You are able to view a list of the transactions that have been paid by your client by credit card. This is available in the Actionstep Payments Portal.
In this article, we will tell you how you can access that list of payments and the options available to you on that list.
Accessing the list of credit card payments
To access your list of credit card payments, you will first have to login to Actionstep's Payments Portal.
Open the Actionstep Payments admin page (Admin > Actionstep Payments), then click on Open Payments Portal.
You will be prompted to enter in your login details to the Payment portal to be able to proceed. Your login credentials to the Payment Portal will be different from your normal Actionstep login credentials.
Why do I need a different set of login credentials to access the Payments Portal?
The Payments Portal gives you access to be able to see details about your credit card transactions but also to be able to issue refunds and handle complicated matters like chargebacks. To ensure CDC compliance, we provide this through a third party partner who you will have to access with another set of credentials.
This keeps your information and access more secure and ensures your compliance with regulations.
Once you have logged in, you will be on the Payments Portal dashboard.
From the menu on the left of the screen, click on Transaction History.
Using the Transaction History list
You are able to use this view to find transactions and issue refunds. You can also customise the view to suit your own needs.
- Refunding a transaction
- Filter, Sort and Search the list of transactions
- Customizing what details are shown about each transaction
Refunding a transaction
To refund a transaction, tick the box to the right hand side of that transaction.
From the Batch Action dropdown, choose Refund.
NOTE FOR BETA USERS
While Actionstep Payments is under Beta testing, refunding a credit card payment will not update the invoice payment in Actionstep.
Once you refund a payment in the Payment portal, find the corresponding invoice payment in Actionstep and reverse that entry to ensure your Actionstep records are accurate.
Filter, Sort and Search the list of transactions
Filter the list by clicking on the Sales, Authorizations or Refunds to see only transactions of that type.
Sort the list by clicking on the Sort By drop down and choosing the value you want to sort by.
Use the Search box to find specific transactions.
Customizing what details are shown about each transaction
The details will for each transaction will be displayed when you click on the down arrow to the right of the transaction.
Use the Customize view button to choose what details will appear in the list view.
There are three categories to the data that can be shown for a transaction. Click the arrow beside each to see all the options under the category. Tick the box for the detail you want to show.
Click Save View to save the changes you have made.
You can save a view and apply it again later. Click Create New View and give the new view a name.
The newly created view can then be found under the Column view drop down. Click on the cross to remove a saved drop down.