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.
This article covers how to access these settings and explains what each setting does.
Navigating to the Actionstep Payments Admin Screen
- In the Payments Portal, go to the Admin page and choose Payment Facility.
Understanding the Actionstep Payments Admin
This page has three parts to it:
- Open Payment Portal gives you access to the Actionstep Payments Portal. See Accessing and Navigating Actionstep's Payments Portal for more information.
- Edit icon lets you customize what is displayed on the payments page where clients will enter their payment details. See Customizing the Payments Page in Actionstep Payment for more information.
- Account settings lets you set up how online payments will be deposited in trust and/or operating accounts. See Setting Up Account Settings for Actionstep Payments for more information.
Additional Resources:
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