How do I know what transactions are depositing into my account?

Curious how to track transactions that are being deposited into your bank account? We've got you covered! In this guide, we'll walk you through the process step by step, so you'll always know exactly what's hitting your account. The Batch Report Approximately one business day before funds are deposited into your account, you'll find a batch report w...

ePayPolicy Referral Program

ePayPolicy has an incredible customer referral program!  As an ePayPolicy customer, when you refer a company to ePayPolicy, we will credit your account and their's with $50 in subscription credit! How it works: In the dashboard, go to Profile > Referral Link  Click 'Referral Link' and a new browser tab will appear  Copy and share the url in the n...

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

See payment details

For security purposes, ePayPolicy expunges sensitive payment information after a payment is sent. Still, the last 4 digits of the credit card or bank account used for payment can be reviewed inside your dashboard in the transaction details.     Only registered users with proper permissions may access the transaction details within your ePayPolicy ac...

How do I download my flyer?

This article will guide you through the steps to download your flyer.  1. Login to the ePay Dashboard at https://app.epaypolicy.com/ 2. On the left-hand side, click the  Accounts  tab.   3. Next, while in the Accounts page, on the right-hand side click the  Logo  tab. 4. Once in the Logo tab, click  Download your flyer....