By using our Rocket Matter Pay integration, your clients can pay their invoices online by: Credit Card ACH/eCheck To set up online payments, you must first enroll & integrate with Rocket Matter Pay (US) Once that is completed, your clients will be able to pay their invoices through an invoice payment link. Invoice Payment Link …

What is Rocket Matter Pay? Rocket Matter Pay is our built-in payment processing service that allows you to: Receive an online credit card or eCheck invoice payment through an emailed link. Request an online credit card or eCheck trust payment via an emailed link. Process credit card or eCheck trust deposits or invoice payments in-office …

Rocket Matter Pay is Rocket Matter’s built-in payment processing service. To access the portal, your firm admin must first set up the Rocket Matter Pay account. Once the account is set up, if your firm admin has granted you Rocket Matter Pay permission, to access your Rocket Matter Pay portal: From the main navigation panel, …

When utilizing any payment processing company to accept credit cards, there are per-transaction processing fees.  With the increase in credit card usage, small firms especially may look to pass those fees onto their clients. With Rocket Matter Pay (US), you have the option to set up your account with surcharging which permits Rocket Matter Pay …

If you are using  RocketMatterPay, you can now create a global payment link per bank account. This link can be embedded in your Law Firm’s website to accept online payments from your firm’s clients, or used in Email signatures. Note: To use this feature, your RocketMatter account must be integrated with RocketMatterPay (US) Generate a …

Using Recurring Payments allows a firm to offer more flexible payment options to their clients. You can give your clients a payment plan that lets them pay your firm in instalments on a mutually agreed upon amount and frequency. Since the system will automatically collect the amount on the specified date, it frees you from …

If your jurisdiction allows, you can deposit a retainer in your operating account and pay invoices from it. You may also have a credit due to returned funds, or a recovered overpayment. From Matters You can apply operating retainers from two screens within matters: Matters (main screen) Matter Details Multiple Matters (Main Screen) To apply …

With Rocket Matter Pay, you can receive online payment directly into your trust account. To set up online payments, you must first enroll & integrate with Rocket Matter Pay  For added convenience, we provide the option to email a request for trust replenishment which includes a link for payment. When utilized, funds will be deposited …

Through Integrated Payment 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 …

A deposit summary provides a record of all transactions linked to deposit slips, and it also allows you to generate a report for each specific transaction if needed. From the left navigation panel, click Banking. You can either double-click the bank account to view the details or single-click and click on the three dots located to …