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This article applies to:

  • Product: Practice CS
  • Subject: Accounts Receivable

Set up a CS Payment account

  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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