ePayPolicy

Quotes and Invoices: Link Policies - ePayPolicy

The ePayPolicy "Add Policy" feature enables users to link multiple invoices to a single policy, consolidating related financial documents into one unified Payment Page to enhance payer experience, simplify loan management, and present a professional, integrated view that streamlines payments and reduces confusion.

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 offers several benefits for both you and your customers:

  • Payment Experience: Instead of managing separate links, all linked invoices appear on a single, unified Payment Page.
  • Simplified Loan Management: This is especially powerful for consolidating loans. By linking related loan invoices, payers can view their total obligations and make payments in one go.
  • Professional Presentation: Providing a grouped view gives the Payment Page an "integrated feel" that builds trust and clarity.

How it Works

When you utilize the Add Policy feature when creating an invoice, the system pulls the associated invoices into a single view.

  1. 1.From the created Quote/Invoice in the ePayPolicy Dashboard (http://app.epaypolicy.com/)
  2. 2.Click the Add Policy/Invoice button
  3. 3.The system will link the policies
  4. 4.When the payers are on your payment page, they see all linked invoices displayed together, allowing for a seamless checkout experience

Best Practices for Loans

If you are managing multiple loans for a single payer, link them to ensure the payer understands the full scope of their payment schedule and avoids the confusion of receiving multiple separate emails.

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