EZLynx Accounting: Agency Bill Basics
Modified on: Fri, 29 Mar, 2024 at 7:41 PM
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For detailed instructions about using the Accounting System, click here for the EZLynx Accounting User Manual.
This video is intended for all users at an agency with EZLynx Accounting that can create invoices. We'll show you how to transfer policy data into an invoice, including commissions, and add line items for taxes or other fees. We'll also cover how to invoice for a policy involving a premium finance company.
This video shows you how to create receipts to record agency bill payments, once you receive cash, check, or credit/eft payment for an agency bill invoice.
With AutoPay, create checks for multiple payees from open payables in a single step; payables can include agency or direct bill payments, or producer payables.
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