For agency bill policies, begin by creating a customer invoice.  The steps for creating this invoice vary depending on the payment terms and whether a Premium Finance Company is involved.


This video is intended for all users at an agency withEZLynx Accounting that can create invoices. We'll show you how to transferpolicy data into an invoice, including commissions, and add line items fortaxes or other fees. This tutorial does not discuss premium finance companies.


Always enter the Agency Bill policy before creating the invoice:  

  • From the applicant’s Overview tab, locate the policy.
  • At right, click Actions, select Edit.
  • At Billing Type, select Agency Bill.
  • At Written Premium, enter net premium amount.
    • Net premium includes policy premium and commissions only. Taxes and fees are added as line items on the invoice.
  • Click Save Policy.


Now create the invoice:

  •  From the Overview tab, click Create Invoice.
  •  Select the Policy.
  •  Click Create Invoice and land on Create Invoice page.
  •  Now create a Single Invoice using instructions below.


To create a single invoice:

  •   At Invoice Type, select Single Invoice.
  •   Verify the Due Date.
  •   Add Line Items for taxes and fees, if appropriate.
  •   Click Create Invoice.
    • Or, click Save as Pending to finish it later. Pending invoices are located on the applicant’s Invoices tab in the Pending Transactions grid.
    • There are two options for working a pending invoice:
      • Click Bill to edit and/or create the invoice.
      • Or, click Delete.
  •   Once an invoice is created, go to Actions, then:
    • Print
    • Email
    • Pay - to collect a payment and create a New Receipt:
      • At Comment, enter carrier name and last four digits of policy #.
      • At Deposit, select the appropriate day’s deposit reference #, or leave it set to None.
      • Click Save.
      • Payment is received, applied and ready for deposit - to pay the carrier.
    • Reverse