Rocket Matter FAQ

Recent Updates

Prebills section: How to send Prebills back to general billing.
Updated on: Apr 03, 2023
- Rocket Matter Knowledge Base Billing: Prebill Approval Process Prebills section: How to send Prebills back to general billing.
premier
CRM: Setting up your firm settings, address, and logo.
Updated on: Mar 28, 2023
- Rocket Matter Knowledge Base CRM CRM: Setting up your firm settings, address, and logo.
How to enable the Contact Vendor on Expenses.
Updated on: Mar 03, 2023
- Rocket Matter Knowledge Base Additional Billing Options How to enable the Contact Vendor on Expenses.
Expenses vendor expense Contact Cost costs Business Contacts
How to add an Expense
Updated on: Mar 03, 2023
- Rocket Matter Knowledge Base Additional Billing Options How to add an Expense
How to add a Contact.
Updated on: Mar 02, 2023
- Rocket Matter Knowledge Base Contacts How to add a Contact.
add Contact Contacts new winterfell Essentials Pro premier
How to add a Business Contact.
Updated on: Mar 02, 2023
- Rocket Matter Knowledge Base Contacts How to add a Business Contact.
Essentials Pro premier
How to edit a Contact.
Updated on: Mar 02, 2023
- Rocket Matter Knowledge Base Contacts How to edit a Contact.
Change Contact Contacts detail details Edit modify record Essentials Pro premier
How to make an adjustment to the Matter Ledger.
Updated on: Mar 02, 2023
- Rocket Matter Knowledge Base Additional Billing Options How to make an adjustment to the Matter Ledger.
adjustment adjustments credit debit credit adjustment debit adjustment matter ledger Essentials Pro premier
How to make an adjustment to a Client's Trust Ledger.
Updated on: Feb 22, 2023
- Rocket Matter Knowledge Base Additional Billing Options How to make an adjustment to a Client's Trust Ledger.
debit credit adjustment Trust trust ledger Essentials Pro
What is a recurring billing plan?
Updated on: Feb 10, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing What is a recurring billing plan?
LexCharge recurring Billing recurring billing Payments automated billing Essentials Pro premier