Rocket Matter FAQ

Recent Updates

How to set up an automatic payment plan with an E-Check.
Updated on: Sep 30, 2021
- Rocket Matter Knowledge Base Rocket Matter Pay - E-Check Processing How to set up an automatic payment plan with an E-Check.
LexCharge Rocket Matter Payments matter payments automatic e-check Matter client Essentials Pro premier
How do I find a report of E-Check payments?
Updated on: Sep 30, 2021
- Rocket Matter Knowledge Base Rocket Matter Pay - E-Check Processing How do I find a report of E-Check payments?
e-check LexCharge Rocket Matter Payments reports transactions Essentials Pro premier
How do I deposit an E-Check on behalf of my Client?
Updated on: Sep 30, 2021
- Rocket Matter Knowledge Base Rocket Matter Pay - E-Check Processing How do I deposit an E-Check on behalf of my Client?
LexCharge Rocket Matter Payments e-check client Trust operating account receive payment Pay Essentials Pro premier
How to run an Invoice for one Matter and apply trust funds.
Updated on: Aug 12, 2021
- Rocket Matter Knowledge Base Trust Accounting How to run an Invoice for one Matter and apply trust funds.
Invoice Matter Matter Billing Trust Invoicing Run an Invoice Invoices
Invite Users from within Rocket Matter!
Updated on: Aug 09, 2021
- Rocket Matter Knowledge Base Additional Information Invite Users from within Rocket Matter!
How to use the Invoice Sharing Report.
Updated on: Aug 09, 2021
- Rocket Matter Knowledge Base Reports How to use the Invoice Sharing Report.
email invoice sharing Portal Report reports Share
Collections Report: Why does 'None' appear as the user in my report?
Updated on: Aug 09, 2021
- Rocket Matter Knowledge Base Reports Collections Report: Why does 'None' appear as the user in my report?
Collections Collections Report error non Report User Pro premier
Customize your Rocket Matter App experience.
Updated on: Jun 23, 2021
- Rocket Matter Knowledge Base Mobile Application Customize your Rocket Matter App experience.
Pro premier
How to add phone Messages.
Updated on: May 25, 2021
- Rocket Matter Knowledge Base Messages How to add phone Messages.
Pro premier
'I want to see Billable Activity by User(s)' Report Key.
Updated on: May 24, 2021
- Rocket Matter Knowledge Base Reports 'I want to see Billable Activity by User(s)' Report Key.
Essentials Pro premier