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...
Why am I not receiving suspenses for payments? (AMS360 Integrations)
Our AMS360 integration will create suspenses and activities in AMS360 when a payment is made. Activities will be created for every payment submitted to your ePayPolicy payment page. However, suspenses are not created for every payment. Suspenses will only be created for invoices that have a policy number tied to them. Therefore, if an invoice create...
How to configure ePayPolicy with NowCerts
1. Contact ePayPolicy Support to have your NowCerts Impersonation Key generated. 2. Log into the NowCerts Agency Portal. 3. Navigate to your profile under the NowCerts Agency Tab. 4. Click on "Profile" in the drop down menu. 5. Once your profile loads, navigate to and click on "Configure API". 6. Locate the "ePayPolicy" section in the configura...
How to Cancel an AutoPay Cycle
AutoPay cycles can be cancelled by the agency or the insured. For an insured to cancel AutoPay, they can visit the agency's payment page and click "Sign In" < enter their login credentials. Once logged in, the payment page will return the insured to the "Make a Payment" screen. From here, select "Scheduled Payments". The insured's AutoPay cycles...
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...
Why am I not receiving suspenses for payments? (AMS360 Integrations)
Our AMS360 integration will create suspenses and activities in AMS360 when a payment is made. Activities will be created for every payment submitted to your ePayPolicy payment page. However, suspenses are not created for every payment. Suspenses will only be created for invoices that have a policy number tied to them. Therefore, if an invoice create...