Quotes and Invoices: Creating Multiple Invoices (Bulk Upload) - ePayPolicy

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. 1.Log into the ePayPolicy Dashboard at http://app.epaypolicy.com/
2. 2.Select Quote/Invoice from the main menu.
3. 3.Click the Upload button.
4. 4.Select Account: If you manage multiple ePayPolicy accounts, use the dropdown menu to select the correct one.
5. 5.If applicable, include Custom Fields.
6. 6.Click Download Template to save the Excel file to your computer.

Entering Invoice Data

1. 1.Open the downloaded Excel template.
2. 2.Navigate to the Invoices tab.

Required Fields:

• ​Payer Name
• ​Payer Email
• ​Customer Name
• ​Invoice Number
• ​Due Date
• ​Display Breakdown
• ​At least one Line Item (Name & Amount)

Optional Fields:

• ​Policy details (Number, Dates)
• ​Invoice Expiration Date
• ​Additional Line Items (up to 5)
• ​Taxes
• ​Fees
• ​Custom Email Message

Keep in Mind

If you include text in the Email Message column, an email will be sent to the payer automatically upon upload. Leave this blank if you prefer to review or send manually later.

Uploading the File

1. 1.Save your updated Excel template.
2. 2.In the ePayPolicy Dashboard, click Browse File or drag and drop your document into the upload area.
3. 3.Click Upload.
4. 4.A green success banner will appear, and an Invoice Uploads confirmation document will automatically download to your computer for your records.

Managing and Sending

Once uploaded, you can click on the ID of any invoice to view its details. From here, you have several management options:

• ​Edit: Update amounts, add line items, or adjust policy information.
• ​Create Email: Send a customized message with the invoice link and any relevant attachments.
• ​View Payment Page: Preview exactly what your insured will see before you send it.
• ​Copy URL: Copy the direct link to use in your own email service (e.g., Outlook) or to combine multiple invoices for one payer.
• ​Void: Invalidate the invoice to prevent any future payments.
• ​Paid Offline: Mark the invoice as paid if you receive a physical check or external payment.
• ​Copy Invoice: Create a duplicate of the current invoice for quick entry.
• ​Add Policy/Invoice: Send payment links that allow payers to view and pay multiple invoices simultaneously by simply selecting the data to carry over, adjusting, and saving.

Paid Invoice

Once a payment is processed, the invoice status will automatically update to "Payment on MM/DD/YYYY" with a direct link to the transaction details.

If marked manually, it will show as "Paid offline on MM/DD/YYYY."