Payment Acceptance

Accept payments in Biller Genie. Credit card, ACH, stored cards, checks, PayPal, autopay, partial payments, refunds, voids, payment plans, and late fees.

Articles in Payment Acceptance

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Voids vs Refunds: When to Use Each

When a customer's payment needs to be cancelled or reversed, Biller Genie gives you two options depending on the state of the...

Updated May 21st, 2026 23 views 0 likes
How to Refund a Payment (Full or Partial)

This article walks through refunding a payment in Biller Genie. You can issue full refunds or partial refunds on Credit Card, Stored...

Updated May 21st, 2026 36 views 0 likes
How to Void a Payment

A void cancels a transaction before it has settled at the processor — the authorization is dropped, no money moves, and no...

Updated May 21st, 2026 22 views 0 likes
Bulk Refunds and Bulk Voids

When a customer pays multiple invoices in a single bulk transaction, you can refund or void that whole bulk payment in one...

Updated May 21st, 2026 24 views 0 likes
Chart of Accounts: Mapping Your Accounts in Biller Genie

Biller Genie connects to your accounting software (QuickBooks Online or QuickBooks Desktop via MagicCarpet) using a Chart of Accounts mapping that controls...

Updated May 21st, 2026 19 views 0 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 21st, 2026 21 views 0 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 21st, 2026 23 views 0 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 21st, 2026 21 views 0 likes
Virtual Terminal

Virtual Terminal Overview The Biller Genie virtual terminal, included with our Credit Card Processing feature, allows for the processing of credit/debit...

Updated May 21st, 2026 4470 views 4 likes
Troubleshooting Declined Transactions

When a transaction declines in Biller Genie, the gateway returns a response code that explains why. Biller Genie displays that response code...

Updated May 21st, 2026 17 views 0 likes
Allowing Partial Payments on Invoices

By default, Biller Genie requires customers to pay invoices in full. You can enable partial payments at the account level so customers...

Updated May 21st, 2026 21 views 0 likes
Connecting your ACH Gateway to Biller Genie

Overview If your merchant service provider has issued you gateway credentials, you can connect your existing ACH gateway directly to your Biller...

Updated May 21st, 2026 6173 views 9 likes
Storing and Authorizing ACH Payment Methods in Biller Genie

Overview To store ACH payments, authorization must be obtained. Biller Genie allows merchants to: Store ACH payment information Send an electronic authorization...

Updated May 21st, 2026 8929 views 8 likes
ACH Return Codes Explained

Overview ACH return codes are generated by the receiving bank when a payment cannot be processed. Biller Genie displays these codes exactly...

Updated May 21st, 2026 7545 views 12 likes
ACH Settlement Timeframe

Overview ACH transactions are not processed in real time. Unlike credit card payments, ACH payments move through multiple banking stages before funds...

Updated May 21st, 2026 5457 views 14 likes
Refund Late Fees

Refunding late fees is easy. If you wish to refund a late fee charge, remove the line item from the invoice in...

Updated October 15th, 2023 3101 views 8 likes
Setup Late Fees

The Late Fee Manager automatically calculates and applies late fees to your invoices. In Biller Genie, an invoice is not considered late...

Updated May 21st, 2026 4762 views 3 likes
Waive Late Fees

Waiving late fees for your customers in Biller Genie is easy. To waive a late fee for a customer, from the main...

Updated May 21st, 2026 3890 views 2 likes
Partial Payments inside Customer Portal

Overview Customers can make full, bulk, or partial payments inside the Customer Portal. While full and bulk payments can be made directly...

Updated May 21st, 2026 4145 views 6 likes
Attach Invoice to Transaction

How to attach payments to open invoices in Biller Genie. While transactions are regularly processed on open invoices, with Biller Genie you...

Updated May 21st, 2026 4604 views 3 likes
Detach Invoice from Transaction

If you ever attach a transaction to an incorrect invoice, you can detach the invoice. Step 1 To do this go to...

Updated May 21st, 2026 3563 views 2 likes
Creating Sales Receipts

Sales Receipts are only displayed when an accounting software is connected. While Biller Genie treats Sales Receipts separate from invoices, QuickBooks...

Updated May 21st, 2026 4113 views 7 likes
International Payments

The acceptance of payments from international customers is supported by Biller Genie but there are some limitations to be aware of...

Updated May 21st, 2026 2030 views 5 likes
Allowing Credit Card & ACH Payments

Overview To allow customers to store and use Credit Card and ACH payment methods, these payment options must first be enabled in...

Updated May 21st, 2026 4127 views 12 likes
Storing Card Payment Methods

Overview You can securely store credit/debit card and ACH payment methods for your customers inside Biller Genie. Stored payment methods can be...

Updated May 21st, 2026 7349 views 7 likes
Invite a Customer to Store a Payment Method

Overview If you would prefer not to collect or handle a customer’s sensitive payment information directly, you can send them a secure...

Updated May 21st, 2026 3022 views 10 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 2679 views 9 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 2307 views 4 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 3442 views 2 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 4075 views 2 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 3966 views 2 likes
Capturing Check Images (Mobile)

Ready to start depositing checks electronically? Make sure you've completed these steps before scanning your first check: Enable Check Processing in Biller...

Updated May 21st, 2026 2773 views 7 likes
Installing Mobile Check Capture

Overview Mobile Check Capture allows you to take photos of checks using a mobile device and upload them directly into Biller Genie...

Updated May 21st, 2026 256 views 0 likes
Connecting your Credit Card Gateway to Biller Genie

Overview If your merchant service provider has issued you gateway credentials, you can connect your existing credit card gateway directly to your...

Updated May 21st, 2026 6023 views 8 likes
How to Add or Update Your Commodity Code in Biller Genie

Overview If your business uses commodity codes, you can enter and manage your default commodity code directly within Biller Genie. This value...

Updated May 21st, 2026 213 views 0 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 2131 views 5 likes
PayPal Overview

Link your existing PayPal account to Biller Genie and instantly offer additional payment options in one convenient package. PayPal Features...

Updated May 21st, 2026 2954 views 6 likes
Installing Remote Deposit Capture (RDC)

Overview Remote Deposit Capture (RDC) allows you to scan physical checks using a compatible check scanner and submit digital images for processing....

Updated May 21st, 2026 2849 views 5 likes
Check Retention & Destruction Guidelines

When imaging checks for deposit, organizations must consider 3 important factors: Secure storage of the physical checks Temporary retention of physical...

Updated May 21st, 2026 7956 views 8 likes
Capturing Check Images (RDC)

Overview Remote Deposit Capture (RDC) allows you to scan physical checks using a compatible check scanner and submit digital images for processing...

Updated May 21st, 2026 2103 views 5 likes
RDC: Uninstalling Default Drivers

If the MagTek check scanner is connected to the computer before downloading the accompanying drivers, Windows may install a driver in...

Updated May 21st, 2026 1735 views 5 likes
Setting up Check Processing

Overview Biller Genie integrates with ReliaFund to allow you to process check payments electronically. This article walks through how to apply for...

Updated May 21st, 2026 2428 views 7 likes
Check Processing Overview

Overview Check Processing in Biller Genie allows businesses to convert paper checks into digital images for electronic submission through the banking network....

Updated May 21st, 2026 4135 views 6 likes
Processing a Check in Biller Genie

Overview Once a check image has been captured using Remote Deposit Capture (RDC) or Mobile Check Capture, it must be processed inside...

Updated May 21st, 2026 2352 views 7 likes

Articles in Payment Acceptance

Voids vs Refunds: When to Use Each

How to Refund a Payment (Full or Partial)

How to Void a Payment

Bulk Refunds and Bulk Voids

Chart of Accounts: Mapping Your Accounts in Biller Genie

Setting Up Autopay Thresholds for a Customer

Bulk Autopay: How Multiple Invoices Are Grouped

When Autopay Fails: Notifications and Expired-Card Auto-Disable

Virtual Terminal

Troubleshooting Declined Transactions

Allowing Partial Payments on Invoices

Connecting your ACH Gateway to Biller Genie

Storing and Authorizing ACH Payment Methods in Biller Genie

ACH Return Codes Explained

ACH Settlement Timeframe

Refund Late Fees

Setup Late Fees

Waive Late Fees

Partial Payments inside Customer Portal

Attach Invoice to Transaction

Detach Invoice from Transaction

Creating Sales Receipts

International Payments

Allowing Credit Card & ACH Payments

Storing Card Payment Methods

Invite a Customer to Store a Payment Method

Customer-Enabled Auto Pay

Turn Off Auto Pay

Approving or Rejecting Payment Plans

Request a Payment Plan

Turning on Payment Plans

Capturing Check Images (Mobile)

Installing Mobile Check Capture

Connecting your Credit Card Gateway to Biller Genie

How to Add or Update Your Commodity Code in Biller Genie

Installing the PayPal Add-on

PayPal Overview

Installing Remote Deposit Capture (RDC)

Check Retention & Destruction Guidelines

Capturing Check Images (RDC)

RDC: Uninstalling Default Drivers

Setting up Check Processing

Check Processing Overview

Processing a Check in Biller Genie