RM Trust: How to apply a Payment to a Client's Trust Account.
1. Click on 'Add New', and select 'Payment'.
![](https://media.screensteps.com/image_assets/assets/002/928/982/original/9fe00ea8-c357-4ceb-9ad5-6b106a08038e.png)
2. Select 'Apply Payment to Trust'.
![](https://media.screensteps.com/image_assets/assets/002/928/984/original/9a3ac422-3a58-43b5-a1c5-f3ad87680902.png)
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.
![](https://media.screensteps.com/image_assets/assets/004/219/745/original/065df2fd-84a9-4a4b-8e67-a4781ae19650.png)
To take a payment using a credit card via Rocket Matter Payments, click on 'Receive Payment' instead of Deposit Funds.
![](https://media.screensteps.com/image_assets/assets/002/789/362/original/4e4a6458-f3b8-46db-90ba-747ecfa61d41.png)
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'.
![](https://media.screensteps.com/image_assets/assets/002/928/981/original/ff92ed08-34e2-4156-929d-147870c044f7.png)
5. Review payment details and click on 'Pay' to finalize transaction.
![](https://media.screensteps.com/image_assets/assets/002/928/986/original/a3650dd5-dbda-4afc-9b4c-11dbb7660863.png)
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.
![](https://media.screensteps.com/image_assets/assets/002/789/366/original/73af0fa9-3770-4e42-8e9c-66de519bd116.png)