Wednesday Wisdom: Request Retainer Funds in Rocket Matter
by rocketmatter-admin
Contents
With the “Request Retainer” feature, you can easily request funds from clients without having to run an invoice. If using Rocket Matter Payments, clients can pay with a credit card, debit card, or eCheck. Payments are conveniently paid to your trust or operating account and with the click of a button, your Rocket Matter accounts are automatically updated!
See how easy it is to request retainer funds in the video below:
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