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Managing Items Quick Reference Guide

This guide will show how to add Items in Biller Genie.

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Table of Contents

Field Restrictions & Settings:

 

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

Step 2
In the upper right corner, click the blue + Add New Item button. 

Step 3
The Add New Item screen opens with the item information fields.

Step 4
After adding the item information, click the blue Save button in the bottom right corner. 

Step 5
The new item will be saved and then displayed in the items list. 


Field Restrictions & Settings:

Name: This field is required.

Description: Non-required field.

Unit Price: The default price for the item.

Taxable: The taxable setting is the default if the item is taxable or not. An item that is defaulted to be taxable can be changed to nontaxable on a line level inside a specific invoice.

Status: This is the active or inactive status toggle. If the status is set to inactive, the item will no longer be selectable when creating a new invoice in Biller Genie.

 

quick reference managing items

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