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.

Articles in Invoices & Reminders

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Delete Invoices

You can delete invoices from Biller Genie. Note: The Delete button removes the invoice from Biller Genie, but it does not delete the invoice from...

Updated October 15th, 2023 4099 views 1 likes
Export Invoice to PDF

You can export an invoice as a PDF in Biller Genie. Step 1 From the main menu, click on Invoices. Step 2 Click on...

Updated March 26th, 2024 4555 views 3 likes
Paying Individual Invoices

You can create a transaction for any individual invoices. Step 1 From the main menu, click on Invoices. Step 2 Click on an invoice...

Updated March 11th, 2024 3986 views 2 likes
Setting Invoice Defaults

You can control the look and feel of your invoices, including determining what data fields are displayed. Step 1 Navigate to Control Panel...

Updated October 15th, 2023 5472 views 5 likes
Viewing Invoices

You can review your outstanding accounts receivable with the Invoice tab. Step 1 From the main menu, click on Invoices. Here you will...

Updated February 27th, 2024 3558 views 6 likes
View Invoice Timeline

You can see the history of an invoice from the time it enters Biller Genie to the time it's paid. Step 1...

Updated October 15th, 2023 4001 views 5 likes
How to Send an Invoice Manually

With the Send Invoice feature, Biller Genie gives you the flexibility to send manual payments requests on demand. Biller Genie is designed...

Updated October 15th, 2023 5509 views 12 likes
Disable Reminders on an Invoice

Reminders can be turned on or off at the global, customer, or invoice level. To turn off Reminders for specific customers, see...

Updated August 16th, 2024 2123 views 3 likes
Allowlisting Biller Genie IPs by Email Provider

Overview This article provides step-by-step instructions for allowlisting Biller Genie sending IP addresses in the most common business email platforms. Complete these...

Updated May 21st, 2026 442 views 0 likes
Email Delivery Best Practices

Overview Biller Genie automatically generates email subject lines and message content that follow industry best practices for reliable delivery across major email...

Updated May 21st, 2026 575 views 0 likes
Email Delivery Issues (IP-Based Filtering)

Overview If you, your team, or your customers are not receiving emails from Biller Genie, the most common cause is company email...

Updated May 21st, 2026 67 views 0 likes
Custom Email Domains in Biller Genie

A custom email domain lets Biller Genie send invoice emails from your domain (for example, billing@yourcompany.com) instead of the default Biller Genie...

Updated May 21st, 2026 6074 views 5 likes
Invoice Messenger

This feature enables you to: Automatically send new invoices immediately upon creation or on the date designated in your accounting software. Delay...

Updated May 21st, 2026 11437 views 9 likes
Send Invoices in Bulk

Step 1 In the Biller Genie portal, navigate to 'Invoices'. Step 2 On the Invoice page, search by keywords and/or use...

Updated May 21st, 2026 2466 views 4 likes
How To Create An Invoice

You can create invoices directly from a customer’s invoice screen or from the “Create an Invoice” add-on. This guide will walk through...

Updated May 21st, 2026 4948 views 8 likes
How To Create An Invoice Schedule

Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the left side menu, then click Customers. Step...

Updated May 21st, 2026 3796 views 4 likes
How To Create A Draft Invoice

Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the left side menu, then click Create an...

Updated May 21st, 2026 3245 views 6 likes
Sending Statements of Open Invoices

Biller Genie makes it easy to automatically send statements of open invoices to your customers. Reminders allow you to send a single...

Updated May 21st, 2026 5406 views 10 likes
Add PDF Invoice to Reminder

You have the option to add your invoices as pdf attachments to each reminder sent out to your customers. Step 1 From...

Updated May 21st, 2026 3624 views 2 likes
Customizing Individual Customer Reminders

You can customize which reminders individual customers receive, in case you have special VIP customers who don't need all reminders or those...

Updated May 21st, 2026 3126 views 3 likes
Installing Reminders

You can install Reminders in just a few clicks. Step 1 Navigate to Add-ons Marketplace, select Communication, then choose Reminders. Step 2 Click Install. Reminders will...

Updated May 21st, 2026 3861 views 8 likes
Sending One-Time Reminders

If your customer needs their invoice received in real-time or missed it in their email, you can send an immediate reminder. ...

Updated May 21st, 2026 3782 views 8 likes
Turning Off Reminders for Specific Customers

You can customize which reminders are sent for specific customers. Step 1 Navigate to Customer > Select a Customer Step 2 Go to...

Updated May 21st, 2026 5722 views 3 likes
Using Reminders

At Biller Genie, we understand that chasing down payments can be a cumbersome task. That's why we’ve introduced our powerful Reminders feature,...

Updated May 21st, 2026 10028 views 9 likes
Controlling Paper Mail Settings Globally & Individually

You can control which customers receive paper mail reminders & what reminders are sent out. Change Global Settings Step 1 In your...

Updated October 15th, 2023 2669 views 8 likes
Customize Paper Mail Reminders

You can customize the content for inside the paper mail reminders. Step 1 Paper Mail reminders match our email reminders. To change...

Updated May 21st, 2026 2783 views 8 likes
Using Paper Mail

After you’ve set up paper mail, you can begin using this powerful feature. Navigate to Add Ons and click Paper Mail. Paper Mail Dashboard On the...

Updated May 21st, 2026 4228 views 0 likes
Setting Up Paper Mail

Setting up paper mail is easy in Biller Genie. It's a great tool to give customers an extra nudge to pay their...

Updated May 21st, 2026 3176 views 2 likes
Customer Import Tool Quick Reference Guide

Important things to know before importing customers into Biller Genie The file size is limited to 1000 rows, so if you need...

Updated May 21st, 2026 3047 views 6 likes
Invoice Import Tool Quick Reference Guide

Before you start: You can import a maximum of 1,000 rows per spreadsheet. Invoices must be associated with customers that already exist...

Updated May 21st, 2026 6078 views 8 likes
Managing Items Quick Reference Guide

Step 1 After logging into the Biller Genie merchant portal, click "Items" on the left-side menu. Step 2 In the upper...

Updated May 21st, 2026 2401 views 6 likes
Customer & Invoice Import Playbook

Customer Import Tool The Biller Genie customer import tool can allow you to import large volumes of customers from another source, such...

Updated May 21st, 2026 4155 views 7 likes
Create a Payment Schedule

Overview Payment Schedules allow you to automatically charge a customer on a recurring basis. You can configure the amount, frequency, duration, and...

Updated May 21st, 2026 4833 views 10 likes

Articles in Invoices & Reminders

Delete Invoices

Export Invoice to PDF

Paying Individual Invoices

Setting Invoice Defaults

Viewing Invoices

View Invoice Timeline

How to Send an Invoice Manually

Disable Reminders on an Invoice

Allowlisting Biller Genie IPs by Email Provider

Email Delivery Best Practices

Email Delivery Issues (IP-Based Filtering)

Custom Email Domains in Biller Genie

Invoice Messenger

Send Invoices in Bulk

How To Create An Invoice

How To Create An Invoice Schedule

How To Create A Draft Invoice

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

Controlling Paper Mail Settings Globally & Individually

Customize Paper Mail Reminders

Using Paper Mail

Setting Up Paper Mail

Customer Import Tool Quick Reference Guide

Invoice Import Tool Quick Reference Guide

Managing Items Quick Reference Guide

Customer & Invoice Import Playbook

Create a Payment Schedule