Quotes and Invoices: Creating the Invoice

Written by Kay Depper

Last published at: January 26th, 2026

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 team.

Our team can be reached during normal business hours, Monday through Friday 8AM-5PM CST, via the "Let's Chat!" feature on the bottom right corner of our website.

If you would prefer to speak to someone via a phone call, during normal business hours, contact our Customer Support team at 844-372-9300.

3. Click Create Quote / Invoice

 

4. If you have multiple accounts, select the account you would like to generate the invoice for under the Account field


5. Enter the invoice information

Keep in Mind

Custom fields are available upon request, these fields allow you to pull information from and write back to your management system automatically.

Custom Fields are configured at the account level to ensure consistency across your team. 

To add new custom fields to your account or edit existing ones, please reach out to us: 

  • Account Manager: Contact your dedicated representative directly. 
  • Support Team: Email us at support@epaypolicy.com and let us know which labels you’d like to add.

6. Click Save

Keep in Mind

If you have Finance Connect, you will see the Check Finance Eligibility option. 

If you do not see it and you would like to learn more about this feature, click here to schedule a demo.

7. Once saved, additional options will appear

Option

Details

Edit

Modify invoice details you have entered. 

If you need to update amounts, add line items or add policy number information, you may do so after creating the invoice.

Create Email

Email the insured with a customized message and the ability to upload quotes or invoices or any relevant attachments.

The insured will receive a direct link to the invoice within the email.

View Payment Page

View the payment page in advance to see how it looks prior to sending it to the insured.

It will include the details of the created invoice.

Copy URL

Send the insured a direct link to the invoice, by clicking on the Copy URL button, you can send the insured the link to make a payment.

This is useful when sending the link using an external email service, or if you have multiple invoices that need to be paid. 

Void

If the invoice is no longer valid, or if a new one is generated and you no longer want/need the current invoice, you can void the invoice.

NOTE: Payments are not allowed on a voided invoice. 

Paid Offline

Invoice has been paid outside of the system, for example through a check.

Copy Invoice

All details will be copied to create a new invoice.

Add Policy/Invoice

Send payment links that allow payers to view and pay multiple invoices simultaneously by simply selecting the data to carry over, adjusting, and saving.


8. To track the status of an invoice, click Quote/Invoice and filter by Status


Once a payment is processed, the invoice status will automatically update to "Payment on MM/DD/YYYY" with a direct link to the transaction details. 

If marked manually, it will show as "Paid offline on MM/DD/YYYY."

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