How do I know what transactions are depositing into my account?
Batch reports your dashboard represent daily deposits that are sent to your bank account. Those batches align to the penny with deposits that hit your bank account. Our system creates one batch per day that could include multiple transactions. Batch reports are emailed to users with permission to "Receive Payment Emails." Batches are also viewable ...
ePayPolicy Referral Program
ePayPolicy has an incredible customer referral program! As an ePayPolicy customer, when you refer a company to ePayPolicy, we will credit your account and their's with $50 in subscription credit! How it works: In the dashboard, go to Profile > Referral Link Click 'Referral Link' and a new browser tab will appear Copy and share the url in the n...
How to add and set permissions for users in ePayPolicy
Only users with permissions set to 'Yes' for "Can Manage the Account and Users" can add users to the account. See image below: If you don't have the proper permission to add users in your account, consult your account administrator or reach out to support (support@epaypolicy.com). To add a user, login to the dashboard and go the Accounts >...
See payment details
For security purposes, ePayPolicy expunges sensitive payment information after a payment is sent. Still, the last 4 digits of the credit card or bank account used for payment can be reviewed inside your dashboard in the transaction details. Only registered users with proper permissions may access the transaction details within your ePayPolicy ac...
