How to set up an automatic payment plan with an E-Check.
1. Navigate to the Matter.
![](https://media.screensteps.com/image_assets/assets/000/915/908/original/03192db0-27ed-47f8-84d7-78e8c25575d4.png)
2. Click on 'Matter Payments'.
![](https://media.screensteps.com/image_assets/assets/003/403/715/original/f553acbc-8b9b-4cab-bef9-26dbe5cf95df.png)
3. Select to charge automatically.
![](https://media.screensteps.com/image_assets/assets/003/403/716/original/1b2ccc92-81a3-457a-9b34-90c1113a20df.png)
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.
![](https://media.screensteps.com/image_assets/assets/003/861/923/original/1e12a737-edb3-414b-ba5f-f49771ffdb03.png)
5. Click 'Next Step' to continue.
![](https://media.screensteps.com/image_assets/assets/003/861/925/original/0c9f67b4-ea4f-4e92-9f5c-6156bc8e96f4.png)
6. Designate where to send funds and who to share invoices with. Click 'Review Plan'.
![](https://media.screensteps.com/image_assets/assets/003/861/927/original/42a44277-f776-441a-80c4-14ee8df9d099.png)
7. Review plan, accept payment details and click 'Start Plan' to save.
![](https://media.screensteps.com/image_assets/assets/003/861/929/original/4407a1a8-6257-4b35-a898-e96431c29db2.png)
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.