Biller Genie Review

flag Fully customizable invoices and client portal
  • Free to use most features
  • Customer portal for payments
  • Syncs with Quickbooks desktop & online
  • Recurring invoice capabilities
Good for
Small business
Support
8 /10
Trial/Demo
Free trial & demo
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  • author: Daniel Ndukwu
  • 03.07.19
  • Comments
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Rating

  • "Price"
    9 /10
  • "Features"
    7 /10
  • "Ease of Use"
    8 /10
  • "Help and Support"
    8 /10

Overview

Biller Genie was founded in 2018 by Thomas Aronica to help businesses spend less time chasing payments and more time on their core competency. It’s a simple-to-use, all-in-one online invoicing platform that makes it easier to present a professional face to your clients and automate a lot of your work. The platform has been endorsed by major national accounting firms and several trade associations and received a number of consumer technology awards. Biller Genie is ideal for small to medium businesses in almost any industry.

Plans & Pricing

Biller Genie offers a Basic Free Plan and a number of optional additional add-ons for those who need additional features or services.

Basic Free Plan

With the basic free plan customers can create branded invoices, implement automated reminders, and manage late fees. They also have access to the platform’s one-click integration to QuickBooks Desktop, QuickBooks Online, Xero, and AccountingSuiteTM.

Optional Add-Ons

Branded Customer Portal

The branded customer portal is a self-service customer portal that allows your customers to pay open invoices, access payment history, store payment options, manage auto-pay, and more – all from anywhere at anytime.

 

Integrated payment processing

This is the last way Biller Genie charges customers. It takes care of all the payment facilitation in the background and charges 2.9% +$0.25 per credit card transaction and 0.75% + $.25 per ACH transaction. Turning this feature on unlocks automatic payments and recurring billing. All payments and customer information are secured and encrypted for that extra peace of mind.

Biller Genie gives away a lot of value for free which is a price point you can’t beat. The paid pricing is in line with what others charge for the same service.

Basic Free Plan
Free
Branded Customer Portal
$19.95/monthly
Credit Card Processing
2.9% + $0.25
ACH Processing
0.75% + $0.25

Features & Functionality

Biller Genie is free but comes packed with useful features to speed up and automate your workflow. It’s available as a standalone web app that’s compatible with most, if not all, browsers. Right out the gate, you’re able to make customized invoices and send them to your clients so they can view it online. It’s simple to track every view and other actions associated with invoices you’ve sent out. Add customers, access simple reports, understand how much you’ve got coming in, and more.

Recurring billing

When you’ve set up a payment processor, Biller Genie gets even more powerful. You can create custom recurring billing rules for each of your clients. When they accept the terms, they’ll automatically be billed at the beginning or end of the period.

Branded customer portal

Maintain a professional image by sending your customers to a branded portal when they want to pay. They can view their past payments, current invoice, add multiple payment methods, and update contact information or settings.

Automated reminder emails

Following up clients for payments is time consuming. It only gets harder the more your business grows. Automated invoice reminder emails can be set to go out at specific intervals after the initial invoice has been delivered to clients.

Late fees management

Late fees, no matter how you may feel about them, are an effective motivator for clients who’ve not paid. After stipulating the late fee percentage in Biller Genie, it’ll include that information in the invoice and start to calculate it after the invoice is overdue.

Add-Ons and Integrations

Biller Genie has one-click integration with popular accounting software like QuickBooks Desktop, QuickBooks Online, Xero, AccountingSuiteTM, and more. This is extremely helpful when it comes to keeping your books in order.

Ease of use

Most Within a few minutes, you’ll be able to understand what most of the features are and how to use them. The onboarding process helps you set up the major options like your company name, logo, and contact information. The dashboards are simple and give you the most important information for getting the job done. It’s important to note that the interface isn’t overly polished and the reports gives you just enough information to ensure you’ve been paid.

Pros & Cons

  • Easy to use and get set up
  • Seamless integration with popular accounting software
  • Send automated invoice reminders to overdue clients
  • Branded online portal for clients
  • Knowledgeable live-operator support staff
  • The reporting features give you the bare minimum
  • Free plan doesn't include customer portal

Customer support

Biller Genie offers multiple support options for its customers which are available during business hours. The app is incredibly simple so they seem to have skipped out on a knowledgebase and instead opted for a few tutorial videos. The majority of users online agree that the support is responsive and knowledgeable.

  • Phone Support
    Free phone support is available during business hours.
  • Live Online Chat
    Live chat support is also available during business hours.
  • Email
    Email support is available.
  • Video Tutorials
    There are tutorial videos available on YouTube.
  • Blog
    It maintains a blog for product updates, tutorials, and small business finance advice.

Final Word

Biller Genie is a simple point solution that does what it’s meant to do. You’re able to sync with a few major accounting apps, create invoices, and set up email reminders that go out automatically. It goes a step further by creating branded customer portals clients can use to pay you.

It’s important to know that Biller Genie won’t substitute your accounting app or help you do anything beyond send invoices and collect payments. Biller Genie is a simple tool that understands its core use case and performs it well. If you’re having trouble keeping up with past due invoices then you’ll get a lot of value from Biller Genie.

Daniel Ndukwu
author

Daniel is a small business owner at large helping his peers navigate the challenges they experience on a day to day basis. His philosophy is simple, if it isn’t broken you can still make it better.

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