Cancellation & Refund Policy

Closing an Account: To close an account, login under the primary account and go to the My Account menu (must be logged in as the admin of your account). In the menu, you will see a link titled CLOSE ACCOUNT REQUEST which will log an official record of the closure 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 CLOSE ACCOUNT link under the My Account menu. Should you call or email us asking to close your account, we will politely instruct you to login and use the Request Closure button.

Once an account is closed, you will no longer have the ability to log back in unless you reactivate your account. 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.

IMPORTANT: Closing your CashPractice.com account DOES NOT automatically close your merchant account. 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. Click HERE to download a letter you can use to close the account.

Refunds:

Setup Fee: Setup fees are non-refundable except in the following circumstance - A $99 refund will occur 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 Subscribers: No refunds.

Quarterly Subscribers: Should cancellation occur within the FIRST 30 DAYS of your initial membership or each automatically renewed membership, your account will be refunded the difference between the quarterly payment amount and one (1) months membership fee (calculated at monthly rate). No refunds for cancellations that occur after 30 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.

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.