Biller Genie Activation and Configuration

Biller Genie is a cloud-based invoicing business software for all industries. Biller Genie automates billing and payment collection for business owners who have QuickBooks®. In addition to invoice management, Biller Genie supports payment plans (installment and recurring) and a virtual terminal for keyed payments. 

Biller Genie's integration with the Bank of America Gateway leverages the bank's Card Not Present Integration Toolkit integration method to help meet the Self-Assessment Questionnaire A (SAQ A) Payment Card Industry (PCI) compliance level. 

Requirements

In addition to a Small Business Merchant Services account with Bank of America, an open Biller Genie account is required to activate the solution.

NOTE:
Re-establish any existing tokens for recurring payments after activation with Bank of America.

Configure payment settings

Set up your payment settings in Biller Genie. You can set them up for the live environment or for testing in a test environment first. 

IMPORTANT!
If you choose to do testing in the test environment, you will need to configure the payment settings a second time, when you are ready to switch to the live server.

To generate security keys and configure payment settings

1. Generate security keys for the live environment or test environment.

   TIP! Leave this window open to facilitate copying the Shared Secret Key you have generated.

2. Log in to your Biller Genie account. 
   • To reset your password, click Forgot Password? on the login page.
   • If you have not already created a Biller Genie account, visit bofaactivations.billergenie.com to enter your business information as well as security keys to create your account and start onboarding.

     IMPORTANT!  If you have already spoken with a Biller Genie rep, contact them before creating an account.

3. Configure Biller Genie payment settings 

   To configure Biller Genie settings

   1. Click the Connect your merchant services button in the pop-up message to proceed. 
      
      

      

      IMPORTANT! If the pop-up message doesn't appear, or is dismissed accidentally, select Add-ons menu > Credit Card Processing – or, if on a mobile phone, open the site menu ≡ > Request Desktop Site > Add-ons menu > Credit Card Processing – to continue to the next step.

   2. Copy and paste your Merchant ID and Shared Secret Key, generated in step 1, to Biller Genie.
   3. Click Connect Merchant Services.  
       

      

   4. Click Schedule Training Call to proceed with scheduling the call with Biller Genie.

      IMPORTANT! It is highly recommended to wait before proceeding until the training call with Biller Genie occurs so they can help you configure payment settings and answer any questions. 

      
      

      

   NOTE: The Biller Genie dashboard may present payment features and functions that are not available through Bank of America Merchant Services. Refer to the Biller Genie Payment Features article for supported features. If you wish to have additional features such as accepting ACH payments, please contact Biller Genie for support.   

4. Run a test transaction

   To run a test transaction using the Biller Genie Virtual Terminal

   IMPORTANT! If the Virtual Terminal is not available through your Biller Genie dashboard, contact Biller Genie to complete account setup.

   1. Log in to the Biller Genie dashboard at merchant.billergenie.com.
   2. From the left navigation, expand Add-ons. 
   3. Click on Virtual Terminal.
   4. Run a test transaction using the test credit card numbers.
   5. Enter the Card Billing Information, Card Information, and Order Information. 
   6. Click Create Transaction.

5. If you tested in the test environment, after successful testing, repeat the steps above to configure payment settings for the live environment.