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  1. Actionstep
  2. Actionstep Payments

Actionstep Payments

Actionstep Payments

  • Getting Started with Actionstep Payments
  • Actionstep Payments - Trust/General Retainers
  • Actionstep Payments - Trust Retainers
  • Actionstep Payments - General Retainer
  • Actionstep Payments - Refunding Payments
  • Actionstep Payments - Refunding Payments (Additional steps for trust refunds)

Configuring Actionstep Payments

  • Actionstep Payments Admin screen
  • Customize Payments Screen
  • Setting up accounts setting for Actionstep payments
  • Add/Edit Payment Configuration
  • Understanding the Default Billing Email Template
  • Inserting a 'Pay Now' link into your custom invoice template

Actionstep Payments Portal

  • Actionstep's Payments Portal
  • Viewing a list of Credit Card Transactions
  • Withdrawals from your Payments Balance

Understanding Actionstep Payments Concepts

  • Paying invoices from retainer automatically vs manually
  • Actionstep Payments - Overpayments
  • Understanding the Accounting Transactions created by Payments to your operating/business account
  • Understanding the accounting transaction created by payments to your trust account
  • Actionstep Payments - Finding Transaction ID
  • Holds placed on a payment

Credit Card Payment Disputes

  • Understanding Credit Card Disputes
  • Understanding What to Provide in your Response to Disputes
  • Dispute Reasons
  • Submitting a Dispute Response through the Payments Portal
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