Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Errors

Error: Invalid username and password

You may get a message that says, "Invalid username or password." Follow these steps to check your username and reset your password.

Check your username

An administrator can look up your CS Payment username if your firm uses NetStaff. They can follow these steps to get your username.
  2. Sign in to your administrator NetStaff account.
  3. Select
    Admin
    .
  4. Select
    Reports
     under
    Utilities
    .
  5. Select the
    User Accounts
     report.
  6. Enter
    CS Payment
     in the
    Find
     field to filter the list of accounts to CS Payment accounts.
Call Practice CS Support if your firm doesn't use NetFirm CS.

Forgot password

You'll need to reset your password if you forgot it. Refer to Resetting a CS Payment account password.
Internal use only
important
Do not provide the CS Payment account information to anyone other than the firm licensee.
If a firm calls asking for their CS Payment login:
  1. Does the firm use NetStaff? If so, try to walk the user through accessing the User Accounts report using the instructions under Forgot your username? > Retrieve your login using your NetStaff account.
  2. If the firm does not use NetStaff or the user does not have admin access in their NetStaff account, follow the steps below to look up the login.
Web Services reps:
You can look up a CS Payment account for a firm by logging into your "Bob" account. Follow the steps under "Forgot your username? > Retrieve your login using your NetStaff account" to access the User Accounts report. Then enter the firm ID in the Firm Override box to view the User Account report for the firm in question.
Non Web reps:
 Find out if the firm has more than one CS Payment account. If they do, try to verify which account they are looking for. Bring the firm ID and any information you have about the CS Payment account to the Web Services Resolver. If there is no Web Resolver on duty, you can ask a Web Services Rep for help.

This article applies to:

  • PRODUCT: Practice CS