Quotes and Invoices: Creating the Invoice with Finance Connect

Last published at: January 26th, 2026

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 payment. It eliminates the back-and-forth of paper PFAs, improves conversion rates, and helps you get paid faster with upfront terms and automated e-signatures.

Don’t have Finance Connect set up yet? Let’s get you started! There is no additional monthly fee to use Finance Connect. Click here to learn more or contact our team to connect your preferred Premium Finance Company (PFC).

Follow the steps below to create, send and manage your invoices.

Accessing the Feature

1. Log into the ePayPolicy Dashboard at http://app.epaypolicy.com/

2. From the left-hand navigation menu, click on Quotes & Invoices.

Creating a New Quote or Invoice

1. Click the Create New button in the top right corner.

2. Select whether you want to create a Quote (for approval) or an Invoice (for immediate payment).

3. Enter Invoice Details

Required Fields:

Field	Description
Payer Name	Name of the payer also appears on the email.
Email Address	The email the invoice will be sent to.
Customer Name	Customer listed on the policy may be the same as the Payer Name.
Invoice Number	A unique identifier for your own tracking does not impact the invoice.
Due Date	Date payment must be made by, this will impact customers reminder emails.
Line Item Description	The purpose of this invoice, for example a description of the policy type.
Amount	Total amount to be paid

Optional Fields:

Field	Description
Invoice Expiration Date	If not paid, this is the date the invoice, and the payment link sent, will expire.
Policy Number	The unique identifier assigned to a specific insurance policy for tracking and reference.
Effective Date	The specific date on which the insurance coverage officially begins.
Policy Expiration Date	The date the current policy term ends and coverage ceases.
Additional Line Items	Extra fields, up to 5, that allow you to list and price specific services or charges beyond the primary invoice item.
Taxes	Applicable state or local government levies calculated and added to the total premium.
Fees	Standard administrative or processing charges applied to the invoice.
Custom Fields	Tailored data points available upon request to automate syncing with your specific management system.

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.

Allow Finance Eligible Invoice

1. Click Yes for "Allow Finance Eligible Invoice"

2. Enter in applicable Finance Details

Field	Description
Line of Business	Select the specific category of insurance to ensure the invoice is categorized correctly for your reporting.
Business Type	Use this field to specify the nature of the payer’s operations or the specific market segment the policy falls under.
Minimum Earned % - Optional	Enter the percentage of the premium that is non-refundable and kept even if the policy is cancelled early.
Number of Days to Cancel - Optional	Indicate the required notice period or the timeframe allowed before a policy is officially terminated due to non-payment or request.
Auditable - Optional	Check this box to flag whether the final premium for the policy is subject to adjustment based on an end-of-term review of exposures like payroll or sales.

3. Enter Customer Details

Field	Description
Customer Name	This will be pulled from the Invoice details.
Address	Address to be listed for the customer.

4. In the Insurance Carrier / Writing Company Details section, either complete a Carrier Search or Manually Enter Company information

5. If applicable, complete the Is there a General Agent / MGA / Wholesaler on the policy? Section

6. Click Check Finance Eligibility

Keep in Mind

If you are missing a required field for financing, a red text will appear in the field for you to complete.

7. The Finance estimate will appear

8. Options will be available to:

Field	Description
Update Financing Eligibility	Click this when a change was made to the details entered and you would like to view the new finance estimate.
Decline Financing	Select this option if you decline providing the finance option.
Save	Click this to store all entered information and any updates.
Copy Invoice	Create a duplicate of the current invoice for quick entry.

9. Click Save

Managing and Sending

Once saved you will see several management options:

Option	Description
Edit	Update amounts, add line items, or adjust policy information.
Create Email	Send a customized message with the invoice link and any relevant attachments.
View Payment Page	Preview exactly what your insured will see before you send it.
Copy URL	Copy the direct link to use in your own email service (e.g., Outlook) or to combine multiple invoices for one payer.
Void	Invalidate the invoice to prevent any future payments.
Paid Offline	Mark the invoice as paid if you receive a physical check or external payment.
Copy Invoice	Create a duplicate of the current invoice for quick entry.
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.

Paid Invoice

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."

ePayPolicy Help Center

Accessing the Feature

Creating a New Quote or Invoice

Allow Finance Eligible Invoice

Managing and Sending

Contact Us