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Add ACH or credit card information to clients

You'll need to set up your firm for processing with Kotapay.

If you process ACH and credit card payments for clients using Kotapay, you may want to add account information for them before you start processing.

note

Alternatively you can add accounts when you first process an electronic payment for a client.

Select Setup
then Clients
.

Go to the client and select Edit
.

On the Billing and A/R
tab, select Manage Client Accounts
.

Sign in to your CS Payment account.

To add a credit card for a client:

Select the Credit Cards
tab.

Select Add Card
.

Enter the credit card information and Save
.

To add a bank account for a client:

Select the Bank Accounts
tab.

Select Add Account
.

Enter the bank account information and Save
.

Sign out before closing the CS Payment window to exit securely.

Internal use only

If you want to see the CS Payment windows, sign in using your websr credentials.