How to issue a refund with Rocket Matter Pay.
1. Select 'Reports' from the left-hand navigation panel.
2. Navigate to the following report: 'I want to see my Rocket Matter Pay Transactions' and click 'Run Report'.
3. Click the '$' refund icon to issue a refund.
***Please be aware that refunds to Operating or Trust accounts do not adjust Matter Ledgers. These will need to be adjusted accordingly. ***
4. Confirm the refund information and click 'Process Refund'.
*When refunding a client through Rocket Matter, you can only refund the entire amount of the payment. If you want to provide for example a partial credit, this can be completed through your gateway. For additional assistance, please contact Rocket Matter Support at 888-432-1529.
You will receive a confirmation that your refund was processed, including a Transaction ID.
