This is a Cash Practice Help Center Article
IMPORTANT: Are you being solicited by Fortis Payments? If so, please let us know so we can shed some light on things they are falsely claiming about Cash Practice.
Here is what Fortis is saying when attempting to solicit your business from Cash Practice:
"Our layout is much more user-friendly" - That is up to you to decide.
"It's easier to see info in a quick glance." - Actually, it's not.
"Editing or making changes is way more efficient" - Actually, it's not.
"We offer e-invoicing." - Cash Practice has online payments, bill pay, the ability for patients to reprocess declined payments online, update the card on file for auto-debits, and so much more.
"We have a website portal" - Who doesn't???
"Declined payments will auto-send emails to you and the patient to update the credit card or pay with another method." - Cash Practice has this.
"We have a mobile app" - Cash Practice has this at no extra cost
"We have monthly savings" - Definitely not. When compared side by side, Cash Practice provides WAY more value than Fortis. Ask us for our side-by-side analysis where we can show you not only that we are a greater value, but we don't hide fees, we are 100% transparent, and don't use misleading marketing.
If you have ANY questions or want to see our analysis, we are more than happy to talk with you. Simply call us at 877-343-8950 x105.
ATTENTION: My Virtual Reports work best with CHROME or EDGE. If you are using SAFARI or any other browser, you may not be able to access your statements. If you are experiencing trouble and you are not using CHROME or EDGE, please try CHROME or EDGE before contacting us.
If you have a MAC - Firefox is the recommended browser to use when accessing your statements.
You will only have access to the last 18 months of your merchant statements via My Virtual Reports, so be sure to save your statements to your computer or print them out.
To Access your Merchant Statements for the FIRST time, you must register with My Virtual Reports: |
First Time Getting Statements? For Registration Instructions, click HERE. |
Step 1: Logging into My Virtual Reports
Click HERE to log in (Or you can go directly to www.MyVirtualReports.com, then click [Merchant])
Log in with your Merchant ID Number and your My Virtual Reports username and password that you created during registration. **This may be different from your Cash Practice® login. If you need your Merchant ID number, please contact us at (877) 343-8950 x 105 or MerchantAccounts@CashPractice.com
For screenshots of how to navigate within My Virtual Reports, click HERE.
Step 2: Accessing your MOTO merchant account statements
Click [Merchant Select] in the upper left corner. This will allow you to toggle between your MOTO & RETAIL merchant accounts.
Click the pink eyeball icon to the left of the MOTO number under VIEW. This will take you to Single Merchant Mode.
Next, click [Credit Card] located on the upper left side of the menu bar and select [Monthly Statement Search] from the drop-down menu.
On the new screen, select the desired month from the drop-down options and click [Search Statements] then click [Download Statement].
NOTE - You cannot view the current month's statement - to view activity for the current month, go to Daily Batch Summaries under [Credit Card]
Step 3: Accessing your EFT merchant account statements
If you have the EFT merchant account (for processing bank account transactions using a routing number and account number), you can access information for EFT as long as you are under the MOTO single merchant mode (the RETAIL single merchant mode will not have access to your EFT merchant account information).
To access your EFT account information, click [ACH] in the toolbar at the top of your screen. Click [Monthly Statement Search] from the drop-down menu.
On the new screen, select the month and year you would like to view from the drop-down menu. Click [Search Statements]. Your EFT statement will be displayed on the page.
To download a copy of your EFT statement, click [Download Statement]:
Step 4: Accessing your RETAIL merchant account statements
Click [Merchant Select] in the upper left corner.
Click the pink eyeball icon to the left of the RETAIL number under VIEW. This will take you to Single Merchant Mode.
Next, click [Credit Card] located on the upper left side of the menu bar and select [Monthly Statement Search] from the drop-down menu.
On the new screen, select the desired month from the drop-down options and click [Search Statements] then click [Download Statement].
NOTE - You cannot view the current month's statement - to view activity for the current month, go to Daily Batch Summaries under [Credit Card]
You will only have access to the last 18 months of your merchant statements through My Virtual Reports, therefore be sure to save your statements to your computer or print them out each month.