Add ACH or credit card information to clients

You'll need to set up your firm for processing with Kotapay.

If you process ACH and credit card payments for clients using Kotapay, you may want to add account information for them before you start processing.

Select Setup
then Clients
.

Go to the client and select Edit
.

On the Billing and A/R
tab, select Manage Client Accounts
.

To add a credit card for a client:

Select the Credit Cards
tab.

Select Add Card
.

Enter the credit card information and Save
.

To add a bank account for a client:

Select the Bank Accounts
tab.

Select Add Account
.

Enter the bank account information and Save
.

Sign out before closing the CS Payment window to exit securely.

This article applies to: