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.

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.
2. Configure Biller Genie payment settings

   To configure Biller Genie settings

   1. Click Login in the top right corner of bofaactivations.billergenie.com to access your Biller Genie dashboard. 

      To reset your password

      To reset your password, click Forgot password? on the login page. 

   2. A pop-up message will display to indicate the requirements for proceeding. If requirements have been met, click the Connect your merchant services button in the pop-up message to proceed with entering security key details. 
      

      

      IMPORTANT! The pop-up message cannot be bypassed. If you attempt to click away from the message it will continue to display until the Connect your merchant services button is clicked and the security key information is entered. 

   3. Copy and paste your Merchant ID, and Shared Secret and Key generated above, to Biller Genie.
   4. Click Connect Merchant Services.  
       

      
      

   5. Upon successful connection, a pop-up message will display to prompt you to schedule a training 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. 

3. 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 bofaactivations.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. 

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

To disable the Bank of America Gateway

Resources

• https://billergenie.com/bofa/
• Biller Genie Help Center
• Biller Genie FAQ