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Accounts receivable

Select a client credit card to process a transaction

Before you can process credit card transactions in Practice CS, you'll need to take the following steps:
  1. Set up an account with Kotapay.
  2. Set up a CS Payment account to process credit card transactions in Practice CS.
  3. Turn on credit card processing on the
    Billing and A/R
     tab of the
    Firm setup
     screen in Practice CS.
  1. Go to the
    Receipt & Adjustment Entry
     screen.
  2. Select
    Credit Card
     (for receipts) or
    Credit Card Return
     (for adjustments) for the
    Type
    .
  3. If you've added a credit card via
    Manage credit cards
    , you can select it from the
    Choose credit card
     dropdown list, or select
    Manual entry/swipe
    .

This article applies to:

  • Product: Practice CS
  • Subject: Accounts Receivable