How to add a payment.

Payments are simple to add in Rocket Matter, and payments can be added to a Client's Trust account, to a Matter Operating account, or directly to invoices. If you are using Rocket Matter Payments, you can collect credit card or e-check payments as well.

1.  Click "+ Add New".

1.  Click "+ Add New".

2.  Select "Payment".

2.  Select "Payment".

3.  Select one of three Payment options:

3.  Select one of three Payment options:

a.  Select "Apply Payment to Trust" to apply funds to directly to a Client's Trust Account.  Click "Deposit Funds" to apply the payment.

a.  Select "Apply Payment to Trust" to apply funds to directly to a Client's Trust Account.  Click "Deposit Funds" to apply the payment.

-  Specify Client's name, Amount, and Date.  

-  Description will appear as the line item description on the Client's Trust Ledger.

-  Click "Deposit Funds" to apply the payment.

-  If Rocket Matter Payments are enabled, click "Receive payment" to collect a credit card or e-check payment.

b.  Select "Record Payment to Operating" to record the payment directly to the Matter Operating Account

b.  Select "Record Payment to Operating" to record the payment directly to the Matter Operating Account

Payments recorded Directly to operating will automatically attach itself to an outstanding invoice.  If there is no outstanding invoice, a payment to Operating will remain a credit balance on the Matter Ledger.  

-  Specify Client's name, Amount, and Date.  

-  Description will appear as the line item description on the Matter Ledger.

-  Select a payment option:

1.  "Record Payment" will apply the funds to the Matter Operating Account.

2.  Transfer from Trust"  will move Client Trust Funds from the Client Trust Account to the Matter Operating Account.

3.  If Rocket Matter Payments are enabled, click "Receive payment" to collect a credit card or e-check payment and apply funds to Operating Account.

c.  Select "Pay Invoice(s)" to pay single or multiple invoices.

c.  Select "Pay Invoice(s)" to pay single or multiple invoices.

-  Specify Client: Matter.  Once the Client:Matter field is populated the screen expands to accomodate additional payment info.

-  Enter Amount and Date

- Description will appear as the line item description on the Matter Ledger.

- Payment will be automatically distributed to unpaid invoices.  Payment amounts can be manually adjusted as needed.

- Select a Payment option:

1.  "Record Payment" will apply the payment directly to the invoice(s), as specified.

2.  "Transfer from Trust"  will move Client Trust Funds from the Client Trust Account to pay the invoice(s), as specified.

3.  If Rocket Matter Payments are enabled, click "Receive payment" to collect a credit card or e-check payment and apply payments to the invoice(s).

 

Need more help?

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