Overview

When a customer pays an invoice online, Biller Genie provides options that allow them to securely store their payment information and manage future payments.

During checkout, customers may see two optional settings that make future transactions easier and more secure.

Option 1: Store Payment Method for Future Use

When this option is selected:

• The payment method is securely stored in your payment gateway.
• Only the last four digits of the card or bank account are visible within Biller Genie.
• The stored method can be used for future invoice payments.
• Either the merchant or the customer can apply the stored method to upcoming invoices.

This is a secure way to save payment information without needing to collect it again.

Option 2: Enable Auto Pay for Future Transactions

If the customer selects Enable Auto-Pay for Future Transactions:

• Their stored payment method will automatically be charged for future invoices.
• The charge will occur based on your Auto Pay configuration (typically shortly after the invoice is created or on the selected trigger date).
• No additional action will be required from the customer unless the payment method needs to be updated.

This option is ideal for customers who expect recurring or ongoing invoices.

No Open Invoices?

If a customer would like to store a payment method but does not currently have an open invoice, you can send them a secure link to add their payment method.

Refer to:

Invite a Customer to Store a Payment Method

Important Notes

• Stored payment methods are tokenized and securely maintained within your payment gateway.
• Only limited payment details (such as last four digits) are visible in Biller Genie.
• Customers may update or remove stored payment methods at any time through the Customer Portal, if enabled.

Still Having Trouble?

If a customer is unable to store a payment method or enable Auto Pay during checkout, contact the Biller Genie support team at support@billergenie.com and include the following details:

• Invoice number
• Payment type (Card or ACH)
• Any error messages displayed

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