Overview

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

Once enabled, customers will be able to add and manage their payment methods through the Customer Portal (if enabled), and payment options will be available on invoices.

How To Enable Credit Card and ACH Payments

Step 1

Log in to your Biller Genie account.

Navigate to:

Control Panel > Customer Defaults

Step 2

Under the General section, locate the following settings:

• Allow Credit Card Payments
• Allow ACH Payments

Toggle each setting to Yes as needed.

Click Save Defaults for New Customers to apply these settings to all new customers moving forward.
 

Step 3 (Optional – Apply to Existing Customers)

If you would like to update current customers as well:

Scroll to the bottom of the Customer Defaults page.

Click Update Individual Settings for Current Customers.

Select the appropriate setting name from the dropdown and apply the changes.

This ensures existing customer profiles are updated to reflect your new payment preferences.
 

Important Notes

• Enabling these settings allows customers to pay invoices using the selected payment methods.
• Customers will only see payment options that are enabled in your Customer Defaults.
• If using the Customer Portal and invoice payment pages, customers will be able to store payment methods when these settings are active.

Still Having Trouble?

If you are unable to enable Credit Card or ACH payments, contact the Biller Genie support team at support@billergenie.com and include the following details:

• Which payment method you are attempting to enable
• Whether this applies to new customers, existing customers, or both
• Any error messages displayed

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