Quotes and Invoices: Creating Multiple Invoices (Bulk Upload)
This article provides step-by-step instructions to create and manage multiple invoices simultaneously using the Quotes and Invoices bulk upload feature. Preparation and Template Download 1. Log into the ePayPolicy Dashboard at http://app.epaypolicy.com/ 2. Select Quote/Invoice from the main menu 3. Click the Upload button 4. Select Account: If...
Quotes and Invoices: Creating the Invoice with Finance Connect
The Quotes and Invoices feature allows you to streamline your billing process by creating professional payment requests and tracking them in real-time. To make the checkout experience even more powerful, we’ve integrated Finance Connect . This feature allows you to offer premium financing through your existing partners directly at the point of pay...
Quotes and Invoices: Link Policies
The Add Policy feature allows you to link multiple invoices directly to a specific policy. This ensures that all related financial documents are displayed together on the Payment Page. By grouping these items, you provide a cohesive experience for your payers and streamline the collection process. Why use the "Add Policy" feature? Linking invoices o...
Quotes and Invoices: Understanding Custom Fields
Custom Fields allow you to add unique, business-specific information to your invoices that isn't captured by standard fields. Think of them as flexible labels that help you track internal reference numbers, policy details, or specific project codes. When you use a custom field, both the Display Name (the label) and the Value (the specific info) will...
Quotes and Invoices: Creating the Invoice
This article will guide you through the process of creating a Quote and Invoice through your ePayPolicy dashboard. 1. Log into the ePayPolicy Dashboard at http://app.epaypolicy.com/ 2. Click the Quote/Invoice tab in the left navigation menu Keep in Mind If you do not see Quote/Invoice in your ePayPolicy Dashboard, please reach out to our Support...
Quotes and Invoices: Setting Up Invoice Notifications
You can enable Quotes and Invoices Invoice Notifications for your account to ensure payers are reminded of payments owed. Once active, you have full control over the email cadence, allowing you to choose how often emails are sent. Please note that all automated reminders are scheduled based on the invoice due date. How It Works Invoice notifications...