Rocket Matter FAQ

Recent Updates

How to start an automated payment plan for your Client with Rocket Matter Pay.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to start an automated payment plan for your Client with Rocket Matter Pay.
automated Billing LexCharge Payment payment plan setup payment plan Essentials Pro premier
How to stop a payment plan or recurring billing plan with Rocket Matter Pay.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to stop a payment plan or recurring billing plan with Rocket Matter Pay.
stop payment plan recurring billing cancel LexCharge Billing Essentials Pro premier
How to make a payment to operating with Rocket Matter Pay.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to make a payment to operating with Rocket Matter Pay.
credit card payment how to add a payment merchant processing LexCharge Payments Credit Card operating account operating record a payment Payment card on file Essentials Pro premier
How to start an automated recurring billing plan for your Client with Rocket Matter Pay.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to start an automated recurring billing plan for your Client with Rocket Matter Pay.
automated Billing LexCharge recurring recurring billing recurring billing plan setup Essentials Pro premier
How to modify your Communicator display photo.
Updated on: Sep 06, 2022
- Rocket Matter Knowledge Base Communicator How to modify your Communicator display photo.
communicator messaging Upload photo Pro premier
How to edit an existing recurring billing plan with Rocket Matter Pay.
Updated on: Sep 06, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to edit an existing recurring billing plan with Rocket Matter Pay.
Essentials Pro premier
How to add a new user.
Updated on: Aug 30, 2022
- Rocket Matter Knowledge Base Settings How to add a new user.
new User add user add new user Pro premier Essentials
How to delete a Contact.
Updated on: Aug 30, 2022
- Rocket Matter Knowledge Base Contacts How to delete a Contact.
client Close Contact Delete Essentials Pro premier
How to use Copy2Contact.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Contacts How to use Copy2Contact.
add client Contact copy copy to contact Copy2Contact data Essentials Pro premier
How to send a Portal Invitation and Client set up.
Updated on: Aug 29, 2022
- Rocket Matter Knowledge Base Client Portal How to send a Portal Invitation and Client set up.
Portal setup Portal invitation Pro premier