ePayPolicy

Video Tutorials

The ePayPolicy website offers a library of how-to video tutorials, including a featured 40-second video on automating invoice notifications to streamline payment collections, along with options to customize settings like adding logos and users, while also providing users with cookie consent management for privacy preferences.

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ePayPolicy Makes Payments Easy

A library of how-to videos to make payments the easiest part of your business.

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0:40

FeaturedInvoice Notifications - Automate your invoice notification process

Invoice notifications do the collections work for you. Once set up, they'll send out payment requests so you won't have to, and will even follow up on past due payment requests.

Getting Started with ePayPolicy

Getting Started 1 : Add Your Logo and Users

Getting Started 2 : Transactions, Batches & the Dashboard

Getting Started 3 : Integrations

ePayPolicy How To's

How To: Embed a Pay Now Button in Gmail

How To: Embed a Pay Now Button in Outlook

How To: Void Payments and Send Refunds

How To: Add payment link invoices in DocuSign

Features

Payables - Send payments directly from your dashboard

AutoPay - Save payment information and pay invoices automatically

Invoice Notifications - Automate your invoice notification process

Recurring Payments - Easy installment payments for your insureds

ePayPolicy Integrations

Integrations - AMS360 - How It Works

Integrations - NowCerts - How It Works

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