Rocket Matter Knowledge Base
-
Trust Accounting
- How to request a retainer for a Client. (Client level - Trust)
- How to view the Trust Ledger for a Client.
- How to add a Payment to trust.
- How to run an Invoice for one Matter and apply trust funds.
- RM Trust: How to create and add an additional Trust Account for a Client.
- RM Trust: How to transfer trust funds between accounts for a Client.
- RM Trust: How to request a retainer for a Client.
- RM Trust: How to view all Trust Accounts and Trust Balances by Client.
- RM Trust: How to set up an automated payment plan.
- RM Trust: How to set up an automated recurring billing plan.
- RM Trust: How to make an adjustment to a Client's Trust Account.
- RM Trust: How to apply a Payment to a Client's Trust Account.
- RM Trust: Adding trust configurations to a new Matter.
- RM Trust: Trust Account transactions in a 'Ledger' and 'List' view.
- RM Trust: How to delete or close a Trust Account.
- RM Trust: How to set a default Trust Account for a single Matter.
- RM Trust: How to apply Payments to Invoices in bulk using trust.
- RM Trust: How to delete a Trust deposit.