Within Actionstep you can control how online 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.
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.
- Access to the Actionstep Payments Portal, see the article here: Actionstep's Payments Portal
- Settings to customize what is displayed on the payments screen where clients will enter their payment details, see article here: Customize Payments Screen
- Account Settings - Set up how online payments will be deposited in trust and/or operating accounts, see article here: Setting up accounts setting for Actionstep payments