Rocket Matter FAQ

Recent Updates

Enabling 'Matter Budgets'.
Updated on: Dec 21, 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 21, 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 14, 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
How to sync and bill for your Emails with Rocket Matter (Office 365 Online Version).
Updated on: Oct 06, 2021
- Rocket Matter Knowledge Base Office 365 Integration (Outlook Email, Calendar, Word, and Powerpoint) How to sync and bill for your Emails with Rocket Matter (Office 365 Online Version).
Office 365 Outlook email bill Pro premier
How to setup an automatic recurring billing plan with an E-Check.
Updated on: Oct 01, 2021
- Rocket Matter Knowledge Base Rocket Matter Pay - E-Check Processing How to setup an automatic recurring billing plan with an E-Check.
e-check Rocket Matter Payments LexCharge matter payments client recurring billing payment plan Essentials Pro premier