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How do I view if my clients have paid me by eCheck or credit card?
How do I view if my clients have paid me by eCheck or credit card?

When a client makes an eCheck or credit card payment, you will receive an email or activity feed notification depending on your notification

Updated over 7 months ago

When a client makes an eCheck or credit card payment, you will receive an email or activity feed notification depending on your notification preferences.

OVERVIEW

You will also be able to view eCheck and credit card payments on any Invoice, the Invoice History tab and anywhere that Payments are represented.

In your Recent Activity Feed, you will see the following:

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On the Invoice, you will see in the Payments section:

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On the Invoice History, you will see:

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You can also see these transactions in the MyCase Electronic Payments report, found under the Reporting Tab > MyCase Payments.
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