Transactions

The Transaction page displays a table of all payment transactions.

View Transactions

Click the arrow icon next to a transaction to view more details. Click the arrow on the header row to expand all transactions.

Click Download Transaction from within the transaction details to display a print preview of the Transaction Detail screen.

If the insured uses the Hosted Payment Page to make a payment and the configure setting for requiring validation is enabled, you can view the workflow for the payment transaction in the Order Details > Workflow field in the Transactions table. The following table describes each possible workflow based on the selected Merchant Settings and, if you use Applied Epic, whether an activity is written back to Epic.

Workflow Client payment option selected Text displayed under Transactions > Workflow Description Generate activity for event automatically?
Default - No validation or writeback N/A No validation or writeback The insured can make a single payment without verifying information or integrating with Applied Epic. No
Single Amount - Client validated with writeback Single Amount > Require client validation Client validated with writeback The insured must verify their information by entering their account number, phone number, and postal code. The client cannot make a payment without successful validation. Yes
Single Amount - Validation with option to bypass Single Amount > Enable client validation Client validated with writeback The insured must verify their information by entering their account number, phone number, and postal code. After three failed attempts in 24 hours, the insured can make a payment without validation. Only if the insured is successfully validated.
Single Amount - Option to proceed without account number Single Amount > Allow client the option to immediately bypass No validation or writeback The insured can make a single payment without verifying information. No
Single Invoice - Client and invoice validated with writeback Pay by Invoice > Individual Invoice Client and invoice validated with writeback The insured must verify their information by entering their account number, invoice number, and postal code. The single invoice is available to pay in full. Yes
Multiple Invoice - Client and invoice validated with writeback Pay by Invoice > All Open Invoices Client and invoice validated with writeback The insured must verify their information by entering their account number, invoice number, and postal code. All open invoices on the same client are available to pay in full. Yes
Agent applied payment on account Agent applied payment on account with writeback Client validated with writeback The insured clicks Apply Payment in Epic and searches for an account to apply the payment to. Yes
Agent applied payment on invoice Agent applied payment on invoice with writeback Client validated with writeback The insured clicks Apply Payment in Epic and searches for an invoice to apply the payment to. Yes
AutoPay Enrollment - Account AutoPay Enrollment - Account - with writeback Client validated with writeback The insured must be enrolled in AutoPay on their account. Yes
AutoPay Enrollment - Policies AutoPay Enrollment - Policies - with writeback Client validated with writeback The insured must be enrolled in AutoPay on their policy. Yes
AutoPay Enrollment - Invoices AutoPay Enrollment - Invoices - with writeback Client validated with writeback The insured must be enrolled in AutoPay for their transaction. Yes
AutoPay Enrollment - Multiple AutoPay Enrollment - Multiple - with writeback Client validated with writeback The insured must be enrolled in AutoPay with more than one option from accounts, policies, or invoices. Yes

Apply Payment in Epic

If you have the Apply Payment in Epic permission enabled in the Users area, you can apply a payment to an Applied Epic account without having to manually add the transaction to Epic.

  1. Click Apply Payment in Epic next to a transaction.
  2. Select a client account.
  3. Choose to apply the payment to an Account or invoice(s). If you use the Invoice option, the payment must equal the full invoice amount. You can apply partial payments to an invoice using the Account option.
  4. Select the Brokerage and Branch.
  5. Click Apply Payment.

Request a Refund

When you make a payment in the Applied Pay portal and Void the transaction before 10:00 p.m. PST on the day the payment is made, the full amount is returned to the original form of payment, including any fees. For payments posted after this cutoff time, any fees collected are not returned to the original form of payment. Only authorized users can view the Applied Pay portal and issue refunds.

  1. Navigate to the Applied Pay portal from within the product.
  2. On the Transactions tab, locate the payment to refund and click the ellipsis next to the transaction.
  3. Click Refund Payment. This button is not available if the transaction has already been refunded.
  4. Enter an amount to be refunded. You can make as many partial refunds as needed to make up the original authorized amount.
  5. If you have enabled the option in Merchant Settings, select Create a debit transaction in Epic to automatically post a debit transaction back to Applied Epic.
  6. Click Confirm in the confirmation popup to submit the refund request.

The Payment Events section updates to reflect the refund request. This may take a few minutes. Refresh your browser if you do not see REFUNDED in the Type column. An email confirmation is sent to the broker refunding the transaction and the email listed under Merchant Settings. If an email address is not included under Merchant Settings, the email used during merchant registration receives the refund confirmation.

Refunds for EFT may take up to 2-3 business days, while a refund for card transactions can happen the next day.

Download Transaction

Click Download Transaction from the ellipsis menu to download a PDF of the transaction information.