Actionstep Payments: Your FAQs Answered

Actionstep Payments: Your FAQs Answered

As one of the most important touchpoints in lawyer-client interactions, it’s vital that the payment process is seamless for both the client and the law firm. That’s why Actionstep has introduced Actionstep Payments, a new built-in feature (now available in the US) that allows your law firm to accept flexible online payment options, including credit cards, debit cards, and ACH (echeck) within your Actionstep system.

If you’re wondering about the specifics of Actionstep Payments, we’ve got you covered. Read on to learn the answers to the most frequently asked questions.

What is Actionstep Payments?

Actionstep Payments is a feature of Actionstep that can help you get paid up to 10 times faster than traditional payment methods. With Actionstep Payments, your law firm can send customizable client invoices with secure payment links and accept credit card, debit card, and ACH (echeck) payments.

Why use Actionstep Payments?

Actionstep is one of the only legal practice management systems that has full back- and front-office functionality. This means you only need one system to run your entire practice.

With Actionstep Payments, you can bill clients quickly, accept credit card payments online, and easily track invoices and outstanding payments. Your financial information is posted directly through to your general ledger using Actionstep, QuickBooks, or Xero.

How secure is Actionstep Payments?

Actionstep Payments is fully secure and adheres to all Payment Card Industry Data Security Standard (PCI DSS) requirements to ensure that your data is backed up and protected against unauthorized access. Find additional information about Actionstep’s security here.

What features does Actionstep Payments have?

Actionstep Payments includes the following features to streamline the payment process end to end:

  • Customizable invoices: You can customize your client invoices with your firm’s logo, font, colors, and messaging.
  • Electronic billing: Email your client invoices with secure payment links for fast payment.
  • Flexible payment options: Clients can pay securely by credit card, debit card, or ACH (echeck).
  • View Outstanding Invoices: Easily view outstanding client balances and monitor payments.
  • Accounting Integrations: Seamlessly integrates with Actionstep, QuickBooks and Xero for easy reconciliation of accounts.
  • Monitor Payment Metrics: Easily view and monitor payment metrics such as issue/payment date, invoice #, client name, matter, payment status, last 4 digits of the credit card used, and payment amount.

Learn more about the features of Actionstep Payments here.

How do I generate bills?

Actionstep Payments allows you to generate bills from the main dashboard of a Matter. Clicking the “Invoice” button will instantly generate an invoice with all your billable time entries.

How do I send invoices to my clients?

The easiest way to share invoices with clients is over email. Once a bill is approved, you can easily share it with your client, and they will receive an email that allows them to pay through a secure link.

Can I customize the look of my invoices?

Yes, Actionstep Payments lets you customize your content and layout, headers, themes, and add your law firm’s branded logo to your invoices.

Can I track overdue payments?

Yes, you can view outstanding balances that shows who’s paid their bills, who hasn’t, and when a payment is due.

Does Actionstep Payments integrate with QuickBooks and Xero?

Yes, Actionstep Payments integrates with QuickBooks and Xero. Read these articles to learn how to sync your QuickBooks or Xero accounts.

My practice currently uses LawPay to process payments; will I need to continue to use it?

No, Actionstep Payments seamlessly integrates with your Actionstep system, so you don’t need to manage any other systems.

Take the Next Step

Using Actionstep Payments, you can streamline the key steps in the payments process for both your clients and your law firm. Talk to our team today to find out how to Actionstep’s all-in-one legal practice management software can help you stay on top of every aspect of your practice.

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Written by The Actionstep Team