How to make a payment on behalf of a client for a specific matter to their operating account.
1.Click the green ‘+Add New’ button, then select ‘Payment'.
2. Choose ‘Record Payment to Operating'.
3. Enter the ‘client:matter’, amount, date and description.
4. Click ‘receive payment’ if you utilize Rocket Matter Payments, our Lexcharge Integration.
Note: Click 'Record Payment' if you do not use Rocket Matter Payments. This will simply record the payment to operating. Select 'Transfer from Trust' to apply trust funds to pay the balance due.
5. Enter client’s payment information and click 'Review'.
* Toggle 'Store payment details for later use' in order to save client's credit card information.