ePayPolicy Help Center
The ePayPolicy Help Center provides a comprehensive knowledge base with step-by-step guidance on common tasks like customizing payment pages, managing users, tracking transactions, and handling refunds, along with categorized help topics, popular articles, and customer support contact information available Monday through Friday.
Start Here
Search and browse the ePayPolicy Knowledge Base for answers to common questions and guidance on using the platform.
Common Tasks
- Link your website or email signature to your payment page
- Find your dedicated payment page
- Customize the payment page
- Add a PayNow button to Outlook signatures
- Track which transactions are depositing into your account
- Learn about the ePayPolicy Referral Program
- Add and set permissions for users in ePayPolicy
- See payment details
- Pass transaction fees on to customers
- Void or refund a payment
- Resolve issues when a client pays the wrong agency
Help Topics
A variety of help topics are available to assist with specific questions or general guidance:
- Payment Page
- Dashboard
- Transactions
- Integrations
- Security and Compliance
- General FAQ
- Getting Started
- Multi-Factor Authentication (MFA)
- CheckMate
- Quotes and Invoices
- Finance Connect
Popular Articles
- How to add and set permissions for users in ePayPolicy
- Void or Refund a Payment
- Add a PayNow button to Outlook signatures
- Link your website or email signature to your payment page
- How to track checks mailed to your ePayPolicy lockbox
- Per Transaction Limits
- How to know what transactions are depositing into your account
- Where to find your dedicated payment page
- Can you pass the transaction fee on to your customers
- Activating your account
Contact Us
If you have additional questions or need direct assistance, you can reach the ePayPolicy support team during normal business hours (Monday through Friday, 8AM-5PM CST) via the "Let's Chat" feature on the website or by calling Customer Support at 844-372-9300.