Rocket Matter Knowledge Base LexCharge Integration - Credit/Debit Card ProcessingHow to make a payment on behalf of a client for a specific matter to their operating account.

How to make a payment on behalf of a client for a specific matter to their operating account.

1.Click the green ‘+Add New’ and select ‘Payment'.

2. Choose ‘Record Payment to Operating'.

3. Enter the ‘Client:Matter’, 'Amount', 'Date' and 'Description'.

4. Click ‘receive payment’ if you utilize Rocket Matter Payments, our Lexcharge integration.

Note:Click 'Deposit Funds' if you do not use Rocket Matter Payments. Clicking 'Deposit Funds' will complete your transaction.

*Skip to step 8.

5. Enter client’s payment information then click 'Review'.

Note: Toggle 'Store payment details for later use' if you would like to save the credit card information on file.

7. Review payment details and click pay to charge the client.

8. You will receive a confirmation upon successful completion.

Click 'Done' to exit or 'Add Another' to enter additional payments.