Simplify and Streamline Your Invoicing and Accounting Process!
Why Biller Genie?
Customer Branded Portal
How It Works
you’ll get the best of both worlds.
Ready to Connect Xero + Biller Genie?
Connect Xero and Biller Genie
You’ll be directed to login to your Xero account. Login and you’re all set!
Frequently Asked Questions
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Nope! Once you’ve successfully connected your Xero account to Biller Genie, customer data will automatically sync between both platforms.
When you create a new customer in Biller Genie, it will automatically send it to Xero and read as: First Name, Last Name, (Business Name) << ID >>
Pending invoices in Xero will not be synced to Biller Genie
Once a payment is made in Xero, Biller Genie will receive it and you can manually record the deposit.
Xero will sync with Biller Genie every 3 to 5 minutes, or anytime a chance to a customer or invoice in either system is made.
Simply refund the transaction associated with any invoice in Biller Genie and manually record the refund in Xero.
Of course! All you have to do is attach a stand-alone payment initiated in Biller Genie to a Xero invoice at a later date.
Invoices created in Biller Genie will not sync to your Xero account. However, anytime you create an invoice in Xero, it will automatically update in Biller Genie.
New invoice reminders are turned on when you first sync Xero with your Biller Genie account, and all open invoices will be automatically re-sent.
Our goal is to eliminate pesky busywork, not give you more. Biller Genie’s Smart Notification center will create to-do list action items in your dashboard if anything requires your attention, such as sync issues.