Biller Genie uses a global-default-plus-per-customer-override model. You set the default behavior once (in Customer Defaults under Control Panel), and you can override it for specific customers when they need different rules.
How the override hierarchy works
- Account-level defaults apply to every customer unless overridden.
- Customer-level overrides apply only to that specific customer and supersede the account default.
- Invoice-level overrides (where supported, e.g., reminders) apply only to that specific invoice and supersede the customer setting.
Where to find per-customer overrides
To override a feature for a specific customer:
- Open the Customers tab.
- Click the customer's name.
- Click Advanced Options.
- Click General Settings.
- Click Edit.
- Toggle the feature (reminders, late fees, autopay, paper mail, etc.) on or off for that customer.
Features that support per-customer overrides
- Reminders — turn off all automated reminders for a customer.
- Late Fees — exempt a customer from late-fee assessment.
- Autopay — enable or disable autopay for that customer.
- Paper Mail — turn paper mail on for one customer or off for another.
Best practices
Use overrides sparingly. The global default should reflect how you want most of your customer base treated; reach for an override only when a specific customer's contract or relationship genuinely differs from the rest. Heavy use of per-customer overrides can make your customer base hard to audit later.