System Settings are used to customize the invoices and receipts generated from EZLynx.  Some of these tasks may be completed by EZLynx during the Onboarding process, however we recommend reviewing them all to check for accuracy, and to set if it hasn’t already been done.

  1. Hover over the Accounting icon, and select Configuration.
  2. Click the System Settings tab.
  3. Review all System Settings tasks below. Some may have been completed by EZLynx during Onboarding. Complete any tasks that are still unfinished.


TABLE OF CONTENTS

The Agency Tab

The settings on the Agency tab are applied to the main office and all branches.



QuickBooks Application (version)


The agency’s QuickBooks version is set here by EZLynx during the onboarding process. If the agency transitions to a different QuickBooks version at any point after setup, it is important to update this information.

  • On the System Settings page, scroll down to System Settings area.
  • At QuickBooks Application, select the version your agency uses.
  • At the Export Transactions field, leave set to Summary, and Save.


Export Bank Transfers to GL

The Export Bank Transfers box is defaulted to being checked. Uncheck this box if bank transfers are made within QuickBooks.


Export by Branch

If the agency uses the Class option in Quickbooks to separate postings by branch, the Export by Branch box should be checked. Access the branch details in EZLynx Accounting, using reports.


Finalize Invoice When Printed or Emailed

The Finalize Invoice When Printed or Emailed box is defaulted to being unchecked. This allows users to see at-a-glance whether a customer has paid an invoice.


Use Accrual Basis for Recognition of Direct Bill Income

By default, the system posts direct bill income on receipt date. We recommend this box is unchecked.


Optionally, check this box to record the transaction date in QuickBooks as the latter of the policy effective date or current date. Example: a large agency wants to report income based on when the money is earned, not when it is received.


Default Invoice Due Date

By default, this is set as 0 (zero) days so the invoice due date displays as the current day’s date. The due date can be manually changed on an invoice, if desired. 

Invoice Date Days Before Effective Date

By default, this is set as 0 (zero) days. This setting only applies to installment invoices. It allows the invoice due date to display in equal increments from the policy effective date based on the installments frequency. The due date can be manually changed on an invoice, if desired.


Default Payee Configuration

Default Payee Configuration is important for accurate payables and production reporting. As new payees are added to EZLynx Accounting, these default payee terms are applied. Set the terms the agency has agreed to for each type of payee.

  • At Billing Company, Internal Producer, and External Producer fields, select default payment terms for each. 
  • Set the Default Days Grace (payment grace period), and Save.

The Branch Tab

The Branch tab is used to configure the main office, and any branch offices. On the Branch tab, settings must be set for every location in the drop-down tab.  Settings are only applied to the selected location. Every agency will configure their main office settings on this tab first.  Then, if the agency has branch offices, configure each branch’s settings one-by-one also.



If the agency supplies a logo during onboarding, EZLynx completes this step.  The logo added here is displayed on printed invoices and receipts.

  • At the Logo area, click Choose File (or Browse).
  • Locate logo on your computer, and click Upload Logo.


Agency Address (Company Information)


The agency address is setup by EZLynx during the onboarding process.  Please confirm this is the address you would like to display on printed invoices and receipts.

  • Go to the Company Information area.
  • Enter the main or branch office address, and Save.



Invoice Email Message


After creating an invoice, it can be emailed to the customer.  Enter a message here that will pre-fill these emails; this is a time-saving feature. 

  • Go to the Default Invoice Email Message area.
  • Enter an invoice message, and Save.


Invoice Memo

When creating an invoice, there is an area to enter a customer-specific message. Add a message here that will pre-fill the Memo field on the invoice.  It can be edited on an invoice, if desired.

  • Go to Default Invoice Memo area.
  • Enter an invoice message, and Save.


Invoice and Receipt Footers


When invoices and receipts are printed, they have footer message area that can be customized.  These will pre-fill if text is added here.

  • Go to the Invoice Footer and Receipt Footer areas.
  • Enter invoice and receipt footer messages, and Save.


Optionally, an invoice footer image can be added to display on printed invoices.

  • Go to the Invoice Footer Image area.
  • Click Choose File (or Browse), locate logo on your computer, and click Upload Logo.