Managing Items Quick Reference Guide

Nadia Shomr
2023-10-23T19:32:18Z

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.