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When a payment has been made into trust through Actionstep Payments, a trust receipt will automatically be created. This feature eliminates the manual process of creating trust receipts and ensures that the payment page is updated to show the correct balance owed to clients.
To enable this feature, go to Admin > General settings > Feature preview and toggle Automation of trust receipt to on. You also need to enable this feature in the payment settings by going to Admin > Actionstep Payments > Account settings > Trust account, clicking Edit, and toggling Automatically create trust receipts.
How It Works
Once a payment has been made, depending on whether the funds were made by credit card or ACH, it can take several days before the transaction is processed. Once it has been processed, Actionstep will create a deposit record and associates the receipts with that deposit.
Viewing Deposits
- To view deposits, go to Trust > Receipts > Actionstep Payments Deposits.
- Each deposit has a link that, when clicked, will take you to the associated trust receipts.
- To view the trust receipts click on the circled number under the Linked Receipts column.
- To change the deposit date if the deposit date on your Trust Bank Statement is different from Actionstep's deposit date, view the linked receipt > click the Update button > select the correct date > click Update.
Reconciliations
Each deposit has a unique reference number created by Actionstep. It is displayed on your bank statement and the reconciliation screen, making it easier to reconcile at the end of each month.
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