Cancellation & Refunds

Cancelling Membership:

STEP 1: Cancelling a Cash Practice Systems Membership: To close your CashPractice.com account, login under the primary account and go to the [My Account] [Membership Info] [Request to Close Account] menu (must be logged in as the admin of your account). You must fill out the Request To Close form to submit your cancellation request. Should a dispute arise as to when you requested your account be closed, this record (which you will immediately receive a copy of by email) will serve as your only proof of closure request. Please keep the email for your records.

It is, for this reason, we will not accept closure requests by any other means. Therefore, requests for account closure will NOT be accepted by phone, email or any other means except through the [Request to Close Account] link. Should you call or email us asking to close your account, we will politely instruct you to log in and use the Request Closure button. IMPORTANT: Closing your CashPractice.com account DOES NOT automatically close your merchant accounts. See Step 2.

STEP 2: Closing your Auto-Debit System Merchant Accounts: If you have the Auto-Debit System, the merchant accounts must be closed in ADDITION to your CashPractice.com account. We cannot close your merchant accounts for you. Processing Point/SAGE requires you to sign an official closure request in order for your merchant account be closed. To close your merchant accounts, please contact our Merchant Service Dept at merchantaccounts@cashpractice.com or (877) 343-8950 x 105

Once an account is closed, you will no longer have the ability to log back in unless you reactivate your account. For this reason, we recommend you export your list of clients prior to closing. Due to PCI regulations, you are not able to export client credit card or bank account numbers. You will no longer have a license to use any plans you have created with the Cash Plan Calculator and any patients/prospects in your Drip-Education Email Marketing System database will cease receiving any emails. If you have auto-debits scheduled with the Auto-Debit System, they will immediately cease being processed. Once the account is closed, your account will no longer be charged. You further understand that upon account closure, your database of plans, emails, etc may be deleted. Cash Practice Inc retains the right to continue to contact you by phone, mail, email or fax. At any time, you can notify Cash Practice Inc that you would like to be removed from our contact list.

Cancellation & Refunds:

Onboarding Fee: Onboarding fees are non-refundable except in the following circumstance – $99 of your onboarding fee will be refunded only if you are not approved for a merchant account that we submitted to the bank on your behalf. Cancellation of membership does NOT qualify for an Onboarding fee refund.

Monthly & Quarterly Subscribers: No refunds.

Annual Subscribers: Should cancellation occur within the FIRST SIX MONTHS of your initial membership or each automatically renewed membership, your account will be prorated based on the monthly rate for the number of member months for that membership term and refunded the difference. No refunds for cancellations that occur after 180 days of your initial membership or each automatically renewed membership term. Should a refund be due, a credit will be given within ten (10) business days. If you do not see the credit on your statement the following billing cycle, please contact us.

USB Card Swipers: USB Card Swipers come with a 30-Day Money-Back Guarantee. Items must be returned in new condition in their original packaging postmarked within 30 days of purchase. Refunds will be posted against original payment within 10 business days of receipt of return. Cash Practice Inc. will replace any faulty Cash Practice provided swipers at no extra charge up to 6-Months from the delivery date of original swiper. The replacement swiper will be shipped via USPS and will include a return label. Upon receiving replacement swiper, the faulty swiper must be returned to Cash Practice Inc. within 10 business days. Failure to do so will result in an $85 charge for the additional swiper. In the event of a swiper is not working after the 6-month time-frame, additional swipers may be purchased from the CashPractice.com website.

EMV Terminals: EMV Terminals come with a 30-Day Money-Back Guarantee. Items must be returned in new condition in their original packaging postmarked within 30 days of purchase. There is a $50 restocking fee for each EMV terminal returned. Refunds (less the restocking fee) will be posted against original payment within 10 business days of receipt of return. The merchant will be responsible for all return shipping fees. For assistance with returns, merchants will need to contact our Merchant Services Dept at 877-343-8950×105. There is 1-year manufacturer warranty for out of the box equipment failure. If the terminal has failed within the warranty period and cannot be repaired a replacement will be provided. Physical damage of any kind is not covered. The manufacturer does offer repairs on non-covered issues for a fee. Merchants will need to contact our Merchant Services Dept for assistance at 877-343-8950 x105.

CP Mobile Swipers: CP Mobile Swipers come with a 30-Day Money-Back Guarantee. Items must be returned in new condition in their original packaging postmarked within 30 days of purchase. Refunds will be posted against original payment within 10 business days of receipt of return. The merchant will be responsible for all return shipping fees. For assistance with returns, merchants will need to contact our Support Dept at 877-343-8950 x102. There is 6-month manufacturer warranty for out of box-equipment failure. Physical damage of any kind is not covered. Failed CP Mobile swipers will not be replaced if outside of the 6-month warranty period. If the mobile swiper has failed within the warranty period and cannot be repaired a replacement will be provided. Cash Practice Inc will replace the failed swiper at no extra shipping charge via USPS and will include a return label. Upon receiving the replacement swiper, the failed swiper must be returned to Cash Practice Inc within 10 business days. Failure to do so will result in a $35 fee that will be charged to the billing on file. Merchants will need to contact our Support Dept for assistance at 877-343-8950 x102.

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