Rocket Matter Knowledge Base Invoice SharingHow to use Rocket Matter Payments

How to use Rocket Matter Payments

Rocket Matter Payments is a fully integrated payment processing service that allows law firms to simplify and automate the process of sending invoices to their clients and collecting payments.

Rocket Matter users can instantly generate an invoice and send it to a client via email. Your clients will receive their invoice and a link to a payment page where clients can pay their invoices quickly, easily and securely by credit card or directly through their bank.  Client payments are automatically recorded in your Rocket Matter ledgers.  Take your payment processing one step further by integrating your Rocket Matter account with Quickbooks online, and seamlessly integrate your invoicing and payment information directly with your QuickBooks online account.

In addition, Rocket Matter customers will save considerably on processing fees and enhance their overall transactional capabilities. The integration is secured by a deep relationship with payment processor TouchSuite™ which offers the most competitive rates and a very simple onboarding process.

View the Rocket Matter Payments video here: https://vimeo.com/161830796

Rocket Matter Payments enables you to automatically send an invoice to your client by email.  Rocket Matter Payment emails are fully customizable, and your Clients can access a Payment Page directly from the email, where they can make payments towards their invoices or Trust Accounts.  

Following are instructions on how you would set up automatic invoice sharing, and how your Clients can quickly view and pay their invoices directly from their Rocket Matter Payments email:

1.  Navigate to your Matter Dashboard.

2.  Click "Edit matter".

3.  Enter Contact name in Shared Invoices section.

3.  Enter Contact name in Shared Invoices section.

- Let the Contact's name auto-populate.  

- You can share invoices with:

any Client (i.e. Contacts which are attached to a Matter)

any Contact (i.e. Contacts which are either attached to a Matter, or are not attached to a Matter)

 

4.  Select "Email" checkbox, then click "+Add"

4.  Select "Email" checkbox, then click "+Add"

-  Multiple Contacts can be set up to receive shared invoices automatically. Simply add additional Contacts via the "+ Add" button.  

 

5.  Click "OK".

5.  Click "OK".

6.  When you next generate an invoice, your Contact will receive an automatically generated email containing the invoice, and a link to a Payment Page.

6.  When you next generate an invoice, your Contact will receive an automatically generated email containing the invoice, and a link to a Payment Page.

-  Click Payment Link to access Payment Page

-  Download a copy of the Invoice directly from the email.

7.  Payment Link directs your Client to pay via Credit Card or eCheck.  Payments are recorded directly to your Rocket Matter account.

7.  Payment Link directs your Client to pay via Credit Card or eCheck.  Payments are recorded directly to your Rocket Matter account.

Want more information about setting up Rocket Matter Payments?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com.