Actionstep Payments Admin screen

Within Actionstep you can control how online transactions transactions are accounted for in your accounting and customize the payment screen view where your clients will enter their credit card/bank account details.

In this article, we will explain how to get to the Admin screen where you can control these settings and explain what each setting does.

 

NOTE

Actionstep Payments is currently in Beta testing. If you would like to be part of our Beta testing group, please reach out to Actionstep Support.

Navigating to the Actionstep Payments Admin Screen

Go to the Admin screen, then choose Payment Facility.

Understanding the Actionstep Payments Admin 

The screen has three parts to it.

1. Access to the Actionstep Payments Portal
2. Settings related to how Actionstep will create accounting transactions for credit card payments
3. Settings to customize what is displayed on the payments screen where clients will enter their credit card details

 

Access to the Actionstep Payments Portal

Within the Actionstep Payments portal you can see summary reports, dashboards and details about the payments that have been processed through Actionstep Payments. See Actionstep's Payments Portal for more details.

You can access the Payments Portal by clicking on Open Payment Portal. You will then be prompted to enter your Payment Portal login details.  

 

 

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. 

Section 2 - Settings for Accounting Transactions

In this section, you will see the settings for how the automatic accounting transactions that Actionstep Payments will be made. See Understanding the Accounting Transactions Created by Credit Card Payments for more details on those transactions.

To change the details, click on the Edit icon to the right of the section.

There are three fields in this section explained below:

Settings	Explanation
Where clients payments will be deposited	The bank account that payments will appear in and that fees will be withdrawn from. Currently, you cannot select a trust bank.
Holding account for credit card payments	The accounting transactions for your credit card fees will use this General Ledger account.
Credit card fees (GL account)	Invoices will be marked as paid as soon as a client processes a credit card payment. There can be a 2 to 3 day delay before the funds can be deposited into your bank account. This holding account allows for invoice payment record to be created until the funds are deposited.

Settings to customize the Payment screen

In this section, you will see the settings that allow you to customize how the payment screen that your clients will see when entering their credit card.

To change the details, click on the Edit icon to the right of the section.

There are seven fields in this section explained below:

Setting	Explanation
Firm Name	This will be your Law Firms name. This field is required to be displayed on the payment page and must be populated.
Firm physical address	This will be your Law Firms physical address. This field is required to be displayed on the payment page and must be populated.
Firm contact phone number	This will be the phone number for your firm that customers would be expected to call if they had questions or concerns about a payment. It is required to a contact value displayed on the payment page. You must have a value entry in this or the contact email address field.
Firm contact email address	This will be the email address for your firm that customers would be expected to call if they had questions or concerns about a payment. It is required to a contact value displayed on the payment page. You must have a value entry in this or the contact email address field.
Show matter ID on payment screen toggle	On the payment page you can display the Matter ID for the invoice that is to be paid or you can choose to hide this detail.
Show invoice reference on payment screen toggle	On the payment page you can display the Invoice reference for the invoice that is to be paid or you can choose to hide this detail.
Logo	You can use this field to upload an image file for your firms logo. The image should be PNG or JPEG. We recommend that the image is 180 pixels wide.

Examples of the client payment page with different settings

Sample with logo added, Show Matter ID toggle set to on and Show invoice reference toggle set to on.

Sample with no logo added, Show Matter ID toggle set to off and Show invoice reference toggle set to off.

Sample of payment page on a mobile screen with logo and displaying the matter ID and Invoice number.