Rocket Matter Knowledge Base Additional Billing OptionsHow to make an adjustment to a Client's Trust Ledger.

How to make an adjustment to a Client's Trust Ledger.

1. Navigate to the Matter.

2. Click on the 'Client Trust Ledge Balance'.

3. View the 'Trust Ledger Details'.

4. Click '+ add an adjustment'.

5. Choose the 'Credit - Adjustment' or 'Debit - Adjustment'. Enter an 'Amount' and a brief 'Description'. Then, click 'Add'.

Credit adjustment: A positive credit line item, which is added to the trust ledger for purposes such as carrying a positive balance over from a previous application, correcting an error, or applying any other miscellaneous credit adjustments.  

Debit adjustment: A line item deduction, which is added to the trust ledger for purposes such as carrying a negative balance over from a previous application, correcting an error, or applying any other miscellaneous debit adjustments.  

NOTE: Debit and Credit adjustments: 

  1. If you manually add a debit adjustment to record a negative balance from a previous application and have applied an interest rule, interest will not apply to these entries. Interest can only be applied to fees and/or costs. Rocket Matter does not include interest on a debit adjustment.
  2. Credit and debit adjustments will appear as line items on your invoices.

Click here for information on adding an adjustment to the Matter Ledger.