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.