Payments: How to make a Payment to a Trust account on behalf of a Client for a specific Matter.
1. Click ‘+ Add New’ and select ‘Payment'.
![](https://media.screensteps.com/image_assets/assets/004/935/237/original/2895c782-949c-4743-90e3-b7f7ce99a651.png)
2. Choose ‘Apply Payment to Trust'.
![](https://media.screensteps.com/image_assets/assets/003/922/343/original/9a1915ec-4b62-46b0-8dd0-b883c7f0f137.png)
4. Click ‘Receive payment’ if you utilize our Rocket Matter Pay Integration.
NOTE: Click 'Deposit Funds' if you do not use Rocket Matter Pay. Clicking 'Deposit Funds' will complete your transaction. Skip to Step 7 if you are depositing funds.
5. Enter the Client’s Payment Information and click 'Review'.
![](https://media.screensteps.com/image_assets/assets/004/958/461/original/e29b96c9-360d-4b16-b7e7-44a73f48921e.png)
Toggle 'Store payment details for later use' to save the Client's credit card information.
![](https://media.screensteps.com/image_assets/assets/004/958/463/original/3ba37d98-4e68-4e60-9a15-28e41a826911.png)
6. Confirm Payment Details by selecting 'Pay'.
![](https://media.screensteps.com/image_assets/assets/004/958/465/original/13c5468d-1b8e-4b83-bc0d-e68502a95276.png)
7. You will receive a confirmation message upon successful completion. Select 'Done' to exit the page or 'Add Another' to enter an additional Payment.
![](https://media.screensteps.com/image_assets/assets/001/780/665/original/5d2a0452-75eb-469c-a68f-d7dbff556eb3.png)