PARTNER RESOURCE

CENTER

Biller Genie is dedicated to empowering our partners with cutting-edge marketing tools and comprehensive training resources. Use this Resource Center to gain exclusive access to insights, strategic approaches, and skill-enhancing techniques designed to optimize your sales and marketing efforts and foster substantial growth in your business.

MARKETING ASSETS

These merchant-facing docs are designed
to be shared and make explaining Biller Genie easy!

TRAINING RESOURCES

These are internal resources to help you train your office and use our certification course.

4 STEPS TO SELLING QUICKBOOKS MERCHANTS

Partner

Training Deck

Quick

Reference Guide

COMPLIANT SURCHARGING

The following resources will help you navigate selling Compliant Surcharging with Biller Genie.

WHAT MERCHANTS SHOULD KNOW ABOUT SURCHARGING

PROCESS DOCUMENTS

These are resources to help you send Biller Genie prospective merchants, setup gateways and more.

GATEWAY GUIDES

Click on the guides below to download our tips for success when setting up your gateway.

CC / ACH

CC ONLY

ACH ONLY

STEPS TO CONFIGURE A NEW ACCOUNT

Step 1

Merchant Account Created

Set up your own payment processing account and include your favorite gateway in order to integrate with
Biller Genie.

Step 2

Referred To Biller Genie

Complete Biller Genie’s rapid onboarding web form in a couple minutes and include the gateway information. We do the rest.

Step 3

Biller Genie Account Created

Biller Genie will email your merchant with a link to set up their account and complete a one click integration with Quickbooks.

Step 4

Data Synced / Invoice Automation

Customer and invoice data is pulled into Biller Genie automatically and synced allowing us to send invoices and collect payment.

FAQ’S

What are the benefits of being a partner with Biller Genie?

Biller Genie seamlessly connects your MID to QuickBooks. We help partners acquire new customers, attract higher volume merchants, reduce attrition, increase margin, add additional revenue streams and increase enterprise value.

What are the benefits of Biller Genie for my merchants?

Merchants see a 40% reduction in overdue invoices, get paid 15 days faster, and save 10-20 Hours of weekly administrative work.

How long does it take to get a merchant onboarded?

Training & Deployment takes 15-45 minutes.

What sales enablement resources do you have?

Quick Reference Guide, How It Works Flyer, Intro Video, Webinars, Partner Sales Trainings – Visit the Partner Toolkit section to access resources.

What merchant categories would be best to use Biller Genie? (e.g. Target Audience)

Any merchant that utilizes accounting software to create an invoice (e.g. B2B, professional services, construction, property management).

How do I refer a merchant that is good for Biller Genie?

Complete the Biller Genie Rapid Onboarding Form. Once the merchant has successfully synced their accounting software with BG, our team will reach out within 24 hours to set an installation date. Don’t have your unique rapid onboarding link? Email [email protected] to have it sent to you!

What are helpful qualifying questions to identify if a merchant would be a good fit for Biller Genie?

Do you use QuickBooks? Do you send invoices? – If the answer is Yes to both of these, they are most likely a strong fit to benefit from Biller Genie.

Who do I reach out to for additional training or questions?

Visit the partner training calendar to set up a group or individual sales partner training or reach out directly to your designated Relationship Manager.

How do I schedule a demo for my merchant?

Visit the merchant pre-sales demo calendar or reach out directly to your designated Relationship Manager.

What is the cost for my merchant to sign up? Are there contracts?

Our plugin plan is $24.95 / mo. with no set-up fee or contracts.

CONTACT US

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