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Billing

Practice CS and NetClient CS bill pay walk-through

If you're licensed for NetFirm CS, you can push invoices to your NetClient CS clients. These clients can then pay their invoices from within their secure portal using a credit card. After a client has paid an invoice, Practice CS can retrieve the payment and apply it to the outstanding invoice. This process enables a paperless workflow and consistent integration.

Requirements to use this feature

  • NetClient CS
  • Practice CS
  • Kotapay account

Step 1: Enable printing invoices to NetClient CS

  1. Set up your Kotapay account, if you haven't already. You'll need to contact Kotapay; you can fill out this form or call
    866.431.9926
    .
  2. In Practice CS, select
    Setup
    , then
    Firm
    .
  3. Select the
    Billing and A/R
     tab.
  4. Mark the
    Enable printing invoices to NetClient CS
     checkbox.
  5. Select
    Setup CS Payment Account
    .
  6. Sign in with your NetStaff CS or CS Payment credentials. If you don't have a CS Payment or NetStaff account, select
    Create Account
    .

Step 2: Client setup

  1. Select
    Setup
    , then
    Clients
    .
  2. Select the client.
  3. Select
    Edit
    .
  4. Select the
    Contact Info
     tab.
  5. Select
    Billing Contact
    .
  6. In the
    Portal
     field, select the client's NetClient CS ID.
  7. Select
    Actions
    , then
    Enable NetClient CS Invoices for <portal ID>
    .
  8. Select
    Enter
     to save your changes.

Step 3: Bill the client

  1. Select
    Actions
    , then
    Billing
    .
  2. Invoice your client however you like or use your normal billing methods.
  3. Print the finished invoice to NetClient CS.
    1. Select either
      Actions
      ,
      Billing
      , then the
      Review
       tab, or
      File
      , then
      Print Invoices & Statements
      .
    2. Mark the invoice and select
      Print Selected
      .
    3. Select
      Output to NetClient CS
      .
    4. Select
      OK
      .

Step 4: Client pays the invoice

Your client will get an email notification about their new invoice with a link to view the invoice in their portal.

Step 5: Retrieve the receipt

After the client pays the invoice, the Portal Administrator will get an email notification.
  1. In Practice CS, select
    Actions
    , then
    Receipt & Adjustment Entry
    .
  2. Select the
    Integrated Receipts
     tab.
  3. Select the invoices to import, then
    Accept Selected
    .
  4. Once the receipt is accepted, the invoice will be marked as paid in the client's portal.
If the client pays the invoice outside the portal, you'll still need to mark the invoice as paid.

This article applies to:

  • Product: Practice CS
  • Subject: Billing