MyCase is updating to a new user interface. Your screen and navigation might look slightly different from what you see in the video below.
With MyCase, you can deposit funds (or retainers) into a client's Trust Account and then later apply those funds to an invoice of your designation.
To learn how to electronically request Trust Funds from your client, please click here.
Click the Billing Tab > Dashboard. Then, click the icon for Deposit Into Trust.
The Deposit Into Trust lightbox will appear. First, you will asked to select the contact (individual or company) that you would like to deposit trust funds for. Type their name into the box and select the contact from the drop down menu.
You will then be prompted to choose a trust account and trust allocation for the deposit.
Once you have selected a contact, trust account, and trust allocation, you can then record the deposit into their trust account along with an optional note.
Online Payment: If your firm has MyCase payments enabled, you will notice that after you select a contact you will be prompted to enter payments information for this payment. Once the payment information has been filled out select the Deposit Funds button. This will initiate your client's credit card being charged and begin the process of having funds deposited into this contact's trust account.
Offline Payment: Choose offline payments to record deposits made by cash, check, etc.
Click Deposit Funds. The deposit will then be made into this contact's account, thus increasing their trust account balance.
You can also make trust deposits from a client's details page. To do this, open a the contact details page you want to deposit trust funds for, then click the Billing tab. Next, click on the button labeled Deposit Into Trust to display the deposit window.
