Override for Maximum Charge on Recurring E-Pay Transactions by Account Type

Maximum E-Pay Charge is an existing global setting that lets you set a maximum amount limit for recurring E-Pay transactions to prevent these transactions from being created if their dollar amount is over the configured amount. This way you can review the account and ensure the amount is accurate.

Setting this limit on a global basis can be an issue, especially when dealing with Business accounts that typically have higher bills and recurring monthly transactions. The Maximum E-Pay Charge Bypass setting lets you override the global limit by account type. This lets you maintain a smaller limit for residential account types while other account types can have higher limits as needed.

The Maximum E-Pay Charge setting is in the IDI Desktop Client > Accounts Receivable Management > Manage Recurring Transactions dialog.

The Maximum E-Pay Charge Bypass setting is in Admin Console > Account Types.

Notes:

• This property only applies to E-Pay export functionality and recurring monthly transactions and not individual user transactions.

• This property is set to NOT override the client setting by default.