Getting Started with Actionstep Payments

In this article:

• How It Works
• What It Costs
• Setting Up Actionstep Payments

Actionstep Payments is Actionstep's built-in credit card and bank transfer processing tool that allows your clients to pay you using their credit card or bank account. This helps you reduce the time spent on billing data entry as well as improves the speed with which you are paid.

How It Works

Once Actionstep Payments is enabled in your system, both the invoice and the email it's attached to will have a Pay Now button added to it. As your client reviews the invoice, they can click that link and be directed to a page to enter their payment details.

You can also enter details about the retainer you want to collect for a matter and the retainer will be available on the payment page for the client to pay.

When a client uses Actionstep Payments to pay for the services you provide, that invoice will be marked as paid in your system. As soon as the funds have cleared, the money will automatically be deposited into your bank account. All the accounting transactions for the deposit and the online payment fees are created.

For more details, see Understanding Trust Accounting Transactions in Actionstep Payments and Understanding Operating/Business Accounting Transactions in Actionstep Payments.

What It Costs

For pricing information on Actionstep Payments, contact your Actionstep account representative or email the Actionstep Payments team.

Setting Up Actionstep Payments

Actionstep has a dedicated Payments team to guide you through the setup. Please fill out this form to learn more.