This video is intended for any user at an agency with EZLynx Accounting that can enter receipts.
Often times a customer makes a payment to the agency for a direct bill policy. The agency then forwards the payment to the carrier on behalf of the customer. This tutorial will show you how to record this as a direct bill payment.
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.
For everyone who will create invoices and receipts for Agency Bill and Direct Bill policies.
For everyone who will create bank deposits and use the Auto-Pay feature to record payment transactions in EZLynx.