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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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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