Can I “build” ePayPolicy’s platform into my site, so that customers do not go to external site for payment processing?
You can build payment processing into your website via our API to enable your customers to make payments inside your UI, instead of going to an external site to submit payment. Learn more about our API....
Are refund/void details written back to our management system if the ePayPolicy account is integrated?
At this time, refund details as well as bounced ACH payments, are not written back into any management system that is integrated with an ePayPolicy account. The ePayPolicy dashboard would hold the refund/void information there for you to view. FinancePro integrations are the exception to this rule, and ONLY voids will auto-sync from the ePayPolicy d...
How to Cancel an AutoPay Cycle
AutoPay cycles can be canceled by the agency or the payer. Payer Instructions For a payer to cancel AutoPay, they can: Visit the agency's payment page Click "Sign In" Enter their login credentials Once logged in, the payment page will return the payer to the "Make a Payment" screen Select "Scheduled Payments" The payer's AutoPay cycles will be d...
How to import ePayPolicy Transactions into AMS360
Cash receipts will be applied to paid invoices when your accounting staff uploads the ePayPolicy transaction report into the AMS360 payment import feature. This way all cash receipts will be applied at once, reducing manual accounting work. Login to your dashboard at app.epaypolicy.com . Go to the “Batches” page, and select the batch ID# for the b...