[{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-11-14T21:15:02.000Z","tag_names":["create invoice","new invoice biller genie","add invoice","invoice line items","invoice due date","invoice memo","invoice in biller genie","manual invoice creation"],"answer_sample":"Biller Genie is designed to work alongside the accounting software you're already","long_answer_sample":"Biller Genie is designed to work alongside the accounting software you're already using — most of the time, invoices are created in QuickBooks (or Xero) and sync into Biller Genie automatically. But Biller Genie can also create invoices directly when you don't have your accounting software handy or when you need to bill a one-off customer quickly. T","language_id":1,"id":2297802,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie designed work alongside accounting software using — time, invoices created quickbooks (or xero) sync automatically. can create directly handy need bill one-off customer quickly. article walks paths. come pulls two sources, end place software. online, desktop (via magiccarpet ), xero. new next sync, sent, paid, reconciled genie. invoice genie, synced back sales receipt journal entry. flows systems way qbo qbd directly. either path produces result tracked goes messenger . best practice merchants, creating cleanest path. records, item catalog, tax rates, accounts there. connected, every automatically double entry, opportunity drift systems. online use \"save close,\" send\" qbo, finish save close. tells email itself, creates duplicate syncs sends it. want handle send, manually merchants find easier just always close let sending. merchant portal, click left nav. invoice. pick customer. start typing customer's name; shows matches list. exist yet, first will add line items. set quantity amount per item. number, date, due date. auto-suggests override optional po custom message, memo. flow receives finalize based settings. work-in-progress without sending yet draft status holds gets shown columns, footer text, template (classic / modern simple), pdf formatting defaults includes payment qr code (if enabled), branding, one-click portal access link body. configure control panel \u0026gt; whether qbo/qbd uses look. default save, fires immediately within seconds. send manual action different email, cc additional addresses, paper mail addition email. hold (see ) ready. editing voiding sent open edit. updates trigger updated message knows changed. applies outstanding balance immediately. error needs canceled, void page. software, reminders stop firing. refunding paid) refund record saved method credited. frequently asked questions show yes. invoice, entry (depending configuration). sees yes inline. made mistake sent. fix edit small (a wrong amount, typo memo). communication turned on. large (wrong customer, altogether), one cleaner trying massively rewrite existing record. bulk-create genie's strength processing scale bulk software's bulk-invoice features rest. genie-created invoicing, reach subscribersuccess guidance right approach volume. related articles setting","name":"How To Create An Invoice","votes":0,"is_published":true,"slug":"how-to-create-an-invoice","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/how-to-create-an-invoice?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"biller genie designed work alongside accounting software using — time, invoices created quickbooks (or xero) sync automatically. can create directly handy need bill one-off customer quickly. article walks paths. come pulls two sources, end place software. online, desktop (via magiccarpet ), xero. new next sync, sent, paid, reconciled genie. invoice genie, synced back sales receipt journal entry. flows systems way qbo qbd directly. either path produces result tracked goes messenger . best practice merchants, creating cleanest path. records, item catalog, tax rates, accounts there. connected, every automatically double entry, opportunity drift systems. online use \"save close,\" send\" qbo, finish save close. tells email itself, creates duplicate syncs sends it. want handle send, manually merchants find easier just always close let sending. merchant portal, click left nav. invoice. pick customer. start typing customer's name; shows matches list. exist yet, first will add line items. set quantity amount per item. number, date, due date. auto-suggests override optional po custom message, memo. flow receives finalize based settings. work-in-progress without sending yet draft status holds gets shown columns, footer text, template (classic / modern simple), pdf formatting defaults includes payment qr code (if enabled), branding, one-click portal access link body. configure control panel \u0026gt; whether qbo/qbd uses look. default save, fires immediately within seconds. send manual action different email, cc additional addresses, paper mail addition email. hold (see ) ready. editing voiding sent open edit. updates trigger updated message knows changed. applies outstanding balance immediately. error needs canceled, void page. software, reminders stop firing. refunding paid) refund record saved method credited. frequently asked questions show yes. invoice, entry (depending configuration). sees yes inline. made mistake sent. fix edit small (a wrong amount, typo memo). communication turned on. large (wrong customer, altogether), one cleaner trying massively rewrite existing record. bulk-create genie's strength processing scale bulk software's bulk-invoice features rest. genie-created invoicing, reach subscribersuccess guidance right approach volume. related articles setting","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-11-16T21:21:04.000Z","tag_names":["invoice schedule","recurring invoice","subscription invoice","auto-create invoice","monthly invoice","daily weekly monthly schedule","pause invoice schedule","cancel invoice schedule","invoice cadence","recurring billing biller genie"],"answer_sample":"Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the l","long_answer_sample":"Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the left side menu, then click Customers. Step 3 Click on the Customer ID or Display Name in which you would like to create a recurring invoice schedule for.  Step 4 On the customer profile screen, you can create a new invoice schedule in multiple places.  Click the blue Inv","language_id":1,"id":2301953,"last_published_date":"July 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, customers. 3 customer id display name like create recurring invoice schedule for.  4 profile screen, can new multiple places.  blue invoices drop menu select “create schedule”.  schedules “add start customer, schedule” button bottom right corner screen.     5 “schedule invoice” screen displayed, first choose due date will clicking menu.  6 next line items want invoice.   7 added, need set often occur. daily, weekly, monthly frequency start. 8 times default, “continue canceled”, toggle setting number occurrences.  default   set number  9 final corner. 10 view schedules, navigate customer’s schedule. active customer. company “reports” selecting “schedules” report. report show actively running, “all” include completed canceled. frequently asked questions modified created yes, needs modified. modify upper corner, edit. open modifications made it. partial payment applied invoice, still modified.  deleted invoice  delete single item, black x on item.  deleted  deleted. red top screen. confirmation dialog box appear, finalize deletion. delete.  taken outside genie, marked paid  for. mark paid. ok paid.  printed give printed. export pdf exported opened printed.  possible see emailed customer  checked. timeline history activity listed chronological order.  one customers running time. modified  no, happens cancel current existing custom options receipt, net 15, 30. go require least 24 hours lead time, earliest tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, goes tomorrow repeats day month going forward.","name":"How To Create An Invoice Schedule","votes":0,"is_published":true,"slug":"how-to-create-an-invoice-schedule","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/how-to-create-an-invoice-schedule?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, customers. 3 customer id display name like create recurring invoice schedule for.  4 profile screen, can new multiple places.  blue invoices drop menu select “create schedule”.  schedules “add start customer, schedule” button bottom right corner screen.     5 “schedule invoice” screen displayed, first choose due date will clicking menu.  6 next line items want invoice.   7 added, need set often occur. daily, weekly, monthly frequency start. 8 times default, “continue canceled”, toggle setting number occurrences.  default   set number  9 final corner. 10 view schedules, navigate customer’s schedule. active customer. company “reports” selecting “schedules” report. report show actively running, “all” include completed canceled. frequently asked questions modified created yes, needs modified. modify upper corner, edit. open modifications made it. partial payment applied invoice, still modified.  deleted invoice  delete single item, black x on item.  deleted  deleted. red top screen. confirmation dialog box appear, finalize deletion. delete.  taken outside genie, marked paid  for. mark paid. ok paid.  printed give printed. export pdf exported opened printed.  possible see emailed customer  checked. timeline history activity listed chronological order.  one customers running time. modified  no, happens cancel current existing custom options receipt, net 15, 30. go require least 24 hours lead time, earliest tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, goes tomorrow repeats day month going forward.","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-11-21T21:00:34.000Z","tag_names":["draft invoice","pending invoice","invoice not yet synced","ispending","save invoice as draft","unsent invoice","invoice queue","draft mode invoice"],"answer_sample":"Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the l","long_answer_sample":"Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the left side menu, then click Create an Invoice. Step 3 The New Invoice screen opens. You can update which columns are available on the new invoice from the invoice default settings in the control panel. If multiple columns are being used, the screen size may require scroll","language_id":1,"id":2306296,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, create invoice. 3 new invoice screen opens. can update columns available default settings control panel. multiple used, size may require scrolling view item details. 4 add customer clicking drop-down field +add button quickly yet exist genie.   note clicked, will open screen. created, taken back selected.  5 now selected, choose date, due number (if applicable). automatically next sequential number. 6 arrow product/service name existing item. needed exist, scroll bottom blue line one needs added limit items red -clear lines remove empty going used. added, list. 7 marked taxable, tax rate required finalize save drag reorganize nine-square side. 8 everything correct, gold draft right corner draft. saved draft, sent messenger viewable portal.  9 drafted invoice, navigate wish finalize. modify upper corner. select edit. 10 make changes completed, customer. finished continue making later. ","name":"How To Create A Draft Invoice","votes":0,"is_published":true,"slug":"how-to-create-a-draft-invoice","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/how-to-create-a-draft-invoice?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, create invoice. 3 new invoice screen opens. can update columns available default settings control panel. multiple used, size may require scrolling view item details. 4 add customer clicking drop-down field +add button quickly yet exist genie.   note clicked, will open screen. created, taken back selected.  5 now selected, choose date, due number (if applicable). automatically next sequential number. 6 arrow product/service name existing item. needed exist, scroll bottom blue line one needs added limit items red -clear lines remove empty going used. added, list. 7 marked taxable, tax rate required finalize save drag reorganize nine-square side. 8 everything correct, gold draft right corner draft. saved draft, sent messenger viewable portal.  9 drafted invoice, navigate wish finalize. modify upper corner. select edit. 10 make changes completed, customer. finished continue making later. ","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2023-05-16T14:51:25.000Z","tag_names":["consumer surveys","client reports"],"answer_sample":"Use the Customer Report to view: Customer Portal Registrations Stored Payment Met","long_answer_sample":"Use the Customer Report to view: Customer Portal Registrations Stored Payment Methods Customers with Auto Pay Enabled   To view Customer Reports, navigate to Reports \u0026gt; Customer Reports.   Customer Portal Registrations This is the list of customers that are registered for your Customer Portal. By clicking on the section header, you can collapse th","language_id":1,"id":1957798,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"use customer report view portal registrations stored payment methods customers auto pay enabled   reports, navigate to reports \u0026gt; reports. list registered portal. clicking section header, can collapse easily search box customer’s name, display email. click up/down arrows right column header sort selection. email confirmed column, see confirmation status customer. remember, need confirm addresses they’ll able method identifies (card ach) purpose enabling pay, skip enter card/account number manually paying invoice. security, will ever last 4 digits number, full information securely gateway.  cards, displays expiration date, used contact whose card close expiring expired. cards expired highlighted red. auto-pay separate page simple yes/no learn more, read article storing profile. either  one enables disables feature.  descriptions ach account made. date reflects setting customer's profile controls occurs. options create due invoice date. payable invoices open invoices, count amount appear here. typically reached set go here, auto-pay.","name":"Use Customer Reports","votes":0,"is_published":true,"slug":"use-customer-reports","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/use-customer-reports?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"use customer report view portal registrations stored payment methods customers auto pay enabled   reports, navigate to reports \u0026gt; reports. list registered portal. clicking section header, can collapse easily search box customer’s name, display email. click up/down arrows right column header sort selection. email confirmed column, see confirmation status customer. remember, need confirm addresses they’ll able method identifies (card ach) purpose enabling pay, skip enter card/account number manually paying invoice. security, will ever last 4 digits number, full information securely gateway.  cards, displays expiration date, used contact whose card close expiring expired. cards expired highlighted red. auto-pay separate page simple yes/no learn more, read article storing profile. either  one enables disables feature.  descriptions ach account made. date reflects setting customer's profile controls occurs. options create due invoice date. payable invoices open invoices, count amount appear here. typically reached set go here, auto-pay.","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:01.513Z","tag_names":["cancel schedule","export schedules csv","invoice schedule list","next run date","occurrences remaining","pause schedule","payment schedule list","recurring schedules list","running schedules","schedules report"],"answer_sample":"The Schedules report is your one-stop view of every recurring schedule on your ac","long_answer_sample":"The Schedules report is your one-stop view of every recurring schedule on your account — both Invoice Schedules (which auto-create new invoices on a cadence) and Payment Schedules (which auto-charge a stored payment method on a cadence, often as part of an approved payment plan). Use this report to spot anything that's run off the rails, to pause or","language_id":1,"id":3833021,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"schedules report one-stop view every recurring schedule account — invoice (which auto-create new invoices cadence) payment auto-charge stored method cadence, often part approved plan). use spot anything run rails, pause resume schedules, confirm coming next. find main menu, click reports \u0026gt; schedules. default shows running uncheck \"running only\" top right see including paused completed ones. column id internal id. open details. type (creates run) (charges run). typically attached plan. status (active will fire next due date), cancelled (paused via action fire), (ran configured number occurrences done). plan plan, links description free-text setup. customer belongs (only shown account-wide view; hidden viewing specific record). frequency daily, weekly, monthly. amount per-run amount. start date first run. charge / creation fire. azure-scheduled job runs approximately 800 1000 pm et today one windows. x y (z remaining) finite ∞ indefinite filtering searching checkbox (top right) defaults checked. include search box matches description, customer, frequency, useful finding know roughly charges. per-column filters grid header row. pausing (cancelling) schedule. schedule's flips (biller genie's ui uses \"cancelled\" label though technically underlying database state paused), future stop firing. resume, resume. next-run recompute based original cadence. editing edited place. change amount, schedule, existing create corrected settings. (the ones backing plans) edit details edit. creating dropdown page set charges method. retainers, deposits, subscriptions one-off recurring. requires add-on installed account. step-by-step. exporting export csv page. respects current running-only setting want file named schedules.xlsx. related articles pending plans storing methods","name":"Schedules: List View","votes":0,"is_published":true,"slug":"schedules-list-view","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/schedules-list-view?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"schedules report one-stop view every recurring schedule account — invoice (which auto-create new invoices cadence) payment auto-charge stored method cadence, often part approved plan). use spot anything run rails, pause resume schedules, confirm coming next. find main menu, click reports \u0026gt; schedules. default shows running uncheck \"running only\" top right see including paused completed ones. column id internal id. open details. type (creates run) (charges run). typically attached plan. status (active will fire next due date), cancelled (paused via action fire), (ran configured number occurrences done). plan plan, links description free-text setup. customer belongs (only shown account-wide view; hidden viewing specific record). frequency daily, weekly, monthly. amount per-run amount. start date first run. charge / creation fire. azure-scheduled job runs approximately 800 1000 pm et today one windows. x y (z remaining) finite ∞ indefinite filtering searching checkbox (top right) defaults checked. include search box matches description, customer, frequency, useful finding know roughly charges. per-column filters grid header row. pausing (cancelling) schedule. schedule's flips (biller genie's ui uses \"cancelled\" label though technically underlying database state paused), future stop firing. resume, resume. next-run recompute based original cadence. editing edited place. change amount, schedule, existing create corrected settings. (the ones backing plans) edit details edit. creating dropdown page set charges method. retainers, deposits, subscriptions one-off recurring. requires add-on installed account. step-by-step. exporting export csv page. respects current running-only setting want file named schedules.xlsx. related articles pending plans storing methods","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-15T17:46:41.000Z","tag_names":["remittance","billing"],"answer_sample":"You can create a transaction for any individual invoices. Step 1 From the main me","long_answer_sample":"You can create a transaction for any individual invoices. Step 1 From the main menu, click on Invoices. Step 2 Click on an invoice number to view the invoice. Step 3 Click Pay Invoice. A drop-down will appear, allowing you to pay the invoice with the stored credit card on hand or start its own transaction. Step 4 A new screen will appear to take the","language_id":1,"id":1956785,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"can create transaction individual invoices. step 1 main menu, click on invoices. 2 click on invoice number view invoice. 3 click pay drop-down will appear, allowing pay stored credit card hand start transaction. 4 new screen appear take payment. enter payment information processed, show “paid”.","name":"Paying Individual Invoices","votes":0,"is_published":true,"slug":"paying-individual-invoices","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/paying-individual-invoices?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"can create transaction individual invoices. step 1 main menu, click on invoices. 2 click on invoice number view invoice. 3 click pay drop-down will appear, allowing pay stored credit card hand start transaction. 4 new screen appear take payment. enter payment information processed, show “paid”.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-30T19:22:09.540Z","tag_names":["surcharging customer experience","surcharging popup","surcharge disclosure","credit card surcharge popup","bin validation debit card","card brand compliant surcharging","surcharging receipt line item","surcharging invoice unchanged","how surcharging looks to customer"],"answer_sample":"With Biller Genie's Surcharging option, your invoices display your original price","long_answer_sample":"With Biller Genie's Surcharging option, your invoices display your original price — exactly as you created it in your accounting software. The surcharge is only disclosed and added at checkout if the customer chooses to pay by credit card. Debit and prepaid cards are protected from the surcharge automatically. This article walks through the six poin","language_id":1,"id":3832650,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's surcharging option, invoices display original price — exactly created accounting software. surcharge disclosed added checkout customer chooses pay credit card. debit prepaid cards protected automatically. article walks six points sees typical payment, know experience. dual pricing equivalent (which different flow prices shown start, popup), see experience . step 1 invoice syncs software create normal price. genie presents applied visible point. 2 total opens invoice, number entered column, second price, nothing extra. intentional discloses fee point payment selection, itself. 3 \"new invoice\" email goes sent messenger shows yet. 4 summary screen flags credit-card possibility clicks pay, alongside available methods. option includes language indicating \"an additional may apply card transactions.\" ach (if available) clearly indicates fee. 5 popup charging card, appears outlines amount new charged. gives two choices go back switch non-surcharged method (debit, ach, cash, depending avoid accept proceed total. explicit disclosure-and-acceptance makes implementation card-brand compliant. must affirmatively can 6 receipt separate line emailed itemizes subtotal. paid transaction. customers another get just total, line. bin validation protects rules allow traditional cards. enforces automatically checking (bank identification number) applying surcharge. first 8 digits identify bank issued type (credit, debit, prepaid). enters checkout, looks either applies (credit card) skips (debit protection lets run account without accidentally debit-card compliance violation). need anything enable runs every transaction related articles technology fees glance setting reconciling","name":"What Your Customer Sees: The Surcharging Checkout Experience","votes":0,"is_published":true,"slug":"what-your-customer-sees-the-surcharging-checkout-experience","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/what-your-customer-sees-the-surcharging-checkout-experience?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's surcharging option, invoices display original price — exactly created accounting software. surcharge disclosed added checkout customer chooses pay credit card. debit prepaid cards protected automatically. article walks six points sees typical payment, know experience. dual pricing equivalent (which different flow prices shown start, popup), see experience . step 1 invoice syncs software create normal price. genie presents applied visible point. 2 total opens invoice, number entered column, second price, nothing extra. intentional discloses fee point payment selection, itself. 3 \"new invoice\" email goes sent messenger shows yet. 4 summary screen flags credit-card possibility clicks pay, alongside available methods. option includes language indicating \"an additional may apply card transactions.\" ach (if available) clearly indicates fee. 5 popup charging card, appears outlines amount new charged. gives two choices go back switch non-surcharged method (debit, ach, cash, depending avoid accept proceed total. explicit disclosure-and-acceptance makes implementation card-brand compliant. must affirmatively can 6 receipt separate line emailed itemizes subtotal. paid transaction. customers another get just total, line. bin validation protects rules allow traditional cards. enforces automatically checking (bank identification number) applying surcharge. first 8 digits identify bank issued type (credit, debit, prepaid). enters checkout, looks either applies (credit card) skips (debit protection lets run account without accidentally debit-card compliance violation). need anything enable runs every transaction related articles technology fees glance setting reconciling","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2025-07-21T19:53:47.000Z","tag_names":["dual pricing customer experience","dual pricing invoice view","card price ach price","side by side pricing","cash discount checkout","dual pricing email","dual pricing receipt","customer portal dual pricing","how dual pricing looks to customer"],"answer_sample":"With Biller Genie's Dual Pricing option, your invoices and payment screens displa","long_answer_sample":"With Biller Genie's Dual Pricing option, your invoices and payment screens display both a card price and an ACH (or cash) price side-by-side. The customer sees both prices from the start — there's no popup at checkout — and they pick the payment method that matches the price they're willing to pay. This article walks through the six points where you","language_id":1,"id":3411087,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's dual pricing option, invoices payment screens display card price ach (or cash) side-by-side. customer sees prices start — popup checkout pick method matches willing pay. article walks six points typical payment, know exactly experience. surcharging equivalent (which different flow single checkout), see experience . step 1 invoice syncs accounting software create (quickbooks online, quickbooks desktop, xero) normal price. becomes will see. genie automatically calculates applying technology fee percentage top. 2 shows side-by-side opens invoice, two clearly labeled label second depends cash labels setting (see fees account ). 3 messenger email reflects total new-invoice reminder emails sent show (the price). visible itself. 4 summary screen clicks pay, displays decision point pay option choose accordingly. 5 selects \"pay card,\" higher two) nothing else. surprise surcharge disclosure saw chose previous screen. 6 receipt chosen emailed amount actually paid card, another method. \"fee\" line item appears customer's pricing; just chose. looks inside portal logs (instead via public link), follows steps. view related articles glance reconciling","name":"What Your Customer Sees: The Dual Pricing Checkout Experience","votes":0,"is_published":true,"slug":"dual-pricing-customer-experience","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/dual-pricing-customer-experience?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's dual pricing option, invoices payment screens display card price ach (or cash) side-by-side. customer sees prices start — popup checkout pick method matches willing pay. article walks six points typical payment, know exactly experience. surcharging equivalent (which different flow single checkout), see experience . step 1 invoice syncs accounting software create (quickbooks online, quickbooks desktop, xero) normal price. becomes will see. genie automatically calculates applying technology fee percentage top. 2 shows side-by-side opens invoice, two clearly labeled label second depends cash labels setting (see fees account ). 3 messenger email reflects total new-invoice reminder emails sent show (the price). visible itself. 4 summary screen clicks pay, displays decision point pay option choose accordingly. 5 selects \"pay card,\" higher two) nothing else. surprise surcharge disclosure saw chose previous screen. 6 receipt chosen emailed amount actually paid card, another method. \"fee\" line item appears customer's pricing; just chose. looks inside portal logs (instead via public link), follows steps. view related articles glance reconciling","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:16.057Z","tag_names":["credit memo biller genie","customer credit","customer account credit","apply credit to invoice","overpayment refund","goodwill credit customer","customer prepayment","returned goods credit","qbo credit memo","xero credit note","unapplied credit"],"answer_sample":"A common ask from new Biller Genie customers: \"Can I create a credit memo to appl","long_answer_sample":"A common ask from new Biller Genie customers: \"Can I create a credit memo to apply against this customer's next invoice?\" The short answer is no — credit memos and customer account credit are handled entirely in your accounting software. This article explains why, what to do instead, and how the workflow lands on the Biller Genie side. Credit memos ","language_id":1,"id":3826912,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"common ask new biller genie customers \"can create credit memo apply customer's next invoice\" short answer — memos customer account handled entirely accounting software. article explains why, instead, workflow lands side. feature \"credit memo\" \"customer credit\" object merchant portal. page view balance, action invoice, field record showing \"available credit.\" credit-memo lives software (quickbooks online, quickbooks desktop, xero), simply reflects resulting invoice payment balances produces. belong transactions. reduce revenue, affect a/r general ledger, need reflected books exactly way regular invoices payments are. system that. tax handling non-trivial. original tax, usually reverses too. qbo, qbd, xero handle natively; rebuilding inside reconciliation problems. auditability. ever get audited, able show every applied. keeps audit trail wouldn't. scenarios \"my overpaid two options depending wants refund overpayment. open transaction genie's transactions report, click refund, overage amount. processes gateway funds return customer. simplest option overpayment small asked difference back. invoice. qbo + \u0026gt; memo, pick customer, enter amount handling, save. becomes available syncs genie, it'll applied pays net returned goods paying want future items. software, will offer memo. save applied, sync difference. \"i give $100 goodwill gesture\" line like \"goodwill service interruption.\" (or oldest makes sense). reduced balance sync. prepaid sent hold patterns work prepayment deposit / (this varies \"receive payment\" without selecting invoice; qbd payments\" undeposited workflow; contact). eventually it. first amount, mark paid, actual later separate transaction. simpler creates invoices. looks brings state shows total minus credit. sees page. fully covers marks paid (no reminders go out, autopay charge attempted). unapplied (not yet attached specific invoice), surface record. credits via per-invoice reduction. related articles sales tax-exempt connect online deleting deactivating","name":"Credit Memos and Customer Account Credit","votes":0,"is_published":true,"slug":"credit-memos-and-customer-credit","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/credit-memos-and-customer-credit?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"common ask new biller genie customers \"can create credit memo apply customer's next invoice\" short answer — memos customer account handled entirely accounting software. article explains why, instead, workflow lands side. feature \"credit memo\" \"customer credit\" object merchant portal. page view balance, action invoice, field record showing \"available credit.\" credit-memo lives software (quickbooks online, quickbooks desktop, xero), simply reflects resulting invoice payment balances produces. belong transactions. reduce revenue, affect a/r general ledger, need reflected books exactly way regular invoices payments are. system that. tax handling non-trivial. original tax, usually reverses too. qbo, qbd, xero handle natively; rebuilding inside reconciliation problems. auditability. ever get audited, able show every applied. keeps audit trail wouldn't. scenarios \"my overpaid two options depending wants refund overpayment. open transaction genie's transactions report, click refund, overage amount. processes gateway funds return customer. simplest option overpayment small asked difference back. invoice. qbo + \u0026gt; memo, pick customer, enter amount handling, save. becomes available syncs genie, it'll applied pays net returned goods paying want future items. software, will offer memo. save applied, sync difference. \"i give $100 goodwill gesture\" line like \"goodwill service interruption.\" (or oldest makes sense). reduced balance sync. prepaid sent hold patterns work prepayment deposit / (this varies \"receive payment\" without selecting invoice; qbd payments\" undeposited workflow; contact). eventually it. first amount, mark paid, actual later separate transaction. simpler creates invoices. looks brings state shows total minus credit. sees page. fully covers marks paid (no reminders go out, autopay charge attempted). unapplied (not yet attached specific invoice), surface record. credits via per-invoice reduction. related articles sales tax-exempt connect online deleting deactivating","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:13:18.000Z","tag_names":["send invoice manually","immediate reminder","send reminder now","resend invoice email","send invoice to alternate email","ad-hoc invoice email","invoice email override"],"answer_sample":"Biller Genie sends invoices automatically through Invoice Messenger when an invoi","long_answer_sample":"Biller Genie sends invoices automatically through Invoice Messenger when an invoice first syncs in and through Reminders on the cadence you've configured. But sometimes you want to send an invoice on demand — a customer asks for a copy, a reminder didn't reach them, or you want to test what an invoice looks like before a big batch goes out. The manu","language_id":1,"id":1956821,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie sends invoices automatically invoice messenger first syncs reminders cadence configured. sometimes want send demand — customer asks copy, reminder reach them, test looks like big batch goes out. manual action covers cases. use requests copy. \"can resend last month's invoice\" fire send. verify like. draft address sees final. one-off communication specific customer. without changing global everyone else. replace bounced email. original bounced, can correct email trigger fresh manually open genie. find via list (invoices tab), searching name, directly number. click top page. choose recipients. default customer's billing email; edit one (without record), add cc addresses, verification. delivery channel email, paper mail (if add-on ), both. optionally customize subject body records invoice's activity history. gets sent delivers receive template, branding, one-click portal access link. pdf attachment latest version (so updated since send, reflects updates). emails fix bounces, surfaces two places history shows bounce record underlying smtp error. bounces report reports \u0026gt; see every recent across invoices. record, address, return corrected address. sending multiple (bulk send) need group example, month-end customers, resending problem bulk view portal, navigate search keyword filters (customer type, date range, status) narrow filtered want, list. dialog, changes apply batch, per-customer. merge tags work individual sends, still personalized message. queues list, sequentially. repeat different batches (e.g. net 30 60). frequently asked questions will start no. separate . schedule keeps running based due copy reset schedule. go quickbooks infrastructure. online desktop get involved intentional, cause duplicate-email problems qbo's \"save send\" qbd features. reply yes replies business's reply-to (or custom domain configured). way regular paid paid, replaced receipt. longer needs receipt payment made. related articles using create","name":"How to Send an Invoice Manually","votes":0,"is_published":true,"slug":"how-to-send-an-invoice-manually","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/how-to-send-an-invoice-manually?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"biller genie sends invoices automatically invoice messenger first syncs reminders cadence configured. sometimes want send demand — customer asks copy, reminder reach them, test looks like big batch goes out. manual action covers cases. use requests copy. \"can resend last month's invoice\" fire send. verify like. draft address sees final. one-off communication specific customer. without changing global everyone else. replace bounced email. original bounced, can correct email trigger fresh manually open genie. find via list (invoices tab), searching name, directly number. click top page. choose recipients. default customer's billing email; edit one (without record), add cc addresses, verification. delivery channel email, paper mail (if add-on ), both. optionally customize subject body records invoice's activity history. gets sent delivers receive template, branding, one-click portal access link. pdf attachment latest version (so updated since send, reflects updates). emails fix bounces, surfaces two places history shows bounce record underlying smtp error. bounces report reports \u0026gt; see every recent across invoices. record, address, return corrected address. sending multiple (bulk send) need group example, month-end customers, resending problem bulk view portal, navigate search keyword filters (customer type, date range, status) narrow filtered want, list. dialog, changes apply batch, per-customer. merge tags work individual sends, still personalized message. queues list, sequentially. repeat different batches (e.g. net 30 60). frequently asked questions will start no. separate . schedule keeps running based due copy reset schedule. go quickbooks infrastructure. online desktop get involved intentional, cause duplicate-email problems qbo's \"save send\" qbd features. reply yes replies business's reply-to (or custom domain configured). way regular paid paid, replaced receipt. longer needs receipt payment made. related articles using create","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":459465,"account_id":12867,"created_at":"2026-05-22T17:30:45.131Z","tag_names":["first invoice","getting started","onboarding","save and close","save and send","qbo workflow","duplicate invoice","two emails","invoice to cash","new merchant","biller genie setup"],"answer_sample":"Biller Genie is designed to work with the accounting software you already use. Yo","long_answer_sample":"Biller Genie is designed to work with the accounting software you already use. You keep creating invoices in QuickBooks Online, QuickBooks Desktop, or Xero the same way you always have. Biller Genie syncs each invoice over and takes care of getting it to your customer, collecting payment, applying reminders if needed, and posting the payment back to","language_id":1,"id":3826871,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie designed work accounting software use. keep creating invoices quickbooks online, desktop, xero way always have. syncs invoice takes care getting customer, collecting payment, applying reminders needed, posting payment back software. guide walks set first goes out, day-one workflow changes (in small ways) on. defaults over, configure two things. quick (under 15 minutes each) shape every sends. setting global customer — decides methods customers can use, whether autopay required, late-fee policy, go when. behavior layer. looks like columns show, template (classic / modern simple), footer message, pdf includes qr code. appearance optional useful meaningfully different groups (premium vs. standard, retail wholesale, etc.) type too. otherwise come later. day-to-day owns invoice-to-cash cycle sending invoice, taking reminding back. stops shifts matter online merchants finish qbo, click save close instead send . tells qbo email itself, creates duplicate (your get email). just saves invoice; picks next sync handles send. turn automatic emailing qbo. account settings \u0026gt; sales disable \"automatically send\" toggles. sender now. manually do, will version plus stick genie's flow desktop (magiccarpet) create magiccarpet new company file pushes genie. directly desktop. reason sender. qbd's \"send\" \"email\" actions message receives. \"two invoices\" happens gets emails, almost either (a) auto-sends still on, (b) clicked \"save close\" (c) merchant emailed accounting-software paths let sends invoice. within (qbo) scheduled (qbd), lands renders using defaults. columns, template, code (if enabled) earlier. email. contains \"view invoice\" link opens branded portal. pay card, ach, whatever allowed fire automatically. pay, schedule configured. chase manually. posts pays, processes transaction gateway quickbooks. closes systems. customize specific dialed in, find need treatment vips late fees, big one-off wants paper invoices. use per-customer overrides handle without changing larger setup, type. experiences business, logo colors. view land portal, pay. complete whole minutes. see portal full customer-facing walkthrough. frequently asked questions software, layer top replace practical change stop (save qbo). want can. open generator there. sync. yes. menu. reminder cadence applies that. never got now check three things (1) customer's correct (2) synced (look list), (3) bounce spam. bounced report flags delivery failures. long initial take usually 30 average-sized base. via depends interval (configurable, 5 minutes) size file. talk implementation contact estimate. related articles reminders, features connect","name":"Your First Invoice in Biller Genie","votes":0,"is_published":true,"slug":"your-first-invoice-in-biller-genie","first_category":"Getting Started","categories_display_for_views":"Getting Started","parent_categories":[459465],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/getting-started/your-first-invoice-in-biller-genie?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"biller genie designed work accounting software use. keep creating invoices quickbooks online, desktop, xero way always have. syncs invoice takes care getting customer, collecting payment, applying reminders needed, posting payment back software. guide walks set first goes out, day-one workflow changes (in small ways) on. defaults over, configure two things. quick (under 15 minutes each) shape every sends. setting global customer — decides methods customers can use, whether autopay required, late-fee policy, go when. behavior layer. looks like columns show, template (classic / modern simple), footer message, pdf includes qr code. appearance optional useful meaningfully different groups (premium vs. standard, retail wholesale, etc.) type too. otherwise come later. day-to-day owns invoice-to-cash cycle sending invoice, taking reminding back. stops shifts matter online merchants finish qbo, click save close instead send . tells qbo email itself, creates duplicate (your get email). just saves invoice; picks next sync handles send. turn automatic emailing qbo. account settings \u0026gt; sales disable \"automatically send\" toggles. sender now. manually do, will version plus stick genie's flow desktop (magiccarpet) create magiccarpet new company file pushes genie. directly desktop. reason sender. qbd's \"send\" \"email\" actions message receives. \"two invoices\" happens gets emails, almost either (a) auto-sends still on, (b) clicked \"save close\" (c) merchant emailed accounting-software paths let sends invoice. within (qbo) scheduled (qbd), lands renders using defaults. columns, template, code (if enabled) earlier. email. contains \"view invoice\" link opens branded portal. pay card, ach, whatever allowed fire automatically. pay, schedule configured. chase manually. posts pays, processes transaction gateway quickbooks. closes systems. customize specific dialed in, find need treatment vips late fees, big one-off wants paper invoices. use per-customer overrides handle without changing larger setup, type. experiences business, logo colors. view land portal, pay. complete whole minutes. see portal full customer-facing walkthrough. frequently asked questions software, layer top replace practical change stop (save qbo). want can. open generator there. sync. yes. menu. reminder cadence applies that. never got now check three things (1) customer's correct (2) synced (look list), (3) bounce spam. bounced report flags delivery failures. long initial take usually 30 average-sized base. via depends interval (configurable, 5 minutes) size file. talk implementation contact estimate. related articles reminders, features connect","categories":{"current":{"id":459465,"name":"Getting Started","url":"/getting-started"}},"category_param":"getting-started"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-10-20T19:29:30.000Z","tag_names":["bulk import invoices","csv invoice import","import invoice playbook","invoice import","invoice import tool","invoice migration","invoice template csv","item id required invoice import","load historical invoices"],"answer_sample":"Before you start: You can import a maximum of 1,000 rows per spreadsheet. Invoice","long_answer_sample":"Before you start: You can import a maximum of 1,000 rows per spreadsheet. Invoices must be associated with customers that already exist in Biller Genie. You can import invoices with single or multiple line items. You can’t add discounts, credit memos, or negative amounts in general. Important: Invoice numbers can be duplicated if they already exist ","language_id":1,"id":2247806,"last_published_date":"August 6th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/JT?bg=f1ba57\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/fc4f4b69f7e4a4303f236ed2e8c96854.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Juan Tobon","indexable_body":"start can import maximum 1,000 rows per spreadsheet. invoices must associated customers exist biller genie. single multiple line items. can’t add discounts, credit memos, negative amounts general. important invoice numbers duplicated genie, double-check exist.    prepare spreadsheet create download sample file found tool. get file, go to “invoices” and click “import invoices”. click the click to download template. double-check.csv format following columns customerid (see find customer id) invoiceno invoicedate duedate taxrate itemname itemdescription itemrate itemquantity itemamount taxable (y n) items item row various matched invoice, values match exactly id number date  due date item, quantity 1, put total manually ( spread sheet will multiplication you) new products services(items), sure genie importing. services (items) added import, “sales” used name description.  verify csv importing invoices, review information make everything looks correct. mistakes, lengthy process correct remove imported invoices. step 1 open saved check accuracy. 2 column titles 3 fill missing information, mistakes. ensure required fields data prevent skipped. 4 exceed 1000-row limit. does, split files. sign step2 to invoices and click import invoices in upper right. click choose file to upload computer. choose select open. click upload file. 5 last-chance warning dialog box pop up. proceed. 6 results displaying outcome import.  successfully and/or skipped listed. corresponding +1 skip reason.  7 ok. 8 now view inside needed updates. 9  repeat steps – imports needed. field descriptions restrictions notes yes correspond exists (how special characters asa exist\" \"–\" allowed.if once. mm/dd/yyyy tax rate left blank, 0.00 used.-numerical only.-the related greater zero, taxed regardless taxability. exactly.-if used, default.-if default. description used.- blank -numerical only.-item different change default rate. numerical only. amount only. -this charge (item x quantity)  -do include tax. y (taxable) used.-if status n value taxed. link imported.  log merchant portal. 'customers' side menu. first list. once, record drop-down bottom screen select “all”. search using top list exported clicking “export csv” button right corner. ","name":"Importing Invoices to Biller Genie","votes":0,"is_published":true,"slug":"invoiceimporttool","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/invoiceimporttool?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"start can import maximum 1,000 rows per spreadsheet. invoices must associated customers exist biller genie. single multiple line items. can’t add discounts, credit memos, negative amounts general. important invoice numbers duplicated genie, double-check exist.    prepare spreadsheet create download sample file found tool. get file, go to “invoices” and click “import invoices”. click the click to download template. double-check.csv format following columns customerid (see find customer id) invoiceno invoicedate duedate taxrate itemname itemdescription itemrate itemquantity itemamount taxable (y n) items item row various matched invoice, values match exactly id number date  due date item, quantity 1, put total manually ( spread sheet will multiplication you) new products services(items), sure genie importing. services (items) added import, “sales” used name description.  verify csv importing invoices, review information make everything looks correct. mistakes, lengthy process correct remove imported invoices. step 1 open saved check accuracy. 2 column titles 3 fill missing information, mistakes. ensure required fields data prevent skipped. 4 exceed 1000-row limit. does, split files. sign step2 to invoices and click import invoices in upper right. click choose file to upload computer. choose select open. click upload file. 5 last-chance warning dialog box pop up. proceed. 6 results displaying outcome import.  successfully and/or skipped listed. corresponding +1 skip reason.  7 ok. 8 now view inside needed updates. 9  repeat steps – imports needed. field descriptions restrictions notes yes correspond exists (how special characters asa exist\" \"–\" allowed.if once. mm/dd/yyyy tax rate left blank, 0.00 used.-numerical only.-the related greater zero, taxed regardless taxability. exactly.-if used, default.-if default. description used.- blank -numerical only.-item different change default rate. numerical only. amount only. -this charge (item x quantity)  -do include tax. y (taxable) used.-if status n value taxed. link imported.  log merchant portal. 'customers' side menu. first list. once, record drop-down bottom screen select “all”. search using top list exported clicking “export csv” button right corner. ","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2024-02-23T21:14:57.000Z","tag_names":["cash flow stage billing","estimate progress invoice","milestone invoicing","one big invoice vs many","partial payments","progress invoices","progress invoicing quickbooks","project invoice","qbo progress invoicing setup","stage billing"],"answer_sample":"If you bill in stages — for example, a contractor billing 25% at signing, 25% at ","long_answer_sample":"If you bill in stages — for example, a contractor billing 25% at signing, 25% at framing, 25% at drywall, 25% at completion — you have two ways to structure the receivable: progress invoices (multiple smaller invoices issued as work progresses) or one large invoice with partial payments. This article covers the trade-offs and when each pattern is th","language_id":1,"id":2428271,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"bill stages — example, contractor billing 25% signing, framing, drywall, completion two ways structure receivable progress invoices (multiple smaller issued work progresses) one large invoice partial payments. article covers trade-offs pattern better fit business. job works create separate stage ready bill. due date balance. customer pays arrives. collect 100% next ships. + payments big full amount, allow on. portions progresses. stays open running balance final payment closes out. usually stage-billed jobs, win three dimensions cleaner a/r aging. $40,000 sits $30,000 months drags aging hard. four $10,000 invoices, paid within 30 days completes, keep report healthy. faster cash flow. can prove done. customers pay promptly corresponds deliverable just received, vs. fully consumed yet. easier collections. goes late, strong, specific conversation \"we delivered framing april 1, $10,000, please pay.\" compared chasing balance, squishier. customer's procurement requires po per project. enterprise cut whole job. break need po. well-defined advance. predict project will split it, honest fabricating milestones. short jobs. total \u0026lt;$5,000 finishes week, overhead multiple worth it. patterns show biller genie reflects whatever set accounting software appear series independent grid. reminder cadence, autopay state, now link. individually pays. appears single entries timeline. reduces hits zero. reminders continue (referencing remaining balance) closes. record see allowing . setting invoicing quickbooks online native feature converts estimate staged invoices. high-level workflow turn invoicing. qbo, go settings (gear icon) \u0026gt; account sales. find section toggle save. (e.g. $40,000) detailed line items stage. issue completes. estimate, click choose portion (percentage total, dollar items). track qbo automatically subtracts estimate's always know left syncs invoice. grid follow normal cadence settings. maintains parent-estimate relationship; sees individual complete instructions (including template setup), intuit's documentation step-by-step guides support search \"progress invoicing.\" desktop qbd supports estimate. enable edit preferences jobs \u0026amp; estimates (company tab), check \"do invoicing\" use percentage amount. generated individually. xero estimate\" way. manually quotes used template, created independently. like other. best practices spell original / contract. exist bills first dates match delivery. net 15 \"stage delivered\" lands \"estimate signed.\" ship previous (or part, depending policy). main reason improves flow natural gating mechanism. memo description ties delivered. 2 4 completed 2026-04-15\" beats 2.\" consider repeating-stage clients. rhythm repeatedly (monthly retainer plus monthly work), smooths further. related articles schedule per-customer overrides","name":"Progress Invoices vs. Partial Payments: Best Practices","votes":0,"is_published":true,"slug":"setting-up-progress-invoices-in-quickbooks-online","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/setting-up-progress-invoices-in-quickbooks-online?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"bill stages — example, contractor billing 25% signing, framing, drywall, completion two ways structure receivable progress invoices (multiple smaller issued work progresses) one large invoice partial payments. article covers trade-offs pattern better fit business. job works create separate stage ready bill. due date balance. customer pays arrives. collect 100% next ships. + payments big full amount, allow on. portions progresses. stays open running balance final payment closes out. usually stage-billed jobs, win three dimensions cleaner a/r aging. $40,000 sits $30,000 months drags aging hard. four $10,000 invoices, paid within 30 days completes, keep report healthy. faster cash flow. can prove done. customers pay promptly corresponds deliverable just received, vs. fully consumed yet. easier collections. goes late, strong, specific conversation \"we delivered framing april 1, $10,000, please pay.\" compared chasing balance, squishier. customer's procurement requires po per project. enterprise cut whole job. break need po. well-defined advance. predict project will split it, honest fabricating milestones. short jobs. total \u0026lt;$5,000 finishes week, overhead multiple worth it. patterns show biller genie reflects whatever set accounting software appear series independent grid. reminder cadence, autopay state, now link. individually pays. appears single entries timeline. reduces hits zero. reminders continue (referencing remaining balance) closes. record see allowing . setting invoicing quickbooks online native feature converts estimate staged invoices. high-level workflow turn invoicing. qbo, go settings (gear icon) \u0026gt; account sales. find section toggle save. (e.g. $40,000) detailed line items stage. issue completes. estimate, click choose portion (percentage total, dollar items). track qbo automatically subtracts estimate's always know left syncs invoice. grid follow normal cadence settings. maintains parent-estimate relationship; sees individual complete instructions (including template setup), intuit's documentation step-by-step guides support search \"progress invoicing.\" desktop qbd supports estimate. enable edit preferences jobs \u0026amp; estimates (company tab), check \"do invoicing\" use percentage amount. generated individually. xero estimate\" way. manually quotes used template, created independently. like other. best practices spell original / contract. exist bills first dates match delivery. net 15 \"stage delivered\" lands \"estimate signed.\" ship previous (or part, depending policy). main reason improves flow natural gating mechanism. memo description ties delivered. 2 4 completed 2026-04-15\" beats 2.\" consider repeating-stage clients. rhythm repeatedly (monthly retainer plus monthly work), smooths further. related articles schedule per-customer overrides","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-02-15T17:51:54.000Z","tag_names":["allow partial payments check","biller genie native invoice","check amount validation","check invoice matching","check search criteria","check sync accounting","match check to invoice","multi-invoice check","partial payments check","processing a check","qbo check sync","quickbooks check","standalone check","standalone check transaction","virtual terminal check","xero check sync"],"answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit","long_answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit Capture (RDC), it sits in the Add-On view waiting to be processed. Processing means matching the captured check to a specific invoice — or recording it as a standalone transaction not tied to an invoice — and submitting the payment to the banking network. This article ","language_id":1,"id":2410793,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"check captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","name":"Processing a Check: Matching, Standalone, and Sync","votes":0,"is_published":true,"slug":"processing-a-check","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/processing-a-check?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"check captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2023-05-16T14:54:25.000Z","tag_names":["payment sync queue","payment sync history","sync error","invoice not paid in quickbooks","qbo sync error","xero sync error","qbd web connector","dequeue payment sync","transaction has been deleted","stale object error","closed transaction cannot be edited","authentication failed","6240 qbo","5010 qbo","3120 qbd","3171 qbd","3200 qbo","reconcile biller genie quickbooks","late fee not on quickbooks invoice","payments needing resolution","re-queue payment","dismiss payment","payment withheld from sync"],"answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in ","long_answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in Biller Genie first and then pushed back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) so your books match reality. Most of the time this push happens within a few minutes and you never have to think about it. When something goes wrong, the","language_id":1,"id":1957804,"last_published_date":"August 10th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","name":"Payment Sync Queue and History: Why Invoices Sometimes Don’t Show Paid in Your Accounting Software","votes":0,"is_published":true,"slug":"using-the-payment-sync-history-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/using-the-payment-sync-history-report?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:14.941Z","tag_names":["biller genie notes","customer note qbo only","customer notes","customer-visible memo","invoice memo","invoice memos field","invoice notes","message displayed on invoice","other information customer","qbo customer notes sync"],"answer_sample":"Biller Genie has two places to record free-text notes: a customer-level note (one","long_answer_sample":"Biller Genie has two places to record free-text notes: a customer-level note (one field per customer, called \"Other Information\") and an invoice-level memo (one field per invoice, called \"Memos\"). Both round-trip with your accounting software. This article covers where each lives, who sees what, and how the sync behaves. Customer-level note: \"Other ","language_id":1,"id":3826910,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie two places record free-text notes customer-level note (one field per customer, called \"other information\") invoice-level memo invoice, \"memos\"). round-trip accounting software. article covers lives, sees what, sync behaves. information\" customer single (or views). mirrors quickbooks online's — type syncs back online, online forward here. find open customer's customers \u0026gt; customers. click edit. scroll field. whatever like record, update customer. heads up. editable account integrated online. desktop xero, render edit page systems either corresponding expose via api way can write to. leave qbd software directly, use (see below) invoice-specific notes. see internal only. visible users record. shown invoices, portal, receipt emails, anywhere else customer-facing. toggle make invoice memos. \"message displayed invoice\" / \"memo\" directions desktop, xero. invoices invoices. memos appears detail view. created (which common case), value comes there. create directly genie, creation time. customer-visible. printed/pdf portal view invoice. treat anything something will read. need private never see, recommendation keep software's internal-only fields (where exist) separate spreadsheet customer-hidden practical uses case put \"this prefers invoiced quarterly\" general account-level reminder (qbo accounts only) \"po #12345 purchase department contact jane\" info needs \"customer disputed 2026-03-15, escalated manager\" feature (memo qbo, reference etc.) payment instructions, \"thank you\" message, return policy handles edits (qbo) changes system propagate next sync. recent wins. propagate. most-recent-edit-wins. accountant syncs, later overwrites earlier one merge. related articles adding cc email recipients parent sub per-customer overrides reminders, late fees, features","name":"Notes and Memos on a Customer or Invoice","votes":0,"is_published":true,"slug":"notes-and-memos-on-customer-or-invoice","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/notes-and-memos-on-customer-or-invoice?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"biller genie two places record free-text notes customer-level note (one field per customer, called \"other information\") invoice-level memo invoice, \"memos\"). round-trip accounting software. article covers lives, sees what, sync behaves. information\" customer single (or views). mirrors quickbooks online's — type syncs back online, online forward here. find open customer's customers \u0026gt; customers. click edit. scroll field. whatever like record, update customer. heads up. editable account integrated online. desktop xero, render edit page systems either corresponding expose via api way can write to. leave qbd software directly, use (see below) invoice-specific notes. see internal only. visible users record. shown invoices, portal, receipt emails, anywhere else customer-facing. toggle make invoice memos. \"message displayed invoice\" / \"memo\" directions desktop, xero. invoices invoices. memos appears detail view. created (which common case), value comes there. create directly genie, creation time. customer-visible. printed/pdf portal view invoice. treat anything something will read. need private never see, recommendation keep software's internal-only fields (where exist) separate spreadsheet customer-hidden practical uses case put \"this prefers invoiced quarterly\" general account-level reminder (qbo accounts only) \"po #12345 purchase department contact jane\" info needs \"customer disputed 2026-03-15, escalated manager\" feature (memo qbo, reference etc.) payment instructions, \"thank you\" message, return policy handles edits (qbo) changes system propagate next sync. recent wins. propagate. most-recent-edit-wins. accountant syncs, later overwrites earlier one merge. related articles adding cc email recipients parent sub per-customer overrides reminders, late fees, features","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-10-23T19:32:18.000Z","tag_names":["managing items","biller genie items","item catalog","item sync","bidirectional item sync","create item biller genie","item taxable","item is active","item unit price","no item import","qbo item sync","xero item sync"],"answer_sample":"Items are the building blocks of every invoice — each line on an invoice referenc","long_answer_sample":"Items are the building blocks of every invoice — each line on an invoice references an item (a product, service, or fee) with a name, description, price, and taxable flag. Biller Genie keeps your items in sync with your accounting software so the same item catalog drives invoicing in both places. This article covers how items work in Biller Genie: h","language_id":1,"id":2256381,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"items building blocks every invoice — line references item (a product, service, fee) name, description, price, taxable flag. biller genie keeps sync accounting software catalog drives invoicing places. article covers work sync, create one locally, small set fields can edit. bidirectionally connected quickbooks online, desktop, xero, round-trip directions qbo/qbd/xero list pulled first kept up-to-date thereafter. back pushed show too. result manage either system whichever convenient stay sync. live open main menu. grid lists columns taxable, active status. click name edit it; add new upper right one. creating item. fill (must unique within account). description appears unit price default (can overridden individual invoices). whether subject sales tax. actual tax rate comes software's configuration. toggle hide picker invoices (without deleting it). save. immediately pushes next try existing one, save shows \"duplicate name\" error. editing grid. change need edits cycle. use retroactively updated original description. bulk import csv tool items. load large list, best path (qbo qbd native tools; xero too), let pull afterward. merchant portal support exporting (items \u0026gt; export), useful review migration. important using genie's bulk-load invoices, reference id meaning present (either synced created manually) them. see importing . deactivating instead like customers, expose hard delete generally bad idea used (your will block merge inventory adjustments). pattern off. disappears stays historical invoices. practices keep names short descriptive. \"hourly consulting\" better \"generic service\" team picking dropdown customer reading invoice. needs know. printed invoice; mostly internal picker. correctly per automated tax, flag applies line. wrong = everywhere. customer-specific job. field one-off customizations instead. (under ~100 items) usability. deactivate, delete. invoice, preserves audit trail. related articles tax-exempt customers","name":"Managing Items in Biller Genie","votes":0,"is_published":true,"slug":"managing-items-quick-reference-guide","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/managing-items-quick-reference-guide?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"items building blocks every invoice — line references item (a product, service, fee) name, description, price, taxable flag. biller genie keeps sync accounting software catalog drives invoicing places. article covers work sync, create one locally, small set fields can edit. bidirectionally connected quickbooks online, desktop, xero, round-trip directions qbo/qbd/xero list pulled first kept up-to-date thereafter. back pushed show too. result manage either system whichever convenient stay sync. live open main menu. grid lists columns taxable, active status. click name edit it; add new upper right one. creating item. fill (must unique within account). description appears unit price default (can overridden individual invoices). whether subject sales tax. actual tax rate comes software's configuration. toggle hide picker invoices (without deleting it). save. immediately pushes next try existing one, save shows \"duplicate name\" error. editing grid. change need edits cycle. use retroactively updated original description. bulk import csv tool items. load large list, best path (qbo qbd native tools; xero too), let pull afterward. merchant portal support exporting (items \u0026gt; export), useful review migration. important using genie's bulk-load invoices, reference id meaning present (either synced created manually) them. see importing . deactivating instead like customers, expose hard delete generally bad idea used (your will block merge inventory adjustments). pattern off. disappears stays historical invoices. practices keep names short descriptive. \"hourly consulting\" better \"generic service\" team picking dropdown customer reading invoice. needs know. printed invoice; mostly internal picker. correctly per automated tax, flag applies line. wrong = everywhere. customer-specific job. field one-off customizations instead. (under ~100 items) usability. deactivate, delete. invoice, preserves audit trail. related articles tax-exempt customers","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-05-22T17:31:30.283Z","tag_names":["api access","api key","api v1","biller genie api","biller genie integration","connect api","create customer api","integration api","integration partners","outbound webhooks","public api","rest api","sales receipt api","tax rates api","webhooks","zapier biller genie"],"answer_sample":"A common question, especially from larger merchants and partners evaluating Bille","long_answer_sample":"A common question, especially from larger merchants and partners evaluating Biller Genie: can I integrate Biller Genie with my own systems using an API, webhooks, or Zapier? Here's the honest current state. Capability\nStatus Public REST API (Connect API) Yes, with limited scope. Keys are issued by Biller Genie, not self-serve. Outbound webhooks No —","language_id":1,"id":3826930,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"common question, especially larger merchants partners evaluating biller genie can integrate systems using api, webhooks, zapier honest current state. capability status public rest api (connect api) yes, limited scope. keys issued genie, self-serve. outbound webhooks — supported today. integration connect endpoints versioned called api. intended purpose-built integrations another product needs push data example, vertical crm creates customers invoices part workflow. exist today endpoint purpose post v1/customers create customer account. get v1/customers/{id} look id. v1/sales-receipts record sales receipt (paid transaction tied invoice). v1/sales-receipts/{id} retrieve v1/tax-rates list tax rates configured account, apply right rate creating receipts. v1/auth/validate validate key still active. used gateway, code directly. invoices, payments existing refunds, voids, balances/a-r reports, autopay enrollment, payment-method storage, sync controls. those, contact support@billergenie.com describe use case prioritize expansion based demand. authentication uses authentication. call passes header. merchant account identify calls land. oauth per-user authorization every acts individual user, model system-to-system integrations. getting support request. self-serve portal request email . tell id, name building buying, (e.g. \"creating receipts practice management system\"). team will issue key, share via secure channel, provide base url specs. rotation, revocation, audit handled support. compromised, immediately rotate it. currently send events happen (a payment processed, invoice paid, fails, etc.). know something happens options pull instead push. relevant schedule. efficient works low-frequency times hour). accounting software's webhooks. primarily want \"did paid\", quickbooks online fire syncs back quickbooks. well whose software, genie. parsing last resort. sent real-time processed parse emails. recommended long-term pinch. tracked customer-requested feature. design depends them, logged shapes roadmap. app directly trigger zaps zap action. practical workarounds xero first-class apps. build react quickbooks/xero originated + \"webhooks zapier\" custom requires related articles single sign-on (sso / saml) submit feature","name":"Public API, Webhooks, and Zapier — What We Support Today","votes":0,"is_published":true,"slug":"api-access-webhooks-zapier","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/api-access-webhooks-zapier?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"common question, especially larger merchants partners evaluating biller genie can integrate systems using api, webhooks, zapier honest current state. capability status public rest api (connect api) yes, limited scope. keys issued genie, self-serve. outbound webhooks — supported today. integration connect endpoints versioned called api. intended purpose-built integrations another product needs push data example, vertical crm creates customers invoices part workflow. exist today endpoint purpose post v1/customers create customer account. get v1/customers/{id} look id. v1/sales-receipts record sales receipt (paid transaction tied invoice). v1/sales-receipts/{id} retrieve v1/tax-rates list tax rates configured account, apply right rate creating receipts. v1/auth/validate validate key still active. used gateway, code directly. invoices, payments existing refunds, voids, balances/a-r reports, autopay enrollment, payment-method storage, sync controls. those, contact support@billergenie.com describe use case prioritize expansion based demand. authentication uses authentication. call passes header. merchant account identify calls land. oauth per-user authorization every acts individual user, model system-to-system integrations. getting support request. self-serve portal request email . tell id, name building buying, (e.g. \"creating receipts practice management system\"). team will issue key, share via secure channel, provide base url specs. rotation, revocation, audit handled support. compromised, immediately rotate it. currently send events happen (a payment processed, invoice paid, fails, etc.). know something happens options pull instead push. relevant schedule. efficient works low-frequency times hour). accounting software's webhooks. primarily want \"did paid\", quickbooks online fire syncs back quickbooks. well whose software, genie. parsing last resort. sent real-time processed parse emails. recommended long-term pinch. tracked customer-requested feature. design depends them, logged shapes roadmap. app directly trigger zaps zap action. practical workarounds xero first-class apps. build react quickbooks/xero originated + \"webhooks zapier\" custom requires related articles single sign-on (sso / saml) submit feature","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1369273,"account_id":12867,"created_at":"2023-05-15T19:02:46.000Z","tag_names":["customer portal","using customer portal","customer portal sign up","customer portal login","customer portal troubleshooting","portal access","pay invoice online","save card on file","customer self service","portal branding"],"answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of ","long_answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of your customers. When they receive an invoice, the email contains a button that opens the portal, where they can view what they owe, pay it, save a card on file, set up autopay, request a payment plan, and download receipts and statements. This article explains what the ","language_id":1,"id":1956892,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","name":"Using the Customer Portal","votes":0,"is_published":true,"slug":"using-the-customer-portal","first_category":"The Customer Portal","categories_display_for_views":"The Customer Portal","parent_categories":[1369273],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customer-portal/using-the-customer-portal?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","categories":{"current":{"id":1369273,"name":"The Customer Portal","url":"/customer-portal"}},"category_param":"customer-portal"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T15:30:47.000Z","tag_names":["xero sync","connect xero","xero integration","xero oauth","biller genie xero","xero standard advisor","xero connection","xero troubleshooting","xero authentication unsuccessful","xero invoice errors","xero default payment account","enable payments to this account","xero clearing account","xero payment account","xero bank reconciliation","reconcile xero payments","batch deposits xero","match deposits in xero","reconcile biller genie payments"],"answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth","long_answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth authorization flow. Once connected, your customers and invoices stay in sync between the two systems with no manual reconciliation. This article walks through the connection, what happens during the first sync, how to manage the connection day-to-day, and how to troubl","language_id":1,"id":1956641,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","name":"How to Connect Xero","votes":0,"is_published":true,"slug":"syncing-with-xero","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-with-xero?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-06-21T14:57:46.000Z","tag_names":["ach reject 72 hours","ach reject reconciliation","ach return code list","ach return codes","autopay disabled","autopay turn off ach reject","credit card chargeback","credit card decline","expired card autopay","invoice reopened after reject","nacha return codes","pending transactions report","post-settlement reject","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","reconcile ach reject accounting software","rejected transactions report","unauthorized ach return","why was my ach rejected"],"answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NAC","long_answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NACHA return code (R01, R02, R29, etc.) that tells the originating bank why. Credit card transactions have their own decline reasons and chargeback codes from the card brands. This article explains how rejects work, how Biller Genie handles them, which return codes trigger","language_id":1,"id":2017193,"last_published_date":"August 10th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","name":"ACH and Credit Card Reject Codes: How They Work in Biller Genie","votes":0,"is_published":true,"slug":"ach-and-credit-card-rejection-codes","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/ach-and-credit-card-rejection-codes?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-24T14:51:16.328Z","tag_names":["xero features","xero limitations","xero vs quickbooks","xero feature parity","xero refunds","xero sales receipts","xero abr","xero projects","xero sub customers","xero contact groups","xero multi currency","xero draft invoice"],"answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync bet","long_answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync between the two systems automatically. That said, the Xero integration doesn't have full feature parity with Biller Genie's QuickBooks Online integration — some Biller Genie features that QBO users rely on aren't available on Xero. This article explains what syncs, what do","language_id":1,"id":3827354,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet available. depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr add-on automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","name":"Using Xero in Biller Genie","votes":0,"is_published":true,"slug":"using-xero-in-biller-genie","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/using-xero-in-biller-genie?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"biller genie integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet available. depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr add-on automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2023-05-16T12:45:25.000Z","tag_names":["payment schedule","payment plan"],"answer_sample":"Overview\nPayment Schedules allow you to automatically charge a customer on a recu","long_answer_sample":"Overview\nPayment Schedules allow you to automatically charge a customer on a recurring basis.\nYou can configure the amount, frequency, duration, and receipt preferences when creating a schedule.\n   \nHow To Create a Payment Schedule\nStep 1\nLog in to your Biller Genie account.\nFrom the main menu, navigate to: Reports \u0026gt; Schedules Click Create Schedu","language_id":1,"id":1957642,"last_published_date":"July 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"overview payment schedules allow automatically charge customer recurring basis. can configure amount, frequency, duration, receipt preferences creating schedule.   create schedule step 1 log biller genie account. main menu, navigate reports \u0026gt; click 2 begin typing name customer. type, customer’s will auto-populate dropdown menu. select appropriate 3 choose preferred method schedule.  enter amount charged time runs. 4 frequency charge. examples include daily weekly monthly 5 set duration continue charging manually canceled specific number times 6 preferences. toggle settings like merchant receive fields completed, activate it. important notes must valid stored file edited section. ensure correct selected saving. first run require least 24 hours lead time, earliest date tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, runs tomorrow repeats day month going forward. still trouble unable schedule, contact support team support@billergenie.com following details error messages displayed providing information help assist efficiently possible.","name":"Create a Payment Schedule","votes":0,"is_published":true,"slug":"create-a-payment-schedule","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/create-a-payment-schedule?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"overview payment schedules allow automatically charge customer recurring basis. can configure amount, frequency, duration, receipt preferences creating schedule.   create schedule step 1 log biller genie account. main menu, navigate reports \u0026gt; click 2 begin typing name customer. type, customer’s will auto-populate dropdown menu. select appropriate 3 choose preferred method schedule.  enter amount charged time runs. 4 frequency charge. examples include daily weekly monthly 5 set duration continue charging manually canceled specific number times 6 preferences. toggle settings like merchant receive fields completed, activate it. important notes must valid stored file edited section. ensure correct selected saving. first run require least 24 hours lead time, earliest date tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, runs tomorrow repeats day month going forward. still trouble unable schedule, contact support team support@billergenie.com following details error messages displayed providing information help assist efficiently possible.","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-06-09T16:06:48.000Z","tag_names":["revenue processing","sales receipts"],"answer_sample":"Sales Receipts are only displayed when an accounting software is connected.   Whi","long_answer_sample":"Sales Receipts are only displayed when an accounting software is connected.   While Biller Genie treats Sales Receipts separate from invoices, QuickBooks can treat them as the same.\nSales receipts can be generated after an unattached transaction to manually account for them in Biller Genie. See Attach Invoice to Transaction for more information. \nSa","language_id":1,"id":2000385,"last_published_date":"May 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"sales receipts displayed accounting software connected.   biller genie treats separate invoices, quickbooks can treat same. generated unattached transaction manually account genie. see attach invoice information.  preferred method syncing back technology fees collected time paid. will show fee sole item receipt. setting information. step 1 - find desired customer  navigate customers  create receipt select dropdown receipts. 2  - add customers card details. 3 products services. 4 receipt. ","name":"Creating Sales Receipts","votes":0,"is_published":true,"slug":"creating-sales-receipts","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/creating-sales-receipts?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"sales receipts displayed accounting software connected.   biller genie treats separate invoices, quickbooks can treat same. generated unattached transaction manually account genie. see attach invoice information.  preferred method syncing back technology fees collected time paid. will show fee sole item receipt. setting information. step 1 - find desired customer  navigate customers  create receipt select dropdown receipts. 2  - add customers card details. 3 products services. 4 receipt. ","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-16T13:36:45.000Z","tag_names":["record deposits","reconcile bank feed","undeposited funds","qbd record deposits","qbo bank deposit","xero bank reconciliation","automatic batch reconciliation","abr","sweep account","deposit account","daily discount","monthly discount"],"answer_sample":"Recording deposits and reconciling them against your bank feed is two-thirds of c","long_answer_sample":"Recording deposits and reconciling them against your bank feed is two-thirds of closing out an accounting period. The other third — applying customer payments against invoices — is the easy half. The deposit reconciliation half is the one that eats hours of bookkeeper time every month. This article explains what's actually happening when you record ","language_id":1,"id":1957709,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"recording deposits reconciling bank feed two-thirds closing accounting period. third — applying customer payments invoices easy half. deposit reconciliation half one eats hours bookkeeper time every month. article explains actually happening record deposit, matters using biller genie, genie's automatic batch (abr) collapses tedious part work nothing. 1 works (the fundamentals) accrual accounting, payment touches books two distinct steps, step requirement recorded invoice sales receipt. pays, mark paid (or create receipt immediate payment). → reconciliation. tells \"this owes less just paid.\" feed. receives money (which usually happens later overnight ach, 1-2 days credit cards), lands statement needs matched payments. \"the cash physically moved customer's ours.\" reconciliations happen close period accurately. skip first customers showing balances owe. second say less) does. undeposited funds account holding register steps sits special called (sometimes \"clearing account,\" \"holding \"till\"). temporary parking spot collected yet cleared bank. typical day business takes mix types looks like software pays $500 credit-card invoice. recorded; moves funds. b $1,200 ach c writes $300 check. day-end balance $2,000 across three different transaction types. point, shows actual arriving. come lump. separate batches type, days, processor fees deducted. begins. intuit's overview quickbooks xero merchants, see central . feeds live near-live) connection software. pushes pulls) deposits, withdrawals, lists \"to review\" inbox inside books. feed, match system knows refer transaction. ai/rules auto-suggest matches, suggestions good data underneath them. bank-feed workflow, manage set rules guides; xero's flow described small tax accuracy. agree bank, filings drift reality. irs care funds; cares says. position visibility. unreconciled hide real cash. think $50k; says $42k; $8k stuck unmatched batches. fraud error detection. discipline catches missed payment, duplicate chargeback recorded. $400 compounds months. audit readiness. lenders, investors, auditors want clean monthly reconciliations. \"we're behind\" answer well. 2 without abr automated tool, you) matching hand. workflow whether desktop, online, xero, anything else screens differ. manual desktop open banking \u0026gt; make depending qbd version). screen list currently sitting funds, mixed cards, checks, manually identify subset belongs recording. hard part. \"ach $1,847.23\" scan list, find day, add up, factor fee, pick right ones sum $1,847.23. check including. click ok. screen, date. save deposit. leave appears register. repeat day. online go + new destination select included save. model little dedicated default. directly lines time. batched (multiple combining single deposit), offers \u0026amp; line multiple amount. still selecting combination split ui. painful volume. merchant 50 transactions per generates couple hundred entries week. picking daily sorting work. fees. card processors often deduct depositing net $1,000 gross $971.50 know recreate math, fee deduction separately. get wrong fails. checks settle schedules. day's might hit five needing match. errors compound. misclassify next too. bookkeepers eventually spend finding mistakes transactions. expensive. businesses pay $30-50/hour week adds thousands dollars year keep aligned 3 add-on deposit-matching automatically. core insight genie exactly expected amount will processed place. can hand pre-matched journal entry mirrors hits software's ai matches sets chart accounts install abr, creates segregated sweep type card, check, alternative-payment-method (apm, paypal) never account. default eight created apm posts individual processes. reconcile bank-type treats liquidity. rename remap mapping tool prefers names. throughout pay. processes appropriate sweep, on. linked normal. end tallies debit account, exact quickbooks' built-in sees scans transactions, finds (same amount, date, description), auto-suggests \"match\" auto-matches via done. $0 close). left exception investigation chargeback, refund sync, payment. non-zero focused open-ended hunt longer sort reconstruct processor-fee math. track days. entries. mixed-type trying figure makes line. exception-spotting superpower abr's always exactly, definition exception. runs \"what's unreconciled\" seconds look balances. scroll hundreds answer. discounting extra \"daily discount\" (deducting rather billing monthly), comes fees, fix discount instead (recommended users), disappears entirely. available magiccarpet. legacy qbdv3 integration feature parity details. invoices. time, moment pays. specifically addresses reconciliation, above. replace bookkeeper. replaces portion review exceptions, classify uncommon close. stop spending rote matching. choosing path processing handful saved low-volume month, fine probably need automation. break-even point somewhere around 30-50 month volume, starts hurt. frequently asked questions use prefer. off, syncs account; deposits. segregated-sweep-account journal-entry pattern. existing turn stay are. affects enabled full sync completed. backlog let take going forward. zero mean means something happened normal common causes chargebacks (a disputed charge pulled back), refunds synced cleanly, settle. investigate exception, phantom. yes. consistent descriptions amounts pair well rules. merchants auto-confirm rule sight, reducing click-to-match zero. customize uses , override seeded choosing. prefer fold numbering scheme. currently. built quickbooks-specific behavior. bank-reconciliation screen. picture. related articles understanding connect magiccarpet","name":"Recording Deposits and Reconciling Bank Feeds","votes":0,"is_published":true,"slug":"record-deposits-in-quickbooks-desktop","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/record-deposits-in-quickbooks-desktop?from_search=237967813","host":"https://helpcenter.billergenie.com","body_txt":"recording deposits reconciling bank feed two-thirds closing accounting period. third — applying customer payments invoices easy half. deposit reconciliation half one eats hours bookkeeper time every month. article explains actually happening record deposit, matters using biller genie, genie's automatic batch (abr) collapses tedious part work nothing. 1 works (the fundamentals) accrual accounting, payment touches books two distinct steps, step requirement recorded invoice sales receipt. pays, mark paid (or create receipt immediate payment). → reconciliation. tells \"this owes less just paid.\" feed. receives money (which usually happens later overnight ach, 1-2 days credit cards), lands statement needs matched payments. \"the cash physically moved customer's ours.\" reconciliations happen close period accurately. skip first customers showing balances owe. second say less) does. undeposited funds account holding register steps sits special called (sometimes \"clearing account,\" \"holding \"till\"). temporary parking spot collected yet cleared bank. typical day business takes mix types looks like software pays $500 credit-card invoice. recorded; moves funds. b $1,200 ach c writes $300 check. day-end balance $2,000 across three different transaction types. point, shows actual arriving. come lump. separate batches type, days, processor fees deducted. begins. intuit's overview quickbooks xero merchants, see central . feeds live near-live) connection software. pushes pulls) deposits, withdrawals, lists \"to review\" inbox inside books. feed, match system knows refer transaction. ai/rules auto-suggest matches, suggestions good data underneath them. bank-feed workflow, manage set rules guides; xero's flow described small tax accuracy. agree bank, filings drift reality. irs care funds; cares says. position visibility. unreconciled hide real cash. think $50k; says $42k; $8k stuck unmatched batches. fraud error detection. discipline catches missed payment, duplicate chargeback recorded. $400 compounds months. audit readiness. lenders, investors, auditors want clean monthly reconciliations. \"we're behind\" answer well. 2 without abr automated tool, you) matching hand. workflow whether desktop, online, xero, anything else screens differ. manual desktop open banking \u0026gt; make depending qbd version). screen list currently sitting funds, mixed cards, checks, manually identify subset belongs recording. hard part. \"ach $1,847.23\" scan list, find day, add up, factor fee, pick right ones sum $1,847.23. check including. click ok. screen, date. save deposit. leave appears register. repeat day. online go + new destination select included save. model little dedicated default. directly lines time. batched (multiple combining single deposit), offers \u0026amp; line multiple amount. still selecting combination split ui. painful volume. merchant 50 transactions per generates couple hundred entries week. picking daily sorting work. fees. card processors often deduct depositing net $1,000 gross $971.50 know recreate math, fee deduction separately. get wrong fails. checks settle schedules. day's might hit five needing match. errors compound. misclassify next too. bookkeepers eventually spend finding mistakes transactions. expensive. businesses pay $30-50/hour week adds thousands dollars year keep aligned 3 add-on deposit-matching automatically. core insight genie exactly expected amount will processed place. can hand pre-matched journal entry mirrors hits software's ai matches sets chart accounts install abr, creates segregated sweep type card, check, alternative-payment-method (apm, paypal) never account. default eight created apm posts individual processes. reconcile bank-type treats liquidity. rename remap mapping tool prefers names. throughout pay. processes appropriate sweep, on. linked normal. end tallies debit account, exact quickbooks' built-in sees scans transactions, finds (same amount, date, description), auto-suggests \"match\" auto-matches via done. $0 close). left exception investigation chargeback, refund sync, payment. non-zero focused open-ended hunt longer sort reconstruct processor-fee math. track days. entries. mixed-type trying figure makes line. exception-spotting superpower abr's always exactly, definition exception. runs \"what's unreconciled\" seconds look balances. scroll hundreds answer. discounting extra \"daily discount\" (deducting rather billing monthly), comes fees, fix discount instead (recommended users), disappears entirely. available magiccarpet. legacy qbdv3 integration feature parity details. invoices. time, moment pays. specifically addresses reconciliation, above. replace bookkeeper. replaces portion review exceptions, classify uncommon close. stop spending rote matching. choosing path processing handful saved low-volume month, fine probably need automation. break-even point somewhere around 30-50 month volume, starts hurt. frequently asked questions use prefer. off, syncs account; deposits. segregated-sweep-account journal-entry pattern. existing turn stay are. affects enabled full sync completed. backlog let take going forward. zero mean means something happened normal common causes chargebacks (a disputed charge pulled back), refunds synced cleanly, settle. investigate exception, phantom. yes. consistent descriptions amounts pair well rules. merchants auto-confirm rule sight, reducing click-to-match zero. customize uses , override seeded choosing. prefer fold numbering scheme. currently. built quickbooks-specific behavior. bank-reconciliation screen. picture. related articles understanding connect magiccarpet","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}}]