How to request a retainer for a Client's trust account with Rocket Matter Pay.
1. To request a retainer for a specific Client, search for the Client’s name using the global search at the top of the screen and select their Contact name.
2. While viewing the Contact Details, click the 'Add New' button, and click 'Retainer Request.'
3. Specify the retainer type, enter the retainer amount you'd like to request and select 'Send Retainer Request.'
TIP: If you have more than one email address for your client, you can navigate to the contact record and add the additional email in the Home Email field. This will prompt you to select between either the Work Email or Home Email when requesting your retainer.
4. The Client will receive an email requesting them to pay the fee agreement.
The 'Request Retainer' email can be customized, see How to modify the 'Request Retainer' email.
5. The Client will be prompted to enter their payment information.
6. After reviewing payment details, click 'Pay'.
Once the payment is processed, it will be applied to the Client’s trust account.
