Get Up To Speed Quickly With Applied Pay Training
Now that you’ve set up Applied Pay, it’s time to learn how to use it. Watch the videos below to get an overview of your new digital payments application and trained up on specific topics like Workflows, Accounting and Configurations.
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Training Video
Getting Started with Applied Pay
A step by step walkthrough of the registration and configuration process in both Applied Epic and CSR24 Client Center.
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Training Video
Generating a Payment Link in Applied Epic
This video will show you how easy it is to collect premiums on the fly.
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Training Video
Get to Know Your Hosted Payment Page Link
This video will teach you all you need to know about the latest
enhancements to your company’s personalized Hosted Payment Page link.View Now
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Training Video
Applying Payments to Accounts in Applied Epic
Applied Pay makes it easy to apply payments to a Client’s account
in Epic. This video will show your Team how Applied Pay simplifies the process.View Now
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Training Video
Make a Payment in Your Applied Pay Portal
A simple way to request a payment from your customers is to create
a unique payment link inside the Applied Pay Portal. Watch this video to learn how.View Now
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Training Video
Process a Payment for Client Within Applied Epic
Learn how to take a payment from a client inside of Epic. Complete the payment process on a client's account, transaction or policy.
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Connect with an Expert
Still have questions? Our Applied Pay experts have the answers.