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This article applies to:

Enter credit card and ACH payments with Kotapay and Practice CS

You'll need:

A Kotapay account.

Electronic payments turned on in Practice CS, or account information added to your clients.

Select Actions
, then Receipt & Adjustment Entry
.

Select Entry
, then the Receipts
tab.

Enter a Control date
.

Enter the Bank account
, Date
, and Client ID
.

Choose a Type
:

Credit Card (CC)

Electronic Funds (ACH)

Enter the payment Amount
.

Select More

next to Amount
to apply the payment to the invoice.

Press the Tab
or Enter
key.

If you use Kotapay/CS Payment, choose a credit card or choose client bank account information.

If you haven't entered a entered a credit card or ACH payment in the last 15 minutes, you'll be asked to sign in to CS Payment.

If the window didn't open, check that you've set up your firm for credit card and ACH processing correctly.

If you have a signin issue or question, refer to the CS Payment FAQs article.

If you don't integrate Kotapay with Practice, refer to the Process ACH and credit card payments outside of Practice CS article.

Complete all the boxes. If you have a credit card reader, you can use it to completed the boxes.

Select OK
to submit the payment information.