Rocket Matter Knowledge Base Billing9 Ways to Bill As You Work!

9 Ways to Bill As You Work!

Rocket Matter makes it easy to Bill As You Work!  Here are 9 ways to do so:

1.  Bill for Calendar Events

1.  Bill for Calendar Events

-  Click "+ Add New" > "Event" to add your Event.

-  Also view:

2.  Bill for Tasks.

2.  Bill for Tasks.

-  Click "+ " Task from My Dashboard or any Matter Dashboard

3.  Add Expense or Time.

3.  Add Expense or Time.

-  Click "+ Add New" > "Expense or Time" to add your Expense or Time.

4.  Use the Timer.

4.  Use the Timer.

- Click the "Timer" icon at the top of any Rocket Matter Screen.

5.  Bill for Documents.

5.  Bill for Documents.

-  Navigate to 'Matter Dashboard' > 'Matter Documents" > Click "$".

6.  Bill for Notes.

6.  Bill for Notes.

-  Click "+ Add New" > Note > capture time while creating your Note.  Or, click "$" next to any Note in Matter Billing.

7.  Bill for an Email.

7.  Bill for an Email.

-  Click "$" next to an email in any Matter Emails section.

8.  Bill for a Phone Message.

8.  Bill for a Phone Message.

-  Click on any Phone Message and attach time.

9.  Bill for a Document created from a Template.  

9.  Bill for a Document created from a Template.  

-  Capture time while creating a custom-merged Document in the Document Template section of your Admin Section. Click "Settings" to access your Admin Section.

 

Need more help?

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