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'.
2. Choose ‘Apply Payment to Trust'.
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'.
Toggle 'Store payment details for later use' to save the Client's credit card information.