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Marketing Assets | Training Resources | Process Documents | Gateway Guides
| Compliant Surcharging | FAQ’s | Submit A Deal

partners@billergenie.com 


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!


EXTENDED DEMO

https://demovideolong.billergenie.com



MERCHANT PRESENTATION DECK




QUICK DEMO

https://demovideoshort.billergenie.com



MERCHANT EMAIL TEMPLATES

BOOK A MERCHANT DEMO


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

Video Library

eBook

CNP Opportunity

CERTIFICATION COURSE
TRAINING WEBINAR


COMPLIANT SURCHARGING

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


WHAT MERCHANTS SHOULD KNOW ABOUT SURCHARGING



Surcharging

Training Deck

Quick

Reference Guide

Webinar

Recording

Surcharging

Flyer




PROCESS DOCUMENTS

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

Merchant

Onboarding Guide

QuickBooks Desktop

Playbook

How To Submit

A New Account

Supported

Gateway List




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 partners@billergenie.com 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

PARTNERS@BILLERGENIE.COM

GET HELP

“Xero” and “Beautiful business” are trademarks of Xero Limited. Intuit,
QuickBooks, TurboTax, Proconnect, and Mint are registered trademarks of Intuit
Inc. AccountingSuite is a registered trademark of YellowLabs Software. LLC. All
other trademarks, service marks, and other registered marks are the property of
their respective owners.

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