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'.

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.