This article explains how to configure the Max VendorPay Amount, which controls the maximum dollar amount that can be paid using CINC VendorPay. This setting helps manage payment limits and ensures large payments are handled according to your organization’s policies.
If an invoice exceeds the configured maximum:
You can use another payment method to partially pay the invoice until the remaining balance falls below the limit.
You can make multiple partial payments using CINC VendorPay, each up to the allowed maximum.
You may temporarily increase the limit, if appropriate, to process a larger payment in a single transaction.
The Max VendorPay Amount can be configured at three levels: company, association, and bank account. Each level can override the previous one, allowing flexibility in how limits are applied.
Setting the Company-Level Max VendorPay Amount
The company-level setting applies to all associations and bank accounts unless it is overridden at a lower level.
Note: The Max VendorPay Amount must be enabled at the company level before it can be configured at the association or bank level.
Follow these steps to set the company-level max amount:
In CINC, go to System > Company Profile.
OR
In CINC with universal navigation, go to Settings > General > Company Profile.
The Company Profile page displays. Click the Settings tab.
The Settings page displays. Click and enable the Max VendorPay Amount toggle.
An Amount field displays. Enter the maximum amount that can be paid by CINC VendorPay.
Click Save.
Setting the Association-Level Max VendorPay Amount
The Max VendorPay Amount entered at the association level overrides the company-level maximum for a specified association.
Note: The Max VendorPay Amount must be enabled at the company level before becoming available at any other level.
Follow these steps to set the association-level max amount:
In CINC, go to Setup > Association Setup.
OR
In CINC with universal navigation, go to Associations > Associations > All Associations.
The Association List page displays. Select an association.
The Association Information page displays. Click and enable the Max VendorPay Amount toggle.
An Amount field displays. Enter the maximum amount that can be paid by CINC VendorPay.
Click Save.
Setting the Bank-Level Max VendorPay Amount
The Max VendorPay Amount entered at the bank level overrides both company and association limits for a specific bank account.
Follow these steps to set the bank-level max amount:
In CINC, go to Banking > Bank Accounts.
OR
In CINC with universal navigation, go to Accounting > Settings > Bank Accounts.
The Bank Accounts page displays. Select a bank account.
Click and enable the Allow VendorPay toggle.
Click and enable the Max VendorPay Amount toggle and enter the maximum amount that can be paid by CINC VendorPay.
Click Save.