Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card ProcessingHow to make a payment to operating with Rocket Matter Pay.

How to make a payment to operating with Rocket Matter Pay.

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’.

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.

7. Review payment details and click pay to charge the client.

8. You will receive a confirmation upon successful completion.

Click 'Done' to exit or 'Add Another' to enter additional payments.