- Getting Started with Actionstep Payments
- Actionstep's Payments Portal
- Actionstep Payments Admin screen
- Access to Actionstep Payments Portal
- Viewing a list of Credit Card Transactions
- Customize Payments Screen
- Actionstep Payments - Trust/General Retainers
- Setting up accounts setting for Actionstep payments
- Actionstep Payments - Trust Retainers
- Understanding Credit Card Disputes
- Add/Edit Payment Configuration
- Actionstep Payments - General Retainer
- Understanding What to Provide in your Response to Disputes
- Withdrawals from your Payments Balance
- Actionstep Payments - Refunding Payments
- Understanding the Default Billing Email Template
- Dispute Reasons
- Inserting a 'Pay Now' link into your custom invoice template
- Actionstep Payments - Refunding Payments (Additional steps for trust refunds)
- Paying invoices from retainer automatically vs manually
- Submitting a Dispute Response through the Payments Portal
- Actionstep Payments - Overpayments
- Understanding the Accounting Transactions created by Payments to your operating/business account
- Understanding the accounting transaction created by payments to your trust account
- Actionstep Payments - Finding Transaction ID
- Holds placed on a payment