Rocket Matter FAQ

Recent Updates

CRM: How to add CRM to your account
Updated on: Dec 18, 2023
- Rocket Matter Knowledge Base CRM CRM: How to add CRM to your account
How to set up and use the NetDocuments Integration.
Updated on: Dec 01, 2023
- Rocket Matter Knowledge Base NetDocuments How to set up and use the NetDocuments Integration.
Documents NetDocs NetDocuments Integration premier
User Time Tracking Calendar: Overview, and how to use.
Updated on: Nov 29, 2023
- Rocket Matter Knowledge Base Dashboard User Time Tracking Calendar: Overview, and how to use.
OneDrive: Getting Started and how to integrate the OneDrive integration for Personal and Business accounts.
Updated on: Nov 14, 2023
- Rocket Matter Knowledge Base OneDrive Integration OneDrive: Getting Started and how to integrate the OneDrive integration for Personal and Business accounts.
How to edit the 'Rocket Matter Shared Invoice Email' template.
Updated on: Nov 12, 2023
- Rocket Matter Knowledge Base Additional Billing Options How to edit the 'Rocket Matter Shared Invoice Email' template.
Payment email LexCharge Template email template edit email Essentials Pro premier
How to edit the 'Rocket Matter Shared Invoice Email' template.
Updated on: Nov 12, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to edit the 'Rocket Matter Shared Invoice Email' template.
Payment email LexCharge Template email template edit email Essentials Pro premier
How to 'Edit payment plan receipt email' template.
Updated on: Nov 12, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to 'Edit payment plan receipt email' template.
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How to 'Edit refund email' template.
Updated on: Nov 12, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to 'Edit refund email' template.
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How to 'Edit payment receipt email' template.
Updated on: Nov 12, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to 'Edit payment receipt email' template.
Payment payment reciept email template email LexCharge Essentials Pro premier
How to modify the 'Request Retainer' email.
Updated on: Nov 12, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to modify the 'Request Retainer' email.
Request Retainer LexCharge email Template Essentials Pro premier