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.

Select Admin
.

Select Reports
under Utilities
.

Select the User Accounts
report.

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.

You'll need to reset your password if you forgot it. Refer to Resetting a CS Payment account password.