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Invoices

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

Invoices

The ins and outs of invoicing within The Genie.

  • Delete Invoices
  • Export Invoice to PDF
  • Paying Individual Invoices
  • Setting Invoice Defaults
  • Viewing Invoices
  • View Invoice Timeline

Managing Invoices
  • How to Send an Invoice Manually

Parent & Sub Customer
  • Display Invoice with Parent
  • Bill to Parent
  • Parent and Sub Customers

Customers
  • Customer Import

Invoice Creator
  • How to Create an Invoice
  • How to Create an Item
  • How to Create a Customer
  • Customer Import
  • Invoice Import

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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