[{"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=237969906","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":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=237969906","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":1368778,"account_id":12867,"created_at":"2026-05-19T18:38:43.000Z","tag_names":["chart of accounts","coa mapping","biller genie chart of accounts","sales account mapping","late fee account","sweep account mapping","undeposited funds account","system items","convenience fee","surcharge mapping","qbo chart of accounts","qbd chart of accounts","red green sync indicator","remap accounts","override account mapping","account balance","balance column","current balance","sweep account balance","account balance in biller genie","open in quickbooks","negative balance","balance not zero"],"answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBook","long_answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBooks Desktop via MagicCarpet ) using a Chart of Accounts mapping that controls where invoices, refunds, technology fees, and customer payments get posted. Most merchants are happy with the seeded defaults — Biller Genie sets them up automatically on first sync — but you ca","language_id":1,"id":3821036,"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 connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","name":"Chart of Accounts: Mapping Your Accounts in Biller Genie","votes":0,"is_published":true,"slug":"chart-of-accounts-mapping","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/chart-of-accounts-mapping?from_search=237969906","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"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=237969906","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":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=237969906","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":"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=237969906","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":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=237969906","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":515332,"account_id":12867,"created_at":"2026-05-22T17:30:53.430Z","tag_names":["automated sales tax","avalara taxjar","mark customer tax exempt","non-profit tax exempt","qbd tax exempt","qbo tax exempt","resale certificate","sales tax biller genie","sales tax wrong biller genie","tax exempt customer","tax not calculating","xero no tax"],"answer_sample":"Biller Genie doesn't compute sales tax or maintain tax-exempt status — that's ent","long_answer_sample":"Biller Genie doesn't compute sales tax or maintain tax-exempt status — that's entirely your accounting software's job. This article explains how the tax on each invoice gets there, what happens for tax-exempt customers, and what to do when the tax on a Biller Genie invoice doesn't look right. How sales tax actually works in Biller Genie Tax on an in","language_id":1,"id":3826880,"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 compute sales tax maintain tax-exempt status — entirely accounting software's job. article explains invoice gets there, happens customers, look right. actually works calculated software (quickbooks online, quickbooks desktop, xero) time created. syncs line items, subtotal, amount, total renders customer's email hosted payment page. re-calculate opinion whether applied. whatever computed shows. result, configuration rates, codes, taxable vs non-taxable customer-level status, regional rules, marketplace facilitator settings software, genie. customers \"tax-exempt\" means customer owe goods services sell typically reseller (with resale certificate), non-profit tax-exemption letter, government entity. mark online record, expand additional info section set exemption details (reason + certificate number). save. qbo will apply new invoices customer. desktop go tab code (typically \"non\" \"exempt\"). qbd xero contact's default \"no tax\" (or equivalent zero-rate tax). contact tax. marked every create sync without existing created applied retroactively update need void re-create want corrected. toggle occasionally ask \"i see field can just turn genie\" answer no, reason matters reconcile filings. suppressed thinks taxable, books authority disagree. keeping source truth one place (your software) prevents misalignment. regulatory, ui preference. right attach number, exemption, state-specific irs state audit. sub-customer \"jobs\" inherit parent qbo/qbd way reproduce inheritance logic correctly, reading reliable approach. looks wrong computed, \"the wrong\" issue invoice. fix open (use view / link available). underlying rate, (taxable instead tax-exempt), line-item code, etc. save software. wait next trigger manual add-ons). corrected amount flow customer-facing accordingly. paid original (incorrect) invoice, likely process refund difference re-invoice correct amount. edit record become inconsistent. small via transaction's action, multi-state across lines automated (economic nexus handling), use native features tax, avalara, etc.) dedicated platform like avalara taxjar integrates automatically reflects systems compute. related articles credit memos account sub connect","name":"Sales Tax and Tax-Exempt Customers in Biller Genie","votes":0,"is_published":true,"slug":"sales-tax-and-tax-exempt-customers","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/sales-tax-and-tax-exempt-customers?from_search=237969906","host":"https://helpcenter.billergenie.com","body_txt":"biller genie compute sales tax maintain tax-exempt status — entirely accounting software's job. article explains invoice gets there, happens customers, look right. actually works calculated software (quickbooks online, quickbooks desktop, xero) time created. syncs line items, subtotal, amount, total renders customer's email hosted payment page. re-calculate opinion whether applied. whatever computed shows. result, configuration rates, codes, taxable vs non-taxable customer-level status, regional rules, marketplace facilitator settings software, genie. customers \"tax-exempt\" means customer owe goods services sell typically reseller (with resale certificate), non-profit tax-exemption letter, government entity. mark online record, expand additional info section set exemption details (reason + certificate number). save. qbo will apply new invoices customer. desktop go tab code (typically \"non\" \"exempt\"). qbd xero contact's default \"no tax\" (or equivalent zero-rate tax). contact tax. marked every create sync without existing created applied retroactively update need void re-create want corrected. toggle occasionally ask \"i see field can just turn genie\" answer no, reason matters reconcile filings. suppressed thinks taxable, books authority disagree. keeping source truth one place (your software) prevents misalignment. regulatory, ui preference. right attach number, exemption, state-specific irs state audit. sub-customer \"jobs\" inherit parent qbo/qbd way reproduce inheritance logic correctly, reading reliable approach. looks wrong computed, \"the wrong\" issue invoice. fix open (use view / link available). underlying rate, (taxable instead tax-exempt), line-item code, etc. save software. wait next trigger manual add-ons). corrected amount flow customer-facing accordingly. paid original (incorrect) invoice, likely process refund difference re-invoice correct amount. edit record become inconsistent. small via transaction's action, multi-state across lines automated (economic nexus handling), use native features tax, avalara, etc.) dedicated platform like avalara taxjar integrates automatically reflects systems compute. related articles credit memos account sub connect","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"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=237969906","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":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=237969906","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":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=237969906","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":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=237969906","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":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=237969906","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":1368778,"account_id":12867,"created_at":"2026-05-22T17:31:12.682Z","tag_names":["accounting integrations","supported integrations","quickbooks online","qbo","quickbooks desktop","qbd","magiccarpet","xero","middleware integration","acculynx","servicetitan","serviceminder","autotask","jobber","housecall pro","jobtread","buildertrend","jobnimbus","joist","service fusion","lmn","fieldedge","request integration","third party software","accounting sync direction","payment sync back","two-way sync","one-way sync"],"answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, ","long_answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, QuickBooks Desktop (through MagicCarpet), and Xero. If you run another piece of software for jobs, dispatch, project management, or field service, you can still get Biller Genie's automation by using QuickBooks as the layer in between. This page is the canonical referen","language_id":1,"id":3826907,"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 connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","name":"Supported Accounting-Software Integrations","votes":0,"is_published":true,"slug":"supported-accounting-software-integrations","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/supported-accounting-software-integrations?from_search=237969906","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-19T18:38:40.000Z","tag_names":["abr","automatic batch reconciliation","batch reconciliation","cancellations","cancel or refund","refund readiness","reimbursements","settlement timing","voids vs refunds","void vs refund"],"answer_sample":"When a customer's payment needs to be cancelled or reversed, Biller Genie gives y","long_answer_sample":"When a customer's payment needs to be cancelled or reversed, Biller Genie gives you two options depending on the state of the transaction: void or refund. The Merchant Portal automatically shows the right option based on where the transaction is in its lifecycle, and void and refund are never available at the same time. This article explains the dif","language_id":1,"id":3821032,"last_published_date":"July 27th, 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's payment needs cancelled reversed, biller genie gives two options depending state transaction void refund. merchant portal automatically shows right option based lifecycle, refund never available time. article explains difference, available, customer experiences. short version = cancel settled. money moved yet; authorization dropped. instant, fees apply. return 3 5 business days back cardholder's card (or roughly window ach). credit \u0026amp; stored moment processing daily batch closes processor (typically end-of-day). close, enters settlement. settlement flight, neither — greyed portal. settled, becomes available. ach gateway submitted file federal reserve. originating (after submission, settlement), sees pending charge falls statement, usually same-day, sometimes within 24 hours bank. funds actually moved. bank days. open action button whichever now (in red) pre-batch-close transactions, settled transactions. click it, confirm, done. step-by-step walkthroughs (full partial) bulk refunds voids use automatic reconciliation active account, behave differently books appear batch. voided settlement, part journal entry. amounts show grid’s column visibility only. ride inside reverses money, flows day’s refund-heavy day entry simply flips direction, sweep account still zeroes out. readiness stays disabled sweep, item mappings set synced. see check details. faqs paid wants pay personal card. showing. instant fees. (which takes days). either way, run new away. will charged no. drop apply side. happen original stick. fast released immediately processor. reflects same-day; banks take hours. flight yet longer completes card; ach, depends fed cycle), become can whole transaction. need amount, partial (only settlement). sync behavior accounting software automatically. quickbooks online, create receipt. desktop (via magiccarpet), memo plus (the standard way recording refund). cases, corresponding sales receipt reopen associated invoices. books, payment. v3 integration bi-directional v3. get functionality, upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. related articles chart accounts mapping understanding","name":"Voids vs Refunds: When to Use Each","votes":0,"is_published":true,"slug":"voids-vs-refunds","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/voids-vs-refunds?from_search=237969906","host":"https://helpcenter.billergenie.com","body_txt":"customer's payment needs cancelled reversed, biller genie gives two options depending state transaction void refund. merchant portal automatically shows right option based lifecycle, refund never available time. article explains difference, available, customer experiences. short version = cancel settled. money moved yet; authorization dropped. instant, fees apply. return 3 5 business days back cardholder's card (or roughly window ach). credit \u0026amp; stored moment processing daily batch closes processor (typically end-of-day). close, enters settlement. settlement flight, neither — greyed portal. settled, becomes available. ach gateway submitted file federal reserve. originating (after submission, settlement), sees pending charge falls statement, usually same-day, sometimes within 24 hours bank. funds actually moved. bank days. open action button whichever now (in red) pre-batch-close transactions, settled transactions. click it, confirm, done. step-by-step walkthroughs (full partial) bulk refunds voids use automatic reconciliation active account, behave differently books appear batch. voided settlement, part journal entry. amounts show grid’s column visibility only. ride inside reverses money, flows day’s refund-heavy day entry simply flips direction, sweep account still zeroes out. readiness stays disabled sweep, item mappings set synced. see check details. faqs paid wants pay personal card. showing. instant fees. (which takes days). either way, run new away. will charged no. drop apply side. happen original stick. fast released immediately processor. reflects same-day; banks take hours. flight yet longer completes card; ach, depends fed cycle), become can whole transaction. need amount, partial (only settlement). sync behavior accounting software automatically. quickbooks online, create receipt. desktop (via magiccarpet), memo plus (the standard way recording refund). cases, corresponding sales receipt reopen associated invoices. books, payment. v3 integration bi-directional v3. get functionality, upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. related articles chart accounts mapping understanding","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}}]