How to see my payment transactions with Rocket Matter Pay.
1. Select 'Reports' from the left-hand navigation panel.
2. Navigate to 'I want to see my Rocket Matter Pay transactions' and click 'Run Report'.
3. View the Report.
Edit filters to search for specific date ranges, Clients, or Matters. Print or export the report to share.
Report details include Client, Matter, transaction date, transaction ID, status of your payment, and which account the funds were allocated to.
4. You can also use the 'Refund' button if you need to issue a full refund to your Client.
Once processed, an email receipt will be sent to the Client.
Please inform the Client that the refund may take 72 hours to 14 business days to process.
Please be aware that refunds to Operating accounts do not adjust Matter Ledgers. These will need to be adjusted manually.
Note: When refunding a client through Rocket Matter, you can only refund the entire amount of the payment. If you want to provide a partial refund, this can be completed through the processor's website.