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This category includes articles related to transactions

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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

What happens with an NSF alert (non sufficient funds) or other declined ACH transactions?

When a bounced ACH occurs, we notify you and the payer immediately by email. ePayPolicy will debit your account for the funds. We typically know funds are rejected after 5 or 6 business days from the transaction. This works in the same way as a paper check where the funds may look good initially but are later pulled back. You will still be charged t...

Last updated: June 30th, 2020 by Nathan Terrazas

Can I pass the transaction fee on to my customers?

Yes, you can choose to pass along all credit card and ACH fees to the payer. Within your ePayPolicy payment page, fees are auto-populated and displayed to the payer. You can see an example on our demo payment page by typing in 1000 into the amount field (note also the different rates between credit card and ACH). The way we enable you to pass on the...

Last updated: June 30th, 2020 by Nathan Terrazas

What is the funding timeline for processed transactions?

Credit card payments will take 2-3 business days to settle to your bank account. ACH payments under $25,000 will take 2-3 business days and ACH payments above $25,000 will take 6-7 business days to settle....

Last updated: June 30th, 2020 by Nathan Terrazas

Void or Refund a payment

For a payment voided before 8 pm Eastern the same day, the processing fees will also be voided. A payment voided after 8 pm Eastern is considered a Refunded Payment and the processing fees will need to be covered by either the organization or the payer. Transaction fees are non-refundable. Therefore, you will incur any portion of the transaction fee...

Last updated: November 15th, 2021 by Nathan Terrazas

Recurring payments

Enable your clients to setup recurring payments. See the video below which explains how recurring payments works for you and your insureds.  When you’re ready,  submit a request  to have the recurring payments feature turned on for your account. ...

Last updated: February 21st, 2022 by Nathan Terrazas

Processing fees being non-refundable

Processing fees are non-refundable. By default, processing fees are passed through to the payer, but there are a few occasions that result in the ePayPolicy account owner covering the processing fee. Those scenarios are: NSF or bounced ACH payments - when this occurs, the gross payment amount is pulled back from the bank account where funds deposite...

Last updated: July 2nd, 2020 by Nathan Terrazas

Client paid the wrong agency

ePayPolicy staff does not have the power to transfer funds from your bank account on your behalf, but registered users on your ePayPolicy account may send funds through the dashboard to any company with an ePayPolicy account. See this article to learn how to send funds through Payables in the dashboard....

Last updated: July 2nd, 2020 by Nathan Terrazas

Why am I being charged $3 for a bounced ACH?

When an ACH is declined, we notify you and the payer immediately by email and funds are swept out of the account they were deposited into the next business day.  You may request funds for declined ACH be swept out of your operating account, instead of your trust account.  You will still be charged the transaction fee on the original transaction. Let...

Last updated: July 13th, 2020 by Nathan Terrazas

When downloading transaction data from the dashboard, why does the system only give the option of emailing the report sometimes?

This depends on the "size" of the data being retrieved. A record of transactions over a count of 250 will result in the report needing to be emailed to the user. If the count of transactions is under 250 (based on results from search on transactions page), you will see the download link and can download the file right then and there. This does not a...

Last updated: August 20th, 2020 by Joe Beshears

Per Transaction Limits

Accepting a large ACH payment?  ePayPolicy enacts per transaction limits on all accounts.  Transaction limits are in place as ePayPolicy front funds ACH payments to speed up the funding process.    What does this mean for your agency? Let’s look at an example.  If your single per transaction limit is $15,000 and your client needs to pay an invoice o...

Last updated: November 6th, 2020 by Nathan Terrazas

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