Biller Genie is a cloud-based accounts receivable and e-invoicing solution that automates bill presentment, follow ups, collections and reconciliations without changing your current process. Biller Genie sends out your invoices via email or paper mail, and follows up with reminders on custom schedules you set, accepts online payments via credit card, ACH and Apple Pay, and reconciles those payments back into QuickBooks.
And Biller Genie purportedly saves businesses 10-20 hours of weekly administrative work by working with either QuickBooks Online or QuickBooks Desktop.
Biller Genie automatically sends out invoices on your custom schedule via email and paper mail using Invoice Messenger, the most powerful part of Biller Genie.
- The solution personalizes invoices to match your company’s look and feel, including logo and colors. It offers multiple templates ranging from a traditional or classic look to a simple style, or even a more modern appearance.
Source: Biller Genie (website)
- Invoice Messenger offers a customer reminder schedule that allows you to create a fully customized communication schedule starting with gentle prompts and progresses, to more serious warnings as invoices age beyond their due date.
Source: Biller Genie (website)
- Just sit back and let Biller Genie do the work for you by reaching out to your customers for payment resulting in as much as a 40% reduction in your overdue invoices*.
Businesses using Biller Genie get paid up to 15 days faster with automated payment reminders. It includes a branded payment portal, where customers can make secure payments, view invoices and set up auto pay.
Source: Biller Genie (website)
- Biller Genie's advanced e-invoicing and guest checkout pages offer customers multiple ways to easily pay their open invoices online.
Source: Biller Genie (website)
- Biller Genie is filled with advanced features, including automated late fees, processing fees, payment plans, and much more.
- Customers can even control their payment schedule, ensuring your invoices get paid on time because they finally fit into the customer's schedule.
Source: Biller Genie (website)
With Biller Genie’s seamless connection to QuickBooks Online, your customer data automatically is sent to Biller Genie upon set-up. Whenever you make an update in one application, it syncs to the other.
Source: Biller Genie (website)
- All transactions made in QuickBooks Online automatically are pulled into Biller Genie, and payments are reconciled to ensure invoices align across both platforms.
- When you create an invoice in QuickBooks Online, Biller Genie takes over.
- As soon as your customer makes a payment using Biller Genie, it automatically posts to QuickBooks Online.
- Additional details can be found at the Biller Genie landing page in the Intuit QuickBooks Online App Store.
Biller Genie will connect to QuickBooks Desktop via an application called the Biller Genie Sync Manager, which must be installed and running on the desired computer hosting your QuickBooks Desktop application and file.
Source: Biller Genie (website)
- CLICK HERE for more details on how the Biller Genie Sync Manager works with QuickBooks Desktop.
- This reference provides information on installing the Biller Genie Sync Manager for QuickBooks Desktop. If you are considering using Biller Genie with QuickBooks Desktop, it is essential you not only read, but thoroughly understand, both of these help documents prior to undertaking acquisition of Biller Genie.
- The Biller Genie landing page in the apps for Intuit QuickBooks Desktop website has more information about desktop integration.
To summarize Biller Genie using my feature and capabilities list, I would say they have the following functionalities:
- Accounting integration (QBO & QBD)
- Analytics & reporting
- A/R dashboard
- Automated notifications
- Automated scheduling
- Cash flow indicators
- Collections indicators
- Contact information
- Customer portal (brandable)
- Invoice history
- Invoice management
- Online payment options
- Partial payments
- Payment plans
- Receivables ledger
- Reminders
- Template management
If this has convinced you that Biller Genie can handle your A/R and invoicing requirements, head over to the Biller Genie website.
Disclosures, Acknowledgements and Footnotes:
Portions of this feature, including graphical artwork contained therein, have been adapted from Biller Genie content, including materials regarding Biller Genie in their app landing page at the Intuit QuickBooks Online App Center and Intuit Apps for QuickBooks Desktop website, as well as information available from the Biller Genie website. Biller Genie is a registered trademark of Billergenie.com, a privately held company with headquarters located in Miami, Florida.
Adapted source materials within this feature by Insightful Accountant are furnished for educational purposes only.
As used herein, QuickBooks and QuickBooks Online (QBO) refer to one or more registered trademarks of Intuit Inc., a publicly-traded corporation headquartered in Mountain View, California.
Any other trade names used herein refer to products that may be registered, trademarked, or otherwise held by their respective owners; they are referenced for informational and educational purposes only.
This is an editorial feature, not sponsored content. None of the vendors within this article have paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
The publication of this article, nor the inclusion of this product within the related series, does not represent any endorsement by either the author or Insightful Accountant.
*- based on Biller Genie information obtained from their website or other related reference sources.
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