How to make a payment to operating with Rocket Matter Pay.
1. Select ‘+Add New’ and select ‘Payment'.
2. Choose ‘Record Payment to Operating'.
3. Enter the ‘Client : Matter’, 'Amount', 'Date', and 'Description'.
4. Then, click ‘Receive payment’.
5. Enter the Client’s payment information and click 'Review'.
NOTE: Toggle 'Store payment details for later use' if you would like to save the credit card information on file.
6. Review payment details and click 'Pay' to charge the Client.
7. You will receive a confirmation message upon successful completion. Click 'Done' to exit or 'Add Another' to enter additional payments.
