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.

       

The following images show examples of payment pages with different settings: 

Sample with logo added, Show Matter ID toggle set to on and Show invoice reference toggle set to on.

Sample with no logo added.

Sample of payment page on a mobile screen with logo and displaying the matter ID and Invoice number.

Related Articles:

• Getting Started with Actionstep Payments
• Accessing and Navigating Actionstep's Payments Portal