Rocket Matter Knowledge Base
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Additional Billing Options
- How to run multiple Timers.
- How to apply Taxes to a Matter.
- How to set up Tax Rules.
- How to set up Convenience Fees.
- How to set up Interest Rules.
- What does 'Do Not Charge' mean?
- 9 ways to bill as you work.
- Enabling 'Matter Budgets'.
- How to make an adjustment to the Matter Ledger.
- How to make an adjustment to a Client's Trust Ledger.
- How to make a Payment to a Trust account on behalf of a Client for a specific Matter.
- How to make a Payment to an Operating account on behalf of a Client for a specific Matter.
- Importing data from an external source.
- How to set up and use Evergreen Retainer on an existing Matter.
- How to set up and use Evergreen Retainer on a new Matter.
- Billing holds: How to hold all fees and soft or hard costs from invoicing for a new Matter.
- Billing Audit Rules defined.
- How to set up Fixed Percentage Discounts on a new Matter.
- How to set up Fixed Percentage Discounts on an existing Matter.
- Client Matter Type Rates.
- How to edit your daily Time.
- How to edit a Matter-specific Time entry.
- How to run a Prebill at the Matter level.
- How to generate a list of all Time and Expenses billed per Matter.
- How to generate a list of all non-billable Time entries per Matter.
- How to create Billing Audit Rules.
- How to edit or delete Billing Audit Rules.
- Billing Holds Overview: How to hold all Fees, and Soft or Hard Costs from invoicing for a new Matter.
- How to set up and use Client Matter Type Rates.
- How to add a Payment.
- RM Trust: How to delete a Trust deposit.