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This article applies to:

  • Product: Practice CS
  • Subject: Accounts Receivable

Set up a CS Payment account

important
Beginning November 11, 2026, Kotapay and CS Payment are no longer available in Practice CS. Stripe is required for all payment processing. For details, refer to Transition to Stripe.
  1. Select
    Setup
    , then
    Firm
    .
  2. Select the
    Billing and A/R
     tab.
  3. Mark the checkboxes for the features you need:
    • Enable printing invoices to NetClient CS
    • Enable credit card processin
      g
    • Enable ACH processing
  4. Select
    Set up CS Payment Account
    .
  5. If you have a NetStaff CS account:
    1. Enter your NetStaff CS credentials.
    2. Enter your Kotapay credentials on the
      Firm
       tab and select
      Save
      .
  6. If you don't have a NetStaff CS account:
    1. Select
      Create Account
      .
    2. Enter the required information and select
      Save
      .
      note
      You'll get an email with a link to activate your account.
    3. Once your account is active, go to
      Setup
      , then
      Firm
      , select the
      Billing and A/R
       tab, then
      Set up CS Payment Account
       to enter your Kotapay information.
  7. In Practice CS, select
    Enter
     on the
    Firm Billing and A/R
     tab.
    note
    To process online bill payments for your clients, you'll also need to turn on
    Printing invoices to NetClient CS
     for each client that will pay invoices online.

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