With this release, we have made taking a payment on behalf of your customer more efficient! You will be able to collect payments when engaging with your customers via different communication channels, say on a call. They just need to provide you with the card information which you will use to make payment on their behalf. EZLynx is very excited to announce this new feature which will save time of your customers when it comes to payment of policies or invoices.


TABLE OF CONTENTS


Did you know? - You can click on the images in our articles to make them bigger!

Where to find Take Payment Now option


On the Applicant Pane, under the Payment Processor icon, you will now see an option for Take Payment Now. Clicking it will take you into the Payment Collection page.




How to Use the Take Payment Now Option


From the Payment Collection Page, you will be able to select One-Time Payment, Invoices, or Policies. Input the details required and then click Collect Payment. This will redirect you to the Applied Pay Page for completing the payment process by entering credit card details.



Check out our Client Center - Payment Requests & Payment Process and Applied Pay - Registration & Training articles to learn more about Applied Pay!


Payment Confirmation

Once you've completed the payment, you will be redirected to the Payment Confirmation page back in EZLynx. On this page, you able to view Confirmation#, Amount, and Date.



Your customers will receive a confirmation email to the email on their account. The email is great for a customer's records and mentions the amount, confirmation number, name of your agency and date of payment.


You can also see confirmation information under the Activity tab when you make this sort of transaction. You'll be able to see the customer's name, email address, premium amount, who made the payment, payment confirmation #, and the payment description.



Finally, you can also confirm the payment processed under the System Log. There you will see payments details under the message displayed "Payment Processed - Date and Payment Confirmation #".