How to set up an automatic payment plan with an E-Check.
1. Navigate to the Matter.
2. Click on 'Matter Payments'.
3. Select to charge automatically.
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.
5. Click 'Next Step' to continue.
6. Designate where to send funds and who to share invoices with. Click 'Review Plan'.
7. Review plan, accept payment details and click 'Start Plan' to save.
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.