How to add a Payment to trust.
1. While on matter dashboard, click '+Add New' and select 'payment'.
2. Select 'Apply Payment to Trust'.
3. Enter the amount and trust description.
Deposit Funds: Record payment amount to client trust ledger.
Recieve Payment: Collect payments via credit card or e-check. The matter ledger will update accordingly.
Take advantage of Rocket Matter's fully integrated payment processing integration with LexCharge. For more information, contact Rocket Matter at 888-432-1529.
4. Recieve payment confirmation.
This confirms the payment amount of $200.00 and indicates the clients's new balance of $4773.00.