This article is part of a series on “Qualifying to Make Sure Clients are a Good Fit.”
Before you break out that Telpay Application, as a Partner you have one more qualifying step to walk through with your client: determining your client’s anticipated payment processing needs. We define this as “Processing Limits”, which is the maximum dollar value payment file that your client is able to process. We recommend you work with your client to help them estimate how much money they will need to meet payroll, payables or a combination of both.
Once you have determined your client’s processing volume, the next step is to choose the appropriate processing limit.