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Electronic Payments Report
Electronic Payments Report

The MyCase Electronic Payments Reports will show you all payment activity made via eCheck and Credit Card within a specified time frame.

Updated over 3 months ago

The MyCase Electronic Payments Reports will show you all payment activity made via eCheck and Credit Card within a specified time frame in MyCase.

OVERVIEW

How to Track Online Payment Transactions Through MyCase


By default, the report shows all eCheck and Credit Card payments made in the current month for both invoices and Requests for Funds. On the Payments Report you can view:

  • Number of successful eCheck and Credit Card transactions in a specified time frame

  • Total amount transacted in a specified time frame

  • Individual transaction details (date, paid by, invoice number, payment type, deposited into, and amount)

  • Fee per credit card transaction

  • Filter transactions per case or client

  • eCheck rejections (such as NSFs) and any refunds

To access the Electronic Payments Report, navigate to the Reporting tab, then select Electronic Payments on the left hand menu. To view a report to see which credit card fees have been processed out of your account, click here.

User-added image
User-added image

For tax filing, we suggest exporting this report into a CSV file to then filter by
Credit Card Fees. If you have any questions, please feel free to contact [email protected].

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