Rocket Matter Knowledge Base LexCharge Integration - E-Check Processing How do I deposit an e-check on behalf of my client?

How do I deposit an e-check on behalf of my client?

1. Simply navigate to the matter.

2. Choose to add a new payment to your Trust or Operating account.

3. Specify the amount, add a description, and click “Receive Payment”.

4. Choose the payment method and enter the routing number, account number, and scroll down to enter the payee's information. Click 'review'.

5. Accept the terms provided, click 'pay' and you’re done