While manually entering a line item to a commission statement, you must match it to an existing policy in EZLynx.  If you're searching for a  policy that you know already exists in EZLynx, but you receive a "No policies found" message, it's because the policy's Billing Type is incorrectly set to Agency Bill.  To fix the issue, you'll need to change the Billing Type to Direct Bill.

To change a policies Billing Type to Direct Bill:

  1. Go to the applicant's Overview tab, and locate the policy.
  2. At the right, click Actions, and select Edit.
  3. Set Billing Type to Direct.
  4. Click Save Policy.
  5. Return to the line item you're adding to the commission statement and search for the policy again.