Getting Started

Onboarding guides and orientation for new Biller Genie merchants. Set up payments, connect your accounting software, send your first invoice, and learn your way around the Merchant Portal.

Accounting Software Integrations

Connect Biller Genie to your accounting software. QuickBooks Online, QuickBooks Desktop, Xero, TheraManager, plus the Chart of Accounts mapping tool and Undeposited Funds setup.

16 articles

Payment Acceptance

Accept payments in Biller Genie. Credit card, ACH, stored cards, checks, PayPal, autopay, partial payments, refunds, voids, payment plans, and late fees.

44 articles

Surcharging & Technology Fees

Pass on processing fees to your customers in a compliant way. Surcharging, dual pricing, convenience fees, and the regulatory rules behind each.

8 articles
Invoice Messenger Using Reminders Using the Customer Portal Storing and Authorizing ACH Payment Methods in Biller Genie Biller Genie Billing & Subscription Record Deposits in QuickBooks Desktop (All Versions) Check Retention & Destruction Guidelines ACH Return Codes Explained What is Automatic Batch Reconciliation (ABR)? Storing Card Payment Methods

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Getting Started

Onboarding guides and orientation for new Biller Genie merchants. Set up payments, connect your accounting software, send your first invoice, and learn your way around the Merchant Portal.

Accounting Software Integrations

Connect Biller Genie to your accounting software. QuickBooks Online, QuickBooks Desktop, Xero, TheraManager, plus the Chart of Accounts mapping tool and Undeposited Funds setup.

Payment Acceptance

Accept payments in Biller Genie. Credit card, ACH, stored cards, checks, PayPal, autopay, partial payments, refunds, voids, payment plans, and late fees.

Surcharging & Technology Fees

Pass on processing fees to your customers in a compliant way. Surcharging, dual pricing, convenience fees, and the regulatory rules behind each.

Invoices & Reminders

How to create, send, and follow up on invoices in Biller Genie. Reminders, statements, the Invoice Messenger, custom email domains, paper mail, and the Import Tool.

Features & Automation

Biller Genie features and automation workflows: the mobile app, advanced add-ons, automation rules, and other product capabilities that pair with the core workflows.

Customers

Managing customer records in Biller Genie. Create and edit customers, set individual customer settings, import in bulk, manage sub-customer hierarchies, and resolve email conflicts.

Reports & Reconciliation

Reports in Biller Genie: transactions, customers, reminders, sync history. Plus Automatic Batch Reconciliation (ABR), deposit reconciliation, and the audit trail to QuickBooks.

Settings & Account

Account-level settings in Biller Genie: billing, users, multi-factor authentication, branding, custom fields, invoice defaults, and general portal configuration.