Wednesday Wisdom: Request Retainer Funds in Rocket Matter
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: