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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 ...

Last updated: June 30th, 2020 by Nathan Terrazas

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...

Last updated: July 2nd, 2020 by Nathan Terrazas

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 >...

Last updated: October 18th, 2022 by Nathan Terrazas

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...

Last updated: July 9th, 2020 by Nathan Terrazas

How do I download my flyer?

Please log in to your ePayPolicy dashboard. Then on the left-hand side please click the "Accounts" tab.  Next, while in the accounts page, on the right-hand side please click the "Logo" tab. Next, while in the Logo tab, please click "Download your Flyer"...

Last updated: August 13th, 2020 by Joe Beshears

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