Rocket Matter FAQ

Recent Updates

Updated on: Sep 08, 2022

How to start an automated payment plan for your Client with Rocket Matter Pay.

Manual Rocket Matter Knowledge Base

automated Billing LexCharge Payment payment plan setup payment plan Essentials Pro premier
Updated on: Sep 08, 2022

How to stop a payment plan or recurring billing plan with Rocket Matter Pay.

Manual Rocket Matter Knowledge Base

stop payment plan recurring billing cancel LexCharge Billing Essentials Pro premier
Updated on: Sep 08, 2022

How to make a payment to operating with Rocket Matter Pay.

Manual Rocket Matter Knowledge Base

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
Updated on: Sep 08, 2022

How to start an automated recurring billing plan for your Client with Rocket Matter Pay.

Manual Rocket Matter Knowledge Base

automated Billing LexCharge recurring recurring billing recurring billing plan setup Essentials Pro premier
Updated on: Sep 06, 2022

How to modify your Communicator display photo.

Manual Rocket Matter Knowledge Base

communicator messaging Upload photo Pro premier
Updated on: Sep 06, 2022

How to edit an existing recurring billing plan with Rocket Matter Pay.

Manual Rocket Matter Knowledge Base

Essentials Pro premier
Updated on: Aug 30, 2022

How to add a new user.

Manual Rocket Matter Knowledge Base

new User add user add new user Pro premier Essentials
Updated on: Aug 30, 2022

How to delete a Contact.

Manual Rocket Matter Knowledge Base

client Close Contact Delete Essentials Pro premier
Updated on: Aug 29, 2022

How to use Copy2Contact.

The Copy2Contact widget lets you quickly capture Contact Info from a document, email signature, web directory, or any place you can copy/paste or drag/drop relevant contact info.

Manual Rocket Matter Knowledge Base

add client Contact copy copy to contact Copy2Contact data Essentials Pro premier
Updated on: Aug 29, 2022

How to send a Portal Invitation and Client set up.

Manual Rocket Matter Knowledge Base

Portal setup Portal invitation Pro premier