future application to a receivable.

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