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E-Pay Payment Processing User Guide

This guide gives an overview on how to submit Credit Card and ACH payments using E-Pay.

To submit a Credit Card or ACH payments:

  1. Select the appropriate case. 

  2. Navigate to the case invoice by clicking Billing,

  3. Go to the Payments & Adjustments section. 

  4. Click on the colorful Credit Cards + button. 


The New Electronic Payment box will pop up. 

  1. Enter the Payment Amount or Use Total Due button.  
  2. Choose Merchant Account where you want the funds to be deposited.  
  3. Payor drop down will show you the Purchaser’s to choose from or you can enter who is paying on next tab.  
  4. Select Credit Card or ACH.  
  5. Email of who is receiving the Receipt.  
  6. Click BEGIN KEY-IN PROCESSING.  

            Next Payment Order Information:  

            1. ORDER INFORMATION shows the amount the payment will be for AND Invoice #. 
            2. Enter the Credit Card or ACH Information. 
            3. Enter the Billing Information 
            4. Click Submit.  

                  Graphical user interface Description automatically generated

                  After you Submit payment, you will then see “Approved” or “Declined.” Only approved transactions are applied to the invoice and to accounting. Declined transactions will list a decline reason. 

                  Receipt Options appear next. You can print a receipt, email a receipt, or do both. You also have the option to enter an email address that is not listed. 

                  To refund a payment, select the desired transaction in an invoice, then select the Reverse Payment button. 

                  Make sure you have correct refund date. 

                  Click on the Reverse Transaction circle icon.  

                  Again, an “Approved” or “Declined” screen will appear and you can choose a Receipt Option. Once approved, the invoice will be update.