Overview
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.
Steps
Initial Navigation
Click the Billing tab from the menu at the top
Click the icon for Deposit Into Trust
Select the client you wish to record a trust deposit for by clicking into the search box
You can either scroll through your list of clients contacts or by typing their name
Select a trust account and trust allocation for the deposit.
You can either choose a specific case to allocate the funds too or allocate them to the client (unallocated)
The last step of the process is to select a billing method.
Online Payment
You will see this option if you have online payments enabled in your Settings
Click in the box under Apply to Request to apply this deposit to an existing funds request (if applicable)
Select a payment method linked to the client or add a new payment method
Enter an amount and any notes for the payment
Click the blue Deposit Funds button
Offline Payment
Click in the box under Apply to Request to apply this deposit to an existing funds request (if applicable)
Select a payment method from the drop down box and enter a date
Enter an amount and any notes for the payment
Click the blue Deposit Funds button
You can also make trust deposits from a client's Contact page. To do this:
Click the Billing tab on the client's Contact page
In the Trust History section, click the blue Deposit Into Trust button
Follow the same steps listed above to make the payment