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Features

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a ticket.
We’ll get back to you as soon as possible.

  • Integrations
    AccountingSuite QuickBooks Online QuickBooks Desktop (2021 R4 or newer) Theramanager Xero QuickBooks Desktop (2014-2021 R3)
  • Invoices
    Managing Invoices Parent & Sub Customer Customers Invoice Creator
  • Features
    Customer Portal Dashboard Invoice Messenger Late Fees Paper Mail Payment Plans Reminders Technology Fees Frequently Asked Questions Automatic Batch Reconciliation Getting Started
  • Payments
    ACH Schedules & Recurring Billing Stored Cards Transactions Deposits Credit Card Processing
  • Reports
    Email Reminders Customer Sync History
  • Settings
    Branding Customer Settings General Settings User Accounts Billing
+ More

Customer Portal
  • Customer Portal Sign Up
  • Inviting Customers to the Customer Portal
  • Setting Default Settings for the Customer Portal
  • Using the Customer Portal

Dashboard
  • Understanding the Main Dashboard

Invoice Messenger
  • Using custom email domains with Biller Genie
  • Invoice Messenger

Late Fees
  • Refund Late Fees
  • Setup Late Fees
  • Waive Late Fees

Paper Mail
  • Controlling Paper Mail Settings Globally & Individually
  • Customize Paper Mail Reminders
  • Using Paper Mail
  • Setting Up Paper Mail

Payment Plans
  • Approving or Rejecting Payment Plans
  • Request a Payment Plan
  • Turning on Payment Plans

Reminders
  • Sending Statements of Open Invoices
  • Add PDF Invoice to Reminder
  • Customizing Individual Customer Reminders
  • Customers Not Receiving Email Reminders - Troubleshooting Guide
  • Installing Reminders
  • Sending a One-Time Reminder
  • Turning Off Reminders for Specific Customers
  • Using Reminders

Technology Fees
  • Setting Up Technology Fees

Frequently Asked Questions
  • Frequently Asked Questions

Automatic Batch Reconciliation
  • Automatic Batch Reconciliation with Daily Discounting
  • What is Automatic Batch Reconciliation (ABR)?

Getting Started

Popular Articles

  1. Frequently Asked Questions
  2. Invoice Messenger
  3. Swiping Credit Cards
  4. Using the Customer Portal
  5. Biller Genie Billing & Subscription
  6. Authorizing ACH Processing
  7. Partial Refund
  8. Refund Transaction
  9. QuickBooks Desktop Troubleshooting (2021 R4 or Newer)
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