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Bill Connect by Biller Genie

Updated

Table of Contents

Overview

Biller Genie is a cloud-based, invoicing and accounts receivable software that connects to Quickbooks. NMI's integrated Bill Connect solution enhances accounting software by seamlessly connecting with QuickBooks Desktop, QuickBooks Online, Accounting Suite, and Xero, improving back-office efficiencies for these merchants. It enables the integration of secure online payments, bulk payments, payment fees, automated invoicing, and reconciliation while streamlining payment providers to cut costs and workload. This solution ensures robust business growth and meets the needs of both merchants and ISOs.

Our integration offers a variety of features, including white-labeled invoicing, online payments, tech fees, bulk pay, and auto reconciliation. It helps by reducing the financial strain of internal ERP payment systems and consolidating service providers. There are 32 million small and medium-sized businesses (SMBs), with 83% using QuickBooks, and more than half of them invoicing. It seamlessly integrates into your existing processes, helping merchants reduce overdue invoices by 40%, get paid 15 days faster, and save 10-20 hours of administrative work each week.

  • Get paid 15 days faster on average
  • See a 40% reduction in overdue invoices
  • Increase efficiencies and save 10-20 hours of weekly administrative work
  • Onboarding is fast and easy. Training and deployment takes 15-45 minutes and no new software to learn, seamless integration into QuickBooks
  • Backed by Biller Genie, Intuit QuickBooks’ preferred 3rd party

Product Benefits and Features

Benefits

Benefits for the Affiliate Partner:

Biller Genie seamlessly connects your merchants to QuickBooks. Offering Biller Genie, an award-winning accounting integration, helps you acquire new customers, attract higher volume merchants, reduce attrition, increase margin, add additional revenue streams and increase enterprise value.

Benefits for the Merchants:

Turbocharge your accounting software with Biller GenieⓇ. Biller Genie is a cloud-based invoicing and accounts receivable software that connects to QuickBooksⓇ (desktop and cloud versions), Xero and Accounting Suite , easily fitting into any current process. Merchants see a 40% reduction in overdue invoices, get paid 15 days faster, and save 10-20 Hours of weekly administrative work.

Features

  • Automatically Send Invoices via Email
  • Collect Credit Card & ACH Payments Online
  • Unlimited Users
  • Automatically Mark Invoices as Paid in Accounting Software
  • Generate Bulk Pay Invoices
  • Store Credit Card & ACH Information Securely (NMI Customer Vault)
  • Custom Branding Accounting Software Integration (QuickBooks & Xero)
  • Technology Fees (set custom fees like surcharging, cash discounting, etc)
  • White-labeled Electronic Invoicing 
  • Generate professional, merchant-branded invoices in their existing accounting software.
  • Streamlined, Secure Payment Processing
    • Accept credit card or ACH payments, including recurring and bulk payments, view payment history, and automated reconciliation.
    • Securely store card information with NMI’s Customer Vault tokenization, ensuring safe payment processing.
  • Electronic Invoicing
  • Branded Letterhead
  • Recurring Billing
  • Stored Cards & Auto Pay
  • Automatic Reconciliation 
  • Bulk Payments

How does it Work?

The Biller Genie plugin allows for merchants to connect Biller Genie with their accounting software (Quickbooks Online, Quickbooks Desktop, and Xero). When it is installed, invoices are sent out of the accounting package as Biller Genie invoices instead of as native invoices.  Biller Genie is integrated into NMI and can process payments towards these invoices using our gateway.

 

Documentation to Help get you Started

The following documentation will guide you on how to use Biller Genie.

These documents will go over how it works, how to sync QuickBooks with Biller Genie, customizing your invoice branding, how to build an invoice in QuickBooks with line items, how invoices are emailed automatically, and how to set up a merchant on Biller Genie.

Prerequisites

Partners - to enable the 'Bill Connect' service for a merchant account, you will need to log in to your Partner Portal → head over to 'List Accounts' → click on the merchant name → scroll down to 'Value-added Services' → click on the 'Update Services' button. You may choose to activate or offer the service to the merchant. Click the 'Submit' button to save any of your changes.

To enable the 'Bill Connect' service for multiple merchant accounts, please go to our "How do I Mass Enable a Value-Added Service?" in our Mass Enablement article.

  • The merchant must be using Quickbooks Desktop, Quickbooks Online, Accounting Suite, and or Xero to use this feature.
  • The Customer Vault is required for Bill Connect, which is enabled via the Marketplace in the Portal.
    Biller Genie can tokenize the cards in the Customer Vault, enabling merchants to complete transactions through NMI for invoices created via the Bill Connect/Biller Genie integration.

Navigating to the Bill Connect Page

Merchants - in the Merchant Portal, on the left side panel → click on 'Marketplace Apps' → 'Bill Connect'.

Installing Bill Connect on a Merchant Account

1. Login to the Merchant portal → Marketplace Apps → Bill Connect.

2. Click “Sign Up”.

3. Fill out the custom fields on the Onboarding page and click Submit.

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4. Click on the "Go to Biller Genie" button.

5. Set a Password for Biller Genie and click the RESET button.

6. Then, click the 'CLICK HERE TO LOGIN' button.

7. Click Continue.

8. Click on 'Connect My Accounting Software' button.

9. Choose your accounting software and your set up will be complete!

 

Frequently Asked Questions

What payment methods are supported with Bill Connect? Merchants can accept both credit card and ACH payments via Bill Connect. The integration also supports bulk payments and recurring payments, providing flexibility and efficiency in managing invoices.
How does Bill Connect integrate with accounting software? Bill Connect integrates directly with QuickBooks Desktop, QuickBooks Online, and Xero. It allows for automated invoicing, payment processing, and reconciliation, ensuring seamless workflows without requiring new software to learn.

Can merchants use their own branding with Bill Connect? Yes, Bill Connect supports white-labeled invoicing. Merchants can create professional, branded invoices directly from their accounting software and customize email templates for sending automated invoices to their customers.

Can merchants or partners re-enable Bill Connect after deactivation? Yes, merchants can re-enable their Bill Connect accounts after deactivation. If their account still exists in Biller Genie, it will simply reconnect. If not, merchants can go through the standard re-enrollment process.

What additional support is available for partners? Partners can access a reseller API for mass enablement and bulk enrollment of merchants, helping streamline the activation process. Documentation is available through the NMI Dev Portal to assist with the technical integration process.

How does the Bill Connect extension handle data security? Bill Connect utilizes NMI’s Customer Vault to securely tokenize and store payment information, ensuring that all transactions are PCI compliant and secure.

Video Tutorial

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