Getting Started with Actionstep Payments

Modified on Mon, 21 Aug 2023 at 07:15 PM

Actionstep Payments is Actionstep's built-in credit card and bank transfer processing tool allowing your clients to pay you using their credit card or bank account, meaning you get paid faster and cut down on your billing data entry. 


How it works

Once enabled for your Actionstep, any invoice that you and your staff create will have a "Pay Now" button added to it, as will the email that sends that invoice. As they review the invoice, your clients will be able to click on that link and be directed to a page where they can enter their payment details to pay you.




Users will also be able to enter details about the retainer that they want to collect for the matter and the retainer will also be available on the payment page for the user to pay.

When a client pays through Actionstep Payments, Actionstep will mark that invoice as paid in your system. As soon as the funds have cleared, we will automatically deposit the money into your bank account and create all the accounting transactions for the deposit and the online payment fees.

For more details, see Understanding the accounting transaction created by payments to your trust account and Understanding the Accounting Transactions created by Payments to your operating/business account


The following are known limitations while Actionstep Payments that will be addressed in future development.  

  • All credit card fees are payable by the law firm, there is no function to charge them onto the client. 
  • The invoice payments created by Actionstep Payments will push through to an integrated Xero or QuickBooks Online account but the accounting transactions created for the deposit of funds into the bank account and the withdrawal of fees from the bank account will not flow through to QuickBooks Online or Xero if your system is integrated with them.
  • Refunds can be processed but any payment records in Actionstep will have to be reversed separately.


What it costs

To receive a customized quote for AS Payments or if you have any questions surrounding pricing please contact your Actionstep account representative or the AS Payments team directly at


Setting up Actionstep Payments

Actionstep have a dedicated Payments team who will guide you through the setup of your Actionstep payments. Click here to reach have our team reach out to you to organise a demo, answer any questions or set you up.

Related Articles:

- Actionstep Payments - Refunding Payments

- Actionstep's Payments Portal


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