Invalid username and password in CS Payment

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When you attempt to log in to your CS Payment account, you might see a "Invalid username or password" message. If that happens, make sure you have the correct username. Once you know your username, you might need to reset your password if you still can't get in.

Check your username

If your firm uses NetStaff, someone with admin access can look up your CS Payment login:

  1. Go to secure.netlinksolution.com.
  2. Log in to a NetStaff account that possesses administrative privileges.
  3. Click the Admin button.
  4. Under Utilities, click Reports.
  5. Choose the User Accounts reports.
  6. In the Find box, type CS Payment to limit the list of accounts to only CS Payment logins.

If your firm doesn't use NetFirm CS, your firm licensee should call Practice CS Support at 800.968.0600 to get the username.

Forgot password

If you forgot your password, you'll need to reset it. See Resetting a CS Payment account password.

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Internal only

Important: Do not provide the CS Payment account information to anyone other than the firm licensee.

If a firm calls asking for their CS Payment login:

  1. Does the firm use NetStaff? If so, try to walk the user through accessing the User Accounts report using the instructions under Forgot your username? > Retrieve your login using your NetStaff account. 
  2. If the firm does not use NetStaff or the user does not have admin access in their NetStaff account, follow the steps below to look up the login.

Web Services reps: You can look up a CS Payment account for a firm by logging into your "Bob" account. Follow the steps under "Forgot your username? > Retrieve your login using your NetStaff account" to access the User Accounts report. Then enter the firm ID in the Firm Override box to view the User Account report for the firm in question. 

Non Web reps: Find out if the firm has more than one CS Payment account. If they do, try to verify which account they are looking for. Bring the firm ID and any information you have about the CS Payment account to the Web Services CF on duty. If there is no Web CF on duty, you can ask a Web Services Rep for help.