Setting Max VendorPay Amount
Setting Max VendorPay Amount
This section 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 VendorPay, each in the allowed maximum.
You may temporarily increase the limit, if appropriate, to process a larger payment in a single transaction.
The MaxVendorPay Max 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.
To set the company-level max amount:
Select System > Company Profile. If you are using universal navigation, click Settings > General > Company Profile.
On the Company Profile screen, click the Settings tab.
On the Settings screen, enable the Max VendorPay Amount toggle.
Enter the maximum amount that can be paid by CINC VendorPay in the Amount field.
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.
To set the association-level max amount:
Select Setup > Association Setup. If you are using universal navigation, click Associations > Associations > All Associations > Association Information (Settings tab).
On the Association List screen, select an association.
On the Association Information screen, enable the Max VendoPay Amount toggle.
Enter the maximum amount that can be paid by CINC VendorPay in the Amount field.
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.
To set the bank-level max amount:
Select Banking > Bank Accounts. If you are using universal navigation, click Accounting > Settings > Bank Accounts.
On the Bank Accounts screen, select a bank account.
On the Bank Account Information screen, enable the Allow VendorPay toggle.
Enable the Max VendorPay Amount toggle and enter the maximum amount that can be paid by CINC VendorPay.
Click Save.