Choose a client bank account for ACH entry

You can add account information in client setup or during payment processing. Practice CS saves the information for you to choose when you process payments..
If you've set up client information, you can choose it while you enter payment information. After you enter an ACH or credit card receipt, a CS Payment opens. You may need to sign in. From there, choose a saved account. If a saved account is missing select
Refresh List
.