Create a Manual Check to Carrier for a Direct Bill Payment

This video is intended for any user at an agency with EZLynx Accounting that can create checks.
In a previous video, we showed you how to add a direct bill payment from the applicant’s Invoices tab. There are two options for paying the carrier, the first is to use the Sweep Account box on the Add Direct Bill Payment screen, and the second is to create a manual check. Create a manual check if the carrier does a single sweep for multiple direct bill payments. This way allows you to select the individual payments the carrier included on the sweep from your agency’s bank account.

Introduction and Account Setup/Management  

For anyone who will be responsible for EZLynx Accounting setup and management tasks: configuration, commission tracking, receipt of Direct Bill Commission Statements, and how EZLynx integrates with QuickBooks.

Invoices & Receipts

For everyone who will create invoices and receipts for Agency Bill and Direct Bill policies.

Deposits & Checks

For everyone who will create bank deposits and use the Auto-Pay feature to record payment transactions in EZLynx.

Click here for the EZLynx Accounting User Manual

Note: Articles older than March 2020 may no longer be relevant

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