Record an Invoice Payment by Credit Card

You can use the Rocket Matter Pay integration to process credit card payments.

With these integrations, invoices can be paid:

• From the Rocket Matter application
• From a link located on the invoice

You can pay invoices using a credit card in two places:

• For a single matter from Matters
• For single and multiple matters for the same client from Billing

Access the Integrated Payment Screen

From Matters

To process in-office credit card payments for one matter at a time:

1. From the left navigation panel, click Matters.
2. On the Matters screen, double-click the matter, and scroll down to the summary section.
3. From the tabs atop the Matters Summary section, click Billing.
4. From the tabs atop the Billing screen, click Invoice.
5. On the Invoice screen, click the invoice to highlight it. If you have trouble locating it, use the Search Filter.
6. From the toolbar atop the screen, click Invoice Payment Using > Integrated Payments.
   The Invoice Payment Using Integrated Payments screen opens.

From Billing

You can apply credit card payments to one matter or multiple matters for a single client.

1. From the left navigation panel, click Billing.
2. From the Billing menu, click Invoices.
3. Beneath the toolbar on the Invoices screen, if the Applied Filters field does not display Status = Unpaid, use the Search Filter to select it.
4. Select the client invoice by clicking on it. From the toolbar, click Invoice Payment Using > Integrated Payment.
   The Invoice Payments screen will display all Matters with unpaid invoices for the client and to the left of the screen, the total unpaid amount.

Complete the Fields on the Integrated Payment Screen

1. In the Funds Received From section, confirm the Payor listed.
2. The Date field will automatically populate with today’s date.
3. In the Amount field, enter the payment amount. If you wish to pay the total amount, enter that in the field area.
4. In the Funds Deposited To section, only those operating banks linked with a merchant account will display.
5. If you have multiple unpaid invoices here, and would like to spread the full amount of the charge across invoices, In the Funds Applied To section, to the far right of the invoice, click the edit pencil icon.
6. On the Edit Applied Amount screen, in the Applied Amount field, enter the portion of the payment you want to apply to the invoice.
7. Click Save.
   The Funds Applied To section checks the box beside the invoice and populates the Applied Credit field.
8. Repeat steps 1 – 7 for the remaining invoices to which you want to apply payment.
9. Confirm all invoice boxes remain checked.
   In the Summary section, the Payment Received field matches the Amount field in the Funds Received From section. The Applied Amount field displays the portion of the credit card payment applied to the invoices.
10. In the upper right corner, click Enter Payment.
    The Integrated Payments screen opens.
11. Leave the radio button for Credit Card selected.
12. Beneath that, in the Card number field, enter the card number with no dashes or spaces.
13. From the Expires drop-down, click the applicable month and year.
14. In the Security code field, enter the card’s three or four-digit CVV code.
15. If you would like to securely save this card’s information for future payments, check off the box to the left of “Save for future use” (only available with RocketMatterPay).
16. Confirm the Billing Info Section’s information is accurate.

    Note: Make sure you fill in the email address where you would like the receipt to be delivered.

17. Click Review at the bottom right.
18. Confirm the details entered by you are correct.

    Note: If you are using RocketMatterPay and have enabled surcharging, the surcharge amount will show below the Invoice Amount and a Total of both will display.

19. If satisfied, click Charge. If you wish to make changes, click Cancel.
    The Invoice Payment From New Client message box reads: Invoice payment has been applied.
20. Click OK.
    The Invoice screen updates with the new invoice balances.