Rocket Matter FAQ

Recent Updates

How to add debit adjustments to a specific billing entry on the Invoice via the 'Invoices' section.
Updated on: Mar 07, 2022
- Rocket Matter Knowledge Base Invoices: Bulk Payments and Adjustments How to add debit adjustments to a specific billing entry on the Invoice via the 'Invoices' section.
add bulk Invoice LexCharge multiple invoices record
How to view all paid and unpaid Invoices.
Updated on: Mar 07, 2022
- Rocket Matter Knowledge Base Invoices: Bulk Payments and Adjustments How to view all paid and unpaid Invoices.
add bulk Invoice LexCharge multiple invoices record unpaid pai Report paid
How to apply payments to Invoices in bulk with e-checks.
Updated on: Mar 07, 2022
- Rocket Matter Knowledge Base Invoices: Bulk Payments and Adjustments How to apply payments to Invoices in bulk with e-checks.
add Invoice LexCharge multiple invoices Payment Credit Card bulk payment bulk adjustments write offs
How to apply payments to Invoices in bulk with a credit card.
Updated on: Mar 07, 2022
- Rocket Matter Knowledge Base Invoices: Bulk Payments and Adjustments How to apply payments to Invoices in bulk with a credit card.
add Invoice LexCharge multiple invoices Payment Credit Card bulk payment bulk adjustments write offs
How to transfer trust funds for Invoices in bulk.
Updated on: Mar 07, 2022
- Rocket Matter Knowledge Base Invoices: Bulk Payments and Adjustments How to transfer trust funds for Invoices in bulk.
add Invoice Payment multiple invoices LexCharge Trust trust accounting bulk Payments
What is the 'Invoices' section?
Updated on: Mar 04, 2022
- Rocket Matter Knowledge Base Invoices: Bulk Payments and Adjustments What is the 'Invoices' section?
Invoices Payments Trust transfer e-check debit credit
How to run a Conflict Check.
Updated on: Mar 04, 2022
- Rocket Matter Knowledge Base Tools How to run a Conflict Check.
conflict conflict check
RM Trust: Trust Account transactions in a 'Ledger' and 'List' view.
Updated on: Mar 02, 2022
- Rocket Matter Knowledge Base Trust Accounting RM Trust: Trust Account transactions in a 'Ledger' and 'List' view.
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How to add, remove, or rename tags.
Updated on: Mar 02, 2022
- Rocket Matter Knowledge Base Tags How to add, remove, or rename tags.
add tags rename tags Tags organize delete tags what is tags what are tags
How to use the Origination Report.
Updated on: Mar 01, 2022
- Rocket Matter Knowledge Base Reports How to use the Origination Report.
Advanced Analytics analytics attorney's fees costs Fees Origination originator paid to costs paid to fees payments received refer Referral Report premier