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.
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].