Rocket Matter Knowledge Base Trust Accounting How to add a payment to trust.

How to add a payment to trust.

1. While on matter dashboard, click '+Add New' and select 'payment'.

2. Select 'Apply Payment to Trust'.

3. Enter the amount and trust description.

Deposit Funds: Record payment amount to client trust ledger.

Recieve Payment:  Collect payments via credit card or e-check. The matter ledger will update accordingly.

Take advantage of Rocket Matter's fully integrated payment processing integration with LexCharge. For more information, contact Rocket Matter at 888-432-1529.

4. Recieve payment confirmation.

This confirms the payment amount of $200.00 and indicates the clients's new balance of $4773.00.