Payments |
Recording Invoice Payments
Apply a payment to an invoice — by credit card, ACH/eCheck, operating retainer, or trust retainer — and allocate partial payments across timekeepers.
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Setting Up Payment Processing
Enroll in and configure your payment processor — CosmoLexPay (US and Canada), LawPay, and online invoice payments.
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Managing Your Payment Processor Account
Access your payment portal, review deposit reporting, and troubleshoot declines once you are enrolled.
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Client Payment Collection
Let clients pay you directly — online retainer requests, saved payment information, embedded payment links, and recurring payments.
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Fees & Surcharging
Pass processing fees to clients with surcharging through Rocket Matter Pay.
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Transaction Summary
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.
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