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Accounts receivable

A/R detail on statements and invoices

Use the ACH/Check selection window

Add ACH or credit card information to clients

Adjust service charges

Use the Applied Amounts window

Apply all open credits to debit items

Approve and post receipts and adjustments

Assess service charges

Choose a client bank account for ACH entry

Credit card and ACH processing with Practice CS and Kotapay

CS Payment accounts

CS Payment FAQs

Dunning messages in invoices or statements

Edit or delete ACH or credit card information for clients

Enter a non-sufficient funds transaction for a returned check

Enter A/R adjustments: Credit memos

Enter A/R adjustments: Debit memos

Enter A/R adjustments: Write-offs

Enter adjustments

Enter and apply prepayments

Enter credit card and ACH payments with Kotapay and Practice CS

Enter receipts quickly using the invoice number

Enter receipts and adjustments for client families

Printing credit card payment receipt

Process ACH and credit card payments outside Practice CS

Receipt & Adjustment Entry overview

Receipt & Adjustment Entry screen

Receipt & Adjustment Entry screen Overview tab

Reset a CS payment account password

Resolve Kotapay communication errors

Reverse a credit card of ACH payment

Select a client credit card to process a transaction

Select options for exported journal entries

Select statement printing options

Service charge generated for client with zero balance

Service charges calculation

Service charges overview

Set up a CS Payment account

Supported readers for credit card processing

Transaction credit card payment status and confirmation number

Transition to Stripe

Unapply a receipt or adjustment

Unapprove or unpost a receipt

Unpost a service charge

Use the Overview tab for Receipt & Adjustment entry

Client families overview