Help Center

Customizing the Payments Page in Actionstep Payments

You can customize the Actionstep Payment page. This is the page your clients will see when making a payment.

 

To do this:

  1. In the Payments portal, go to Settings. (See Accessing and Navigating Actionstep's Payments Portal for help.)
  2. Review and change the available options as needed:
    • Firm Name: Enter your firm's name.
    • Firm physical address: Enter your firm's physical address.
    • Firm contact phone number: Enter your firm's phone number. This is the number your clients would call if they had questions or concerns about a payment.
    • Firm contact email address: Enter your firm's email address. This is the email your clients would send a message to if they had questions or concerns about a payment.
    • Logo: Upload an image file for your firm's logo. The image should be PNG or JPEG. It's recommended the image is 180 pixels wide.

 

Additional Resources:

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