Credit card and ACH processing in Practice CS

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Your firm has the option to process credit card and ACH transactions from Practice CS in the Receipt & Adjustment Entry screen. Before you can process credit card or ACH transactions in this manner, you must take the following steps.

More information about the application process is available in the Thomson Reuters Account Flow document, available in the same location as the other application materials.

Note: Using a Magtek USB credit card reader will auto fill all required fields when the card is swiped. Models 21040147, 21040145, 21040107, and 21040108 are keyboard emulators and are the recommended models.

Related topics

Entering receipts

Selecting a client credit card to process a transaction

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