We are excited to announce that Applied Pay is now integrated with EZLynx Accounting. Payments taken through Applied Pay will automatically generate receipts in EZLynx Accounting!


Payments received through Applied Pay will create receipts in EZLynx Accounting to reflect the following scenarios: 

  • Invoice Payments
  • Partial Invoice Payments
  • One Time or Flat amount Payments


Please note Applied Pay will need to be setup before the receipts are automatically generated in EZLynx Accounting. To learn more about Applied Pay, check out our Applied Pay - Registration & Training article!


TABLE OF CONTENTS


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Invoice Payments


Unpaid Invoices appear in Client Center and when the Payment icon is accessed using the Applicant Overview side menu.


1. Designate the Invoice the payment is being taken for. 

2. After entering the payment information, a receipt will be created that applies to the Invoice selected.  


The receipt will reflect the Invoice that was paid, the Policy Detail from the Invoice and can be found on the customers Invoices tab.


Partial Invoice Payments 


Invoices with an open balance appear in Client Center and when the Payment Icon is accessed using the Applicant Overview side menu. If there is a partial balance remaining on an invoice or if you are taking partial payment, this will be reflected on the receipt in the Accounting product. 


1. Designate the Invoice the payment is being taken for.

2. Type over the Amount due and enter the exact amount collected from the customer.

3. After entering the payment information, a receipt will be created that applies to the Invoice selected. 


The receipt will reflect the partial payment on the invoice and show the invoice details, while the A/R balance will reflect the remaining invoice balance.


One Time or Flat Payments


When payments are taken and there is no Open Invoice, we refer to them as one time or flat payments. These payments show as an Unapplied balance on the account's Invoices tab.


1. Enter the Amount being paid by the customer.

2. After entering the payment information, a receipt will be created.


The receipt will reflect the amount collected, and show as a credit on the account's Invoice tab. The amount will show as unapplied until it is applied to an invoice or direct bill payment later.