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