Recent Updates
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Updated on: Sep 08, 2023
How to upload a Document Template.
Manual Rocket Matter Knowledge Base -
Updated on: Sep 08, 2023
How to insert a Client Custom Field into a Document Template.
Manual Rocket Matter Knowledge Base -
Updated on: Sep 08, 2023
How to insert a Matter Custom Field into a Document Template.
Manual Rocket Matter Knowledge Base -
Updated on: Sep 08, 2023
How to create a Document Template.
Document Templates are used to create custom documents in Rocket Matter. Templates are created as Word documents and populated wth either standard Rocket Matter 'document mergefields', or with custom Rocket Matter 'document mergefields'. Rocket Matter document mergefield lists can be downloaded from the Admin section.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 23, 2023
Payments: What is a reference number when making a payment?
Manual Rocket Matter Knowledge Base -
Updated on: Aug 20, 2023
Payment Method: Payment Method Overview and Report
Manual Rocket Matter Knowledge Base -
Updated on: Aug 20, 2023
Payment Method: How edit payment methods.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 20, 2023
QuickBooks Online: QBO Integration Overview - What to know before you sync.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 21, 2023
QuickBooks Online: How to configure and setup the Quickbooks online integration.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 20, 2023
*QuickBooks Online: Sync Statuses (Billable Time, Expenses, Invoices, Payments and Matter Ledger)
Manual Rocket Matter Knowledge Base