Customers & Jobs

Customer records, jobs, customer types, parent/sub relationships, and customer-level configuration.

Articles in Customers & Jobs

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Parent and Sub Customers

In QuickBooks, a customer can be set up as a sub-customer of another customer — useful for tracking jobs under a single...

Updated May 25th, 2026 3659 views 7 likes
Setting Global Customer Defaults

Customer Defaults control how Biller Genie behaves for your customers by default: what payment methods are allowed, whether autopay is required, whether...

Updated May 25th, 2026 3987 views 1 likes
Customer Type Defaults

Customer Type Defaults let you set different Biller Genie behavior for different groups of customers, using customer types you've already set up...

Updated May 25th, 2026 32 views 0 likes
Per-Customer Overrides for Reminders, Late Fees, and Other Features

Per-Customer Overrides are settings you change on one specific customer's record to make Biller Genie behave differently for that customer than your...

Updated May 25th, 2026 49 views 0 likes
Solve Email Conflicts

Biller Genie makes it easy for you to monitor issues with customer emails via the Email Conflicts report. Step 1 Navigate to Reports...

Updated October 15th, 2023 3789 views 1 likes