Getting Started 1 - ePayPolicy

Welcome to ePayPolicy

Before You Start

Before you begin using ePayPolicy, here are a few helpful things to know:

• ​Join the ePayPolicy Users Group to stay up to date on all things ePayPolicy.
• ​ePayPolicy is a web-based application that works in most web browsers, both mobile and desktop.
• ​Informational resources are available, such as the help center and demo videos.
• ​The support team is available via chat or phone at 844-372-9300.

Set Up Your Account

After signing up for ePayPolicy, you’ll receive an activation email with instructions to create a password for your dashboard. Click the link in the email to create your password and access your dashboard.

Add a Logo to Your Page

Having an agency-branded payment page ensures your customers easily recognize the ePayPolicy payment portal as yours and helps keep your company looking professional.

To brand your payment page with a logo, follow these steps:

1. 1.Inside your dashboard, navigate to the Account menu.
2. 2.Click the Logo tab.
3. 3.Choose your logo file.
4. 4.Click Upload.

Your logo will appear on your ePayPolicy payment page and e-receipts.

Promote Your Service and Add a PayNow Button

Access the client toolkit for content to share with your clients, letting them know they can now make digital payments.

You can also download one of the nine PayNow button options available. Have your web designer add it to your page and attach it to invoices to remind clients that they no longer have to send in paper checks.

As an additional reminder, you can include it in your email signature. When you send your clients a notice that a payment is due, they can simply click the button at the bottom and make a payment in less than a minute. You can usually do this in the Settings section of your email account.

Add Users to Your Account

Your agents can easily share your payment page to collect a payment, but anyone who needs to reconcile funds or administer your ePayPolicy account, such as accountants or controllers, must be added as a user to access the dashboard.

To add users to your ePayPolicy account, follow these steps:

1. 1.Inside your dashboard, navigate to the Account menu.
2. 2.Click the Users tab.
3. 3.Enter the person’s email address and click Add User.
4. 4.Set Permissions for the new user by clicking the Yes/No toggles.

Collect Your First Payment

To collect a payment, simply share your unique payment page link with customers. Your payment page is optimized for easy sharing. To share your page, consider the following:

1. 1.Add your payment page link to your invoice templates and statements.
2. 2.Email or text the link to your customers.
3. 3.Install a PayNow button on your homepage and link it to your payment page.
4. 4.Download your agency-branded flyer, which includes the link to your payment page, and distribute the flyer to your client base. Your unique flyer can be found in the Logo area in the dashboard.

When a payment is sent, all parties receive an e-receipt via email and the transaction details are sent to your dashboard in real time.

Have Any Additional Questions?

Visit The Support Hub

Need 1:1 assistance getting started?

Email Customer Success at support@epaypolicy.com or call (844) 372-9300.