Biller Genie + Fortis Integration Setup
Pool Office Manager has partnered with Biller Genie (invoice automation) and Fortis (payment processing) to bring you a full suite of payment and invoice automation solutions.
The Basic Biller Genie plan is included FREE with your Pool Office Manager subscription!
What's Included FREE
With your POM subscription, you get:
- Seamless integration with POM & QuickBooks
- Integrated CC & ACH processing through Fortis
- Integrated auto-pay & recurring billing
- White-labeled invoices with your branding
- Automatic invoice delivery
- Stress-free setup in 15 minutes
- No contracts
Plus: 30-day free trial of Premium features for all POM subscribers!
Pricing
Credit Card Processing (via Fortis)
Your effective rate for all fees averages approximately 3%.
Visa/MasterCard/Discover:
| Fee Type | Rate |
|---|---|
| Interchange Plus | 0.50% |
| Authorization | $0.25 |
| Interchange | Pass-Through |
American Express:
| Fee Type | Rate |
|---|---|
| Interchange Plus | 0.50% |
| Authorization | $0.25 |
| Interchange | Pass-Through |
ACH/EFT Processing
| Fee Type | Rate |
|---|---|
| Discount Rate | 0.10% |
| Transaction Fee | $0.50 |
| Return Item Fee | $10.00 |
| Large Ticket Surcharge (over $2,500) | 0.50% |
Monthly Fees
| Fee | Amount |
|---|---|
| Statement/Service | $10.00 |
| Regulatory Product | $5.95 |
| Monthly Service (ACH) | $10.00 |
Getting Started
Step 1: Activate Your Account
You will receive an email from Biller Genie with a link to activate your new account.
- Click the Setup Account button in the email
- Create your Biller Genie login credentials
- Complete your business profile
Step 2: Set Up Fortis Payment Processing
- Click Setup CC & ACH Processing
- Complete the online application
- No credit checks, no paperwork to upload
Step 3: Schedule Your Training Call
Once your Fortis account is approved:
- You'll receive a "You're ready to go!" notification
- Click to schedule your kick-off call
- Your Account Manager will train you on all features
Key Features
Autopay Enrollment
Let customers enroll in automatic payments:
- Customer saves card or bank account on file
- Invoices are automatically charged on due date
- Improves cash flow significantly
Surcharging (Premium)
Pass credit card processing fees to customers:
- Add surcharge to credit card payments
- Offer discounts for ACH payments
- Potentially eliminate processing costs
Automatic Invoice Delivery
When an invoice is created in POM:
- Biller Genie automatically emails the invoice
- Customer receives professional, branded invoice
- Payment link included in email
Payment Reminders
| Timing | Message Type |
|---|---|
| Invoice sent | Initial invoice email |
| 3 days before due | Friendly reminder |
| Due date | Due today notice |
| 7 days past due | Second reminder |
| 14+ days past due | Escalated notices |
Support
Biller Genie Support for POM Users:
- Email: pom@billergenie.com
- Training calls available after Fortis approval
- Dedicated account manager support