Updated August 22nd, 2023 by Anne Clark

Link your website or email signature to your payment page

Adding a PayNow Button to Your Website Adding a  PayNow  button to your website lets clients access your ePayPolicy payment portal with a simple click of a button. When your clients see “Pay Now,” they don’t consider it a prompt to go get their checkbook. Clients know they can quickly and easily make the transaction right then and there, online. Ins...

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Updated March 14th, 2024 by Anne Clark

Add a PayNow button to Outlook signatures

This article will guide you through the process of adding a PayNow button to your Outlook signature with a link to your ePayPolicy payment page.  Save Your PayNow Button or Banner 1. Start by selecting the PayNow button or banner you want to add to your signature from our client toolkit. 2. Right click on the image. 3. Select "Save Image As…" from t...

1 min reading time
Updated March 14th, 2024 by Anne Clark

Can I pass the transaction fee on to my customers?

Absolutely! With ePay, you can seamlessly pass along credit card and/or ACH fees to your customers using our user-friendly payment page, which is fully compliant with regulations in all 50 states. How does it work? Your ePayPolicy payment page will auto-calculate transaction fees based on the payment amount and payment type. Payers will see the fees...

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Updated September 13th, 2023 by Anne Clark

How do I know what transactions are depositing into my account?

Curious how to track transactions that are being deposited into your bank account? We've got you covered! In this guide, we'll walk you through the process step by step, so you'll always know exactly what's hitting your account. The Batch Report Approximately one business day before funds are deposited into your account, you'll find a batch report w...

1 min reading time
Updated December 8th, 2023 by Anne Clark

Void or Refund a Payment

For clients operating within the ePay ecosystem, understanding how to efficiently reverse payments is crucial. In this article, we will delve into the two methods for reversing payments: Voids and Refunds.  If you are a payer seeking to reverse a payment, please use the contact information conveniently located at the bottom of the e-receipt you rece...

1 min reading time
Updated March 26th, 2024 by Anne Clark

How to add and set permissions for users in ePayPolicy

This article will guide you through the process of adding users and adjusting user permissions within the ePay Policy Dashboard. With our step-by-step instructions, you'll be able to efficiently control user access.  1. Login to the  ePay Dashboard  at https://app.epaypolicy.com/   2. Click the Accounts tab in the left navigation menu.   3. Click th...

1 min reading time
Updated March 14th, 2024 by Anne Clark

What Types of Payments are Accepted on ePayPolicy’s Payment Pages?

At ePayPolicy, we understand that your clients and partners have diverse payment preferences. That's why our platform is designed to accommodate a range of payment methods, including ACH, debit cards, and all major credit cards. In this article, you'll find detailed information about each of these payment options to ensure you can meet your clients'...

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Updated March 14th, 2024 by Anne Clark

How do I track checks mailed to my ePay lockbox?

Keep in Mind This article applies to clients using ePayPolicy’s  CheckMate feature with a lockbox provided by ePay.  At times, individuals may reach out concerned about a check mailed to your lockbox that seems to be missing. However, it's important to remember that sometimes checks simply haven't arrived at the designated PO box yet. Here’s how you...

1 min reading time
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