How to set up an automatic payment plan with an E-Check.
1. Navigate to the Matter.
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2. Click on 'Matter Payments'.
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3. Select to charge automatically.
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4. Select E-check. Choose the proper account and account type. Enter all payment details.
Note: Be sure Routing Number and Account Number is correct.
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5. Click 'Next Step' to continue.
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6. Designate where to send funds and who to share invoices with. Click 'Review Plan'.
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7. Review plan, accept payment details and click 'Start Plan' to save.
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Note: Most E-Checks will show up in your Rocket Matter Pay report as 'Approved' upon processing of the initial transaction. However, E-Checks may bounce or have other issues that may cause the processing to fail. For this reason, always check the Rocket Matter Pay gateway after taking E-Checks as payment. E-Checks can take up to 14 days to fully clear.