What do you need help with?

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.

Customer records, jobs, customer types, parent/sub relationships, and customer-level configuration.

Creating, modifying, and managing invoices, items, and products inside Biller Genie.

System-level configuration, integrations, branding, custom email domains, and other settings under the Control Panel.

QuickBooks Online, QuickBooks Desktop (MagicCarpet), Xero, plus chart-of-accounts mapping and sync settings.

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

How Biller Genie delivers invoices and follows up: Invoice Messenger, reminder cadence, paper mail, late fees, dunning escalation.

Automatic Batch Reconciliation (ABR): how Biller Genie matches incoming deposits to invoices and reconciles your books automatically.

Optional add-ons and feature modules: recurring billing, payment plans, schedules, and other features you can enable from the Add-Ons Marketplace.

The self-service portal your customers use to view, pay, and manage their invoices and stored payment methods.

Built-in reports, exports, custom dashboards, and analytics for monitoring your AR.

Your Biller Genie account itself: subscription, billing, multi-factor authentication, passwords, recovery, and account-level security.