How payments are recorded

The primary way payments enter Biller is through forwarded Interac e-Transfer notification emails. When you receive a payment via e-Transfer, your bank sends you a notification email. Forward that email to your unique Biller address and the rest happens automatically.

Biller parses the email and extracts the payment amount, sender name, date, reference number, and sender email (when available). A new payment is recorded on your account within seconds and matched against your invoices.

For the best experience, set up auto-forwarding so every Interac notification is sent to Biller without any manual effort. See How email forwarding works for details on the process.

Not all payments arrive by e-Transfer. If you receive cash, cheques, wire transfers, or payments through other channels, you can record those manually so your payment tracking stays complete.

Manual entries support multiple currencies (CAD, USD, EUR, GBP) and include fields for client name, amount, date, notes, and optional service date ranges. See Adding a payment manually for a step-by-step walkthrough.

Both automatic and manual payments appear in the same places throughout Biller:

• Dashboard -- your Revenue and charts reflect all recorded payments
• Payments -- a chronological list of every payment, filterable by date range, client, and source
• Client pages -- payments are grouped under the associated client, showing payment history at a glance

Each payment is labelled with its source -- e-Transfer for parsed emails, or Manual for hand-entered records -- so you can always tell how a payment was recorded.