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: Once you are logged into …

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 …

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: For a single matter from Matters For single and multiple matters for the …

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 …

You can use Rocket Matter Pay  to process ACH/eCheck payments. With this integration, your client can also submit their payment using the link within their invoice or from within the client portal, if this invoice has been shared. From Matters In-office ACH/eCheck payments are processed for one matter at a time through Matter Details. To process an ACH/eCheck payment: …

From Rocket Matter, you can log into your Rocket Matter Pay online portal and review payment details for each transaction that is included in your deposit. With this feature, you can better track your individual transactions and deposits. This is especially useful for reconciling payments with your accounting software. Viewing Payment Details Once you are logged into …

This feature is available only with Rocket Matter Pay. To reduce payment friction associated with entering client payment information, firms and client portal users can now securely save and reuse payment methods for both credit cards and ACH/eCheck methods. Creating Payment Profile Note: You can only manage saved payment methods for default operating bank linked with Rocket Matter …

With our streamlined payment screen, when entering payments, you have the flexibility to allocate partial payments: By fees By invoice components including cost (hard and soft cost expenses), discount, and overhead charges And write-off remaining balances Watch a Video Allocating Partial Payments by Timekeeper To allocate partial payments to each of the timekeepers assigned to …

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. To record an invoice payment by operating retainer: You can access the Pay Invoices screen from: Quick Action Billing > Invoices Matters > …