Overview

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

Stored payment methods can be used for:

• Future invoice payments
• Auto Pay
• Payment schedules

How To Store a Payment Method

Step 1

Log in to your Biller Genie account.

Navigate to:

Customers

Search for the customer and click on the Customer ID or Display Name to open their profile.

Step 2

Click the Stored Payment Methods tab.

Step 3

Click Add a Stored Payment Method.

Select Add a Stored Card
 

If you would like the customer to enter their payment details themselves, refer to:

Invite a Customer to Store a Payment Method

Adding a Credit or Debit Card

Enter the following information:

• Card number
• Expiration date
• Security code (CVV)

If the customer’s address is already on file, it will auto-populate.

Click Add Card to save.
 

The card will be securely tokenized and stored for future use.

Removing a Stored Payment Method

If a stored payment method is currently assigned to Auto Pay, it cannot be deleted until it is removed from Auto Pay.

To delete a stored method:

1. Disable or update Auto Pay settings for the customer.
2. Return to Stored Payment Methods and remove the payment method.

Still Having Trouble?

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

• Customer name
• Payment type (Card or ACH)
• Any error messages displayed

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