How do I create a quote or invoice in the ePayPolicy dashboard?

Log into the ePayPolicy Dashboard, click the Quote/Invoice tab, click Create Quote / Invoice, select the Account, enter the invoice information, and click Save.

How do I email an insured a payment link to an invoice in ePayPolicy?

After saving, use Create Email to email the insured with a customized message and attachments; the insured receives a direct link to the invoice. You can also use Copy URL to send a direct link to the invoice.

How can I track the status of an invoice in ePayPolicy?

Click Quote/Invoice and filter by Status. Paid Invoice updates automatically to "Payment on MM/DD/YYYY" with a direct link to transaction details; Paid Offline shows "Paid offline on MM/DD/YYYY."

What should I do if I don’t see the Quote/Invoice tab in my ePayPolicy dashboard?

Contact the Support team during business hours via the "Let's Chat!" feature or call 844-372-9300.

Can I mark an invoice as paid outside ePayPolicy or void it?

Yes. Use Paid Offline to mark the invoice as paid outside the system (e.g., by check), or Void to make the invoice no longer valid. Payments are not allowed on a voided invoice.

Quotes and Invoices: Creating the Invoice - ePayPolicy

The article details a step-by-step guide for creating and managing quotes and invoices in the ePayPolicy dashboard, including logging in, selecting accounts, entering invoice information with optional custom fields, saving, and utilizing post-save options like editing, emailing, previewing payment pages, copying invoice URLs, voiding invoices, and marking payments as paid offline.

This article provides step-by-step instructions for creating a Quote and Invoice through the ePayPolicy dashboard.

Steps to Create a Quote or Invoice

1.
Log into the ePayPolicy Dashboard
Go to http://app.epaypolicy.com/.
2.
Navigate to the Quote/Invoice Tab
Click the Quote/Invoice tab in the left navigation menu.

If you do not see the Quote/Invoice option, contact the Support team during business hours (Monday through Friday, 8AM-5PM CST) via the "Let's Chat!" feature or call 844-372-9300.
3.
Click Create Quote / Invoice
4.
Select the Account
If you have multiple accounts, choose the account for which you want to generate the invoice under the Account field.
5.
Enter Invoice Information

Custom fields are available upon request. These fields allow you to pull information from and write back to your management system automatically. Custom fields are configured at the account level. To add or edit custom fields, contact your Account Manager or email support@epaypolicy.com.
6.
Click Save

If you have Finance Connect, you will see the Check Finance Eligibility option. If you do not see it and want to learn more, contact support to schedule a demo.
7.
Access Additional Options After Saving
- Edit: Modify invoice details, update amounts, add line items, or add policy number information after creating the invoice.
- Create Email: Email the insured with a customized message and attachments. The insured receives a direct link to the invoice.
- View Payment Page: Preview the payment page before sending it to the insured. It includes invoice details.
- Copy URL: Send the insured a direct link to the invoice, useful for external email services or multiple invoices.
- Void: Void the invoice if it is no longer valid. Note: Payments are not allowed on a voided invoice.
- Paid Offline: Mark the invoice as paid outside the system (e.g., by check).
- Copy Invoice: Duplicate all details to create a new invoice.
- Add Policy/Invoice: Send payment links that allow payers to view and pay multiple invoices simultaneously by selecting, adjusting, and saving the data.
8.
Track Invoice Status

Click Quote/Invoice and filter by Status to track the status of an invoice.
- Paid Invoice: Once a payment is processed, the invoice status updates automatically to "Payment on MM/DD/YYYY" with a direct link to transaction details.
- Paid Offline: If marked manually, it will show as "Paid offline on MM/DD/YYYY."

Quotes and Invoices: Creating the Invoice - ePayPolicy

Steps to Create a Quote or Invoice

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