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...

Activating your account

After submitting your application, and once all required documentation is received, your account will be activated within 72 hours.  If for any reason additional information is requested, the activation timeline will be extended to 5-7 business days; your sales representative will communicate any additional needs. Once activated, you’ll receive an a...

Updating the phone number and email address for the e-receipt

Follow these instructions to update your public-facing phone number and email address that appear on e-receipts: Inside the dashboard go to the Account menu Edit these items using the edit icons highlighted in the below image  ...

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 ePayPolicy Dashboard. With our step-by-step instructions, you'll be able to efficiently control user access.  1. Login to the ePayPolicy Dashboard at https://app.epaypolicy.com/   2. Click the Accounts tab in the left navigation menu.   3. Click...

Add a logo to your payment page

Follow these steps to add a logo to your payment page + e-receipts.  Login to the dashboard at app.epaypolicy.com  Click Account > Logo  Choose your logo file  Click Upload  You may edit the logo dimensions from the same page and click "Submit."  See the Adding a Logo and Users demo video....