Some customers may have a unique process where Auto Pay doesn't work for them. You can easily disable this feature for a customer using the steps below:

Step 1: Open the Customer List

In the Biller Genie portal, navigate to your Customers list

Step 2: Select the Customer

Use the search bar and/or filters to find the desired customer record.

Step 3: Open Auto Pay Settings

Click the 'Auto Pay' tab, then click 'Edit'

Step 4: Turn Off Auto Pay

Turn Auto Pay Invoices to ‘Off’ then click ‘Update Customer’.

FAQs

Q: How Can I Tell which of my Customers have Auto Pay turned on?

A: Read our article on how to Use Customer Reports. We have a report titled “Auto Pay Enabled”

Q: Can my customers adjust their Auto Pay settings themselves?

A: The choice is yours! One of the key benefits of using the Customer Portal is that it enables your customers to take control of their accounts by performing various actions independently. They can easily view past invoices, save new payment methods on file, and adjust certain settings as needed.

However, you also have the flexibility to limit their access to specific controls. You can decide whether they can:

• Edit their profile
• Update their payment methods
• Change their auto-pay settings
• Allow a parent customer to view the invoices of a sub-customer

You can even control access on a per-customer basis. This balance of empowerment and control ensures that your customers have a seamless experience while you maintain oversight of their account settings.