Rocket Matter Knowledge Base Additional Billing Options.How 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 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 "Record Payment" if you do not use Rocket Matter Payments.

5. Enter client’s payment information.

6. Click review.

7. Click pay to charge the client.

8. Review confirmation notification.