Biller Genie lets you set a per-customer autopay threshold so only invoices that match a specific size are automatically charged. You choose an amount and a direction — for example, "autopay invoices at or below $500" — and only invoices in that range are charged automatically. Invoices outside the range stay in your queue for you to review and act on manually.
Common ways to use a threshold
- Auto-collect small recurring invoices, review large ones manually. Set a threshold of "≤ $500" on a customer who pays small monthly subscription invoices and occasional large project invoices. The monthly ones autopay; the large ones wait for your approval.
- Auto-collect large invoices only. Set "≥ $1,000" when you want autopay to handle big-ticket items and want to send reminders for smaller invoices.
How to set a threshold
- In the Merchant Portal, open the customer's record (Contact).
- Go to the autopay settings (same area where you turn autopay on/off).
- Set an amount (e.g., 500) and pick a direction: at or below the amount, or at or above the amount.
- Save.
Only invoices that fall inside the threshold range autopay. Invoices outside the range remain in your invoice list and you can manually charge them, send a reminder, or take whatever action you prefer.
How thresholds and bulk autopay work together
If a customer has multiple invoices queued for autopay at the same time, Biller Genie groups them into a single bulk transaction (see Bulk Autopay). The threshold is evaluated against each invoice individually, so a customer with a "≤ $500" threshold sees only the eligible invoices included in the bulk charge — invoices above $500 are skipped and remain in the queue.
FAQs
What's the difference between an invoice that didn't autopay because of the threshold and one that failed autopay?
A threshold skip means autopay never attempted to charge — the invoice fell outside the range. The customer's card was never touched, so no failure notification is sent. A failure means autopay tried to charge but the gateway declined (declined card, expired card, gateway error, etc.). Failures trigger an invoice notification to the customer so they can pay another way. See When Autopay Fails for more on failures.
Can I set the threshold for a one-time invoice rather than a customer?
No — thresholds live on the customer (Contact) record and apply to every invoice for that customer. If you want to keep a single invoice off autopay, the cleanest path is to skip-autopay or pay it manually before it enters the queue.
Can I have two thresholds at once (e.g., between $500 and $2,000)?
Each customer has a single threshold (one amount, one direction). If you need a bracketed range, set the threshold to one direction and use your own workflow review on invoices in the other tail.
Where do I see which invoices got skipped because of the threshold?
Skipped invoices remain in your invoice list with their normal details visible. You can take any of your usual actions on them — manually charge, send a reminder, edit the invoice, or anything else you'd do with an open invoice.
Related articles
- How to Set Up Auto Pay — the basics of turning autopay on for a customer.
- Bulk Autopay: How Multiple Invoices Are Grouped — how thresholds and bulk autopay work together.
- When Autopay Fails: Notifications and Expired-Card Auto-Disable — how failures differ from threshold skips.
- Resync All: The "Enqueue Autopay Transactions" Toggle — controlling whether a resync triggers autopay.