[{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:00.638Z","tag_names":["approve payment plan","biller genie payment plan","customer payment plan request","down payment","payment plan add-on","payment plan request","payment plan workflow","pending payment plans","reject payment plan"],"answer_sample":"When a customer requests a payment plan through the customer portal, the request ","long_answer_sample":"When a customer requests a payment plan through the customer portal, the request lands in Reports \u0026gt; Pending Payment Plans for your team to approve or reject. This article covers the report itself, the approval/rejection workflow, and what happens after each. Where to find it From the main menu, click Reports \u0026gt; Pending Payment Plans. The page l","language_id":1,"id":3833020,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","name":"Pending Payment Plans","votes":0,"is_published":true,"slug":"pending-payment-plans","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/pending-payment-plans?from_search=237966970","host":"https://helpcenter.billergenie.com","body_txt":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2023-05-15T20:56:30.000Z","tag_names":["payment","billing"],"answer_sample":"Once a customer requests a payment plan, you must either approve or reject it. St","long_answer_sample":"Once a customer requests a payment plan, you must either approve or reject it. Step 1 Once the request is sent, you will receive an email notification and a message on your Biller Genie dashboard to review and approve. The subject line of the email will be “Customer _____ has requested a Payment Plan” The email will showcase the invoice numbers of t","language_id":1,"id":1957063,"last_published_date":"May 25th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer requests payment plan, must either approve reject it. step 1 request sent, will receive email notification message biller genie dashboard review approve. subject line “customer _____ requested plan” showcase invoice numbers along plan details. click link in plan. 2 view pending plans, navigate the reports drop down and selecting pending plans. can either reject or approve the generic from no-reply@billergenie.com will sent notify rejection approval.","name":"Approving or Rejecting Payment Plans","votes":0,"is_published":true,"slug":"approving-or-rejecting-payment-plans","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/approving-or-rejecting-payment-plans?from_search=237966970","host":"https://helpcenter.billergenie.com","body_txt":"customer requests payment plan, must either approve reject it. step 1 request sent, will receive email notification message biller genie dashboard review approve. subject line “customer _____ requested plan” showcase invoice numbers along plan details. click link in plan. 2 view pending plans, navigate the reports drop down and selecting pending plans. can either reject or approve the generic from no-reply@billergenie.com will sent notify rejection approval.","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2024-07-16T16:55:54.000Z","tag_names":["attribute usage","function use"],"answer_sample":"  The Biller Genie software allows for feature adjustments, at the global or indi","long_answer_sample":"  The Biller Genie software allows for feature adjustments, at the global or individual customer level.    Example You charge a 2% late fee to all invoices paid 30 days late.  Susan is a long-time customer and always pays (eventually), you give her a break by never charging her a late fee.  Your Late Fee feature in Biller Genie is set to charge ever","language_id":1,"id":2679939,"last_published_date":"May 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"  biller genie software allows feature adjustments, global individual customer level.  example charge 2% late fee invoices paid 30 days late.  susan long-time always pays (eventually), give break never charging fee.  set everyone, susan's record, turn off.  time, may complicated series customized settings. using utilization report can help keep things straight answer questions like customers ach payments enabled charged fees permission request payment plans step 1 portal, navigate reports \u0026gt; 2 see features installed.  click tile reveal report. 3 inside report, ‘setting status’ switch disabled, select group wish see. below, 64 credit card processing enabled, 4 disabled. optional step  need adjusted, name id profile.","name":"Feature Utilization","votes":0,"is_published":true,"slug":"feature-utilization","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/feature-utilization?from_search=237966970","host":"https://helpcenter.billergenie.com","body_txt":"  biller genie software allows feature adjustments, global individual customer level.  example charge 2% late fee invoices paid 30 days late.  susan long-time always pays (eventually), give break never charging fee.  set everyone, susan's record, turn off.  time, may complicated series customized settings. using utilization report can help keep things straight answer questions like customers ach payments enabled charged fees permission request payment plans step 1 portal, navigate reports \u0026gt; 2 see features installed.  click tile reveal report. 3 inside report, ‘setting status’ switch disabled, select group wish see. below, 64 credit card processing enabled, 4 disabled. optional step  need adjusted, name id profile.","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:01.513Z","tag_names":["cancel schedule","export schedules csv","invoice schedule list","next run date","occurrences remaining","pause schedule","payment schedule list","recurring schedules list","running schedules","schedules report"],"answer_sample":"The Schedules report is your one-stop view of every recurring schedule on your ac","long_answer_sample":"The Schedules report is your one-stop view of every recurring schedule on your account — both Invoice Schedules (which auto-create new invoices on a cadence) and Payment Schedules (which auto-charge a stored payment method on a cadence, often as part of an approved payment plan). Use this report to spot anything that's run off the rails, to pause or","language_id":1,"id":3833021,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"schedules report one-stop view every recurring schedule account — invoice (which auto-create new invoices cadence) payment auto-charge stored method cadence, often part approved plan). use spot anything run rails, pause resume schedules, confirm coming next. find main menu, click reports \u0026gt; schedules. default shows running uncheck \"running only\" top right see including paused completed ones. column id internal id. open details. type (creates run) (charges run). typically attached plan. status (active will fire next due date), cancelled (paused via action fire), (ran configured number occurrences done). plan plan, links description free-text setup. customer belongs (only shown account-wide view; hidden viewing specific record). frequency daily, weekly, monthly. amount per-run amount. start date first run. charge / creation fire. azure-scheduled job runs approximately 800 1000 pm et today one windows. x y (z remaining) finite ∞ indefinite filtering searching checkbox (top right) defaults checked. include search box matches description, customer, frequency, useful finding know roughly charges. per-column filters grid header row. pausing (cancelling) schedule. schedule's flips (biller genie's ui uses \"cancelled\" label though technically underlying database state paused), future stop firing. resume, resume. next-run recompute based original cadence. editing edited place. change amount, schedule, existing create corrected settings. (the ones backing plans) edit details edit. creating dropdown page set charges method. retainers, deposits, subscriptions one-off recurring. requires add-on installed account. step-by-step. exporting export csv page. respects current running-only setting want file named schedules.xlsx. related articles pending plans storing methods","name":"Schedules: List View","votes":0,"is_published":true,"slug":"schedules-list-view","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/schedules-list-view?from_search=237966970","host":"https://helpcenter.billergenie.com","body_txt":"schedules report one-stop view every recurring schedule account — invoice (which auto-create new invoices cadence) payment auto-charge stored method cadence, often part approved plan). use spot anything run rails, pause resume schedules, confirm coming next. find main menu, click reports \u0026gt; schedules. default shows running uncheck \"running only\" top right see including paused completed ones. column id internal id. open details. type (creates run) (charges run). typically attached plan. status (active will fire next due date), cancelled (paused via action fire), (ran configured number occurrences done). plan plan, links description free-text setup. customer belongs (only shown account-wide view; hidden viewing specific record). frequency daily, weekly, monthly. amount per-run amount. start date first run. charge / creation fire. azure-scheduled job runs approximately 800 1000 pm et today one windows. x y (z remaining) finite ∞ indefinite filtering searching checkbox (top right) defaults checked. include search box matches description, customer, frequency, useful finding know roughly charges. per-column filters grid header row. pausing (cancelling) schedule. schedule's flips (biller genie's ui uses \"cancelled\" label though technically underlying database state paused), future stop firing. resume, resume. next-run recompute based original cadence. editing edited place. change amount, schedule, existing create corrected settings. (the ones backing plans) edit details edit. creating dropdown page set charges method. retainers, deposits, subscriptions one-off recurring. requires add-on installed account. step-by-step. exporting export csv page. respects current running-only setting want file named schedules.xlsx. related articles pending plans storing methods","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}}]