Storing Payment Methods

You can store credit cards and ACH accounts for your customers in Biller Genie.

To add a payment method go to Customers > Select Customer (clicking on the ID or Display Name) . 

Click Stored Payment Method.  

Click Add a Stored Payment Method.

Storing Credit Cards

You can then enter the card details and click Add Card

Storing ACH Accounts

To store an ACH account, fill out the customer's information including banking and routing numbers. Then click Save and Send Authorization Form.

Biller Genie will automatically send an email with the authorization form, notifying the customer,  along with a link, where the customer can consent by signing electronically.

Once the authorization form has been signed, it is then saved, and the ACH account can be used as a payment method for future transactions, without requiring another authorization form. Your customers can also store their ACH accounts as a payment method through the customer portal.