Reports & Dashboards

Built-in reports, exports, custom dashboards, and analytics for monitoring your AR.

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All Transactions Report

The All Transactions Report contains a record for every payment that has been processed through Biller Genie's invoicing platform (using your...

Updated May 21st, 2026 3198 views 4 likes
Bounced Email Report

By regularly referencing the Bounced Email Report, you can quickly identify and address invalid email addresses in your customer database. This...

Updated May 21st, 2026 1649 views 5 likes
Rejected Transactions

The Rejected Transactions report contains ACH (Automated Clearing House) transactions that were not successfully processed. These rejections can occur for a...

Updated May 21st, 2026 3152 views 4 likes
Using the Payment Sync History Report

When Biller Genie attempts to sync payments back to your accounting software, we first look to verify the invoice information that we...

Updated May 21st, 2026 4685 views 7 likes
Use Customer Reports

Use the Customer Report to view: Customer Portal Registrations Stored Payment Methods Customers with Auto Pay Enabled To view Customer Reports,...

Updated May 21st, 2026 6977 views 3 likes
Reminders History Report

You can pull a report of all of the reminders that have been sent on your behalf. In the Biller...

Updated May 21st, 2026 3402 views 5 likes
Export Invoice to PDF

You can export an invoice as a PDF in Biller Genie. Step 1 From the main menu, click on Invoices. Step 2 Click on...

Updated May 25th, 2026 4581 views 3 likes
Understanding the Main Dashboard

All about the main dashboard. The Main Dashboard is the first page you see once you log into your Biller Genie account....

Updated October 15th, 2023 4454 views 8 likes