Customize Payments Screen

Created by Allison Cloyd, Modified on Sun, 15 Jan 2023 at 07:57 PM by Kylie Mitchell

This article explains how to customize the Actionstep Payment screen. You find this setting by going to Admin > Payment Facility.

 

Settings to customize the Payment screen

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In this section, you will see the settings that allow you to customize how the payment screen that your clients will see when entering their credit card.

To change the details, click on the Edit icon 

 /helpdesk/attachments/150002488649 to the right of the section.

There are seven fields in this section explained below:


Setting

Explanation

Firm Name

This will be your Law Firms name.

This field is required to be displayed on the payment page and must be populated.

 

Firm physical address

This will be your Law Firm's physical address.

This field is required to be displayed on the payment page and must be populated.

Firm contact phone number

This will be the phone number for your firm that customers would be expected to call if they had questions or concerns about a payment.

It is required to have a contact value displayed on the payment page. You must have a value entry in this or the contact email address field.

Firm contact email address

This will be the email address for your firm that customers would be expected to call if they had questions or concerns about a payment.

It is required to have a contact value displayed on the payment page. You must have a value entry in this or the contact email address field.

Logo

You can use this field to upload an image file for your firm's logo.

The image should be PNG or JPEG. We recommend that the image is 180 pixels wide. 

 

 

Examples of the client payment page with different settings

/helpdesk/attachments/150002488648

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

 

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Sample with no logo added, Show Matter ID toggle set to off and Show invoice reference toggle set to off.

/helpdesk/attachments/150002488650

 

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



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