RM Trust: How to apply a Payment to a Client's Trust Account.
1. Click on 'Add New', and select 'Payment'.
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2. Select 'Apply Payment to Trust'.
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3. Enter the client name, payment amount, payment date, select the correct trust account from the drop-down and enter a payment description. Click 'Deposit Funds' to record the payment.
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To take a payment using a credit card via Rocket Matter Payments, click on 'Receive Payment' instead of Deposit Funds.
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4. Enter the credit card information and click 'Review'.
NOTE: In order to store credit card details for later use, toggle on 'Store payment details for later use'.
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5. Review payment details and click on 'Pay' to finalize transaction.
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6. You will get a notification stating that a payment was successfully recorded. Click 'Done' to exit, or 'Add Another' to add another payment to trust.
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