Note: Actionstep has updated since the video. Concepts still apply.
In some jurisdictions you can include a link on your invoices to allow your clients to pay you directly via credit card.
To do this you will need to do two things:
- Signup with one of our integrated payment partners (contact Actionstep for details)
- Include a special merge field in your invoice templates.
Once you have done this the your clients can click on the link in the invoice to make payment. They will be taken to a secure page that will display the invoice number and amount to pay. Once payment has been made the deposit will automatically be recorded in your bank account in Actionstep and the payment will be applied to the invoice.
Actionstep does not charge you any extra to use this service, however the payment partners will charge for the transactions that you process through the system. Actionstep gets preferred partner rates which you will automatically get access to when you signup through Actionstep. Costs will vary by partner.
2.69% flat-rate per transaction for Visa, Mastercard & Discover
2.89% flat-rate for Amex
$0.50 per eCheck
The above plus $0.20 per transaction and $5.00 monthly fee (unlimited use)
Invoice/Email Template Merge Fields
A button can be added to invoices or billing email templates via a merge field. The following styles are available via the corresponding merge fields in the table.