If you have a Kotapay (formerly InterceptEFT) account, you can process ACH and credit card transactions in Practice CS. Use the links below to browse information about setting up, using, and troubleshooting ACH and credit card payments in Practice CS.
Overview articles
We recommend starting here. These articles will explain the concepts and take you through all the basic parts of the processes.
Credit card and ACH processing in Practice CS
Practice CS and NetClient CS bill pay
Processing
Once you're set up, these articles can help you process payments.
Entering payments
Entering credit card and ACH payments
Adding ACH or credit card information to clients
Undo payments
Reversing a credit card or ACH payment
CS Payment account
Resetting a CS Payment password
NetClient CS Bill Pay
Practice CS and NetClient CS bill pay walkthrough
Deleting a Bill Pay invoice from NetClient CS
How to mark a NetClient CS invoice as paid
Partial payment of NetClient invoice
Receipts and confirmation
Checking credit card payment status and confirmation number of a transaction
Printing a credit card payment receipt
Troubleshooting
If you have any trouble during the ACH or credit card processing, these articles might help.
Troubleshooting credit card and ach payment transactions
Resolving communication issues with Kotapay
Invalid username or password when logging into CS Payment
Errors
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