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.