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CS Payment FAQs

To create a CS Payment Account, follow the steps in the CS Payment Account article.
You can't delete CS Payment Accounts.
A CS Payment account is stored in your firm's NetFirm CS portal as a User Account with User Type: CS Payment.
You can't convert a CS Payment account into a NetStaff CS type account
To change CS Payment account information:
  1. Go to
    Setup
    , then
    Firm
    .
  2. Select the
    Billing and A/R
     tab.
  3. Select
    Set up CS Payment Account
    .
  4. Enter CS Payment Account credentials and select
    Login
    .
  5. Select the
    My Account
     tab.
  6. Change the desired information, then select
    Save
    .
In CS Payment, you can save credit card and bank account numbers for clients so you don't have to enter them each time a client makes a credit card or ACH payment. These numbers are stored in CS Payment, organized by firm, not CS Payment Account or NetStaff login. All authorized CS Payment users in a firm can access the full list of saved credit card and bank account numbers for entering payments and for adding or deleting them.
To restrict a Netstaff User from accessing CS Payment do one of the following:
  • Restrict access within the Practice CS program with firm security. Restrict access to Setup, Firm in the security group(s) to which staff that should not access CS Payment are assigned.
  • Restrict access to the Practice CS program through Virtual Office or SaaS.
Data processed within Thomson Reuters, CS Payment, and Kotapay is PCI compliant.

This article applies to:

  • Product: Practice CS
  • Subject: Accounts Receivable

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