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...

Can I pass the transaction fee on to my customers?

Absolutely! With ePay, you can seamlessly pass along credit card and/or ACH fees to your customers using our user-friendly payment page, which is fully compliant with regulations in all 50 states. How does it work? Your ePayPolicy payment page will auto-calculate transaction fees based on the payment amount and payment type. Payers will see the fees...

Void or Refund a Payment

For clients operating within the ePay ecosystem, understanding how to efficiently reverse payments is crucial. In this article, we will delve into the two methods for reversing payments: Voids and Refunds.  If you are a payer seeking to reverse a payment, please use the contact information conveniently located at the bottom of the e-receipt you rece...

Recurring payments

Enable your clients to setup recurring payments. See the video below which explains how recurring payments works for you and your payers. When you’re ready,  submit a request  to have the recurring payments feature turned on for your account. ...

Client paid the wrong agency

At ePayPolicy, we prioritize security and control over your financial transactions.  While our dedicated team members are unable to initiate fund transfers from your bank account directly, we empower registered users on your ePayPolicy account to seamlessly send funds through our intuitive dashboard.  This feature enables you to effortlessly transfe...

When downloading transaction data from the dashboard, why does the system only give the option of emailing the report sometimes?

This depends on the "size" of the data being retrieved. A record of transactions over a count of 250 will result in the report needing to be emailed to the user. If the count of transactions is under 250 (based on results from search on transactions page), you will see the download link and can download the file right then and there. This does not a...

Per Transaction Limits

Accepting a large ACH payment?  ePayPolicy enacts per transaction limits on all accounts.  Transaction limits are in place as ePayPolicy front funds ACH payments to speed up the funding process.  What does this mean for your agency? Let’s look at an example.  If your single per transaction limit is $15,000 and your client needs to pay an invoice of ...

What is a chargeback and how do I start the process?

A chargeback is a card transaction reversed by the cardholder's bank after disputing a charge.  ePayPolicy has created this guide to answer common questions and provide you with the process. If you still have questions or prefer to get help directly from an agent, our team can be reached during normal business hours, Monday through Friday 8AM-5PM CS...