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Help Center

Features

Features

Dive into each of The Genie's powerful features.

Customer Portal

Customer Portal Sign Up

Inviting Customers to the Customer Portal

Setting Default Settings for the Customer Portal

Using the Customer Portal

Dashboard

Understanding the Main Dashboard

Invoice Messenger

Using custom email domains with Biller Genie

Invoice Messenger

Late Fees

Refund Late Fees

Setup Late Fees

Waive Late Fees

Paper Mail

Using Paper Mail

Setting Up Paper Mail

Controlling Content in Paper Mail Reminders

Controlling Paper Mail Settings Globally & Individually

Payment Plans

Approving or Rejecting Payment Plans

Request a Payment Plan

Turning on Payment Plans

Reminders

Sending Statements of Open Invoices

Add PDF Invoice to Reminder

Customizing Individual Customer Reminders

Customers Not Receiving Email Reminders

Installing Reminders

Sending a One-Time Reminder

Turning Off Reminders for Specific Customers

Using Reminders

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Technology Fees

Setting Up Technology Fees

Frequently Asked Questions

Frequently Asked Questions

Automatic Batch Reconciliation

Automatic Batch Reconciliation with Daily Discounting

What is Automatic Batch Reconciliation (ABR)?