ePayPolicy Help Center

Quotes and Invoices: Creating Multiple Invoices (Bulk Upload) This article provides step-by-step instructions to create and manage multiple invoices simultaneously using the Quotes and Invoices bulk upload feature. Preparation and Template Download 1. Log into the ePayPolicy Dashboard  at  http://app.epaypolicy.com/ 2. Select  Quote/Invoice  from the main menu 3. Click the  Upload  button 4. Select Account: If...

\ \ Last updated: April 7th, 2026 by Kay Depper

Quotes and Invoices: Creating the Invoice with Finance Connect The Quotes and Invoices feature allows you to streamline your billing process by creating professional payment requests and tracking them in real-time.  To make the checkout experience even more powerful, we’ve integrated  Finance Connect . This feature allows you to offer premium financing through your existing partners directly at the point of pay...

\ \ Last updated: January 26th, 2026 by Kay Depper

Quotes and Invoices: Link Policies The Add Policy feature allows you to link multiple invoices directly to a specific policy. This ensures that all related financial documents are displayed together on the Payment Page. By grouping these items, you provide a cohesive experience for your payers and streamline the collection process. Why use the "Add Policy" feature? Linking invoices o...

\ \ Last updated: January 26th, 2026 by Kay Depper

Quotes and Invoices: Understanding Custom Fields Custom Fields allow you to add unique, business-specific information to your invoices that isn't captured by standard fields. Think of them as flexible labels that help you track internal reference numbers, policy details, or specific project codes. When you use a custom field, both the Display Name (the label) and the Value (the specific info) will...

\ \ Last updated: January 26th, 2026 by Kay Depper

Quotes and Invoices: Creating the Invoice This article will guide you through the process of creating a Quote and Invoice through your ePayPolicy dashboard.  1. Log into the ePayPolicy Dashboard at  http://app.epaypolicy.com/ 2. Click the Quote/Invoice tab in the left navigation menu   Keep in Mind If you do not see Quote/Invoice in your ePayPolicy Dashboard, please reach out to our Support...

\ \ Last updated: January 26th, 2026 by Kay Depper

Quotes and Invoices: Setting Up Invoice Notifications You can enable Quotes and Invoices Invoice Notifications for your account to ensure payers are reminded of payments owed. Once active, you have full control over the email cadence, allowing you to choose how often emails are sent. Please note that all automated reminders are scheduled based on the invoice due date. How It Works Invoice notifications...

\ \ Last updated: January 26th, 2026 by Kay Depper

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