[{"question":{"category_id":1368781,"account_id":12867,"created_at":"2024-08-27T19:58:39.000Z","tag_names":["unapproved","declined"],"answer_sample":"  The Rejected Transactions report contains ACH (Automated Clearing House) transa","long_answer_sample":"  The Rejected Transactions report contains ACH (Automated Clearing House) transactions that were not successfully processed. These rejections can occur for a variety of reasons, and the report provides detailed information about each rejected transaction. In this article, we'll help you to: Understand which transactions failed\nUse the rejection cod","language_id":1,"id":2794045,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"  rejected transactions report contains ach (automated clearing house) successfully processed. rejections can occur variety reasons, provides detailed information transaction. article, help understand failed use rejection codes resolve issues customer navigate unpaid invoices reattempt payment step 1 open biller genie portal, reports \u0026gt; 2 review determine next steps. associated payments will still status (we mark paid clears) continue send reminders may setup. 3 issue cases, need contacted issue. add funds account contact bank grant authorization debit provide alternate correct typo routing number article credit card reject reasons. 4 corrective action taken, reattempted. original invoice make method another sending one-time reminder needs resent","name":"Rejected Transactions","votes":0,"is_published":true,"slug":"rejected-transactions","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/rejected-transactions?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"  rejected transactions report contains ach (automated clearing house) successfully processed. rejections can occur variety reasons, provides detailed information transaction. article, help understand failed use rejection codes resolve issues customer navigate unpaid invoices reattempt payment step 1 open biller genie portal, reports \u0026gt; 2 review determine next steps. associated payments will still status (we mark paid clears) continue send reminders may setup. 3 issue cases, need contacted issue. add funds account contact bank grant authorization debit provide alternate correct typo routing number article credit card reject reasons. 4 corrective action taken, reattempted. original invoice make method another sending one-time reminder needs resent","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-21T03:59:09.833Z","tag_names":["payment errors","transaction issues"],"answer_sample":"When a transaction declines in Biller Genie, the gateway returns a response code ","long_answer_sample":"When a transaction declines in Biller Genie, the gateway returns a response code that explains why. Biller Genie displays that response code in the transaction details so you can investigate and decide what to do next. How to find the decline reason Open Reports \u0026gt; All Transactions.\nSearch for and click the Transaction ID of the declined attempt.\n","language_id":1,"id":3825109,"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":"transaction declines biller genie, gateway returns response code explains why. genie displays details can investigate decide next. find decline reason open reports \u0026gt; transactions. search click id declined attempt. scroll see result error message returned gateway. showing exactly returned. comes issuing bank gateway's risk rules, genie. next common reasons steps insufficient funds, exceeds limit ask customer use different card pay another way. expired update file. autopay attempting charge, fails. honor, generic unspecified reason. contact bank. error, processor payment merchant account provider. review log side. support clear code, right first stop. help locate details, underlying decided","name":"Troubleshooting Declined Transactions","votes":0,"is_published":true,"slug":"troubleshooting-declined-transactions","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/troubleshooting-declined-transactions?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"transaction declines biller genie, gateway returns response code explains why. genie displays details can investigate decide next. find decline reason open reports \u0026gt; transactions. search click id declined attempt. scroll see result error message returned gateway. showing exactly returned. comes issuing bank gateway's risk rules, genie. next common reasons steps insufficient funds, exceeds limit ask customer use different card pay another way. expired update file. autopay attempting charge, fails. honor, generic unspecified reason. contact bank. error, processor payment merchant account provider. review log side. support clear code, right first stop. help locate details, underlying decided","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-06-21T14:57:46.000Z","tag_names":["ach return codes","nacha return codes","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","autopay disabled","autopay turn off ach reject","credit card decline","credit card chargeback","post-settlement reject","ach reject reconciliation","pending transactions report","rejected transactions report","ach return code list","why was my ach rejected","expired card autopay","invoice reopened after reject","ach reject 72 hours","unauthorized ach return","reconcile ach reject accounting software"],"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":"October 14th, 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), disables autopay and, every one except removes stored ach. prevents happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. uses autopay, on, method profile (except below). 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. off, stays file. r30 participant truncation program r44 individual id (enr) keeps usually means debit block positive pay rule stopped payment, bad. account. ask confirm turn reprocess payment. allows debits, select again. (such r01 insufficient funds, r07 revoked, r08 stop r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually rejects, auto . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. bank. format r05 unauthorized consumer authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. authorized 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 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 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.). 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 either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. 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 below, 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=243389251","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), disables autopay and, every one except removes stored ach. prevents happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. uses autopay, on, method profile (except below). 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. off, stays file. r30 participant truncation program r44 individual id (enr) keeps usually means debit block positive pay rule stopped payment, bad. account. ask confirm turn reprocess payment. allows debits, select again. (such r01 insufficient funds, r07 revoked, r08 stop r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually rejects, auto . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. bank. format r05 unauthorized consumer authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. authorized 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 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 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.). 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 either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. 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 below, 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":1368784,"account_id":12867,"created_at":"2024-03-11T14:50:45.000Z","tag_names":["self-pay","user-driven"],"answer_sample":"Overview When a customer pays an invoice online, Biller Genie provides options th","long_answer_sample":"Overview When a customer pays an invoice online, Biller Genie provides options that allow them to securely store their payment information and manage future payments. During checkout, customers may see two optional settings that make future transactions easier and more secure. Both settings take effect only when the payment is approved. If the payme","language_id":1,"id":2455043,"last_published_date":"October 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"overview customer pays invoice online, biller genie provides options allow securely store payment information manage future payments. checkout, customers may see two optional settings make transactions easier secure. take effect approved. declined, nothing saved auto pay stays was.   option 1 method use selected stored gateway. last four digits card bank account visible within genie. can used either merchant apply upcoming invoices. secure way save without needing collect again. 2 enable selects auto-pay will automatically charged charge occur based configuration (typically shortly created trigger date). additional action required unless needs updated. ideal expect recurring ongoing open invoices like currently invoice, send link add method. refer invite important notes methods tokenized maintained limited details (such digits) update remove time portal, enabled. still trouble unable contact support team support@billergenie.com include following number type (card ach) error messages displayed providing help assist efficiently possible.","name":"Customer-Enabled Auto Pay","votes":0,"is_published":true,"slug":"customer-enabled-auto-pay","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/customer-enabled-auto-pay?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"overview customer pays invoice online, biller genie provides options allow securely store payment information manage future payments. checkout, customers may see two optional settings make transactions easier secure. take effect approved. declined, nothing saved auto pay stays was.   option 1 method use selected stored gateway. last four digits card bank account visible within genie. can used either merchant apply upcoming invoices. secure way save without needing collect again. 2 enable selects auto-pay will automatically charged charge occur based configuration (typically shortly created trigger date). additional action required unless needs updated. ideal expect recurring ongoing open invoices like currently invoice, send link add method. refer invite important notes methods tokenized maintained limited details (such digits) update remove time portal, enabled. still trouble unable contact support team support@billergenie.com include following number type (card ach) error messages displayed providing help assist efficiently possible.","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T14:40:44.000Z","tag_names":["connecting gateway","connect credit card gateway","connect ach gateway","gateway credentials","merchant service provider","api keys","terminal id","biller genie gateway setup","allow credit card payments","allow ach payments","payment processor connection","gateway connect error","i have a cc processor","i have an ach processor"],"answer_sample":"If your merchant service provider has issued you gateway credentials, you can con","long_answer_sample":"If your merchant service provider has issued you gateway credentials, you can connect your existing payment gateway directly to your Biller Genie account. This article walks through how to connect your credit card gateway and your ACH gateway, and how to verify that payments are enabled. The process is nearly identical for both — you start in a diff","language_id":1,"id":1957784,"last_published_date":"October 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":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, elavon epg, converge, authorize.net, cardpointe, usaepay, mx merchant, payroc, bank america, transit, acceptblue, clearent, maverick, paytrace, deluxe, others. reliafund, cliq, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. bringing saved methods over. customers' cards accounts epg import them. see importing (token importer) . adding switching changes want switch processors, handled team migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","name":"Connecting Your Payment Gateways (Credit Card and ACH) to Biller Genie","votes":0,"is_published":true,"slug":"connecting-your-credit-card-gateway-to-biller-genie","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/connecting-your-credit-card-gateway-to-biller-genie?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, elavon epg, converge, authorize.net, cardpointe, usaepay, mx merchant, payroc, bank america, transit, acceptblue, clearent, maverick, paytrace, deluxe, others. reliafund, cliq, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. bringing saved methods over. customers' cards accounts epg import them. see importing (token importer) . adding switching changes want switch processors, handled team migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T15:17:09.000Z","tag_names":["account settings","ach web terms","auto pay terms","biller genie settings","chrome extension","configure general settings","control panel settings","email auto-pay failures","email merchant receipts","email sync notification","invoice email","invoice payment terms","merchant email","persistent filters","sync notifications setup","terms and conditions"],"answer_sample":"Your Control Panel \u0026gt; Settings page is where you set the account-level defaults","long_answer_sample":"Your Control Panel \u0026gt; Settings page is where you set the account-level defaults that apply everywhere in Biller Genie — who receives merchant notifications, which automated emails go out, the Terms \u0026amp; Conditions your customers agree to, and whether the Chrome Extension is enabled. This article walks through every field on the page, what it cont","language_id":1,"id":1957837,"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":"control panel \u0026gt; settings page set account-level defaults apply everywhere biller genie — receives merchant notifications, automated emails go out, terms \u0026amp; conditions customers agree to, whether chrome extension enabled. article walks every field page, controls, small gotchas catch people one. open click main menu, settings. need user superuser manager role see managing users . email address (or addresses) receive copy sales receipts customer-driven notifications example, customer updates stored payment method card file expires. gets auto-pay failure alert sync toggles enabled below. multiple recipients can enter one here. separate comma semicolon accounting@yourcompany.com, owner@yourcompany.com. list notification triggers. way send another nothing. invoice sender reminder sends. reply-to hits reply reminder, it. use real, monitored inbox (not no-reply address) reply, often questions. want sent domain (so look like come billing@yourcompany.com instead genie's envelope), custom domains enable persistent filters toggle on, column search grids (invoices, customers, transactions, etc.) remembered across sessions account. off, reset time load grid. turn frequently filter (e.g., \"always show overdue invoices type = wholesale\"). team members share account prefers start clean view. three address(es) above. processed (credit card, ach, check, manual, autopay), receipt. don't. org-level setting applies payments receipt controlled separately per-transaction \"send receipt\" checkbox payment, plus flag individual customer's record. full breakdown. successfully synced accounting software (quickbooks online, quickbooks desktop, xero) configurable number days, get email. failures commonly happen oauth connection expired password changed. configuring threshold. default \"alert 3 days without successful sync.\" change per-integration make sure save add-ons select xero). find last field, whenever automatic attempt fails (declined nsf etc.), details unnoticed. recommended keep on. failed autopay attempts notice quickly past-due invoices. pre-populates sets corresponding flows. edit match business's policies, next revert default. sees paying one-time portal via link. auto pay enrolling agrees charge automatically becomes due. ach web transaction t\u0026amp;cs bank / ach. nacha requires explicit authorization language web-channel debits customize language. tip. legal counsel review customizing phrasing general; industry (rentals, subscriptions, professional services) specific worth adding rather invoice. installed (which adds in-line buttons quick-actions online tools), shows status lets issues 90-day credential authenticate calls back genie. required first work new browser device. disable immediately invalidates credential. uninstalled device authorized lost compromised. related located elsewhere feel live actually dedicated pages quick map know branding (logo + brand color) branding. setup (reminder cadence, terms, messenger settings) defaults. welcome area hosted (fraud thresholds look/feel public page) link menu. late fees reminders add-ons, core fee manager, reminders. session timeout user-configurable. signs 25 minutes inactivity production security reasons. saving changes button. saved edited. enable/disable save. articles","name":"Configure General Settings","votes":0,"is_published":true,"slug":"configure-general-settings","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/configure-general-settings?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"control panel \u0026gt; settings page set account-level defaults apply everywhere biller genie — receives merchant notifications, automated emails go out, terms \u0026amp; conditions customers agree to, whether chrome extension enabled. article walks every field page, controls, small gotchas catch people one. open click main menu, settings. need user superuser manager role see managing users . email address (or addresses) receive copy sales receipts customer-driven notifications example, customer updates stored payment method card file expires. gets auto-pay failure alert sync toggles enabled below. multiple recipients can enter one here. separate comma semicolon accounting@yourcompany.com, owner@yourcompany.com. list notification triggers. way send another nothing. invoice sender reminder sends. reply-to hits reply reminder, it. use real, monitored inbox (not no-reply address) reply, often questions. want sent domain (so look like come billing@yourcompany.com instead genie's envelope), custom domains enable persistent filters toggle on, column search grids (invoices, customers, transactions, etc.) remembered across sessions account. off, reset time load grid. turn frequently filter (e.g., \"always show overdue invoices type = wholesale\"). team members share account prefers start clean view. three address(es) above. processed (credit card, ach, check, manual, autopay), receipt. don't. org-level setting applies payments receipt controlled separately per-transaction \"send receipt\" checkbox payment, plus flag individual customer's record. full breakdown. successfully synced accounting software (quickbooks online, quickbooks desktop, xero) configurable number days, get email. failures commonly happen oauth connection expired password changed. configuring threshold. default \"alert 3 days without successful sync.\" change per-integration make sure save add-ons select xero). find last field, whenever automatic attempt fails (declined nsf etc.), details unnoticed. recommended keep on. failed autopay attempts notice quickly past-due invoices. pre-populates sets corresponding flows. edit match business's policies, next revert default. sees paying one-time portal via link. auto pay enrolling agrees charge automatically becomes due. ach web transaction t\u0026amp;cs bank / ach. nacha requires explicit authorization language web-channel debits customize language. tip. legal counsel review customizing phrasing general; industry (rentals, subscriptions, professional services) specific worth adding rather invoice. installed (which adds in-line buttons quick-actions online tools), shows status lets issues 90-day credential authenticate calls back genie. required first work new browser device. disable immediately invalidates credential. uninstalled device authorized lost compromised. related located elsewhere feel live actually dedicated pages quick map know branding (logo + brand color) branding. setup (reminder cadence, terms, messenger settings) defaults. welcome area hosted (fraud thresholds look/feel public page) link menu. late fees reminders add-ons, core fee manager, reminders. session timeout user-configurable. signs 25 minutes inactivity production security reasons. saving changes button. saved edited. enable/disable save. articles","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T14:55:23.000Z","tag_names":["cloud access hosting","hosted qbd","intuit deluxe plan","intuit hosted quickbooks","right networks","rightworks","rightworks hosted quickbooks","rightworks install","rightworks magiccarpet","rightworks support chat"],"answer_sample":"Rightworks is Intuit's preferred third-party host for QuickBooks Desktop in the c","long_answer_sample":"Rightworks is Intuit's preferred third-party host for QuickBooks Desktop in the cloud. If you access your QuickBooks Desktop company file through a hosted Windows desktop instead of a local machine, you're probably on Rightworks. This article walks through what you need to use Biller Genie's MagicCarpet sync application in a Rightworks environment —","language_id":1,"id":1956580,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"rightworks intuit's preferred third-party host quickbooks desktop cloud. access company file hosted windows instead local machine, probably rightworks. article walks need use biller genie's magiccarpet sync application environment — including one plan requirement catches merchants guard. genie connects syncs small called . self-hosted machine install yourself. rightworks, applications directly installs support team. request via chat, server, link account exactly way machine. deluxe required offers multiple intuit hosting tiers. tier (sometimes \"intuit cloud hosting\") allows installations like magiccarpet. core non-deluxe tier, will decline upgrade. start support-chat process below, confirm see \"how verify plan\" down. begin plan. (cloud hosting) section below. must stay logged session run. log times out, pauses. automatically logs two hours inactivity security policy, setting. open inside want sync. talks running environment. qbdv3 supported legacy integration run rightworks; (the current qbdv4 integration) option. qbdv3, reach subscribersuccess@billergenie.com migrating. ways check whether sign / accounts.rightworks.com look package field dashboard. name include \"deluxe\" \"cloud hosting\" right tier. tell dashboard, call sales 800-4intuit (800-446-8848), customer number (can) ready, ask apphub appears left sidebar example, core,\" install. chat icon bottom-right corner. sub-tiers (often labeled silver, gold, platinum). allow level pick determines features user counts storage. whichever sub-tier fits business; works overview comparison. requesting confirmed deluxe, follow steps get installed server connected agent, paste following request  please server. approved external program enables file. installation url https//magiccarpet-updates.app.billergenie.com/current-version. ensure permission installed. agent eligibility (deluxe) typically takes minutes. confirms complete, system tray. moment, restart session. may email confirming why. options upgrade deluxe. reference (can), hosting.\" (silver, processed, return resubmit request. migrate online. rather pay online third-party-install restrictions oauth flow hosted-environment middleware. connect qbo setup. different platform. qbo, provider work. non-intuit-resold providers restriction. unsure path makes sense, book subscribersuccess.billergenie.com subscriber success contact can talk trade-offs you. account. connection identical copy linking code genie, app session, approve certificate desktop, done. frequently asked questions keep syncing close no. runs depends active. (or inactivity), stops back in. always-on syncing, non-hosted workstation better fit. just managed control stability reasons. go team regardless application. standard specific still declined. checks (1) includes names read internally display differently; clarify. (2) make sure used verbatim language above, signals known integration. declines, escalate 2 name. charge anything installing additional fee included intuit/rightworks usual; service comes payment processing without portal independently customers invoices qbd running. provides automatic two-way customers, invoices, payments, refunds, voids genie. magiccarpet, reconcile data manually. related articles troubleshooting","name":"Using Biller Genie with Rightworks","votes":0,"is_published":true,"slug":"using-biller-genie-with-righworks","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-biller-genie-with-righworks?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"rightworks intuit's preferred third-party host quickbooks desktop cloud. access company file hosted windows instead local machine, probably rightworks. article walks need use biller genie's magiccarpet sync application environment — including one plan requirement catches merchants guard. genie connects syncs small called . self-hosted machine install yourself. rightworks, applications directly installs support team. request via chat, server, link account exactly way machine. deluxe required offers multiple intuit hosting tiers. tier (sometimes \"intuit cloud hosting\") allows installations like magiccarpet. core non-deluxe tier, will decline upgrade. start support-chat process below, confirm see \"how verify plan\" down. begin plan. (cloud hosting) section below. must stay logged session run. log times out, pauses. automatically logs two hours inactivity security policy, setting. open inside want sync. talks running environment. qbdv3 supported legacy integration run rightworks; (the current qbdv4 integration) option. qbdv3, reach subscribersuccess@billergenie.com migrating. ways check whether sign / accounts.rightworks.com look package field dashboard. name include \"deluxe\" \"cloud hosting\" right tier. tell dashboard, call sales 800-4intuit (800-446-8848), customer number (can) ready, ask apphub appears left sidebar example, core,\" install. chat icon bottom-right corner. sub-tiers (often labeled silver, gold, platinum). allow level pick determines features user counts storage. whichever sub-tier fits business; works overview comparison. requesting confirmed deluxe, follow steps get installed server connected agent, paste following request  please server. approved external program enables file. installation url https//magiccarpet-updates.app.billergenie.com/current-version. ensure permission installed. agent eligibility (deluxe) typically takes minutes. confirms complete, system tray. moment, restart session. may email confirming why. options upgrade deluxe. reference (can), hosting.\" (silver, processed, return resubmit request. migrate online. rather pay online third-party-install restrictions oauth flow hosted-environment middleware. connect qbo setup. different platform. qbo, provider work. non-intuit-resold providers restriction. unsure path makes sense, book subscribersuccess.billergenie.com subscriber success contact can talk trade-offs you. account. connection identical copy linking code genie, app session, approve certificate desktop, done. frequently asked questions keep syncing close no. runs depends active. (or inactivity), stops back in. always-on syncing, non-hosted workstation better fit. just managed control stability reasons. go team regardless application. standard specific still declined. checks (1) includes names read internally display differently; clarify. (2) make sure used verbatim language above, signals known integration. declines, escalate 2 name. charge anything installing additional fee included intuit/rightworks usual; service comes payment processing without portal independently customers invoices qbd running. provides automatic two-way customers, invoices, payments, refunds, voids genie. magiccarpet, reconcile data manually. related articles troubleshooting","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:06:44.000Z","tag_names":["invoice history","invoice timeline","invoice activity","invoice event log","who paid invoice","when was invoice sent","reminder sent log","autopay attempt log","invoice opt out reminders","email opened invoice","mailjet open click","detach payment timeline"],"answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything ","long_answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything that's happened to it: payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay attempts, manual notes, and email opens and clicks. The Timeline is the first place to look when you need to answer \"what happened with this invoice?\" — fo","language_id":1,"id":1956817,"last_published_date":"October 12th, 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":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. 1 3 blocked duplicate transaction, another taken moments earlier. will retry [time]. charge charged minutes nothing charged. tries automatically, three times (attempt 1, 2 3). stopped retrying transaction several separate runs. taken. run manually, contact support. retries blocked, received alert. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider. indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization, retry). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","name":"Invoice Timeline and Activity History","votes":0,"is_published":true,"slug":"view-invoice-timeline","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/view-invoice-timeline?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. 1 3 blocked duplicate transaction, another taken moments earlier. will retry [time]. charge charged minutes nothing charged. tries automatically, three times (attempt 1, 2 3). stopped retrying transaction several separate runs. taken. run manually, contact support. retries blocked, received alert. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider. indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization, retry). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2024-02-21T14:44:19.000Z","tag_names":["purchases log","deals summary"],"answer_sample":"  The All Transactions Report contains a record for every payment that has been p","long_answer_sample":"  The All Transactions Report contains a record for every payment that has been processed through Biller Genie's invoicing platform (using your connected payment processing account). It will not contain transactions that were made via cash, paper check, or that were processed outside of Biller Genie.    You can access this report to: Confirm the det","language_id":1,"id":2421866,"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":"  transactions report contains record every payment processed biller genie's invoicing platform (using connected processing account). will contain made via cash, paper check, outside genie.  can access confirm details transaction detach invoice  apply standalone invoice generate receipt refund void step 1 genie portal, navigate reports \u0026gt; 2 filter sort needed.  use ‘filter date’ narrow window occurred.  dropdown right toggle approved declined transactions. click funnel column value. search bar entering data have. invoice/sales attached, hyperlink quick documents.  3 id number open record. options customer name method take view expiration date delete number(s) associated applicable, ‘detach transaction’ unlink (this payment)  ‘attach link reverse sale, 'refund' 'void' button (biller allow whichever option currently available). 'email receipt' given change email address send ‘print receipt’ print pdf copy 4 'transaction details' expand see details. 5 (optional) ach transactions, ‘'show status logs’ display ('accepted') well clearing ('paid')","name":"All Transactions Report","votes":0,"is_published":true,"slug":"all-transactions-report","first_category":"Reports \u0026 Reconciliation","categories_display_for_views":"Reports \u0026 Reconciliation","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/all-transactions-report?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"  transactions report contains record every payment processed biller genie's invoicing platform (using connected processing account). will contain made via cash, paper check, outside genie.  can access confirm details transaction detach invoice  apply standalone invoice generate receipt refund void step 1 genie portal, navigate reports \u0026gt; 2 filter sort needed.  use ‘filter date’ narrow window occurred.  dropdown right toggle approved declined transactions. click funnel column value. search bar entering data have. invoice/sales attached, hyperlink quick documents.  3 id number open record. options customer name method take view expiration date delete number(s) associated applicable, ‘detach transaction’ unlink (this payment)  ‘attach link reverse sale, 'refund' 'void' button (biller allow whichever option currently available). 'email receipt' given change email address send ‘print receipt’ print pdf copy 4 'transaction details' expand see details. 5 (optional) ach transactions, ‘'show status logs’ display ('accepted') well clearing ('paid')","categories":{"current":{"id":1368781,"name":"Reports \u0026 Reconciliation","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-30T21:55:44.046Z","tag_names":["pending transactions report","in-flight ach","ach pending","ach origination","ach status log","track ach payment","ach received status","ach accepted status","ach still settling","why is invoice unpaid in quickbooks ach","reminders paused ach","late fees paused ach","ach payment timeline","ach 3 to 5 business days","is my ach payment stuck","biller genie pending report"],"answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction ","long_answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction that's currently in flight — submitted to the banking network but not yet settled. This article explains what the report tracks, what the status values mean, what happens to invoice reminders and late fees while a payment is pending, and what changes when the transactio","language_id":1,"id":3832733,"last_published_date":"October 14th, 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":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay automatically. r29 (debit block), keeps account file. list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","name":"Pending Transactions Report","votes":0,"is_published":true,"slug":"pending-transactions-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/pending-transactions-report?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay automatically. r29 (debit block), keeps account file. list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2026-05-21T03:53:45.875Z","tag_names":["card expiration","payment issues"],"answer_sample":"When an autopay charge fails, Biller Genie notifies the customer automatically an","long_answer_sample":"When an autopay charge fails, Biller Genie notifies the customer automatically and gives them a path to pay another way. When a customer's stored card expires, autopay is turned off for that customer so the system doesn't keep retrying a card that can't succeed. Both behaviors apply to single-invoice autopay and to bulk autopay equally. What happens","language_id":1,"id":3825105,"last_published_date":"October 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"autopay charge fails, biller genie notifies customer automatically gives path pay another way. customer's stored card expires, turned system keep retrying succeed. behaviors apply single-invoice bulk equally. happens fails declined (declined card, gateway error, insufficient funds, etc.), sends invoice notification email customer. can manually — different ach, whatever method accept. applies failures (see autopay). payment blocks duplicate gateways block second amount within short window, example two invoices charged one minutes apart. single invoice, taken treat decline. tries automatically, first hour, hours later, four records attempt timeline. retry waiting, offered manual run auto pay, twice. paid way meantime, canceled. three retries blocked, stops timeline says so, receive alert. contact support. expires saved reaches expiration date returns \"expired card\" decline attempted turns notified need update method. save updated re-enable record. know failure vs. threshold skip. per-customer skip, failure. never sent. means declined. see thresholds skips. re-enabling update. saves new flip toggle back sent channel communications, recognizes coming business. faqs asked getting emails supposed handle everything. recent failed likely card. open record question attempt. email, file, retry. own. expired, returned charge. disables case stop loop. current october 2026, expire. 13, portal still bank account turn autopay. fixed. 19, customers whose approved charge, failing every time. nothing else changed customer, taken. on, ask works, sure reason support will check. tell whether skipped history. skip shows touched. gateway, receives notification. send customer-facing emails. related articles setting multiple grouped set","name":"When Autopay Fails: Notifications and Expired-Card Auto-Disable","votes":0,"is_published":true,"slug":"when-autopay-fails","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/when-autopay-fails?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"autopay charge fails, biller genie notifies customer automatically gives path pay another way. customer's stored card expires, turned system keep retrying succeed. behaviors apply single-invoice bulk equally. happens fails declined (declined card, gateway error, insufficient funds, etc.), sends invoice notification email customer. can manually — different ach, whatever method accept. applies failures (see autopay). payment blocks duplicate gateways block second amount within short window, example two invoices charged one minutes apart. single invoice, taken treat decline. tries automatically, first hour, hours later, four records attempt timeline. retry waiting, offered manual run auto pay, twice. paid way meantime, canceled. three retries blocked, stops timeline says so, receive alert. contact support. expires saved reaches expiration date returns \"expired card\" decline attempted turns notified need update method. save updated re-enable record. know failure vs. threshold skip. per-customer skip, failure. never sent. means declined. see thresholds skips. re-enabling update. saves new flip toggle back sent channel communications, recognizes coming business. faqs asked getting emails supposed handle everything. recent failed likely card. open record question attempt. email, file, retry. own. expired, returned charge. disables case stop loop. current october 2026, expire. 13, portal still bank account turn autopay. fixed. 19, customers whose approved charge, failing every time. nothing else changed customer, taken. on, ask works, sure reason support will check. tell whether skipped history. skip shows touched. gateway, receives notification. send customer-facing emails. related articles setting multiple grouped set","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2026-05-21T03:53:38.081Z","tag_names":["autopay","thresholds"],"answer_sample":"Biller Genie lets you set a per-customer autopay threshold so only invoices that ","long_answer_sample":"Biller Genie lets you set a per-customer autopay threshold so only invoices that match a specific size are automatically charged. You choose an amount and a direction — for example, \"autopay invoices at or below $500\" — and only invoices in that range are charged automatically. Invoices outside the range stay in your queue for you to review and act ","language_id":1,"id":3825102,"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":"biller genie lets set per-customer autopay threshold invoices match specific size automatically charged. choose amount direction — example, \"autopay $500\" range charged automatically. outside stay queue review act manually. common ways use auto-collect small recurring invoices, large ones \"≤ customer pays monthly subscription occasional project invoices. autopay; wait approval. only. \"≥ $1,000\" want handle big-ticket items send reminders smaller merchant portal, open customer's record (contact). go settings (same area turn on/off). (e.g., 500) pick amount, amount. save. fall inside autopay. remain invoice list can manually charge them, reminder, take whatever action prefer. thresholds bulk work together multiple queued time, groups single transaction (see autopay). evaluated individually, sees eligible included $500 skipped queue. faqs difference one failed skip means never attempted fell range. card touched, failure notification sent. tried gateway declined (declined card, expired error, etc.). failures trigger pay another way. see fails failures. one-time rather live (contact) apply every customer. keep autopay, cleanest path skip-autopay enters two $2,000) (one direction). need bracketed range, workflow tail. got normal details visible. usual actions charge, edit invoice, anything else invoice. related articles auto grouped notifications expired-card auto-disable initiating full history resync (resync all)","name":"Setting Up Autopay Thresholds for a Customer","votes":0,"is_published":true,"slug":"autopay-thresholds","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/autopay-thresholds?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"biller genie lets set per-customer autopay threshold invoices match specific size automatically charged. choose amount direction — example, \"autopay $500\" range charged automatically. outside stay queue review act manually. common ways use auto-collect small recurring invoices, large ones \"≤ customer pays monthly subscription occasional project invoices. autopay; wait approval. only. \"≥ $1,000\" want handle big-ticket items send reminders smaller merchant portal, open customer's record (contact). go settings (same area turn on/off). (e.g., 500) pick amount, amount. save. fall inside autopay. remain invoice list can manually charge them, reminder, take whatever action prefer. thresholds bulk work together multiple queued time, groups single transaction (see autopay). evaluated individually, sees eligible included $500 skipped queue. faqs difference one failed skip means never attempted fell range. card touched, failure notification sent. tried gateway declined (declined card, expired error, etc.). failures trigger pay another way. see fails failures. one-time rather live (contact) apply every customer. keep autopay, cleanest path skip-autopay enters two $2,000) (one direction). need bracketed range, workflow tail. got normal details visible. usual actions charge, edit invoice, anything else invoice. related articles auto grouped notifications expired-card auto-disable initiating full history resync (resync all)","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2026-05-21T03:53:40.604Z","tag_names":["mass invoicing","grouped payments"],"answer_sample":"When a customer has more than one invoice queued for autopay at the same time, Bi","long_answer_sample":"When a customer has more than one invoice queued for autopay at the same time, Biller Genie groups them into a single bulk transaction instead of charging each one separately. Your customer sees a single \"Bulk-Pay\" entry on their card statement; you see one row to reconcile instead of several. Why this matters Lower gateway fees. One transaction ins","language_id":1,"id":3825103,"last_published_date":"August 10th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer one invoice queued autopay time, biller genie groups single bulk transaction instead charging separately. sees \"bulk-pay\" entry card statement; see row reconcile several. matters lower gateway fees. three five means processing fee five. cleaner reconciliation. deposit line matching far easier bank feed several small deposits individual invoices. better statements. \"acme corp paid $1,247 4 invoices\" rather four separate $300-ish charges statement. works eligibility invoices grouped (contact). 2 eligible belong queue runs, flow path. moment, processes single-invoice charge. charge sent recurring charge, identical handling — chargeback-protection recurring-billing flags preserved. customer, treated way thresholds apply per invoice. per-customer threshold (see thresholds), evaluated individually included bulk. outside skipped remain queue. failure matches autopay. fails (declined card, error), sends notification records fails). statement labeled business name amount (e.g., $1,247.00\"). payment history breakdown covered. merchant portal list bulk-pay row. reconciliation view line. customer's paid. faqs show two time. reduce fees simplify still tracked visible transaction's breakdown. yes fewer transactions per-transaction savings depends often customers multiple autopaid use exclude size skip-autopay specific enters bypass check. ever time process grouping happens unless related articles setting notifications expired-card auto-disable set auto pay","name":"Bulk Autopay: How Multiple Invoices Are Grouped","votes":0,"is_published":true,"slug":"bulk-autopay","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/bulk-autopay?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"customer one invoice queued autopay time, biller genie groups single bulk transaction instead charging separately. sees \"bulk-pay\" entry card statement; see row reconcile several. matters lower gateway fees. three five means processing fee five. cleaner reconciliation. deposit line matching far easier bank feed several small deposits individual invoices. better statements. \"acme corp paid $1,247 4 invoices\" rather four separate $300-ish charges statement. works eligibility invoices grouped (contact). 2 eligible belong queue runs, flow path. moment, processes single-invoice charge. charge sent recurring charge, identical handling — chargeback-protection recurring-billing flags preserved. customer, treated way thresholds apply per invoice. per-customer threshold (see thresholds), evaluated individually included bulk. outside skipped remain queue. failure matches autopay. fails (declined card, error), sends notification records fails). statement labeled business name amount (e.g., $1,247.00\"). payment history breakdown covered. merchant portal list bulk-pay row. reconciliation view line. customer's paid. faqs show two time. reduce fees simplify still tracked visible transaction's breakdown. yes fewer transactions per-transaction savings depends often customers multiple autopaid use exclude size skip-autopay specific enters bypass check. ever time process grouping happens unless related articles setting notifications expired-card auto-disable set auto pay","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-05-22T17:30:54.960Z","tag_names":["receipts biller genie","merchant receipt","customer receipt","send receipts","email merchant receipts","suppress receipts","resend receipt","receipt branding","transaction receipt","autopay receipt","route receipts to accountant","multiple recipient receipts","receipt for ach","receipt timing","paid invoice email"],"answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer r","long_answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer receipt (the person who paid) and a merchant receipt (your own staff inbox). Whether each one actually goes out is controlled by three independent toggles. This article walks through the toggles, when receipts fire, and how to route them. When receipts fire Receipts fire","language_id":1,"id":3826882,"last_published_date":"October 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal makes declined, get receipt; still copy. declined charge sends know another way. wait funding. ach takes 3 5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email sent. instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls (org level) panel \u0026gt; settings \"email receipts\" copy ever account. (customer record \"send specific gets receipt. (per transaction) form receipt\" checkbox (overrides customer-level setting downward, suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons. list receives routing inboxes native way send inbox inbox. example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want receipts, example high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression, refunding duplicate notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template. differences salutation. sender's name come custom domain , envelope domain, better deliverability trust. scenarios \"this open off. will receive reminders (a type). post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says order checked ask spam/junk search \"biller genie\" missing, see troubleshooting support@billergenie.com name, date, amount, delivered. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","name":"Receipts in Biller Genie: Customer and Merchant Copy","votes":0,"is_published":true,"slug":"receipts-customer-and-merchant-copy","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/receipts-customer-and-merchant-copy?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal makes declined, get receipt; still copy. declined charge sends know another way. wait funding. ach takes 3 5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email sent. instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls (org level) panel \u0026gt; settings \"email receipts\" copy ever account. (customer record \"send specific gets receipt. (per transaction) form receipt\" checkbox (overrides customer-level setting downward, suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons. list receives routing inboxes native way send inbox inbox. example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want receipts, example high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression, refunding duplicate notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template. differences salutation. sender's name come custom domain , envelope domain, better deliverability trust. scenarios \"this open off. will receive reminders (a type). post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says order checked ask spam/junk search \"biller genie\" missing, see troubleshooting support@billergenie.com name, date, amount, delivered. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:38:58.745Z","tag_names":["auto-pay declines","autopay failures","autopay decline reasons","insufficient funds autopay","expired card autopay disabled","do not honor","gateway decline","biller genie autopay failed","autopay report"],"answer_sample":"The Auto-Pay Declines report is the single place where every declined automatic-p","long_answer_sample":"The Auto-Pay Declines report is the single place where every declined automatic-payment attempt across your account is logged. Use it as your daily punch list — every entry here is an open invoice that tried to auto-charge and didn't go through, which means you have a customer to follow up with. Where to find it From the main menu, click Reports \u0026gt","language_id":1,"id":3833018,"last_published_date":"October 7th, 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":"auto-pay declines report single place every declined automatic-payment attempt across account logged. use daily punch list — entry open invoice tried auto-charge go through, means customer follow with. find main menu, click reports \u0026gt; declines. need user viewer (or higher) role see managing users . entries appear biller genie logs new row time automatic payment declined. common reasons insufficient funds ach debit card rejected customer's balance. / honor issuing bank without specific reason. expired stored file past expiration date. auto-disables autopay happens. closed invalid method longer valid (closed account, replaced number). gateway error communication temporary issue (uncommon; usually self-resolves). exact decline reason whatever returned. full ach-specific return codes (r01-r85), credit reject charge blocks duplicate (same card, amount, minutes apart) logged right away. retries automatically, appears stops retrying it. column shows id event's internal id. mostly support reference. display name name. jump record. details compound cell number (links invoice), company name, first/last gateway. date failed happened. filtering sorting header sort. filter beneath narrowing useful spotting trends like \"every week funds.\" page sizes range 10 all. exporting csv export top page. download named autopayreport.xlsx (it's inside .xlsx-named spreadsheet apps correctly either way). action depends reach customer. retry manually days, send link pay another way. next scheduled happens standard cadence (typically reminder cycle). auto-disabled. update via portal invite store method). dead. replace self-resolves cycle. repeated identical errors, contact support@billergenie.com blocked transaction retried three times. run manually, related articles transactions storing methods customer-enabled auto","name":"Auto-Pay Declines Report","votes":0,"is_published":true,"slug":"auto-pay-declines-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/auto-pay-declines-report?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"auto-pay declines report single place every declined automatic-payment attempt across account logged. use daily punch list — entry open invoice tried auto-charge go through, means customer follow with. find main menu, click reports \u0026gt; declines. need user viewer (or higher) role see managing users . entries appear biller genie logs new row time automatic payment declined. common reasons insufficient funds ach debit card rejected customer's balance. / honor issuing bank without specific reason. expired stored file past expiration date. auto-disables autopay happens. closed invalid method longer valid (closed account, replaced number). gateway error communication temporary issue (uncommon; usually self-resolves). exact decline reason whatever returned. full ach-specific return codes (r01-r85), credit reject charge blocks duplicate (same card, amount, minutes apart) logged right away. retries automatically, appears stops retrying it. column shows id event's internal id. mostly support reference. display name name. jump record. details compound cell number (links invoice), company name, first/last gateway. date failed happened. filtering sorting header sort. filter beneath narrowing useful spotting trends like \"every week funds.\" page sizes range 10 all. exporting csv export top page. download named autopayreport.xlsx (it's inside .xlsx-named spreadsheet apps correctly either way). action depends reach customer. retry manually days, send link pay another way. next scheduled happens standard cadence (typically reminder cycle). auto-disabled. update via portal invite store method). dead. replace self-resolves cycle. repeated identical errors, contact support@billergenie.com blocked transaction retried three times. run manually, related articles transactions storing methods customer-enabled auto","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1369273,"account_id":12867,"created_at":"2023-05-15T19:02:46.000Z","tag_names":["customer portal","using customer portal","customer portal sign up","customer portal login","customer portal troubleshooting","portal access","pay invoice online","save card on file","customer self service","portal branding"],"answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of ","long_answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of your customers. When they receive an invoice, the email contains a button that opens the portal, where they can view what they owe, pay it, save a card on file, set up autopay, request a payment plan, and download receipts and statements. This article explains what the ","language_id":1,"id":1956892,"last_published_date":"October 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows decline reason keeps form. saved, turned on, receipt. transaction try again. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, gateway (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","name":"Using the Customer Portal","votes":0,"is_published":true,"slug":"using-the-customer-portal","first_category":"The Customer Portal","categories_display_for_views":"The Customer Portal","parent_categories":[1369273],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customer-portal/using-the-customer-portal?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows decline reason keeps form. saved, turned on, receipt. transaction try again. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, gateway (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","categories":{"current":{"id":1369273,"name":"The Customer Portal","url":"/customer-portal"}},"category_param":"customer-portal"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-22T17:31:22.180Z","tag_names":["auto-send reports","biller genie reporting","custom reports","export schedule csv","pdf export biller genie","persistent filters report","recurring report email","report builder","reports api access","scheduled report email","workaround scheduled reports","feature request","request a feature","submit a feature request","suggest a feature","product feedback"],"answer_sample":"A common ask from finance teams adopting Biller Genie: \"Can I build a custom repo","long_answer_sample":"A common ask from finance teams adopting Biller Genie: \"Can I build a custom report?\" or \"Can I schedule a report to email itself every Monday morning?\" Here's an honest current-state answer to both, what we offer today instead, and how to request these features formally. Current state: not in product today Feature\nAvailable? Custom report builder (","language_id":1,"id":3826919,"last_published_date":"October 18th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"common ask finance teams adopting biller genie \"can build custom report\" schedule report email every monday morning\" honest current-state answer both, offer today instead, request features formally. current state product feature available builder (drag-and-drop columns, filters, saved views) auto-send reports (e.g. csv monday) pdf export (csv/excel only) api access data partial — see public api, webhooks, zapier manual individual yes button per-column filtering sorting works (the workarounds) manually button. apply filters first, get (technically .xlsx filename content csv; spreadsheet apps open cleanly). recurring reporting needs (weekly a/r aging, monthly transaction summary), pair calendar reminder team. elegant works. filter existing specific view lot \"custom actually combinations reports. examples \"overdue invoices customer type\" grid status = overdue, sort customer. \"all ach payments last month\" transactions, date range + payment type ach. \"failed autopay attempts week\" auto-pay declines report, decline date. turn persistent control panel \u0026gt; settings, setup remembered across sessions configure general settings . use accounting software's broader financial (p\u0026amp;l, balance sheet, aging customers, sales item / category class), software (quickbooks online, quickbooks desktop, xero) powerful native does. syncs software, top qbo/qbd/xero reflects everything flowed genie. larger merchants operational workflow pull period-end qbo/xero. sophisticated connect via data-warehouse bi cases, provides read subset data. endpoint set limited (customers, receipts, tax rates) actively expanding surface based demand; shape unlock need you, tell us. scheduled exports roadmap frequently requested. hear customers higher prioritize. put record submit case \"i want weekly emailed 60 days late\") concrete scenarios design. team adopt paid add-on upgrade, mention weighs prioritization. related articles support (persistent filters)","name":"Custom Reports, Auto-Send, and Scheduled Exports: Current Status","votes":0,"is_published":true,"slug":"auto-send-reports-export-scheduling","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/auto-send-reports-export-scheduling?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"common ask finance teams adopting biller genie \"can build custom report\" schedule report email every monday morning\" honest current-state answer both, offer today instead, request features formally. current state product feature available builder (drag-and-drop columns, filters, saved views) auto-send reports (e.g. csv monday) pdf export (csv/excel only) api access data partial — see public api, webhooks, zapier manual individual yes button per-column filtering sorting works (the workarounds) manually button. apply filters first, get (technically .xlsx filename content csv; spreadsheet apps open cleanly). recurring reporting needs (weekly a/r aging, monthly transaction summary), pair calendar reminder team. elegant works. filter existing specific view lot \"custom actually combinations reports. examples \"overdue invoices customer type\" grid status = overdue, sort customer. \"all ach payments last month\" transactions, date range + payment type ach. \"failed autopay attempts week\" auto-pay declines report, decline date. turn persistent control panel \u0026gt; settings, setup remembered across sessions configure general settings . use accounting software's broader financial (p\u0026amp;l, balance sheet, aging customers, sales item / category class), software (quickbooks online, quickbooks desktop, xero) powerful native does. syncs software, top qbo/qbd/xero reflects everything flowed genie. larger merchants operational workflow pull period-end qbo/xero. sophisticated connect via data-warehouse bi cases, provides read subset data. endpoint set limited (customers, receipts, tax rates) actively expanding surface based demand; shape unlock need you, tell us. scheduled exports roadmap frequently requested. hear customers higher prioritize. put record submit case \"i want weekly emailed 60 days late\") concrete scenarios design. team adopt paid add-on upgrade, mention weighs prioritization. related articles support (persistent filters)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:00.638Z","tag_names":["approve payment plan","biller genie payment plan","customer payment plan request","down payment","payment plan add-on","payment plan request","payment plan workflow","pending payment plans","reject payment plan"],"answer_sample":"When a customer requests a payment plan through the customer portal, the request ","long_answer_sample":"When a customer requests a payment plan through the customer portal, the request lands in Reports \u0026gt; Pending Payment Plans for your team to approve or reject. This article covers the report itself, the approval/rejection workflow, and what happens after each. Where to find it From the main menu, click Reports \u0026gt; Pending Payment Plans. The page l","language_id":1,"id":3833020,"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":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","name":"Pending Payment Plans","votes":0,"is_published":true,"slug":"pending-payment-plans","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/pending-payment-plans?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2024-07-16T16:55:54.000Z","tag_names":["attribute usage","function use"],"answer_sample":"  The Biller Genie software allows for feature adjustments, at the global or indi","long_answer_sample":"  The Biller Genie software allows for feature adjustments, at the global or individual customer level.    Example You charge a 2% late fee to all invoices paid 30 days late.  Susan is a long-time customer and always pays (eventually), you give her a break by never charging her a late fee.  Your Late Fee feature in Biller Genie is set to charge ever","language_id":1,"id":2679939,"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":"  biller genie software allows feature adjustments, global individual customer level.  example charge 2% late fee invoices paid 30 days late.  susan long-time always pays (eventually), give break never charging fee.  set everyone, susan's record, turn off.  time, may complicated series customized settings. using utilization report can help keep things straight answer questions like customers ach payments enabled charged fees permission request payment plans step 1 portal, navigate reports \u0026gt; 2 see features installed.  click tile reveal report. 3 inside report, ‘setting status’ switch disabled, select group wish see. below, 64 credit card processing enabled, 4 disabled. optional step  need adjusted, name id profile.","name":"Feature Utilization","votes":0,"is_published":true,"slug":"feature-utilization","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/feature-utilization?from_search=243389251","host":"https://helpcenter.billergenie.com","body_txt":"  biller genie software allows feature adjustments, global individual customer level.  example charge 2% late fee invoices paid 30 days late.  susan long-time always pays (eventually), give break never charging fee.  set everyone, susan's record, turn off.  time, may complicated series customized settings. using utilization report can help keep things straight answer questions like customers ach payments enabled charged fees permission request payment plans step 1 portal, navigate reports \u0026gt; 2 see features installed.  click tile reveal report. 3 inside report, ‘setting status’ switch disabled, select group wish see. below, 64 credit card processing enabled, 4 disabled. optional step  need adjusted, name id profile.","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}}]