Support & Instructions

Welcome to Rate Remover Software! The compliant method to remove or reduce your card processing fees. Our software was launched in February 2024, and is currently in BETA testing phase.

If you have not received an email from no-reply@myrateremover.com please check your spam/junk folder. You can request a new password here.

Current Features

  • Create a Dual Price Invoice/Estimate
  • Create a Single Price Invoice/Estimate With Optional Cash Discount
  • Edit Drafts, Estimates, & Unpaid Invoices
  • Download, Print and Email PDF Documents
  • Save Customer Information
  • Add New Users Within Your Company
  • Sales & Sales Tax Reporting
  • Daily Sales & Deposit Reports
  • Items & Prices are Memorized & Saved

Coming Soon Features

 

  • QuickBooks Integration
  • Integrated Scheduler
  • Edit Memorized Items & Price List
  • Import Customers

How it Works

Our software takes the guesswork out of calculating your true cost for accepting card payments. Industry research shows that most small business owners do not have an accurate understanding of their rates & fees.

Rate Remover Software is the solution. Our software automatically makes a small adjustment to your existing prices. When the estimate/invoice is created, you have three options to present it to your customer:

  • Dual Pricing – shows a List Price (card) and a Cash Price.
  • Single price (adjusted card price) with a cash discount.
  • Single price (adjusted card price) without a cash discount.

Our system is fully compliant with the card brands and all US states.

User Guide

**Important**

Before you start using our software, please create two new folders for your invoices & estimates. Right click on your mouse and select ‘New’ then ‘Folder’. We suggest saving them on your desktop.

Video Length 36 seconds

Creating Estimates

Dual Price Estimate

To create a dual pricing estimate click the ‘New invoice/Estimate’ button on the home screen. Make sure the toggle button is set to ‘Dual Price’ and ‘Estimate’. Enter your customer information then click ‘Generate’. Download the estimate to your Estimates folder.

Video Length 142 seconds

Single Price Estimate W/Cash Discount

To create a single price estimate with a cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Estimate’ and ‘Show Cash Discount’.

Video Length 51 seconds

Single Price Estimate With No Discount

To create a single price estimate with a cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Estimate’ and ‘Hide Cash Discount’.

Video Length 46 seconds

Print / Email Estimate

To print an estimate locate the file in your ‘Estimates’ folder and open the PDF. Select print and send to your local printer.

To email an estimate attache the file to your email and send.

Video Length 35 seconds

Convert Estimate to Invoice

To convert an estimate to an invoice click the View Invoices button. Open the estimate by clicking the estimate number. Click the Convert to Invoice button.

Video Length 38 seconds

Creating Invoices

Dual Price Invoice

To create a dual pricing invoice click the ‘New invoice/Estimate’ button on the home screen. Make sure the toggle button is set to ‘Dual Price’ and ‘Invoice. Enter your customer information then click ‘Generate’. Download the estimate to your Invoices folder.

Video Length 39 seconds

Single Price Invoice With Cash Discount

To create a single price invoice with a cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Invoice’ and ‘Show Cash Discount’.

Video Length 56 seconds

Single Price Invoice With No Discount

To create a single price invoice with no cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Invoice’ and ‘Hide Cash Discount’.

Video Length 45 seconds

Print / Email Invoice

To print an estimate locate the file in your ‘Estimates’ folder and open the PDF. Select print and send to your local printer.

To email an estimate attache the file to your email and send.

Video Length 35 seconds

Creating Invoices

Dual Price Invoice

To create a dual pricing invoice click the ‘New invoice/Estimate’ button on the home screen. Make sure the toggle button is set to ‘Dual Price’ and ‘Invoice. Enter your customer information then click ‘Generate’. Download the estimate to your Invoices folder.

Video Length 40 seconds

Single Price Invoice With Cash Discount

To create a single price invoice with a cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Invoice’ and ‘Show Cash Discount’.

Video Length 48 seconds

Single Price Invoice With No Discount

To create a single price invoice with no cash discount click the ‘New Invoice/Estimate’ button. Make sure the toggle is set to ‘Single Price’ ‘Create as Invoice’ and ‘Hide Cash Discount’.

Video Length 46 seconds

Print / Email Invoice

To print an estimate locate the file in your ‘Estimates’ folder and open the PDF. Select print and send to your local printer.

To email an estimate attache the file to your email and send.

Video Length 35 seconds

Receiving Payments

Recieve Cash Payment

Select ‘View Invoices’ from the home screen. Click the payment icon next to the invoice you want to log to payment to. Select ‘Cash’ as the payment method.

Video Length 26 seconds

Receive Card Payment

Select ‘View Invoices’ from the home screen. Click the payment icon next to the invoice you want to log to payment to. Select ‘Card’ as the payment method.

Video Length 34 seconds

Receive Check Payment

Select ‘View Invoices’ from the home screen. Click the payment icon next to the invoice you want to log to payment to. Select ‘Cash’ as the payment method.

Reconciling Deposits

Processing fees are deducted daily from our processing company. Non adjustable items & the sales tax amount will be subject to procesing fees.

Example:

Inspection $21.00 processing fee will be .80 cents.

Sales Tax $8.00 processing fee will be .32 cents.

 If you are using QuickBooks or any other software, you can log this as a ‘Card Processing Fee’ expense to make your deposit balance. Please let us know if you need assistance.

 

Generating Reports

To generate reports go to the ‘Paid Invoices’ link and click. Select the dates you want then view or download.

Please tell us how we can help you