How to make a payment to Trust with Rocket Matter Pay.
1.Click the green ‘+Add New’ and select ‘Payment'.
2. Choose ‘Apply Payment to Trust'.
3. Enter the ‘Client:Matter’, 'Amount', 'Date' and 'Description'.
4. Click ‘receive payment’.
5. Enter client’s payment information then click 'Review'.
Note: Toggle 'Store payment details for later use' if you would like to save the credit card information on file.