Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Accounts receivable

CS Payment FAQs

Show all hidden content
How do I create a CS Payment Account?
To create a CS Payment Account, follow the steps in the CS Payment Account article.
How do I delete a CS Payment account?
You can't delete CS Payment Accounts.
How and where are CS Payment Accounts stored?
A CS Payment account is stored in your firm's NetFirm CS portal as a User Account with User Type: CS Payment.
How do I convert my CS Payment account into a NetStaff CS account?
You can't convert a CS Payment account into a NetStaff CS type account
How do I change my CS Payment Account information?
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
    .
How do I save credit card and bank account information for a client?
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.
note
For security purposes, only the last 4 digits of a credit card or account number are shown in the CS Payment window.
How do I restrict a Netstaff CS user from accessing CS Payment?
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.
How is my data safe with CS Payment account?
Data processed within Thomson Reuters, CS Payment, and Kotapay is PCI compliant.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Accounts Receivable

Related Content