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 offers several benefits for both you and your customers:

• Payment Experience: Instead of managing separate links, all linked invoices appear on a single, unified Payment Page.
• Simplified Loan Management: This is especially powerful for consolidating loans. By linking related loan invoices, payers can view their total obligations and make payments in one go.
• Professional Presentation: Providing a grouped view gives the Payment Page an "integrated feel" that builds trust and clarity.

How it Works

When you utilize the Add Policy feature when creating an invoice , the system pulls the associated invoices into a single view.

1. From the created Quote/Invoice in the ePayPolicy Dashboard (http://app.epaypolicy.com/)

2. Click the Add Policy/Invoice button

 3. The system will link the policies

4. When the payers are on your payment page, they see all linked invoices displayed together, allowing for a seamless checkout experience

Best Practices for Loans

If you are managing multiple loans for a single payer, link them to ensure the payer understands the full scope of their payment schedule and avoids the confusion of receiving multiple separate emails.