How to edit an existing recurring billing plan with Rocket Matter Pay.
1. Navigate to the matter and select 'Matter Payments'.
2. To edit a billing date, click on the calendar icon and select the new billing date. Be sure to click 'Confirm' to save your changes.
3. To edit payment information, click 'Edit'.
4. Enter the new credit card or e-check information.
5. Click 'Save' to save your changes.
The system will use the most recently updated payment information to process payments. Any changes made to the payment plan prior to the payment date will be reflected on the next invoice processed.