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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 Theramanager Xero
  • Invoices
  • Features
    Automatic Batch Reconciliation Customer Portal Dashboard Frequently Asked Questions Getting Started Import Tools Invoice Generator Invoice Messenger Late Fees Mobile Check Capture Paper Mail Payment Plans RDC (Remote Deposit Capture) Reminders Technology Fees
  • Payments
    ACH Check Processing Credit Card Processing Deposits Schedules & Recurring Billing Stored Cards Transactions PayPal
  • Reports
    Customer Email Reminders Sync History Feature Utilization
  • Settings
    Billing Branding General Settings User Accounts
  • Customers
+ More

Features

Dive into each of The Genie's powerful features.

  • Virtual Terminal
  • Submit a Feature Request

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

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

Dashboard
  • Understanding the Main Dashboard

Frequently Asked Questions
  • Frequently Asked Questions

Getting Started

Import Tools
  • Customer Import Tool Quick Reference Guide
  • Invoice Import Tool Quick Reference Guide
  • Managing Items Quick Reference Guide
  • Customer & Invoice Import Playbook

Invoice Generator
  • How To Create An Invoice
  • How To Create An Invoice Schedule
  • How To Create A Draft Invoice

Invoice Messenger
  • Using custom email domains with Biller Genie
  • Invoice Messenger
  • Send Invoices in Bulk

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

Mobile Check Capture
  • Capturing Check Images (Mobile)

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

RDC (Remote Deposit Capture)
  • Installing RDC and/or Mobile Capture
  • Check Retention & Destruction Guidelines
  • Capturing Check Images (RDC)
  • RDC: Uninstalling Default Drivers

Reminders
  • Sending Statements of Open Invoices
  • Add PDF Invoice to Reminder
  • Customizing Individual Customer Reminders
  • Installing Reminders
  • Sending One-Time Reminders
  • Turning Off Reminders for Specific Customers
  • Using Reminders

Technology Fees
  • Setting Up Technology Fees
  • Understanding Compliant Surcharging with Biller Genie

Popular Articles

  1. Frequently Asked Questions
  2. Invoice Messenger
  3. Using the Customer Portal
  4. Using Reminders
  5. Refund Transaction
  6. Authorizing ACH Processing
  7. QuickBooks Desktop Troubleshooting
  8. Biller Genie Billing & Subscription
  9. Partial Refund
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