How to set up a profile limit for companies and customers?
EmagineNET QuickCheck has made it simpler for you to create profiles to accept a certain amount of checks and amount and assign them to a company or customer of your choice. This function is helpful to limit the number of checks and the dollar amount you accept for that given entity, mostly used for high-risk companies or customers.
To get started, follow the next steps:
- Open EmagineNET QuickCheck (skip if already open)
- Select the Administration menu option
- Click on Update Profiles
- Select the option “Add New Item” or choose and edit the default profile labeled as “Untrusted Companies”
- When creating or editing a profile you can enter the following:
- The name of the profile
- The max amount of checks you are to accept for a company or customer under this profile
- The max dollar amount to accept
- The amount of days this is in place
- Select to receive a warning or an alert to not accept
- When done, click on Add Item
- Go to Search > Search Company or Search Customer
- Enter any criteria available and click on Search Company or Search Customer at the bottom right
- When found, click on Update for the company or Select Customer for customer
- For companies, to add the special profile, click on Change Company Limit
- Select the profile and click ok, followed by Update on the bottom right of the screen to update details
- For customers, to add the special profile, click on the Commission tab
- Select the option “Change Customer’s Check Cashing Limits” and select profile, click ok for changes to take effect.
If you have any questions, contact us at 1.877.271.1107
