How to produce proof of payment.
When your client asks for proof of payment or a receipt, you have two options in Rocket Matter.
First option: You can print the matter ledger by navigating to the matter and clicking on the matter ledger balance.
Click on ‘Print Ledger’.
Here is an example of a printout.
Second option: Click on 'Reports' on the left-hand side.
2. Click on the 'I want to see what the firm has been paid' report.
3. Enter your date range and click 'Get Answer'.
4. Scroll down and click 'Export'.
5. The report will download to your computer.
- Within the Excel sheet, you can filter by client name and print that as a proof/report of payments.