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'.
2. Choose ‘Apply Payment to Trust'.
3. Enter the 'Client', 'Amount', 'Date', and 'Description'.
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.
6. Confirm Payment Details by selecting 'Pay'.
7. You will receive a confirmation message upon successful completion. Select 'Done' to exit the page or 'Add Another' to enter an additional Payment.
