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ePayPolicy

Nathan Smith edited this page Dec 28, 2025 · 1 revision

ePayPolicy Integration

The ePayPolicy integration brings payment visibility and paylink generation directly into Quickfire.

It connects accounting reality to operational workflows.


What This Integration Does

Quickfire can:

  • Display recent payments
  • Generate paylinks
  • Associate payments with clients and renewals
  • Cache payment data locally for reliability

Payment data feeds accounting views, Homepage widgets, and renewal settlement screens.


How It Shows Up in Quickfire

You’ll see payment information in:

  • Client views
  • Renewal accounting tabs
  • Homepage Recent Payments widget
  • Paylink utilities

Even when the API is offline, cached payment history remains accessible.


Configuration Overview

Configured under Settings → Integrations → Payments.

You’ll provide:

  • API credentials
  • Environment settings
  • Optional behavior toggles

Why It Matters

Payments are often the last mile of a renewal. This integration makes sure they’re visible before they become a problem.

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