Biller Genie

Support

Biller Genie Overview

Biller Genie is an award-winning cloud-based accounts receivable (AR) automation and integrated B2B payments platform that automates bill presentment, follow up, online payments, and reconciliation for small-and-mid-sized businesses. The SaaS based technology seamlessly integrates with popular accounting software and all major payment processing platforms, streamlining workflows for its subscribers while giving their customers a branded and frictionless checkout experience. On average, Biller Genie subscribers get paid up to 15 days faster, experience a 40% in overdue invoices, and save 10-20 hours of administrative work per week.

Solution Features

Biller Genie seamlessly connects all major payment processing platforms with popular accounting software such as QuickBooks and Xero, automating back-office invoicing workflows and providing a white-labeled, frictionless buyer checkout experience.

Biller Genie offers a full suite of accounts receivable and account solutions including:

Online payments via CC, ACH and virtual B2B cards
Level ll and Level lll interchange optimization
Branded customer portal
Bi-directional data sync
Automated reconciliation of payments AND batches/deposits
Late fee manger
Integrated cash-discounting
Bill presentment and overdue invoice follow up
Payment plans, recurring billing and auto-pay
Subscriber Portal
- Merchants can setup and configure their workflows, make payments, manage customers and invoices, and view reports and history
Customer Portal
- Merchants' customers can manager their own accounts online 24/7, view and pay invoices, reprint receipts, store and update payment methods, setup autopay, request payment plans and more
Partner Portal (Coming Soon)
- Partner resellers will be able to access their merchant’s information, view KPIs, integrate and white-label the solution into their tech stack, and more

Integrations

Cardpointe Gateway + other popular gateways
Accounting Software:
- QuickBooks Desktop
- QuickBooks Online
- Xero
- AccountingSuite

Target Audience

Any business that sends invoices: Caterers, Jewelers, Custom Furniture
Size 500k-5M annual revenue
B2B
Service based business: Landscaping, Pool, Plumbing
Construction: Tile
Professional Services- Accounting, Legal, Bookkeeping

Merchant Benefits

No need for duplicate entry across multiple platforms
Utilizes existing workflow and process
Gets invoices paid an average of 35 days faster
Saves administrative time spent in manual processes

Boarding Process

BillerGenie | Gateway Setup Guide

To utilize Biller Genie with Cardpointe, you will first need submit a sales code request ticket in CoPilot to mirror your existing sales code and create your ISV specific code.

Example: Please build a Biller Genie LeadGen sales code to mirror <insert your current Agent code>. Please see link below for more details on setting up joint sales codes.

To make the connection with Biller Genie, you will need to have Cardpointe API Credentials generated for your merchant. There are a few different options to set up API Credentials for new accounts:

1. Call our support number at 877-828-0720.

When calling in, you will be welcomed by our phone system. Please say "CardPointe Support", and you will be directed to their department.
Ask for Gateway credentials to be created for the MID
Encrypted email will be sent with the credentials.

2. Submit a Support ticket in Copilot.

Ticket Type - Cardpointe Services , Reason - Production Credentials
The Cardpointe support team will generate and send them to you or the Merchant
Please specify where you would like the credentials to be sent in the ticket. An encrypted email will be sent with the credentials.

3. Agents can generate Credentials through the Cardpointe Reporting tool.

If you do not have the credentials tab available, please reach out to Partner Support either via phone or ticket to get this feature enabled on your user account.
Learn more about Credential Generator

Equipment Requirements

No equipment required.

Certification Course

Get Biller Genie certified! This certification course is the ideal way to get your team up to speed on all things Biller Genie. The course covers sales methods, product knowledge, and how we stack up against other similar (but not equal) products in the market.