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Receipt types

You can use different receipt types to track the kinds of payments you're receiving. The receipt types available in Practice CS are:
  • Cash (CA)
  • Check (CHK)
  • Electronic Funds (ACH)
  • Credit Card (CC)
It's not possible to add a new receipt type to Practice CS.

Cash (CA) or Check (CHK)

There's no difference in data entry between CA and CHK receipts. If your firm doesn't need to track whether a payment was cash or check, it doesn't matter which one you chose.

Electronic Funds (ACS) or Credit Card (CC)

Electronic funds (ACH) and credit card (CC) receipts are treated differently depending on whether ACH and/or credit card processing is enabled on the Billing and A/R tab.
  • If ACH and/or CC processing is enabled, entering a receipt type of ACH or CC will trigger the CS Payment / Kotapay payment process.
  • If ACH and/or CC processing isn't enabled, you can use ACH and CC receipt types the same way you would use cash (CA) or check (CHK) - for reporting purposes.

This article applies to:

  • Product: Practice CS
  • Subject: Account grouping