How to make a payment on behalf of a client for a specific matter to their operating account.
1.Click the green ‘+Add New’ and select ‘Payment'.
2. Choose ‘Record Payment to Operating'.
3. Enter the ‘Client:Matter’, 'Amount', 'Date' and 'Description'.
4. Click ‘receive payment’ if you utilize Rocket Matter Payments, our Lexcharge integration.
Note:Click 'Deposit Funds' if you do not use Rocket Matter Payments. Clicking 'Deposit Funds' will complete your transaction.
*Skip to step 8.
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.