Updated March 27th, 2024 by Joe Beshears

Which systems does ePayPolicy integrate with?

ePayPolicy integrates with the most popular management and accounting systems for insurance, including AMS360, Applied Epic, Nexsure, NowCerts, and many more.  A full list of ePay's integrations can be found here: https://epaypolicy.com/integrations/ ...

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Updated August 27th, 2020 by Joe Beshears

When paying with an international credit card (Canada), how should the postal code be entered on the payment page?

The postal code for a credit card based in Canada should be entered with no spaces, and all letters in the postal code should be capitalized....

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Updated December 16th, 2020 by Joe Beshears

Can AutoPay be disabled on my payment page?

If your payment page is integrated, the AutoPay feature is automatically enabled and cannot be disabled. Please see our feature page outlining AutoPay and the benefits of having it: https://epaypolicy.com/featured-autopay/...

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Updated December 1st, 2020 by Joe Beshears

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...

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Updated March 27th, 2024 by Joe Beshears

When using AutoPay - will the automatic payment draft past due invoices or just the current invoice?

AutoPay only drafts payments for the current due invoice for the payer, not to include any past due invoices....

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Updated September 25th, 2020 by Joe Beshears

What is the character limit for the comments section of the payment page?

There is not a limit to the amount of characters for the comments section of the payment page....

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Updated April 4th, 2024 by Joe Beshears

How do I download my flyer?

This article will guide you through the steps to download your flyer.  1. Login to the ePay Dashboard at https://app.epaypolicy.com/ 2. On the left-hand side, click the  Accounts  tab.   3. Next, while in the Accounts page, on the right-hand side click the  Logo  tab. 4. Once in the Logo tab, click  Download your flyer....

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Updated August 20th, 2020 by Joe Beshears

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...

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