If you have a Kotapay account, you can process ACH and credit card transactions in Practice CS. If you want to learn more about Kotapay, see Using Kotapay.
If you don't use Kotapay integration with Practice CS, see Processing ACH and credit card payments outside of Practice CS instead.
Available features
Set up your firm
Start here if you've never processed payments in Practice CS before.
- Set up your Kotapay account. You'll need to contact Kotapay; you can fill out this form or call 866.431.9926.
- In Practice CS, choose Setup > Firm.
- Click the Billing and A/R tab.
- Mark the checkbox for the feature(s) you want to use:
- Enable credit card processing
- Enable ACH processing
- Enable printing invoices to NetClient CS
The rest of the setup and processing steps for NetClient CS bill pay are different from ACH and credit card payments. If you enable printing invoices to NetClient CS, you'll need to go to Practice CS and NetClient CS bill pay walkthrough to finish setting it up and to learn how to use it.
- Click the Setup CS Payment Account link.
- Log in with your NetStaff CS or CS Payment credentials. If you don't have a CS Payment or NetStaff account, click the Create Account link.
Notes
- CS Payment accounts are free.
- If you have a NetStaff CS account, you should use that to log in to CS Payment. You won't have a separate CS Payment account.
- When you create a CS Payment account, you'll receive an account activation email. Once your account is active, come back to this screen in Practice CS and click the Setup CS Payment Account link to sign in.
Set up your clients
Once your firm is set up, you can add account information to your clients. You can do this before you start processing payments or as you go. See Adding ACH and credit card information to clients.
Process payments
Once you have client account information entered or you've turned on online bill pay, you can start collecting and processing payments.
- Invoice your client however you like. See Billing methods to read about your invoice options.
- Initiate the payment using the Receipt & Adjustment entry screen. See Entering credit card and ACH payments.
- Kotapay processes the transaction.
- Once processed, the receipt status updates to Accepted.
Receipts and transaction status
Printing a credit card payment receipt
Delete or undo payments
Reversing a credit card or ACH payment
Troubleshooting
Troubleshooting credit card and ach payment transactions
Invalid username or password when logging into CS Payment
Errors
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