Invoices & Items

Creating, modifying, and managing invoices, items, and products inside Biller Genie.

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Delete Invoices

You can delete invoices from Biller Genie. Note: The Delete button removes the invoice from Biller Genie, but it does not delete the invoice from...

Updated October 15th, 2023 4120 views 1 likes
Paying Individual Invoices

You can create a transaction for any individual invoices. Step 1 From the main menu, click on Invoices. Step 2 Click on an invoice...

Updated March 11th, 2024 4001 views 2 likes
Setting Invoice Defaults

Invoice Defaults control what your customer-facing invoices look like and what data they include. You set them once and Biller Genie applies...

Updated May 25th, 2026 5520 views 5 likes
Viewing Invoices

You can review your outstanding accounts receivable with the Invoice tab. Step 1 From the main menu, click on Invoices. Here you will...

Updated February 27th, 2024 3574 views 6 likes
View Invoice Timeline

You can see the history of an invoice from the time it enters Biller Genie to the time it's paid. Step 1...

Updated October 15th, 2023 4016 views 5 likes
How to Send an Invoice Manually

Biller Genie sends invoices automatically through Invoice Messenger when an invoice first syncs in and through Reminders on the cadence you've configured....

Updated May 25th, 2026 5534 views 12 likes
How To Create An Invoice

Biller Genie is designed to work alongside the accounting software you're already using — most of the time, invoices are created in...

Updated May 25th, 2026 4975 views 8 likes
How To Create A Draft Invoice

Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the left side menu, then click Create an...

Updated May 21st, 2026 3266 views 6 likes
Managing Items Quick Reference Guide

Step 1 After logging into the Biller Genie merchant portal, click "Items" on the left-side menu. Step 2 In the upper...

Updated May 21st, 2026 2425 views 6 likes
Allowing Partial Payments on Invoices

By default, Biller Genie requires customers to pay invoices in full. You can enable partial payments at the account level so customers...

Updated May 25th, 2026 53 views 0 likes
Attaching and Detaching Transactions

While transactions are usually processed against open invoices automatically, Biller Genie lets you fix the two cases where that doesn't happen on...

Updated May 25th, 2026 4632 views 3 likes
Customer & Invoice Import Playbook

Customer Import Tool The Biller Genie customer import tool can allow you to import large volumes of customers from another source, such...

Updated May 21st, 2026 4183 views 7 likes
How to Void a Payment

A void cancels a transaction before it has settled at the processor — the authorization is dropped, no money moves, and no...

Updated May 25th, 2026 67 views 0 likes
Invoice Import Tool Quick Reference Guide

Before you start: You can import a maximum of 1,000 rows per spreadsheet. Invoices must be associated with customers that already exist...

Updated May 21st, 2026 6107 views 8 likes