How to Set up Payment Thresholds

Payment thresholds let you control how much difference is accepted between the invoiced amount and the actual payment. By setting overpayment and underpayment limits, you can decide whether to accept, reject, or block transactions that don’t exactly match the invoiced amount. This helps you maintain accurate reconciliation and avoid disputes with customers.

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These settings apply only to the entity currently selected in the dropdown at the top of the page. Switch entities first if you want to configure thresholds for another account.

Configure Overpayment Thresholds

Accepting an overpayment means you will process a transaction where the customer pays more than the invoiced amount. By default, this option is toggled Off, which means all overpayments are accepted. To apply an overpayment limit:

• Go to E-commerce > Configurations > Payment Threshold and in the Overpayments section, click on the toggle and set a percentage.
  • For instance, setting 1% allows a $101 payment on a $100 invoice.
  • Setting 0% blocks all overpayments.
• Click Save Changes to apply your overpayment settings.

Configure Underpayment Thresholds

Accepting an underpayment means you will process a transaction where the customer pays less than the invoiced amount. By default, this option is toggled Off, which means all underpayments are accepted.

To apply an underpayment limit:

• Go to E-commerce > Configurations > Payment Threshold and in the Underpayments section, click on the toggle and set a percentage.
  • For instance, setting 1% allows a $99 payment on a $100 invoice.
  • Setting 0% blocks all underpayments.
• Click Save Changes to apply your underpayment settings.

Once saved, your thresholds define how incoming pay-ins are handled, giving you more control over payment variances.