[{"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=235632791","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=235632791","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":1366687,"account_id":12867,"created_at":"2024-01-05T20:07:36.000Z","tag_names":["check add-on","check application","check capture vs processing","check destruction","check funding timeframe","check imaging","check overview","check processing","check scanner","electronic check deposit","magtek scanner","mobile check capture","paper check retention","rdc","reliafund","remote deposit capture"],"answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic depos","long_answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic deposits without going to the bank. Checks are imaged (with a mobile camera or a desktop check scanner), submitted electronically to the banking network, and applied as payments against your customers' invoices — or recorded as standalone transactions. This article explains ","language_id":1,"id":2353820,"last_published_date":"May 30th, 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":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","name":"Check Processing Overview","votes":0,"is_published":true,"slug":"rdc-remote-deposit-capture-overview","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/rdc-remote-deposit-capture-overview?from_search=235632791","host":"https://helpcenter.billergenie.com","body_txt":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}}]