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Credit card and ACH processing with Practice CS and Kotapay

If you have a Kotapay account, you can process ACH and credit card transactions in Practice CS.

ACH payments

You can enter check payments in Practice CS and Kotapay will transfer the payment from your client's bank account to your firm's.

Credit card payments

Enter credit card payments from any major credit card in Practice CS and Kotapay will charge the credit card, depositing the payment in your firm's account.

NetClient CS Online Bill Pay

You can send an invoice to your client's NetClient CS portal and your client can pay their own invoice using any major credit card. Kotapay will charge the card and deposit payment in your firm's account.

Set up your firm

Start here if you've never processed payments in Practice CS before.
  1. Set up your Kotapay account. You'll need to contact Kotapay and complete the Request for Information for Thomson Reuters Customers 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 checkbox for the features you need:
    • Enable credit card processing
    • Enable ACH processing
    • Enable printing invoices to NetClient CS
  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
    .

Set up your clients

Once your firm is set up, you can add account information to your clients. You can do this before you start processing payments or as you go.

Process payments

Once you have client account information entered or you've turned on
Online bill pay
, you can collect and process payments.
  1. Invoice your client.
  2. Start the payment using the
    Receipt & Adjustment Entry
     screen.

This article applies to:

  • Product: Practice CS
  • Subject: Accounts Receivable

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