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Process ACH and credit card payments outside Practice CS

To process ACH and credit card payments in Practice CS, you'll need a Kotapay account. If your firm has an Kotapay account but doesn't want to process through Practice CS, or if your firm processes ACH and credit card payments outside of Practice CS using another method, you can still enter ACH and credit card receipts in Practice CS by following these steps.
There's no way to stop Practice CS from processing a single ACH or credit card payment. If you need to leave ACH and credit card processing turned on, you'll need to enter ACH and credit card payments processed outside of Practice CS as either cash or check.
  1. Turn off ACH and credit card processing
    1. Select
      Setup
      , then
      Firm
      .
    2. Select the
      Billing and A/R
       tab.
    3. Under A/R, clear the
      Enable ACH processing
       and
      Enable credit card processing
       checkboxes.
  2. Enter the payment:
    1. Select
      Actions
      , then
      Receipt & Adjustment Entry
      .
    2. Fill out the
      Bank Account
      ,
      Date
      , and
      Client ID
       fields.
    3. In the
      Type
       field, select
      Credit Card
       (CC) or
      Electronic Funds
       (ACH). You shouldn't be prompted to enter any credit card or account information. If you are, make sure that ACH and credit card processing are turned off.
  3. Complete the rest of the boxes as needed.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Accounts Receivable

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