Cancellation & Refund Policy

Cancelling Membership:

STEP 1: Cancelling a Cash Practice Systems Membership: To close your 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 login and use the Request Closure button. IMPORTANT: Closing your 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 account. We cannot close your merchant accounts for you. Processing Point/SAGE requires you to submit a written letter requesting your merchant account be closed. Because it is a "bank account" the owner of the account (you) are the only one who can close the account.

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 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.


Setup Fee: Setup fees are non-refundable except in the following circumstance - $99 of your setup 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 service does NOT qualify for a setup 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 membership 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: The 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 a $85 charge for the additional swiper. In the event of a swiper not working after the 6-month time-frame, additional swipers may be purchased from the website.