Written By: Zack Ferrell, Porte Brown Accountant
Several of our clients have requested a solution to pass on merchant fees without the need for manually updating each invoice, either before sending it to the customer or during the collection process. Biller Genie offers a solution that automates this process by adding merchant fees to invoices based on the payment method, all while integrating with QuickBooks Online.
Biller Genie integrates seamlessly with QuickBooks Online, allowing you to sync your data effortlessly. Once connected, the system pulls in your existing customer and invoice information from QuickBooks Online, so you don't need to manually input data.
You can create invoices directly within QuickBooks Online, as you normally would. Once the invoice is ready, Biller Genie takes over the automation process and sends the invoice to the customer via email.
When you send an invoice, Biller Genie automatically calculates and adds merchant fees to the invoice based on the selected payment method. For example, if a customer chooses to pay by credit card or another payment method that incurs a fee, the system will include this fee on the invoice without requiring you to manually adjust each one in QuickBooks Online.
Customers can pay the invoice through the payment options provided in the invoice (e.g., credit card, ACH, etc.). Biller Genie supports a variety of payment methods to give customers flexibility in how they pay.
Once the payment is received, Biller Genie automatically records the payment in QuickBooks Online. This eliminates the need for manual data entry and ensures that your accounting records are up to date.
If a payment is overdue, Biller Genie can send automated reminders and follow-up emails to the customer, helping to streamline collections and reduce the chance of missed payments.
In summary, Biller Genie automates the invoicing and payment process from start to finish, including the calculation and application of merchant fees, invoice delivery, payment collection, and accounting integration with QuickBooks Online, saving time and reducing manual effort. Contact Porte Brown's QuickBooks team to learn more about integrating Biller Genie with QuickBooks Online at 847-956-1040.
– Plans Start at $24.95 per month
Get in touch today and find out how we can help you meet your objectives.
