Features & Addons

Optional add-ons and feature modules: recurring billing, payment plans, schedules, and other features you can enable from the Add-Ons Marketplace.

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Create a Payment Schedule

Overview Payment Schedules allow you to automatically charge a customer on a recurring basis. You can configure the amount, frequency, duration, and...

Updated May 21st, 2026 4866 views 10 likes
Customer Import Tool Quick Reference Guide

Important things to know before importing customers into Biller Genie The file size is limited to 1000 rows, so if you need...

Updated May 21st, 2026 3078 views 6 likes
Approving or Rejecting Payment Plans

Once a customer requests a payment plan, you must either approve or reject it. Step 1 Once the request is sent, you...

Updated October 15th, 2023 3467 views 2 likes
Bulk Autopay: How Multiple Invoices Are Grouped

When a customer has more than one invoice queued for autopay at the same time, Biller Genie groups them into a single...

Updated May 25th, 2026 54 views 0 likes
Customer-Enabled Auto Pay

Overview When a customer pays an invoice online, Biller Genie provides options that allow them to securely store their payment information and...

Updated May 21st, 2026 2724 views 10 likes
How To Create An Invoice Schedule

Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the left side menu, then click Customers. Step...

Updated May 21st, 2026 3824 views 4 likes
Installing the PayPal Add-on

Integrating PayPal to your existing Biller Genie checkout experience allows your customers to pay with their PayPal balance, Pay Later, and Venmo. ...

Updated May 21st, 2026 2152 views 5 likes
Request a Payment Plan

Your customers can request payment plans through the Customer Portal, allowing them to break up larger invoices into easier-to-manage chunks. To request...

Updated May 21st, 2026 4102 views 2 likes
Setting Up Autopay Thresholds for a Customer

Biller Genie lets you set a per-customer autopay threshold so only invoices that match a specific size are automatically charged. You choose...

Updated May 25th, 2026 50 views 0 likes
Turn Off Auto Pay

Some customers may have a unique process where Auto Pay doesn't work for them. You can easily disable this feature for a...

Updated May 21st, 2026 2337 views 4 likes
Turning on Payment Plans

You can offer installment payment options for customers that need a more flexible solution for paying invoices. You can enable Payment Plans...

Updated May 21st, 2026 3990 views 2 likes
When Autopay Fails: Notifications and Expired-Card Auto-Disable

When an autopay charge fails, Biller Genie notifies the customer automatically and gives them a path to pay another way. When a...

Updated May 25th, 2026 46 views 0 likes