Overview

Payment Schedules allow you to automatically charge a customer on a recurring basis.

You can configure the amount, frequency, duration, and receipt preferences when creating a schedule.

How To Create a Payment Schedule

Step 1

Log in to your Biller Genie account.

From the main menu, navigate to:

Reports > Schedules

Click Create Schedule.

Step 2

Begin typing the name of the customer.

As you type, the customer’s name will auto-populate in the dropdown menu.

Select the appropriate customer.

Step 3

Choose the preferred Payment Method for the schedule.
 

Enter the Payment Amount that will be charged each time the schedule runs.

Step 4

Select the Frequency of the charge.

Examples include:

• Daily
• Weekly
• Monthly
  
  

Step 5

Set the Duration of the schedule.

You can choose to:

• Continue charging until the schedule is manually canceled
• Charge a specific number of times
  
  

Step 6

Configure receipt preferences.

Toggle receipt settings from Off to On if you would like:

• The merchant to receive a receipt
• The customer to receive a receipt

Once all fields are completed, select Create Schedule to activate it.

Important Notes

• The customer must have a valid stored payment method on file before creating a recurring schedule.
• Schedules can be edited or canceled at any time from the Schedules section.
• Ensure the correct payment method is selected before saving.

Still Having Trouble?

If you are unable to create a payment schedule, contact the Biller Genie support team at support@billergenie.com and include the following details:

• Customer name
• Payment method selected
• Frequency and amount
• Any error messages displayed

Providing this information will help our support team assist you as efficiently as possible.