Biller Genie integrates directly with Xero, supercharging the software.
Biller Genie integrates directly with Xero, supercharging the software. There is no action needed on your part besides connecting the two software – which is simple. All you do is click a button and enter your Xero login.
When you create an invoice in Xero, Biller Genie takes over. As soon as your customer makes a payment using Biller Genie, it will automatically post to Xero.
Customer data in your Xero account automatically gets sent to Biller Genie. When you make an update in one platform, it syncs to the other.
All transactions made in Xero are automatically pulled into Biller Genie, and payments are reconciled to ensure invoices align across both platforms.
If an invoice is updated in Xero, it will upload to Biller Genie and trigger the Invoice Messenger tool to send follow-up emails on your set schedule.
Xero is a world-leading online accounting software built for small business.
- 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 categorizes your latest bank transactions. Just click ok to reconcile.
Do I need to update Biller Genie after adding an invoice to Xero?
No, once you’ve successfully connected your Xero account to Biller Genie, customer data will automatically sync between both platforms.
If I create a customer in Biller Genie, how will it look in Xero?
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 >>
What if I have a pending invoice in my Xero account?
Pending invoices in Xero will not be synced to Biller Genie
How are payments received and recorded?
Once a payment is made in Xero, Biller Genie will receive it and you can manually record the deposit.
How often does synching take place?
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.
What happens when I need to issue a refund to a customer?
Simply refund the transaction associated with any invoice in Biller Genie and manually record the refund in Xero.
Can customers make stand-alone payments?
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.
What if I create an invoice in Biller Genie?
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.
What happens during the first sync?
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.
How do I know it’s working how it should?
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.
For more details on how to connect your AccountingSuite account to Biller Genie, or learn more about the integration, please visit the Knowledge Center.