Rocket Matter FAQ

Recent Updates

Payments: How to make a Payment to an Operating account on behalf of a Client for a specific Matter.
Updated on: Dec 22, 2021
- Rocket Matter Knowledge Base Payments Payments: How to make a Payment to an Operating account on behalf of a Client for a specific Matter.
card on file credit card payment add payment Payment payment to operating winterfell save credit card Essentials Pro premier
Importing data from an external source.
Updated on: Dec 22, 2021
- Rocket Matter Knowledge Base Additional Billing Options Importing data from an external source.
Import Imports Import data External data Data entry migrate data migrate Essentials Pro premier
Enabling 'Matter Budgets'.
Updated on: Dec 22, 2021
- Rocket Matter Knowledge Base Additional Billing Options Enabling 'Matter Budgets'.
enable Matter budget Essentials Pro premier
What does 'Do Not Charge' mean?
Updated on: Dec 22, 2021
- Rocket Matter Knowledge Base Additional Billing Options What does 'Do Not Charge' mean?
do not charge don't charge don't show on invoice Essentials Pro premier
How to edit a Matter-specific Time entry.
Updated on: Dec 15, 2021
- Rocket Matter Knowledge Base Additional Billing Options How to edit a Matter-specific Time entry.
Essentials Pro premier
How to create a Task from a calendar Event.
Updated on: Oct 19, 2021
- Rocket Matter Knowledge Base Tasks How to create a Task from a calendar Event.
calendar event event event to task Task task to event Pro premier
How to turn Invoicing sharing on in bulk.
Updated on: Oct 19, 2021
- Rocket Matter Knowledge Base Tools How to turn Invoicing sharing on in bulk.
Pro premier
How to view all matters without Invoice sharing configured.
Updated on: Oct 19, 2021
- Rocket Matter Knowledge Base Tools How to view all matters without Invoice sharing configured.
Pro premier
Matter Bulk Actions: How to view all Clients and Matters with assigned interest rules, discount rules, convenience fees or tax.
Updated on: Oct 19, 2021
- Rocket Matter Knowledge Base Tools Matter Bulk Actions: How to view all Clients and Matters with assigned interest rules, discount rules, convenience fees or tax.
Pro premier
How to make a payment toward a specific billing entry on an Invoice via the 'Invoices' section.
Updated on: Oct 19, 2021
- Rocket Matter Knowledge Base Invoices: Bulk Payments and Adjustments How to make a payment toward a specific billing entry on an Invoice via the 'Invoices' section.
add bulk Invoice LexCharge multiple invoices record