Recent Updates
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Updated on: Feb 07, 2022
How do I change my default Invoice Template?
You can change your default Invoice Template to any Invoice Template stored in your "Custom Invoice Template" section. Rocket Matter can store multiple invoice templates. If your system does not already house the Invoice Template that you want to apply as default, create another Invoice Template, and upload it to your Rocket Matter system.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 01, 2022
How do I choose one of Rocket Matter's six preformatted Invoice Templates?
Rocket Matter offers 6 pre-formatted invoice template. You can use these Invoice Templates 'as-is' or your can download them, customize them, and re-upload them into Rocket Matter to use as your template.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 01, 2022
How to edit and upload Invoice Templates.
Rocket Matter Invoice Templates are essentially Word documents with 'Invoice Template Merge Fields' embedded in them.
To edit a Rocket Matter Invoice Template, you need to download it (or access your existing Word document on your hard drive), and open it in Word. Once you've edited your document, you can upload the modified document back into Rocket Matter for use as your new Invoice Template.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 01, 2022
Template Basics.
Invoices are completely customizable, so you can create polished invoices which reflect your firm's logo and style.
Invoice Templates are essentially Word documents with embedded 'Invoice Template Mergefields'. When you run your invoices, the mergefields pull your Rocket Matter accounting data into the invoices. This ensures that your invoices reflect the most up-to-date billing activity.
To edit your Invoice Template, you can select one of Rocket Matter's 6 pre-formatted templates, or you can download your existing template.
How do I choose one of Rocket Matter's 6 pre-formatted templates?
When you download your template, it will be located in your downloads folder, to be opened in Word.
Once your Template is opened in Word, you can edit your document using Word's robust word processing capabilities.
How do I edit and upload Invoice Templates?
Here are some of the ways our Clients customize their Invoices:
- Add your Firm's Logo to the first and/or subsequent pages by pasting the Logo into your Word Document.
How do I add a logo to my Invoice Template?
- Use Word's robust word processing features to change the Font or Style of your document.
- You can add or remove 'Invoice Template Mergefields' by referencing Rocket Matter's 'Invoice Template Cheat Sheet', which is downloadable
from the 'Custom Invoice Template' section within your Rocket Matter account.
How do I add or change a mergefield on my Invoice Template?
After you've edited your Invoice Template in Word, upload it back into Rocket Matter.
How do I edit and upload my Invoice Template?
Multiple Invoice Templates can be stored in your 'Custom Invoice Template' section.
To change your system's default Invoice Template:
How do I change my default Invoice Template?
Or, you can apply a specific Invoice Template to a specific Matter:
can toggle between invoice Template
How to set an Invoice Template per Matter
Want to know more about using Invoice Templates?
How do I change the Firm name and address on my invoices?
How do I delete an Invoice Template?
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or [email protected]
Manual Rocket Matter Knowledge Base -
Updated on: Feb 01, 2022
How to use Rocket Matter Pay.
Rocket Matter Payments is a fully integrated payment processing service that allows law firms to simplify and automate the process of sending invoices to their clients and collecting payments.
Rocket Matter users can instantly generate an invoice and send it to a client via email. Your clients will receive their invoice and a link to a payment page where clients can pay their invoices quickly, easily and securely by credit card or directly through their bank. Client payments are automatically recorded in your Rocket Matter ledgers. Take your payment processing one step further by integrating your Rocket Matter account with Quickbooks online, and seamlessly integrate your invoicing and payment information directly with your QuickBooks online account.
In addition, Rocket Matter customers will save considerably on processing fees and enhance their overall transactional capabilities. The integration is secured by a deep relationship with payment processor TouchSuite™ which offers the most competitive rates and a very simple onboarding process.
View the Rocket Matter Payments video here: https://vimeo.com/161830796
Rocket Matter Payments enables you to automatically send an invoice to your client by email. Rocket Matter Payment emails are fully customizable, and your Clients can access a Payment Page directly from the email, where they can make payments towards their invoices or Trust Accounts.
Following are instructions on how you would set up automatic invoice sharing, and how your Clients can quickly view and pay their invoices directly from their Rocket Matter Payments email:
Manual Rocket Matter Knowledge Base -
Updated on: Feb 01, 2022
How to automatically share Invoices with Clients.
Invoices can be shared automatically with contacts through Email or through Portal. Once automatic invoice sharing is enabled, every time you run an invoice (whether run individually or in batch form) it will be shared automatically with the specified contact.
When Rocket Matter Payments are enabled, your clients receive an email with the invoice attached,and a link to a payments page, where invoices can be paid directly and securely.
When LawPay is enabled in your account, your clients can log into their Portal account and pay their invoices via LawPay.
Following are instructions on how to enable automatic invoice sharing in your matter:
Manual Rocket Matter Knowledge Base -
Updated on: Feb 01, 2022
9 ways to bill as you work.
Rocket Matter makes it easy to Bill As You Work! Here are 9 ways to do so:
Manual Rocket Matter Knowledge Base -
Updated on: Jan 18, 2022
Two-Way Sharing: Document Requests.
Manual Rocket Matter Knowledge Base -
Updated on: Jan 17, 2022
How to use the 'Download Copy' feature to copy any Document.
Manual Rocket Matter Knowledge Base -
Updated on: Jan 17, 2022
Portal help for Clients.
Manual Rocket Matter Knowledge Base