[{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T15:30:47.000Z","tag_names":["xero sync","connect xero","xero integration","xero oauth","biller genie xero","xero standard advisor","xero connection","xero troubleshooting","xero authentication unsuccessful","xero invoice errors","xero default payment account","enable payments to this account","xero clearing account","xero payment account","xero bank reconciliation","reconcile xero payments","batch deposits xero","match deposits in xero","reconcile biller genie payments"],"answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth","long_answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth authorization flow. Once connected, your customers and invoices stay in sync between the two systems with no manual reconciliation. This article walks through the connection, what happens during the first sync, how to manage the connection day-to-day, and how to troubl","language_id":1,"id":1956641,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","name":"How to Connect Xero","votes":0,"is_published":true,"slug":"syncing-with-xero","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-with-xero?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-21T03:59:12.860Z","tag_names":["instalments","payments"],"answer_sample":"By default, Biller Genie requires customers to pay invoices in full. You can enab","long_answer_sample":"By default, Biller Genie requires customers to pay invoices in full. You can enable partial payments at the account level so customers can choose any amount up to the invoice total when paying online. How to enable partial payments Open Control Panel \u0026gt; Customer Defaults.\nSet Enable Partial Payments to Yes.\nClick Save Settings. Once enabled, this ","language_id":1,"id":3825110,"last_published_date":"July 16th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/DW?bg=5aa6d9\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/709e2a5a560cb6adb4da7419a0daf8fd.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Daniel Wilbur","indexable_body":"default, biller genie requires customers pay invoices full. can enable partial payments account level choose amount invoice total paying online. open control panel \u0026gt; customer defaults. set yes. click save settings. enabled, applies every invoice. per-customer per-invoice partial-payments toggle. see enabled portal public payment page, field edit. enter one cent full total. amount, remains remaining balance, reminders continue per normal cadence. apply autopay always pays amount. customer-initiated transactions chooses less related articles article 1957679 inside","name":"Allowing Partial Payments on Invoices","votes":0,"is_published":true,"slug":"allowing-partial-payments","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/allowing-partial-payments?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"default, biller genie requires customers pay invoices full. can enable partial payments account level choose amount invoice total paying online. open control panel \u0026gt; customer defaults. set yes. click save settings. enabled, applies every invoice. per-customer per-invoice partial-payments toggle. see enabled portal public payment page, field edit. enter one cent full total. amount, remains remaining balance, reminders continue per normal cadence. apply autopay always pays amount. customer-initiated transactions chooses less related articles article 1957679 inside","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T12:43:42.000Z","tag_names":["financing","credit cards"],"answer_sample":"Overview To allow customers to store and use Credit Card and ACH payment methods,","long_answer_sample":"Overview To allow customers to store and use Credit Card and ACH payment methods, these payment options must first be enabled in your Biller Genie account. Once enabled, customers will be able to add and manage their payment methods through the Customer Portal (if enabled), and payment options will be available on invoices.     How To Enable Credit ","language_id":1,"id":1957640,"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":"overview allow customers store use credit card ach payment methods, options must first enabled biller genie account. enabled, will able add manage methods customer portal (if enabled), available invoices.   enable payments step 1 log navigate control panel \u0026gt; defaults 2 general section, locate following settings toggle setting yes needed. click save new apply moving forward.  3 (optional – existing customers) like update current well scroll bottom page. individual customers. select appropriate name dropdown changes. ensures profiles updated reflect preferences.  important notes enabling allows pay invoices using selected methods. see defaults. invoice pages, active. still trouble unable payments, contact support team support@billergenie.com include details method attempting whether applies customers, error messages displayed providing information help assist efficiently possible.","name":"Allowing Credit Card \u0026 ACH Payments","votes":0,"is_published":true,"slug":"allowing-credit-card-ach-payments","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/allowing-credit-card-ach-payments?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"overview allow customers store use credit card ach payment methods, options must first enabled biller genie account. enabled, will able add manage methods customer portal (if enabled), available invoices.   enable payments step 1 log navigate control panel \u0026gt; defaults 2 general section, locate following settings toggle setting yes needed. click save new apply moving forward.  3 (optional – existing customers) like update current well scroll bottom page. individual customers. select appropriate name dropdown changes. ensures profiles updated reflect preferences.  important notes enabling allows pay invoices using selected methods. see defaults. invoice pages, active. still trouble unable payments, contact support team support@billergenie.com include details method attempting whether applies customers, error messages displayed providing information help assist efficiently possible.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-02-09T18:54:46.000Z","tag_names":["biller genie check scanning software","capturing checks","check capture comparison","check capture error","check image too large","check image upload","checkscanner.billergenie.com","check scanner driver","check scanner setup","check upload internal server error","check won’t upload","connection code","failed to analyze the check","install check scanner","jpeg tif check upload","magtek check scanner","mobile check capture","mobile check capture not working","mobile check deposit","mobile vs rdc","rdc install","remote deposit capture install"],"answer_sample":"Biller Genie supports two ways to capture check images for electronic deposit: a ","long_answer_sample":"Biller Genie supports two ways to capture check images for electronic deposit: a web-based Mobile Check Capture Add-On that works on a phone, tablet, or desktop browser, and a Remote Deposit Capture (RDC) Add-On that uses a dedicated MagTek check scanner connected to a Windows computer. Both methods produce the same captured-check object, and the pr","language_id":1,"id":2402068,"last_published_date":"September 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":"biller genie supports two ways capture check images electronic deposit web-based mobile add-on works phone, tablet, desktop browser, remote (rdc) uses dedicated magtek scanner connected windows computer. methods produce captured-check object, processing step comes identical regardless method used. article covers pick one, install both, day-to-day flow each. installing either method, make sure account enabled reliafund credentials — see overview done yet. use   hardware needed none browser (purchase below) operating system anything ios, android, windows, mac (driver + companion app windows-native) style take photo device camera, upload jpeg/tif image disk feed checks one time best low-to-medium volume, staff, occasional deposits high paper-bound back-office workflows, anyone cost additional (just add-on) one-time purchase can installed time. captured add-ons appear queue. 1. log navigate marketplace. 2. locate click tile. 3. install. it. nothing download runs entirely browser. desktop. capturing supported formats jpeg tif. desktop, open portal \u0026gt; capture. check. enter amount next. 4. front mobile, device's camera opens. prompted tif image. 5. clear legible, not, retake re-upload. 6. back side. 7. look good, confirm \u0026amp; upload. repeat seeing error common cause large. large process, now tells directly (or, smaller tif) try again. phone cameras default resolution, simply retaking picture usually clears uploads keep failing, contact support@billergenie.com type exact message shown. 1 compatible rdc magtek-brand scanners certified genie. order checkscanner.billergenie.com . link redirects current genie-recommended listing amazon buying guarantees get model bg drivers. 2 driver plug important matters. computer first first, may generic talk hardware, conflicts genie-required one. happens uninstall manager easier just right order. available inside (the used codebase configuration always version). installation 3 enable select payments category (or search \"rdc\") 4 follow on-screen setup steps walks remaining steps. must completed check-scanner drivers 2). shows driver, computer's usb port. scanning software talks 5 connect using connection code complete, displays add-on. account. multiple users need checks, devices each, code, recovery plugged working, disconnect scanner. unplug driver. manager, find entry created scanner, right-click it, uninstall. reinstall installer. re-run installer genie, reconnect practices scan prevent errors free staples, tape, folds, major damage. verify written legible. matches intend deposit. insert side up, facing application dollar start scan. successful, confirmation appears top screen. next process (from method) sit view them. match invoice record standalone transaction) submit payment. matching, standalone, sync invoices parent customer sub-customers, pay together. list; sub-customers have. sub-customers' list, marked belongs to. submit. gets payment record, moves customers. sub-customer display on, bill active. paid, ach pending, paid twice. sub customers still trouble recognized, launch, (mobile rdc) model, os version, whether plugging in, (ios, browser) messages displayed related articles pending transactions report","name":"Capturing Checks: Mobile or MagTek Reader","votes":0,"is_published":true,"slug":"setting-up-rdc-or-mobile-capture","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/setting-up-rdc-or-mobile-capture?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports two ways capture check images electronic deposit web-based mobile add-on works phone, tablet, desktop browser, remote (rdc) uses dedicated magtek scanner connected windows computer. methods produce captured-check object, processing step comes identical regardless method used. article covers pick one, install both, day-to-day flow each. installing either method, make sure account enabled reliafund credentials — see overview done yet. use   hardware needed none browser (purchase below) operating system anything ios, android, windows, mac (driver + companion app windows-native) style take photo device camera, upload jpeg/tif image disk feed checks one time best low-to-medium volume, staff, occasional deposits high paper-bound back-office workflows, anyone cost additional (just add-on) one-time purchase can installed time. captured add-ons appear queue. 1. log navigate marketplace. 2. locate click tile. 3. install. it. nothing download runs entirely browser. desktop. capturing supported formats jpeg tif. desktop, open portal \u0026gt; capture. check. enter amount next. 4. front mobile, device's camera opens. prompted tif image. 5. clear legible, not, retake re-upload. 6. back side. 7. look good, confirm \u0026amp; upload. repeat seeing error common cause large. large process, now tells directly (or, smaller tif) try again. phone cameras default resolution, simply retaking picture usually clears uploads keep failing, contact support@billergenie.com type exact message shown. 1 compatible rdc magtek-brand scanners certified genie. order checkscanner.billergenie.com . link redirects current genie-recommended listing amazon buying guarantees get model bg drivers. 2 driver plug important matters. computer first first, may generic talk hardware, conflicts genie-required one. happens uninstall manager easier just right order. available inside (the used codebase configuration always version). installation 3 enable select payments category (or search \"rdc\") 4 follow on-screen setup steps walks remaining steps. must completed check-scanner drivers 2). shows driver, computer's usb port. scanning software talks 5 connect using connection code complete, displays add-on. account. multiple users need checks, devices each, code, recovery plugged working, disconnect scanner. unplug driver. manager, find entry created scanner, right-click it, uninstall. reinstall installer. re-run installer genie, reconnect practices scan prevent errors free staples, tape, folds, major damage. verify written legible. matches intend deposit. insert side up, facing application dollar start scan. successful, confirmation appears top screen. next process (from method) sit view them. match invoice record standalone transaction) submit payment. matching, standalone, sync invoices parent customer sub-customers, pay together. list; sub-customers have. sub-customers' list, marked belongs to. submit. gets payment record, moves customers. sub-customer display on, bill active. paid, ach pending, paid twice. sub customers still trouble recognized, launch, (mobile rdc) model, os version, whether plugging in, (ios, browser) messages displayed related articles pending transactions report","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"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=243378789","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":1368778,"account_id":12867,"created_at":"2026-09-23T07:53:31.972Z","tag_names":["tip sales receipt","gratuity sales receipt","bg tip income","bg tips payable","tip refund","refund tip","void tip","partial refund tip","tip chargeback","tip accounting","gratuity item quickbooks","gratuity taxable","tip tax","tips quickbooks desktop","tips quickbooks online","tip receipt number","tips 1099-k","tips xero"],"answer_sample":"Tips collected through the Tips add-on are booked separately from your invoice re","long_answer_sample":"Tips collected through the Tips add-on are booked separately from your invoice revenue and reversed with the payment when you refund or void, unless you choose to refund only the invoice or only the tip. This article explains where the money lands in QuickBooks Online, QuickBooks Desktop or a Biller Genie only account, how to keep the tax treatment ","language_id":1,"id":3952608,"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":"tips collected add-on booked separately invoice revenue reversed payment refund void, unless choose tip. article explains money lands quickbooks online, desktop biller genie account, keep tax treatment clean, happens refunds, voids, chargebacks returned bank payments. gratuity item tip account turn enable tipping connected, creates records exist record online accounting software receipt gratuity, service item, non-taxable charge code non items page, created first tipped bg income (income) applicable owed staff payable (other current liability) can use yes. pick existing reaches quickbooks, remap row mapping tab. map change liability later repoints without rewriting past transactions. no. choice locks created. (recommended) revenue. books clear day collected. (liability) pass staff. every raises balance, balance falls pay payroll outside genie. clearing job. never distributes tips. invoices synced syncs usual. one-line sales posted account. added line invoice. see creating receipts work assigns number. sync completes, shows italic placeholder; afterwards # number transaction, transaction details. details show \"this associated receipt(s)\" link receipt. several paid together, one carries whole linked payment. deactivate reactivates next booking. create directly genie, behind them, get tip, covers it, still closes zero. payments charged settles, usually days later. \"a $x.xx will settles.\" settles adds leave rate page 0. make taxable splits totals customer $10.00 8% $9.26 plus $0.74 tax. cents. avoids both. refunds voids default follows path technology fee returns share left, fee, open transactions invoice, click refund. enter custom amount. elements refund, tick want total + (just fee) amount fee. (or label) box left. confirm boxes ticked (the default) works split across proportion. part stays paid. always ticked. fully refunded, window opens alone. full screen choice. everything card payments, time bulk. bulk applies gateway allows partial refunds; otherwise reads ach supports refunds.\" paypal void tip-only subtotal $0.00, total. reversed. deletes it. remaining comes back. (online) credit memo check (desktop) covering gratuity. stays. amount, refunded proportion add lines lines, lines. you. come only. back, share; sits above, per portion entered. checkbox \"treat entered net amount\" top typed changes read, parts lists row. start page. chargeback reverses included, journal entry. figure. lose rebill, new original only, settlement treated way reopened asks owed, books. reports exports export includes columns. on-screen grid / column separate column. link. payment, count processed volume gross 1099-k processor issues, whichever post to. xero offered merchants. installed connecting xero, collecting tips; recorded yourself. using related articles glance setting sees adding checkout reconciling fees vs (full partial) recording handling rejects funding, statements,","name":"How Tips Sync to QuickBooks and How Refunds Work","votes":0,"is_published":true,"slug":"how-tips-sync-to-quickbooks-and-how-refunds-work","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/how-tips-sync-to-quickbooks-and-how-refunds-work?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"tips collected add-on booked separately invoice revenue reversed payment refund void, unless choose tip. article explains money lands quickbooks online, desktop biller genie account, keep tax treatment clean, happens refunds, voids, chargebacks returned bank payments. gratuity item tip account turn enable tipping connected, creates records exist record online accounting software receipt gratuity, service item, non-taxable charge code non items page, created first tipped bg income (income) applicable owed staff payable (other current liability) can use yes. pick existing reaches quickbooks, remap row mapping tab. map change liability later repoints without rewriting past transactions. no. choice locks created. (recommended) revenue. books clear day collected. (liability) pass staff. every raises balance, balance falls pay payroll outside genie. clearing job. never distributes tips. invoices synced syncs usual. one-line sales posted account. added line invoice. see creating receipts work assigns number. sync completes, shows italic placeholder; afterwards # number transaction, transaction details. details show \"this associated receipt(s)\" link receipt. several paid together, one carries whole linked payment. deactivate reactivates next booking. create directly genie, behind them, get tip, covers it, still closes zero. payments charged settles, usually days later. \"a $x.xx will settles.\" settles adds leave rate page 0. make taxable splits totals customer $10.00 8% $9.26 plus $0.74 tax. cents. avoids both. refunds voids default follows path technology fee returns share left, fee, open transactions invoice, click refund. enter custom amount. elements refund, tick want total + (just fee) amount fee. (or label) box left. confirm boxes ticked (the default) works split across proportion. part stays paid. always ticked. fully refunded, window opens alone. full screen choice. everything card payments, time bulk. bulk applies gateway allows partial refunds; otherwise reads ach supports refunds.\" paypal void tip-only subtotal $0.00, total. reversed. deletes it. remaining comes back. (online) credit memo check (desktop) covering gratuity. stays. amount, refunded proportion add lines lines, lines. you. come only. back, share; sits above, per portion entered. checkbox \"treat entered net amount\" top typed changes read, parts lists row. start page. chargeback reverses included, journal entry. figure. lose rebill, new original only, settlement treated way reopened asks owed, books. reports exports export includes columns. on-screen grid / column separate column. link. payment, count processed volume gross 1099-k processor issues, whichever post to. xero offered merchants. installed connecting xero, collecting tips; recorded yourself. using related articles glance setting sees adding checkout reconciling fees vs (full partial) recording handling rejects funding, statements,","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2023-05-16T14:54:25.000Z","tag_names":["payment sync queue","payment sync history","sync error","invoice not paid in quickbooks","qbo sync error","xero sync error","qbd web connector","dequeue payment sync","transaction has been deleted","stale object error","closed transaction cannot be edited","authentication failed","6240 qbo","5010 qbo","3120 qbd","3171 qbd","3200 qbo","reconcile biller genie quickbooks","late fee not on quickbooks invoice","payments needing resolution","re-queue payment","dismiss payment","payment withheld from sync"],"answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in ","long_answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in Biller Genie first and then pushed back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) so your books match reality. Most of the time this push happens within a few minutes and you never have to think about it. When something goes wrong, the","language_id":1,"id":1957804,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. protected online instead removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keeps retrying schedule. retry limit, except cases noted fails day old stops needing resolution (see below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried specific error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" skipped. make (status = synced). researching ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. settings. completed number choose, get alert. finishes warnings counts successful, watch \"quickbooks warnings\" to-do dashboard. sometimes deliberately holds sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. link straight panel, timeline withheld sits held reasons, choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing failures rejects old, repeatedly online. reopened autopay charge these, problem wrong), record paid, item. twice. sure means, id. switch reasons; migrating articles activity configure general (email notification)","name":"Payment Sync Queue and History: Why Invoices Sometimes Don’t Show Paid in Your Accounting Software","votes":0,"is_published":true,"slug":"using-the-payment-sync-history-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/using-the-payment-sync-history-report?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. protected online instead removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keeps retrying schedule. retry limit, except cases noted fails day old stops needing resolution (see below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried specific error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" skipped. make (status = synced). researching ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. settings. completed number choose, get alert. finishes warnings counts successful, watch \"quickbooks warnings\" to-do dashboard. sometimes deliberately holds sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. link straight panel, timeline withheld sits held reasons, choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing failures rejects old, repeatedly online. reopened autopay charge these, problem wrong), record paid, item. twice. sure means, id. switch reasons; migrating articles activity configure general (email notification)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2023-05-15T18:35:19.000Z","tag_names":["bill to parent","bill with parent","consolidated billing","display invoices with parent","paper mail bill with parent","parent customer","parent paper mail settings","parent rollup","qbd customer job","qbo job","quickbooks jobs","sub customer","sub-customer","sub customer autopay","sub-customer email inheritance","viewsubcustomersinvoices"],"answer_sample":"In QuickBooks, a customer can be set up as a sub-customer of another customer — u","long_answer_sample":"In QuickBooks, a customer can be set up as a sub-customer of another customer — useful for tracking jobs under a single account, multiple locations of one client, or a contractor doing work for a property owner. Biller Genie reads these parent/sub relationships from QuickBooks and gives you two distinct features to leverage them: Bill With Parent (r","language_id":1,"id":1956845,"last_published_date":"September 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":"quickbooks, customer can set sub-customer another — useful tracking jobs single account, multiple locations one client, contractor work property owner. biller genie reads parent/sub relationships quickbooks gives two distinct features leverage bill parent (route sub-customer's billing parent), customer-portal experience lets portal user see, switch between, pay invoices records connected to. glance per-customer-or-per-type setting sub-customer. on, receives reminders, parent's autopay configuration drives payment, communications route parent. sub's invoice messenger , reminders auto settings get grayed take over. display per-customer toggle customer. view includes sub-customers combined list. independent turn either without other. works hood sub-customer, several pieces genie's behavior shift sub runtime messenger. send time, checks billtoqbonlineparent flag. looks uses reminder toggles decide whether send. ignored. paper mail reminders. follows way email statements mailed, envelope goes mailing address. needs turned confirmed address file. check payments. captured mobile capture scanner applied across sub-customers' step. select processing open listed own, marked belongs gets payment record. pay. eligible autopay, system (autopay enabled, autopay-on-type, default method, threshold) determine charge. off, runs regardless record says. routing. still recorded database (the for), flow processing. payments processed using stored applies invoice. accounting software sees paid, coming card late fees. fees calculated \"owns\" overdue balance perspective), inheritance. methods shared automatically methods. merge just means method. file does, will fail method make sure working relying autopay. qbo qbd differ handling customer's to, persisted differently behind scenes online native \"billed with\" dropdown profile). syncs flag bi-directionally flip qbo, bg picks next sync; bg, writes back qbo. systems stay aligned automatically. desktop (magiccarpet) equivalent setting. stores locally persists magiccarpet never read written desktop. qbd-connected customer, directly bg. nothing appears itself, qbd-side override value. practical implication expect round-trip something off. qbd, source truth ever change projects require careful bulk changes technically hood, requires \"bill customer\" checkbox every project. use defaults surgical option push customers once, inadvertently breaks alignment cause confusing invoicing behavior. including projects; special handling.  projects, per non-project need changed, leave projects' alone. see intuit's help qbo-side requirement. management. owner parent; individual properties sub-customers. communications, arrangement, job billed reported separately. multi-location franchisees. franchisee corporate office handles keep per-location billing. general contractors paying subs' invoices. gc trades gc's covers trades' holding company operating entities. subsidiaries centralized decentralized point handle separately-tracked accounts, cleanest pattern. independently, let manage settings. configure system, sync, auto-pay run cover linked (or desktop), profile \"is sub-customer\". reads. wait sync manual sync). relationship genie, pay, messenger, fields now inheriting video walkthrough short tutorial showing side setup, end step-by-step screenshots (quickbooks online) step 1. log account. 2. go sales \u0026gt; customers. 3. whose want via 4. click edit profile. 5. section, parent, save. sync. inside tab, confirmation message configured ways (and optionally pay) view, access portal's top navigation. (configurable type ) mixed logs normally would. grid shows hide button collapse ones checkout. processes credited correct receipts depending sub). necessarily portal. happen together. switching person manages accounts example, manager pays bills three different llcs, separate accident logging out. customer-switching groups in, active merchant's account shares logged-in user's match, navigation listing matched alphabetically. person, email, records. lists clicking switches context invoices, saved cards, configuration. share email. address, them. matching. customers, accountant clients switcher move freely. enable alone put surface one. link access. routes adds existing view. feature. email-based, parent/sub-based purely email-driven. records, separate, emails. status drive switcher. putting together common configurations buildings llc. subs building 101, 102, 103. manager. building. llc's charges building's place. result schedule b llcs llc a, b, c totally relationship. accountant's applicable (no relationship). applicable. c. needed. cadence login. independently co. co 1, companies. company's cards stand own. companies' emails, accident, used. functions genie. reporting tag company; anything else. frequently asked questions charged back-invoices no. affects future retroactively charge exist unpaid picked going forward. manually-paid history touched. charged. fallback. multi-level hierarchy (grandparent → sub) model flat immediate only. \"parent\" grandparent, resolution; cascade chain. recommend hierarchies purposes level (parent predictable dropdown. (1) record's matches exactly (case-insensitive, punctuation whitespace matter), (2) (deactivated appear), (3) merchant logged in. \"display parent\" viewing historical hidden turning hides forward, delete already-issued receipts. stops seeing related articles global overrides fees, customer-enabled capturing magtek reader supported accounting-software integrations","name":"Parent and Sub Customers (including QuickBooks Jobs)","votes":0,"is_published":true,"slug":"parentsub-customer","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/parentsub-customer?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"quickbooks, customer can set sub-customer another — useful tracking jobs single account, multiple locations one client, contractor work property owner. biller genie reads parent/sub relationships quickbooks gives two distinct features leverage bill parent (route sub-customer's billing parent), customer-portal experience lets portal user see, switch between, pay invoices records connected to. glance per-customer-or-per-type setting sub-customer. on, receives reminders, parent's autopay configuration drives payment, communications route parent. sub's invoice messenger , reminders auto settings get grayed take over. display per-customer toggle customer. view includes sub-customers combined list. independent turn either without other. works hood sub-customer, several pieces genie's behavior shift sub runtime messenger. send time, checks billtoqbonlineparent flag. looks uses reminder toggles decide whether send. ignored. paper mail reminders. follows way email statements mailed, envelope goes mailing address. needs turned confirmed address file. check payments. captured mobile capture scanner applied across sub-customers' step. select processing open listed own, marked belongs gets payment record. pay. eligible autopay, system (autopay enabled, autopay-on-type, default method, threshold) determine charge. off, runs regardless record says. routing. still recorded database (the for), flow processing. payments processed using stored applies invoice. accounting software sees paid, coming card late fees. fees calculated \"owns\" overdue balance perspective), inheritance. methods shared automatically methods. merge just means method. file does, will fail method make sure working relying autopay. qbo qbd differ handling customer's to, persisted differently behind scenes online native \"billed with\" dropdown profile). syncs flag bi-directionally flip qbo, bg picks next sync; bg, writes back qbo. systems stay aligned automatically. desktop (magiccarpet) equivalent setting. stores locally persists magiccarpet never read written desktop. qbd-connected customer, directly bg. nothing appears itself, qbd-side override value. practical implication expect round-trip something off. qbd, source truth ever change projects require careful bulk changes technically hood, requires \"bill customer\" checkbox every project. use defaults surgical option push customers once, inadvertently breaks alignment cause confusing invoicing behavior. including projects; special handling.  projects, per non-project need changed, leave projects' alone. see intuit's help qbo-side requirement. management. owner parent; individual properties sub-customers. communications, arrangement, job billed reported separately. multi-location franchisees. franchisee corporate office handles keep per-location billing. general contractors paying subs' invoices. gc trades gc's covers trades' holding company operating entities. subsidiaries centralized decentralized point handle separately-tracked accounts, cleanest pattern. independently, let manage settings. configure system, sync, auto-pay run cover linked (or desktop), profile \"is sub-customer\". reads. wait sync manual sync). relationship genie, pay, messenger, fields now inheriting video walkthrough short tutorial showing side setup, end step-by-step screenshots (quickbooks online) step 1. log account. 2. go sales \u0026gt; customers. 3. whose want via 4. click edit profile. 5. section, parent, save. sync. inside tab, confirmation message configured ways (and optionally pay) view, access portal's top navigation. (configurable type ) mixed logs normally would. grid shows hide button collapse ones checkout. processes credited correct receipts depending sub). necessarily portal. happen together. switching person manages accounts example, manager pays bills three different llcs, separate accident logging out. customer-switching groups in, active merchant's account shares logged-in user's match, navigation listing matched alphabetically. person, email, records. lists clicking switches context invoices, saved cards, configuration. share email. address, them. matching. customers, accountant clients switcher move freely. enable alone put surface one. link access. routes adds existing view. feature. email-based, parent/sub-based purely email-driven. records, separate, emails. status drive switcher. putting together common configurations buildings llc. subs building 101, 102, 103. manager. building. llc's charges building's place. result schedule b llcs llc a, b, c totally relationship. accountant's applicable (no relationship). applicable. c. needed. cadence login. independently co. co 1, companies. company's cards stand own. companies' emails, accident, used. functions genie. reporting tag company; anything else. frequently asked questions charged back-invoices no. affects future retroactively charge exist unpaid picked going forward. manually-paid history touched. charged. fallback. multi-level hierarchy (grandparent → sub) model flat immediate only. \"parent\" grandparent, resolution; cascade chain. recommend hierarchies purposes level (parent predictable dropdown. (1) record's matches exactly (case-insensitive, punctuation whitespace matter), (2) (deactivated appear), (3) merchant logged in. \"display parent\" viewing historical hidden turning hides forward, delete already-issued receipts. stops seeing related articles global overrides fees, customer-enabled capturing magtek reader supported accounting-software integrations","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:13.566Z","tag_names":["customer no longer active","deactivate customer","delete customer biller genie","inactive customer","reactivate customer","remove customer biller genie","send messages to inactive customers","soft delete customer","stop sending reminders one customer","sub-customer auto-flip bill with parent"],"answer_sample":"\"Deactivating\" a customer is the cleanest way to handle end-of-relationship situa","long_answer_sample":"\"Deactivating\" a customer is the cleanest way to handle end-of-relationship situations — when you're no longer doing business with someone and you want them off your active customer list, out of your reminder runs, and out of your reports going forward. It is not the right tool for \"I just want to stop sending payment reminders on one open invoice\" ","language_id":1,"id":3826908,"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":"\"deactivating\" customer cleanest way handle end-of-relationship situations — longer business someone want active list, reminder runs, reports going forward. right tool \"i just stop sending payment reminders one open invoice\" write past-due balance.\" article covers situations, explains exactly deactivation (and do) can use confidently call. heads up. true delete customers biller genie. deactivating sets inactive soft state stops outbound activity preserves historical record (invoices, payments, notes). reactivated time. truly removed, need accounting software (quickbooks online, quickbooks desktop, xero), will propagate genie via sync hidden. goal billing, first billing customer\" fit deactivation. three correct paths depending actually stop. pick matches situation. to... chasing specific invoice off, mark uncollectible, refund duplicate, etc. void, delete, software. closed/written-off within minutes. 90% \"stop billing\" handled. emails permanently keeping otherwise (e.g. pays paper check emails) customer's \u0026gt; edit, turn send toggle, save. future specifically reports, portal. opt / late fees receipts without changing customer-wide settings invoice, click modify, toggle behaviors disabled off). reading options still deactivate entirely example, genuinely gone severed relationship read on. customers. edit. (red). update customer. now inactive. change immediate. set inactive, immediately email invoices. payments. paper-mail mail add-on enabled. autopay charges invoices (autopay attempts skipped customers). ends toggle. history. invoices, transactions, notes, audit trail preserved. close zero remain existing balance. see a/r aging report. closed, take action (void accounting-software sync. add new xero, continue trigger autopay. block manual actions. process manually merchant flag automation, access. revoke portal access, retain it. revoke, access record. side effect parent automatically un-link sub-customers bill turned on, flips every affected sub-customer. deactivation, sub-customer goes back billed independently (with email, stored method, behavior extent sub configured). later reactivate parent, re-enable resume rolling . escape hatch messages merchant-wide setting called ignores reminders, receipts, meaning receive like do. skip applies; messaging overridden. uncommon. case collect legacy actively serve, new-business pipeline.\" situation \"deactivated accident, keep flowing,\" instead. reactivating record, active, resumes immediately. previously deactivated auto-flipped sub-customers' subs re-enabled reactivation one-way. deleting expose remove xero). transactions void/delete next flagged hidden removed list. practical purposes, enough almost think stays filtered default customer-list view. related articles per-customer overrides fees, features merging duplicate records","name":"Deactivating a Customer","votes":0,"is_published":true,"slug":"deleting-or-deactivating-a-customer","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/deleting-or-deactivating-a-customer?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"\"deactivating\" customer cleanest way handle end-of-relationship situations — longer business someone want active list, reminder runs, reports going forward. right tool \"i just stop sending payment reminders one open invoice\" write past-due balance.\" article covers situations, explains exactly deactivation (and do) can use confidently call. heads up. true delete customers biller genie. deactivating sets inactive soft state stops outbound activity preserves historical record (invoices, payments, notes). reactivated time. truly removed, need accounting software (quickbooks online, quickbooks desktop, xero), will propagate genie via sync hidden. goal billing, first billing customer\" fit deactivation. three correct paths depending actually stop. pick matches situation. to... chasing specific invoice off, mark uncollectible, refund duplicate, etc. void, delete, software. closed/written-off within minutes. 90% \"stop billing\" handled. emails permanently keeping otherwise (e.g. pays paper check emails) customer's \u0026gt; edit, turn send toggle, save. future specifically reports, portal. opt / late fees receipts without changing customer-wide settings invoice, click modify, toggle behaviors disabled off). reading options still deactivate entirely example, genuinely gone severed relationship read on. customers. edit. (red). update customer. now inactive. change immediate. set inactive, immediately email invoices. payments. paper-mail mail add-on enabled. autopay charges invoices (autopay attempts skipped customers). ends toggle. history. invoices, transactions, notes, audit trail preserved. close zero remain existing balance. see a/r aging report. closed, take action (void accounting-software sync. add new xero, continue trigger autopay. block manual actions. process manually merchant flag automation, access. revoke portal access, retain it. revoke, access record. side effect parent automatically un-link sub-customers bill turned on, flips every affected sub-customer. deactivation, sub-customer goes back billed independently (with email, stored method, behavior extent sub configured). later reactivate parent, re-enable resume rolling . escape hatch messages merchant-wide setting called ignores reminders, receipts, meaning receive like do. skip applies; messaging overridden. uncommon. case collect legacy actively serve, new-business pipeline.\" situation \"deactivated accident, keep flowing,\" instead. reactivating record, active, resumes immediately. previously deactivated auto-flipped sub-customers' subs re-enabled reactivation one-way. deleting expose remove xero). transactions void/delete next flagged hidden removed list. practical purposes, enough almost think stays filtered default customer-list view. related articles per-customer overrides fees, features merging duplicate records","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"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=243378789","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":1366687,"account_id":12867,"created_at":"2025-07-21T20:03:49.000Z","tag_names":["reconciling technology fees","sales receipts vs line items","gaap technology fees","tech fee accounting reconciliation","tech fee sync error locked invoice","partial payment technology fee","tech fee tax rate","surcharge item name accounting","how technology fee shows in quickbooks","how technology fee shows in xero","technology fee chart of accounts"],"answer_sample":"When you enable Technology Fees on your Biller Genie account — whether you're usi","long_answer_sample":"When you enable Technology Fees on your Biller Genie account — whether you're using Surcharging or Dual Pricing — Biller Genie writes the fee back to your connected accounting software so your books reconcile cleanly. This article explains how the fee appears in your accounting software, why we recommend the Sales Receipts mode, and how each field m","language_id":1,"id":3411096,"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":"enable technology fees biller genie account — whether using surcharging dual pricing writes fee back connected accounting software books reconcile cleanly. article explains appears software, recommend sales receipts mode, field maps two recording options. setup details vs line items choice, see setting . chart-of-accounts mapping controls posts chart accounts show supports ways writing choose one add-ons \u0026gt; page. trade-offs mode separate receipt month collection. cleanest gaap, conflict locked invoice periods. recommended merchants. added original invoice. easier spot single invoice, can fail sync locks invoices certain period. choice change customer sees pays. changes bookkeeping entry side. (the gaap reason) generally accepted principles revenue recorded every transaction gets dated entry, booked card payment cleared independent issued. onto follow lock end period (a common practice), edit add item fails post. avoids entirely. fields map syncs receipt, follows ach subtotal, tax, amount total amounts created with. included. previous payments paid toward invoice's total. additional used (i.e., receipts). chosen new included makes difference). important specific may locked. switch avoid this. tax treatment first sets creates non-taxable. want taxed set taxable software. enter rate genie's settings. will automatically apply rules vary state check accountant turning on. partial allow applies paying full per-payment, per-invoice. reconcile, plus (or line-item add-ons) match paid. keeps gaap-compliant multiple part-payments different methods. successfully synced yet, appear books. completes, visible merchant portal reconciling mappings describe flow actual mechanics, setup, deposit reconciliation steps platform, linked articles lives remap it. connect quickbooks online mechanics qbo. deposits bank feeds desktop reconciliation. xero xero. frequently asked questions showing synced. run close, fail. locked-invoice issue. rename depends mode. surcharging, name description fixed \"surcharge\" card-brand compliance requires unambiguous consistent across transactions. pricing, customize item's management area; next sync. details. back) fact yes. page future transactions point onward. existing stay whichever originally in. count subtotal treated normal income item. business. related outbound queue (when tech sync) history glance checkout experience","name":"Reconciling Technology Fees in Your Accounting Software","votes":0,"is_published":true,"slug":"reconciliation-with-dual-pricing","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/reconciliation-with-dual-pricing?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"enable technology fees biller genie account — whether using surcharging dual pricing writes fee back connected accounting software books reconcile cleanly. article explains appears software, recommend sales receipts mode, field maps two recording options. setup details vs line items choice, see setting . chart-of-accounts mapping controls posts chart accounts show supports ways writing choose one add-ons \u0026gt; page. trade-offs mode separate receipt month collection. cleanest gaap, conflict locked invoice periods. recommended merchants. added original invoice. easier spot single invoice, can fail sync locks invoices certain period. choice change customer sees pays. changes bookkeeping entry side. (the gaap reason) generally accepted principles revenue recorded every transaction gets dated entry, booked card payment cleared independent issued. onto follow lock end period (a common practice), edit add item fails post. avoids entirely. fields map syncs receipt, follows ach subtotal, tax, amount total amounts created with. included. previous payments paid toward invoice's total. additional used (i.e., receipts). chosen new included makes difference). important specific may locked. switch avoid this. tax treatment first sets creates non-taxable. want taxed set taxable software. enter rate genie's settings. will automatically apply rules vary state check accountant turning on. partial allow applies paying full per-payment, per-invoice. reconcile, plus (or line-item add-ons) match paid. keeps gaap-compliant multiple part-payments different methods. successfully synced yet, appear books. completes, visible merchant portal reconciling mappings describe flow actual mechanics, setup, deposit reconciliation steps platform, linked articles lives remap it. connect quickbooks online mechanics qbo. deposits bank feeds desktop reconciliation. xero xero. frequently asked questions showing synced. run close, fail. locked-invoice issue. rename depends mode. surcharging, name description fixed \"surcharge\" card-brand compliance requires unambiguous consistent across transactions. pricing, customize item's management area; next sync. details. back) fact yes. page future transactions point onward. existing stay whichever originally in. count subtotal treated normal income item. business. related outbound queue (when tech sync) history glance checkout experience","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2024-02-23T21:14:57.000Z","tag_names":["cash flow stage billing","estimate progress invoice","milestone invoicing","one big invoice vs many","partial payments","progress invoices","progress invoicing quickbooks","project invoice","qbo progress invoicing setup","stage billing"],"answer_sample":"If you bill in stages — for example, a contractor billing 25% at signing, 25% at ","long_answer_sample":"If you bill in stages — for example, a contractor billing 25% at signing, 25% at framing, 25% at drywall, 25% at completion — you have two ways to structure the receivable: progress invoices (multiple smaller invoices issued as work progresses) or one large invoice with partial payments. This article covers the trade-offs and when each pattern is th","language_id":1,"id":2428271,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"bill stages — example, contractor billing 25% signing, framing, drywall, completion two ways structure receivable progress invoices (multiple smaller issued work progresses) one large invoice partial payments. article covers trade-offs pattern better fit business. job works create separate stage ready bill. due date balance. customer pays arrives. collect 100% next ships. + payments big full amount, allow on. portions progresses. stays open running balance final payment closes out. usually stage-billed jobs, win three dimensions cleaner a/r aging. $40,000 sits $30,000 months drags aging hard. four $10,000 invoices, paid within 30 days completes, keep report healthy. faster cash flow. can prove done. customers pay promptly corresponds deliverable just received, vs. fully consumed yet. easier collections. goes late, strong, specific conversation \"we delivered framing april 1, $10,000, please pay.\" compared chasing balance, squishier. customer's procurement requires po per project. enterprise cut whole job. break need po. well-defined advance. predict project will split it, honest fabricating milestones. short jobs. total \u0026lt;$5,000 finishes week, overhead multiple worth it. patterns show biller genie reflects whatever set accounting software appear series independent grid. reminder cadence, autopay state, now link. individually pays. appears single entries timeline. reduces hits zero. reminders continue (referencing remaining balance) closes. record see allowing . setting invoicing quickbooks online native feature converts estimate staged invoices. high-level workflow turn invoicing. qbo, go settings (gear icon) \u0026gt; account sales. find section toggle save. (e.g. $40,000) detailed line items stage. issue completes. estimate, click choose portion (percentage total, dollar items). track qbo automatically subtracts estimate's always know left syncs invoice. grid follow normal cadence settings. maintains parent-estimate relationship; sees individual complete instructions (including template setup), intuit's documentation step-by-step guides support search \"progress invoicing.\" desktop qbd supports estimate. enable edit preferences jobs \u0026amp; estimates (company tab), check \"do invoicing\" use percentage amount. generated individually. xero estimate\" way. manually quotes used template, created independently. like other. best practices spell original / contract. exist bills first dates match delivery. net 15 \"stage delivered\" lands \"estimate signed.\" ship previous (or part, depending policy). main reason improves flow natural gating mechanism. memo description ties delivered. 2 4 completed 2026-04-15\" beats 2.\" consider repeating-stage clients. rhythm repeatedly (monthly retainer plus monthly work), smooths further. related articles schedule per-customer overrides","name":"Progress Invoices vs. Partial Payments: Best Practices","votes":0,"is_published":true,"slug":"setting-up-progress-invoices-in-quickbooks-online","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/setting-up-progress-invoices-in-quickbooks-online?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"bill stages — example, contractor billing 25% signing, framing, drywall, completion two ways structure receivable progress invoices (multiple smaller issued work progresses) one large invoice partial payments. article covers trade-offs pattern better fit business. job works create separate stage ready bill. due date balance. customer pays arrives. collect 100% next ships. + payments big full amount, allow on. portions progresses. stays open running balance final payment closes out. usually stage-billed jobs, win three dimensions cleaner a/r aging. $40,000 sits $30,000 months drags aging hard. four $10,000 invoices, paid within 30 days completes, keep report healthy. faster cash flow. can prove done. customers pay promptly corresponds deliverable just received, vs. fully consumed yet. easier collections. goes late, strong, specific conversation \"we delivered framing april 1, $10,000, please pay.\" compared chasing balance, squishier. customer's procurement requires po per project. enterprise cut whole job. break need po. well-defined advance. predict project will split it, honest fabricating milestones. short jobs. total \u0026lt;$5,000 finishes week, overhead multiple worth it. patterns show biller genie reflects whatever set accounting software appear series independent grid. reminder cadence, autopay state, now link. individually pays. appears single entries timeline. reduces hits zero. reminders continue (referencing remaining balance) closes. record see allowing . setting invoicing quickbooks online native feature converts estimate staged invoices. high-level workflow turn invoicing. qbo, go settings (gear icon) \u0026gt; account sales. find section toggle save. (e.g. $40,000) detailed line items stage. issue completes. estimate, click choose portion (percentage total, dollar items). track qbo automatically subtracts estimate's always know left syncs invoice. grid follow normal cadence settings. maintains parent-estimate relationship; sees individual complete instructions (including template setup), intuit's documentation step-by-step guides support search \"progress invoicing.\" desktop qbd supports estimate. enable edit preferences jobs \u0026amp; estimates (company tab), check \"do invoicing\" use percentage amount. generated individually. xero estimate\" way. manually quotes used template, created independently. like other. best practices spell original / contract. exist bills first dates match delivery. net 15 \"stage delivered\" lands \"estimate signed.\" ship previous (or part, depending policy). main reason improves flow natural gating mechanism. memo description ties delivered. 2 4 completed 2026-04-15\" beats 2.\" consider repeating-stage clients. rhythm repeatedly (monthly retainer plus monthly work), smooths further. related articles schedule per-customer overrides","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2023-05-16T15:02:56.000Z","tag_names":["customer defaults","global customer defaults","allow credit card","allow ach","customer type defaults","by customer type","enable customer type defaults","wholesale retail defaults","control panel customer defaults","charge late fees default","require auto-pay at checkout","save and apply to existing","update individual setting","biller genie customer defaults","customer type quickbooks","xero contact groups"],"answer_sample":"Customer Defaults control how Biller Genie behaves for your customers by default ","long_answer_sample":"Customer Defaults control how Biller Genie behaves for your customers by default — what payment methods are allowed, whether autopay is required, whether late fees apply, and how invoice messages and reminders go out. You set the defaults once and they shape every new customer added to your account going forward. For most accounts, one set of defaul","language_id":1,"id":1957815,"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":"customer defaults control biller genie behaves customers default — payment methods allowed, whether autopay required, late fees apply, invoice messages reminders go out. set shape every new added account going forward. accounts, one enough; sophisticated setups, can switch page type mode maintain different (wholesale vs retail, net 30 60, etc.). customer-level settings stack two layers play, understanding difference saves lot confusion later (this article) template seeds onto first created (via accounting-software sync, manual creation, import). global mode; per mode. per-customer actual customer's record, edited customer-by-customer time. see overrides reminders, fees, features . important nuance seed create time step way. editing automatically update existing keep whatever plus edits made since. explicit \"apply existing\" options (covered below) want push change customers; deliberate, automatic. find open panel \u0026gt; defaults. three tabs general, messenger, reminders. general tab policies allow credit card payments pay debit card. means offered screen, gateway supports it. apple hidden too, since payment. ach (bank transfer). apm alternative methods. today primarily paypal supported gateway. partial amount total instead paying full. useful overdue large invoices full balance right away. charge applies late-fee policy. requires fee manager add-on. technology on, dual pricing surcharging applied credit-card configuration. plans request plan portal. merchant must approve takes effect. enable receipts emails receipt pays. customer-portal checkout behavior require stored method \"save file\" agreement forced checkout. workflow charging later. auto-pay beyond storing enroll future paid. best subscription, retainer, recurring-billing models. display parent portal sub-customer login shows sub-customer's too. sub bill route ignore email conflicts controls without addresses appear report. flagged. use serve walk-in paper-only never collect email. missing address messenger get delivered matrix rows message types, columns delivery channels (email, paper mail). row, toggle channel independently. always available; mail active paper-mail subscription. types upcoming heads-up sent ahead invoice's due date. updated changed. arrive next update. statement periodic listing invoices. past due. applied. inherits. configured parent, toggles record grayed parent's drive gets sent. follow-up cadence uses governs repeating follow-ups delivered. covers touch; nudges top-of-mind messenger. independent row. newer add-on version, statements email-only. inherits settings. switching business need say wholesale retail set, seeded based managed accounting software, genie. reads via sync bucket create, rename, delete inside quickbooks online live lists types. assign record. desktop built-in field additional info xero contact groups, maps model. requirements premium-plan feature. page, include support@billergenie.com discuss upgrade options. least defined software assigned. configure on. selector appears header \"default – customers\" followed dropdown synced special option pick dropdown. type. click save. repeat differentiate. catch-all fallback baseline. worked example sell (b2b, 30, prefers ach) (one-off, pays point sale, only). longer reminder cadence. off, shorter sensible middle-ground assigned type, one. syncs \"wholesale,\" \"retail\" retail's changes changing re-seed type's run create/import. reset match defaults, either edit manually individual setting current tool (described specific across given save apply adjusting tab's settings, behave differently. everyday adjusted become touched. almost situation. forward overwrites heads up. wipes customization board. override replaced. established accounts surgical instead. rarely. typically setup customization, genuinely everyone updating single (or type) overwriting anything else. top expand drop-down. name dropdown, value, value customers. mode, scopes currently-selected turn customers, anyone's policy, cadence, partial-payment wholesale, drop-down, autopay, apply. done now on; everything else stays same. recommended day-to-day adjust shapes baseline touching anyone existing. leaves (including settings) intact. one-off adjustments directly. frequently asked questions (what cadence). looks (which show, footer text, template). goes shown ones currently effect customer. time; subsequent with. toggle. toggle, upgrades. no. (qbo qbd field, groups). rename there, automatically. different. keeps related articles","name":"Customer Defaults: Global and By Customer Type","votes":0,"is_published":true,"slug":"setting-global-customer-defaults","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/setting-global-customer-defaults?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"customer defaults control biller genie behaves customers default — payment methods allowed, whether autopay required, late fees apply, invoice messages reminders go out. set shape every new added account going forward. accounts, one enough; sophisticated setups, can switch page type mode maintain different (wholesale vs retail, net 30 60, etc.). customer-level settings stack two layers play, understanding difference saves lot confusion later (this article) template seeds onto first created (via accounting-software sync, manual creation, import). global mode; per mode. per-customer actual customer's record, edited customer-by-customer time. see overrides reminders, fees, features . important nuance seed create time step way. editing automatically update existing keep whatever plus edits made since. explicit \"apply existing\" options (covered below) want push change customers; deliberate, automatic. find open panel \u0026gt; defaults. three tabs general, messenger, reminders. general tab policies allow credit card payments pay debit card. means offered screen, gateway supports it. apple hidden too, since payment. ach (bank transfer). apm alternative methods. today primarily paypal supported gateway. partial amount total instead paying full. useful overdue large invoices full balance right away. charge applies late-fee policy. requires fee manager add-on. technology on, dual pricing surcharging applied credit-card configuration. plans request plan portal. merchant must approve takes effect. enable receipts emails receipt pays. customer-portal checkout behavior require stored method \"save file\" agreement forced checkout. workflow charging later. auto-pay beyond storing enroll future paid. best subscription, retainer, recurring-billing models. display parent portal sub-customer login shows sub-customer's too. sub bill route ignore email conflicts controls without addresses appear report. flagged. use serve walk-in paper-only never collect email. missing address messenger get delivered matrix rows message types, columns delivery channels (email, paper mail). row, toggle channel independently. always available; mail active paper-mail subscription. types upcoming heads-up sent ahead invoice's due date. updated changed. arrive next update. statement periodic listing invoices. past due. applied. inherits. configured parent, toggles record grayed parent's drive gets sent. follow-up cadence uses governs repeating follow-ups delivered. covers touch; nudges top-of-mind messenger. independent row. newer add-on version, statements email-only. inherits settings. switching business need say wholesale retail set, seeded based managed accounting software, genie. reads via sync bucket create, rename, delete inside quickbooks online live lists types. assign record. desktop built-in field additional info xero contact groups, maps model. requirements premium-plan feature. page, include support@billergenie.com discuss upgrade options. least defined software assigned. configure on. selector appears header \"default – customers\" followed dropdown synced special option pick dropdown. type. click save. repeat differentiate. catch-all fallback baseline. worked example sell (b2b, 30, prefers ach) (one-off, pays point sale, only). longer reminder cadence. off, shorter sensible middle-ground assigned type, one. syncs \"wholesale,\" \"retail\" retail's changes changing re-seed type's run create/import. reset match defaults, either edit manually individual setting current tool (described specific across given save apply adjusting tab's settings, behave differently. everyday adjusted become touched. almost situation. forward overwrites heads up. wipes customization board. override replaced. established accounts surgical instead. rarely. typically setup customization, genuinely everyone updating single (or type) overwriting anything else. top expand drop-down. name dropdown, value, value customers. mode, scopes currently-selected turn customers, anyone's policy, cadence, partial-payment wholesale, drop-down, autopay, apply. done now on; everything else stays same. recommended day-to-day adjust shapes baseline touching anyone existing. leaves (including settings) intact. one-off adjustments directly. frequently asked questions (what cadence). looks (which show, footer text, template). goes shown ones currently effect customer. time; subsequent with. toggle. toggle, upgrades. no. (qbo qbd field, groups). rename there, automatically. different. keeps related articles","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"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=243378789","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":1368778,"account_id":12867,"created_at":"2024-02-14T19:34:37.000Z","tag_names":["migrating quickbooks desktop to quickbooks online","qbd to qbo","quickbooks migration","convert quickbooks desktop","quickbooks online conversion","intuit migration tool","qbo conversion","export company file","magic carpet disconnect","switch to quickbooks online","bill with parent migration","qbd qbo customer types"],"answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequent","long_answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequential decisions you'll make in your accounting setup, and we want to be candid about something up front: the conversion uses Intuit's own QuickBooks Desktop to Online migration tool, and once it runs, it's a one-way operation. Intuit doesn't offer a built-in path back to ","language_id":1,"id":2407511,"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":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, payments still waiting ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. needing resolution. hand dismiss item. migrated online; item clears sync. queue expected needs re-applied per billing parent. enabled firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","name":"Migrating from QuickBooks Desktop to QuickBooks Online","votes":0,"is_published":true,"slug":"migrating-from-qb-desktop-to-qb-online","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/migrating-from-qb-desktop-to-qb-online?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, payments still waiting ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. needing resolution. hand dismiss item. migrated online; item clears sync. queue expected needs re-applied per billing parent. enabled firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-01-05T20:07:36.000Z","tag_names":["check add-on","check application","check capture vs processing","check destruction","check funding timeframe","check imaging","check overview","check processing","check scanner","electronic check deposit","magtek scanner","mobile check capture","paper check retention","rdc","reliafund","remote deposit capture"],"answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic depos","long_answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic deposits without going to the bank. Checks are imaged (with a mobile camera or a desktop check scanner), submitted electronically to the banking network, and applied as payments against your customers' invoices — or recorded as standalone transactions. This article explains ","language_id":1,"id":2353820,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","name":"Check Processing Overview","votes":0,"is_published":true,"slug":"rdc-remote-deposit-capture-overview","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/rdc-remote-deposit-capture-overview?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2024-07-02T17:14:35.000Z","tag_names":["biller genie","paypal integration"],"answer_sample":"Integrating PayPal to your existing Biller Genie checkout experience allows your ","long_answer_sample":"Integrating PayPal to your existing Biller Genie checkout experience allows your customers to pay with their PayPal balance, Pay Later, and Venmo.    To learn more, read our article: PayPal Overview, or follow the steps below to get started!   Before starting, make sure you have your login information for: Biller Genie\nPayPal     Step 1 Within the B","language_id":1,"id":2649368,"last_published_date":"May 25th, 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":"integrating paypal existing biller genie checkout experience allows customers pay balance, later, venmo.    learn more, read article overview, follow steps get started! starting, make sure login information step 1 within portal, navigate add-ons marketplace 2 narrow results selecting “payments” category, use search function typing “paypal.”  click tile 3 ‘install’ 4 'sign paypal' 5 enter email address password associated account.  connected, will display “you're currently connected!” option disable products, wish.  connecting automatically enable products customers. however, like payment methods, can disabled control panel and/or individual customer level. \u0026gt; defaults. general tab, yes/no switch labeled ‘allow apm payments’ (apm = alternate methods), select customers  turn globally, certain globally customers.  selected works you, adjust global setting, open first needs adjusted. advanced options, toggle allowed. now ready accept payments directly inside software!","name":"Installing the PayPal Add-on","votes":0,"is_published":true,"slug":"installing-the-paypal-add-on","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/installing-the-paypal-add-on?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"integrating paypal existing biller genie checkout experience allows customers pay balance, later, venmo.    learn more, read article overview, follow steps get started! starting, make sure login information step 1 within portal, navigate add-ons marketplace 2 narrow results selecting “payments” category, use search function typing “paypal.”  click tile 3 ‘install’ 4 'sign paypal' 5 enter email address password associated account.  connected, will display “you're currently connected!” option disable products, wish.  connecting automatically enable products customers. however, like payment methods, can disabled control panel and/or individual customer level. \u0026gt; defaults. general tab, yes/no switch labeled ‘allow apm payments’ (apm = alternate methods), select customers  turn globally, certain globally customers.  selected works you, adjust global setting, open first needs adjusted. advanced options, toggle allowed. now ready accept payments directly inside software!","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-21T03:59:46.551Z","tag_names":["per-customer overrides","customer overrides","waive next late fee","autopay one customer","customer-specific settings","override defaults","vip customer settings","turn off late fees one customer","customer-only autopay","bill with parent override","send receipts off"],"answer_sample":"Per-Customer Overrides are settings you change on one specific customer's record ","long_answer_sample":"Per-Customer Overrides are settings you change on one specific customer's record to make Biller Genie behave differently for that customer than your Customer Defaults seeded onto that customer at create time. Because defaults only run at create/import, anything you change on a customer's record at any point afterward is what's in effect for that cus","language_id":1,"id":3825118,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"per-customer overrides settings change one specific customer's record make biller genie behave differently customer defaults seeded onto create time. run create/import, anything point afterward effect going forward — periodically re-apply edits. mental model majority, exceptions cleanest way think genie's set match behavior want greater base treat majority customers, day out. use handle exceptions. common example charge late fees everybody, handful vips to. turn globally defaults, open vip's individually. default takes care every automatically; touch records need differ. pattern keeps account easy manage. remember configure new syncs inherit right baseline automatically, intervene real exception comes up. customize individual cautious \"save apply existing\" (and type defaults), save existing customers overwrites override customer. customizations made time, damage button can do. meaningful amount tuning place, switch + surgical \"update single setting\" option changes propagate. keep deliberate, rare reset action. find (customers tab \u0026gt; click name). edit page sections. default; others per-customer-only features global equivalent all. advanced options general-tab equivalents (payment methods, fees, partial payments, etc.) plus waive next fee grace lever. invoice messenger message types reach channels. reminders matrix messenger, scoped follow-up cadence. portal log portal. auto pay per-customer-only. enrollment, type, threshold, payment method live record; override. stored methods cards bank accounts file customer; defaults. fields look version checkboxes, toggles, dropdowns. visual \"this using default\" indicator. whatever value see active identical setting does. means whatever's wins regardless say. allow credit card payments ach apm (alternative primarily paypal today) send receipts ignore conflicts (email report) plans require checkout auto-pay bill parent (when sub-customer another) display invoices (sub-customer show parent's too) grace-period lever feature yes will skip exactly upcoming automatically back no. classic case calls say \"i'm three days, just got pulled fire-drill.\" short delay, permanently disable either. record, yes. charged skipped, flag flips standard late-fee policy. single-use waives fee. resets consistently late, either (a permanent change) design intentional grace, policy change. (per-customer only) gets overridden per \"auto pay\" toggle enrollment inherently per-customer, configuration lives record. section controls auto-charges enabled whether enrolled autopay full balance amount. charged. threshold invoice-amount cutoff (e.g. $500; bigger requires manual approval). leave blank direction \"auto-pay amount\" amount.\" closest thing \"global checkout-policy toggle, itself. forces enroll part paying first invoice. actual (type, method) sending less matrices six (upcoming payment, due, updated, statement, overdue, fee) email paper mail toggles each. lets decide receives. messaging often others, \"defaults = exceptions\" vips. long-tenured pays statement month overdue redundant. need. chronically customers. repeatedly might benefit additional touches enable email, on. channel preference. tell check mail; never paper. match. timing global, channels cadence days due date fires, soon fires vary turned message-type-on/off control logged profile update contact info, address, etc. add/remove enroll, unenroll, receive notification edits get notified matter actually in, leaving fine. lists customer, designate autopay. per-customer. workflow. sub-customer, routes communications side-effect, several sub-customer's disabled instead taken parent. mind again, become editable goes them. \"reset fields. stores like manually flip now. current customers\" easier path across pick setting, value, scope, done. works including ones pick. frequently asked questions survive sync quickbooks normal updates quickbooks-sourced data (name, genie-specific fees. overwritten qbo applies. bg remain unless explicitly ran lost overrides. undo. truly destructive design, run, previous values gone. strongly recommend switching single-setting customization place. support help reconstructing settings. versus inherited values, \"uses markers. be, (or type) separate compare. card. place add mark (if autopay). old deleted view. managed related articles supported accounting-software integrations","name":"Per-Customer Overrides for Reminders, Late Fees, and Other Features","votes":0,"is_published":true,"slug":"per-customer-overrides","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/per-customer-overrides?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"per-customer overrides settings change one specific customer's record make biller genie behave differently customer defaults seeded onto create time. run create/import, anything point afterward effect going forward — periodically re-apply edits. mental model majority, exceptions cleanest way think genie's set match behavior want greater base treat majority customers, day out. use handle exceptions. common example charge late fees everybody, handful vips to. turn globally defaults, open vip's individually. default takes care every automatically; touch records need differ. pattern keeps account easy manage. remember configure new syncs inherit right baseline automatically, intervene real exception comes up. customize individual cautious \"save apply existing\" (and type defaults), save existing customers overwrites override customer. customizations made time, damage button can do. meaningful amount tuning place, switch + surgical \"update single setting\" option changes propagate. keep deliberate, rare reset action. find (customers tab \u0026gt; click name). edit page sections. default; others per-customer-only features global equivalent all. advanced options general-tab equivalents (payment methods, fees, partial payments, etc.) plus waive next fee grace lever. invoice messenger message types reach channels. reminders matrix messenger, scoped follow-up cadence. portal log portal. auto pay per-customer-only. enrollment, type, threshold, payment method live record; override. stored methods cards bank accounts file customer; defaults. fields look version checkboxes, toggles, dropdowns. visual \"this using default\" indicator. whatever value see active identical setting does. means whatever's wins regardless say. allow credit card payments ach apm (alternative primarily paypal today) send receipts ignore conflicts (email report) plans require checkout auto-pay bill parent (when sub-customer another) display invoices (sub-customer show parent's too) grace-period lever feature yes will skip exactly upcoming automatically back no. classic case calls say \"i'm three days, just got pulled fire-drill.\" short delay, permanently disable either. record, yes. charged skipped, flag flips standard late-fee policy. single-use waives fee. resets consistently late, either (a permanent change) design intentional grace, policy change. (per-customer only) gets overridden per \"auto pay\" toggle enrollment inherently per-customer, configuration lives record. section controls auto-charges enabled whether enrolled autopay full balance amount. charged. threshold invoice-amount cutoff (e.g. $500; bigger requires manual approval). leave blank direction \"auto-pay amount\" amount.\" closest thing \"global checkout-policy toggle, itself. forces enroll part paying first invoice. actual (type, method) sending less matrices six (upcoming payment, due, updated, statement, overdue, fee) email paper mail toggles each. lets decide receives. messaging often others, \"defaults = exceptions\" vips. long-tenured pays statement month overdue redundant. need. chronically customers. repeatedly might benefit additional touches enable email, on. channel preference. tell check mail; never paper. match. timing global, channels cadence days due date fires, soon fires vary turned message-type-on/off control logged profile update contact info, address, etc. add/remove enroll, unenroll, receive notification edits get notified matter actually in, leaving fine. lists customer, designate autopay. per-customer. workflow. sub-customer, routes communications side-effect, several sub-customer's disabled instead taken parent. mind again, become editable goes them. \"reset fields. stores like manually flip now. current customers\" easier path across pick setting, value, scope, done. works including ones pick. frequently asked questions survive sync quickbooks normal updates quickbooks-sourced data (name, genie-specific fees. overwritten qbo applies. bg remain unless explicitly ran lost overrides. undo. truly destructive design, run, previous values gone. strongly recommend switching single-setting customization place. support help reconstructing settings. versus inherited values, \"uses markers. be, (or type) separate compare. card. place add mark (if autopay). old deleted view. managed related articles supported accounting-software integrations","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2026-09-23T07:53:28.580Z","tag_names":["tips","tipping","gratuity","add a tip","tip at checkout","accept tips","tips add-on","tip presets","gratuity invoice payment","premium add-on","tips marketplace","tips xero","tip income","tips payable","optional gratuity","service award"],"answer_sample":"Tips lets your customers add an optional gratuity when they pay an invoice in the","long_answer_sample":"Tips lets your customers add an optional gratuity when they pay an invoice in the Customer Portal by card or bank account. You choose the suggested amounts, the cap and where the money posts in your books. Biller Genie charges the tip in the same transaction as the payment, records it on its own Sales Receipt in QuickBooks, and reverses it automatic","language_id":1,"id":3952605,"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":"tips lets customers add optional gratuity pay invoice customer portal card bank account. choose suggested amounts, cap money posts books. biller genie charges tip transaction payment, records sales receipt quickbooks, reverses automatically refund void payment. part premium plan extra cost. install add-ons marketplace merchant portal. tile tools. installed carry green badge. amounts. three presets, percentages payment fixed dollar can type amount allow it. cap. limit percentage accidental zero never goes through. label. see name item. defaults \"gratuity\" rename clean post income liability account mixed revenue. sync quickbooks refunds work. automatic reversals. comes back it, proportion. tip. always optional. preset pre-selected without tipping. use requirement detail premium. merchants trial too. accounting software online, desktop, software. available xero. methods (ach) payments make portal, links statements. permissions users marketplace; add-on configuration right change settings. managing genie. technology fees works alongside surcharging dual pricing. whether fee applies business location every state, dc puerto rico except illinois. turned businesses located illinois now; question below. switches, sees prompt true marketplace. enable tipping \u0026gt; tips. customer. existing turn on, either one time everyone defaults. nobody yet common reason third switch. turning alone shows nobody. open control panel defaults, set \"set value customers\". full walkthrough setting block page, statement links, home alike. adding checkout screen. offered auto-pay installments. makes themselves. paypal, venmo later. paypal offers entry. apple checkout. page (see pay, google digital wallets genie). key hidden xero merchants, using frequently asked questions passed law, interchange prohibition act, changes processing apply tax. start date pushed july 1, 2027, courts still deciding enforced. settled, stays whose address record illinois, switch reads \"tipping state.\" watching case will update article anything changes. cost no. included plan. require default voluntary. nothing pre-selected, alone. taxed adds tax keep item non-taxable quickbooks. customer's behalf today. collected count toward processed volume yes. gross processor reports 1099-k. paying staff reporting wages stay payroll provider. happens refunded proportion refund, returns whole enter custom amount, fee, tip-only keeps paid. related articles work global pricing glance","name":"Tips at a Glance","votes":0,"is_published":true,"slug":"tips-at-a-glance","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/tips-at-a-glance?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"tips lets customers add optional gratuity pay invoice customer portal card bank account. choose suggested amounts, cap money posts books. biller genie charges tip transaction payment, records sales receipt quickbooks, reverses automatically refund void payment. part premium plan extra cost. install add-ons marketplace merchant portal. tile tools. installed carry green badge. amounts. three presets, percentages payment fixed dollar can type amount allow it. cap. limit percentage accidental zero never goes through. label. see name item. defaults \"gratuity\" rename clean post income liability account mixed revenue. sync quickbooks refunds work. automatic reversals. comes back it, proportion. tip. always optional. preset pre-selected without tipping. use requirement detail premium. merchants trial too. accounting software online, desktop, software. available xero. methods (ach) payments make portal, links statements. permissions users marketplace; add-on configuration right change settings. managing genie. technology fees works alongside surcharging dual pricing. whether fee applies business location every state, dc puerto rico except illinois. turned businesses located illinois now; question below. switches, sees prompt true marketplace. enable tipping \u0026gt; tips. customer. existing turn on, either one time everyone defaults. nobody yet common reason third switch. turning alone shows nobody. open control panel defaults, set \"set value customers\". full walkthrough setting block page, statement links, home alike. adding checkout screen. offered auto-pay installments. makes themselves. paypal, venmo later. paypal offers entry. apple checkout. page (see pay, google digital wallets genie). key hidden xero merchants, using frequently asked questions passed law, interchange prohibition act, changes processing apply tax. start date pushed july 1, 2027, courts still deciding enforced. settled, stays whose address record illinois, switch reads \"tipping state.\" watching case will update article anything changes. cost no. included plan. require default voluntary. nothing pre-selected, alone. taxed adds tax keep item non-taxable quickbooks. customer's behalf today. collected count toward processed volume yes. gross processor reports 1099-k. paying staff reporting wages stay payroll provider. happens refunded proportion refund, returns whole enter custom amount, fee, tip-only keeps paid. related articles work global pricing glance","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":"2023-05-15T21:27:35.000Z","tag_names":["setting up technology fees","enable surcharging","enable dual pricing","technology fee setup","fee type sales receipt","fee type line item","cash invoice price labels","surcharge item name","gateway managed surcharge","surcharge percentage","technology fee percentage","global tech fee setting","why surcharge is global","visa mastercard fee compliance","how to turn on dual pricing","how to turn on surcharging","biller genie surcharge configuration"],"answer_sample":"This article walks you through enabling and configuring Technology Fees on your B","long_answer_sample":"This article walks you through enabling and configuring Technology Fees on your Biller Genie account. Before you start, make sure you've reviewed the differences between Surcharging and Dual Pricing — they configure on the same page, but they behave very differently for your customers. See Technology Fees: Dual Pricing and Surcharging at a Glance if","language_id":1,"id":1957104,"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":"article walks enabling configuring technology fees biller genie account. start, make sure reviewed differences surcharging dual pricing — configure page, behave differently customers. see glance choose. turn decide pricing. choice affects customer sees, caps apply, states can operate in. confirm compliance. options designed card-brand compliant, state laws acquirer's rules change. check merchant processor legal team going live. surcharging, notify acquirer least 30 days turning on. requirement, one. find dashboard, go add-ons \u0026gt; fees. switch feature on, pick mode (surcharging pricing), set percentage, fee syncs accounting software. step-by-step setup toggle \"yes.\" master switch. none fields apply. choose mode. either later, two modes run time. type. decides gets recorded back merchants connected system add sales receipts follows gaap standards avoids sync errors locked invoice periods. next section. amount. percentage supported (no flat-dollar fees). cap 3% (2% colorado). pricing, cap. section field editable. save. setting goes live every new transaction point forward. gateway manages surcharge amount handful payment gateways handle configuration side, genie. account uses one enabled page will appear read-only. tooltip says \"surcharging managed gateway.\" alert banner top reads \"important gateway. settings must changed level.\" value automatically updates gateway's changes. need manually update change side. picks sync. looks frozen why, probably reason. reach support side controls surcharge. type vs line items appears software card (recommended system) posts separate receipt month collected. conflict added original invoice. locks invoices specific periods (a common practice), may able item error. reconciling full mapping flows name description (surcharge pricing) writes software, needs line. fixed \"surcharge\" customized. compliance requirement term customer's unambiguous. rename reset customized read-only naming lives management area page. edit control software's chart accounts receipts. cash price labels (dual only) show prices side-by-side \"cash\" price. second label says, depending whether accepts ach. customers pay via ach used option available. defaults cash, check, other. option. cash. choices ach, matches describe method primarily takes checks might ach-disabled \"card / price\" instead price.\" all-or-nothing turned apply processed per-customer per-invoice exemption design. (visa mastercard, primarily) require tied applied consistently transparently across transactions. showing another, charging others, violation puts processing risk. keeping single global setting, makes sees flow (invoice, screen, receipt). always non-card avoid fee. disclosure language identical transaction, brands require. absolutely exempt one-off situation comes want (ach cash/check, accepts) neither triggers process outside record manual just ways route ask leaving on; violate processor's agreement. related articles checkout experience","name":"Setting Up Technology Fees on Your Account","votes":0,"is_published":true,"slug":"setting-up-technology-fees","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/setting-up-technology-fees?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"article walks enabling configuring technology fees biller genie account. start, make sure reviewed differences surcharging dual pricing — configure page, behave differently customers. see glance choose. turn decide pricing. choice affects customer sees, caps apply, states can operate in. confirm compliance. options designed card-brand compliant, state laws acquirer's rules change. check merchant processor legal team going live. surcharging, notify acquirer least 30 days turning on. requirement, one. find dashboard, go add-ons \u0026gt; fees. switch feature on, pick mode (surcharging pricing), set percentage, fee syncs accounting software. step-by-step setup toggle \"yes.\" master switch. none fields apply. choose mode. either later, two modes run time. type. decides gets recorded back merchants connected system add sales receipts follows gaap standards avoids sync errors locked invoice periods. next section. amount. percentage supported (no flat-dollar fees). cap 3% (2% colorado). pricing, cap. section field editable. save. setting goes live every new transaction point forward. gateway manages surcharge amount handful payment gateways handle configuration side, genie. account uses one enabled page will appear read-only. tooltip says \"surcharging managed gateway.\" alert banner top reads \"important gateway. settings must changed level.\" value automatically updates gateway's changes. need manually update change side. picks sync. looks frozen why, probably reason. reach support side controls surcharge. type vs line items appears software card (recommended system) posts separate receipt month collected. conflict added original invoice. locks invoices specific periods (a common practice), may able item error. reconciling full mapping flows name description (surcharge pricing) writes software, needs line. fixed \"surcharge\" customized. compliance requirement term customer's unambiguous. rename reset customized read-only naming lives management area page. edit control software's chart accounts receipts. cash price labels (dual only) show prices side-by-side \"cash\" price. second label says, depending whether accepts ach. customers pay via ach used option available. defaults cash, check, other. option. cash. choices ach, matches describe method primarily takes checks might ach-disabled \"card / price\" instead price.\" all-or-nothing turned apply processed per-customer per-invoice exemption design. (visa mastercard, primarily) require tied applied consistently transparently across transactions. showing another, charging others, violation puts processing risk. keeping single global setting, makes sees flow (invoice, screen, receipt). always non-card avoid fee. disclosure language identical transaction, brands require. absolutely exempt one-off situation comes want (ach cash/check, accepts) neither triggers process outside record manual just ways route ask leaving on; violate processor's agreement. related articles checkout experience","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-03-08T14:41:57.000Z","tag_names":["customer payment","store payment"],"answer_sample":"Overview If you would prefer not to collect or handle a customer’s sensitive paym","long_answer_sample":"Overview If you would prefer not to collect or handle a customer’s sensitive payment information directly, you can send them a secure invitation to store their own payment method. Anytime a customer is paying one of your invoices, they have the option to store the payment method for future use (Customer-Enabled Auto Pay). Once a payment method is st","language_id":1,"id":2452987,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"overview prefer collect handle customer’s sensitive payment information directly, can send secure invitation store method. anytime customer paying one invoices, option method future use (customer-enabled auto pay). stored, details like enter yourself, refer storing credit debit card ach account securely information, follow steps below.   step 1 log biller genie account. navigate customers search invite.  2 open profile locate stored methods section. click dropdown next methods, select generate link add confirmation message will appear indicating copied. 3 paste email text another form communication directly customer. see opens contact saved pre-populate. prompted either bank (ach) card, within gateway — sent directly. optional enable pay may choose check box auto-pay transactions selected new invoices automatically charged invoice due date. used transactions. still trouble work unable method, support team support@billergenie.com include following name whether attempting error messages displayed providing help assist efficiently possible.","name":"Invite a Customer to Store a Payment Method","votes":0,"is_published":true,"slug":"invite-a-customer-to-store-a-payment-method","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/invite-a-customer-to-store-a-payment-method?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"overview prefer collect handle customer’s sensitive payment information directly, can send secure invitation store method. anytime customer paying one invoices, option method future use (customer-enabled auto pay). stored, details like enter yourself, refer storing credit debit card ach account securely information, follow steps below.   step 1 log biller genie account. navigate customers search invite.  2 open profile locate stored methods section. click dropdown next methods, select generate link add confirmation message will appear indicating copied. 3 paste email text another form communication directly customer. see opens contact saved pre-populate. prompted either bank (ach) card, within gateway — sent directly. optional enable pay may choose check box auto-pay transactions selected new invoices automatically charged invoice due date. used transactions. still trouble work unable method, support team support@billergenie.com include following name whether attempting error messages displayed providing help assist efficiently possible.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"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=243378789","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":"2026-09-23T07:53:30.091Z","tag_names":["set up tips","tips settings","enable tipping","allow tips","tip presets","maximum tip","tip cap","custom tip amount","apply technology fee to tips","post tips to","tip income","tips payable","gratuity item","tip label","customer defaults allow tips","install tips add-on"],"answer_sample":"This article walks through installing the Tips add-on, choosing your settings and","long_answer_sample":"This article walks through installing the Tips add-on, choosing your settings and letting your customers tip. For what Tips is and who can use it, start with Tips at a Glance. Before you begin You are on the Premium plan, or on a Premium trial.\nIf you use QuickBooks Online or QuickBooks Desktop, your sync is connected and healthy. Biller Genie creat","language_id":1,"id":3952606,"last_published_date":"October 23rd, 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":"article walks installing tips add-on, choosing settings letting customers tip. can use it, start glance. begin premium plan, trial. quickbooks online desktop, sync connected healthy. biller genie creates gratuity item tip account turn tipping on. see connect desktop page settings. xero. available right install add-ons (see managing users genie). business address record outside illinois. turned illinois businesses now glance). step 1 add-on merchant portal, click marketplace. narrow results tools category, find tile. open tile continue. appears sidebar. changes nothing yet. stays next step. 2 choose \u0026gt; tips. two cards, suggested amounts. every setting explained below. save done. amounts cards. default enable turns customers. turning exist post income (recommended) revenue. payable (liability) hold owed staff. records owe paying clearing balance done payroll accounting software; never distributes existing \"use default\" posts choice above, creating one accounts instead, follows account's type. only, shown reaches quickbooks. label read only. name pay. rename software remap mapping tab. software, items first tipped payment. apply technology fee surcharge. on, rate applies (the times tip, compounding). gateways surcharge applied full charged amount, including gratuity, shows changed. dual pricing merchants card price, added fees account. tax item. used split collected receipt still totals customer paid. strongly recommend leaving non-taxable, case leave 0. 0 type percentage (%) fixed amount ($). surcharge, percentages calculated invoice fee. pricing, price sees, includes exactly set. switch numbers preset slots stay typed, 10, 15 20 become $10, $15 $20. presets (three slots) buttons see. slot blank skip it. must greater zero, support decimal places, exceed 100%. 15, maximum percent payment caps amount. = cap. cap hidden customer, typed rejected. (no cap) allow custom off, keep non-taxable adds make taxable quickbooks, splits paid, later refund books cents. 3 let everyone once, type, time. wins default. control panel defaults global type). set want. update have, pick bulk dropdown value types. exception, save. new inherit row general tab, selected. greyed controls disabled installed off. first. 4 check connected, service named bg payable, depending choice. integration will tab matching item-linked accounts. \"your reached yet\", wait sync. offered exists create item, finishes warnings get \"quickbooks completed warnings\" to-do dashboard. happens contact subscriber success. change later. repoints without rewriting past transactions. liability locks created. decide want different label. renaming show \"service award\" instead \"gratuity\", (or map tab). receipts issued with. stop offering keeping setting. uninstalling same; customer's flag kept, reinstalling picks left books. related articles glance sees adding checkout refunds work","name":"Setting Up Tips","votes":0,"is_published":true,"slug":"setting-up-tips","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/setting-up-tips?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"article walks installing tips add-on, choosing settings letting customers tip. can use it, start glance. begin premium plan, trial. quickbooks online desktop, sync connected healthy. biller genie creates gratuity item tip account turn tipping on. see connect desktop page settings. xero. available right install add-ons (see managing users genie). business address record outside illinois. turned illinois businesses now glance). step 1 add-on merchant portal, click marketplace. narrow results tools category, find tile. open tile continue. appears sidebar. changes nothing yet. stays next step. 2 choose \u0026gt; tips. two cards, suggested amounts. every setting explained below. save done. amounts cards. default enable turns customers. turning exist post income (recommended) revenue. payable (liability) hold owed staff. records owe paying clearing balance done payroll accounting software; never distributes existing \"use default\" posts choice above, creating one accounts instead, follows account's type. only, shown reaches quickbooks. label read only. name pay. rename software remap mapping tab. software, items first tipped payment. apply technology fee surcharge. on, rate applies (the times tip, compounding). gateways surcharge applied full charged amount, including gratuity, shows changed. dual pricing merchants card price, added fees account. tax item. used split collected receipt still totals customer paid. strongly recommend leaving non-taxable, case leave 0. 0 type percentage (%) fixed amount ($). surcharge, percentages calculated invoice fee. pricing, price sees, includes exactly set. switch numbers preset slots stay typed, 10, 15 20 become $10, $15 $20. presets (three slots) buttons see. slot blank skip it. must greater zero, support decimal places, exceed 100%. 15, maximum percent payment caps amount. = cap. cap hidden customer, typed rejected. (no cap) allow custom off, keep non-taxable adds make taxable quickbooks, splits paid, later refund books cents. 3 let everyone once, type, time. wins default. control panel defaults global type). set want. update have, pick bulk dropdown value types. exception, save. new inherit row general tab, selected. greyed controls disabled installed off. first. 4 check connected, service named bg payable, depending choice. integration will tab matching item-linked accounts. \"your reached yet\", wait sync. offered exists create item, finishes warnings get \"quickbooks completed warnings\" to-do dashboard. happens contact subscriber success. change later. repoints without rewriting past transactions. liability locks created. decide want different label. renaming show \"service award\" instead \"gratuity\", (or map tab). receipts issued with. stop offering keeping setting. uninstalling same; customer's flag kept, reinstalling picks left books. related articles glance sees adding checkout refunds work","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:02:48.000Z","tag_names":["ar aging report","biller genie invoices","bulk pay","export invoices csv","invoice columns","invoice filtering","invoice grid","invoice list","invoice search","invoice status open paid","persistent filters","viewing invoices"],"answer_sample":"The Invoices grid is your main view for browsing, filtering, and acting on your a","long_answer_sample":"The Invoices grid is your main view for browsing, filtering, and acting on your accounts receivable. This article covers how to read the grid, the filter options that save the most time, and the related views (A/R aging, bulk payment, statements) you'll likely reach from here. Open Invoices \u0026gt; All Invoices from the main menu. What you see on the g","language_id":1,"id":1956810,"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":"invoices grid main view browsing, filtering, acting accounts receivable. article covers read grid, filter options save time, related views (a/r aging, bulk payment, statements) likely reach here. open \u0026gt; menu. see row one invoice. default columns invoice # — reference number (matches accounting software). customer customer's display name. click record. date due payment due. total amount. balance remaining unpaid status current, x day(s) late, paid. (the \"late\" count uses eastern standard time day boundary, local timezone relevant east coast.) filtering searching dropdown narrow / overdue paid pending all. search box searches across number, first name, last business partial matches work. column headers sort ascending/descending. per-column filters beneath header date-range, customer-name, amount filtering. persistent remembering sessions team always works filtered slice example, \"show type = wholesale\" turning saves re-applying every load page. merchant-wide toggle lives control panel settings enable filters. on, state invoices, customers, transactions grids remembered page reloads everyone account. default), reset defaults loads. turn single-user accounts, teams work view. leave multi-user person prefers start clean (otherwise teammate's sticks everyone). details toggle, configure general . detail. can process send manual reminder, opt reminders, modify it, timeline , export pdf. paying multiple customers wants pay several single transaction, use instead time. record (or via portal), select pay, split them. a/r aging report drill shows flat list. buckets-by-age (current, 1-30, 31-60, 61-90, 90+ days late), reports aging. bucket range equivalent status=overdue additional age filter. right working collections exporting button lets pull current csv. useful spreadsheet analysis sharing accountant. note reflects active full set. articles activity history setting manually","name":"Viewing Invoices","votes":0,"is_published":true,"slug":"viewing-invoices","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/viewing-invoices?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"invoices grid main view browsing, filtering, acting accounts receivable. article covers read grid, filter options save time, related views (a/r aging, bulk payment, statements) likely reach here. open \u0026gt; menu. see row one invoice. default columns invoice # — reference number (matches accounting software). customer customer's display name. click record. date due payment due. total amount. balance remaining unpaid status current, x day(s) late, paid. (the \"late\" count uses eastern standard time day boundary, local timezone relevant east coast.) filtering searching dropdown narrow / overdue paid pending all. search box searches across number, first name, last business partial matches work. column headers sort ascending/descending. per-column filters beneath header date-range, customer-name, amount filtering. persistent remembering sessions team always works filtered slice example, \"show type = wholesale\" turning saves re-applying every load page. merchant-wide toggle lives control panel settings enable filters. on, state invoices, customers, transactions grids remembered page reloads everyone account. default), reset defaults loads. turn single-user accounts, teams work view. leave multi-user person prefers start clean (otherwise teammate's sticks everyone). details toggle, configure general . detail. can process send manual reminder, opt reminders, modify it, timeline , export pdf. paying multiple customers wants pay several single transaction, use instead time. record (or via portal), select pay, split them. a/r aging report drill shows flat list. buckets-by-age (current, 1-30, 31-60, 61-90, 90+ days late), reports aging. bucket range equivalent status=overdue additional age filter. right working collections exporting button lets pull current csv. useful spreadsheet analysis sharing accountant. note reflects active full set. articles activity history setting manually","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1369272,"account_id":12867,"created_at":"2023-05-15T20:52:21.000Z","tag_names":["mail management","paper post"],"answer_sample":"Setting up paper mail is easy in Biller Genie. It's a great tool to give customer","long_answer_sample":"Setting up paper mail is easy in Biller Genie. It's a great tool to give customers an extra nudge to pay their invoices on time. Step 1 Navigate to Add-Ons \u0026gt; Paper Mail. Step 2 Review the Business Info section and correct any information as necessary. Step 3 Review the address in Step 3. This will be the printed return address. Step 4 Review your","language_id":1,"id":1957058,"last_published_date":"May 25th, 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":"setting paper mail easy biller genie. great tool give customers extra nudge pay invoices time. step 1 navigate to add-ons \u0026gt; mail. 2 review business info section correct information necessary. 3 address 3. will printed return address. 4 payment information. able everything signing agreement final by clicking review. 5 page, please double-check information. click sign on bottom right page taken adobe sign page. use click-to-sign function and submit the signed form. note if cookies disabled browser, see following message clicking sign can follow instructions to enable cookies, or click open new tab to view form tab browser. submitted, please allow 24-48 hours for account activated. contact confirmation becomes active.","name":"Setting Up Paper Mail","votes":0,"is_published":true,"slug":"setting-up-paper-mail","first_category":"Invoice Messenger \u0026 Reminders","categories_display_for_views":"Invoice Messenger \u0026 Reminders","parent_categories":[1369272],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoice-messenger-and-reminders/setting-up-paper-mail?from_search=243378789","host":"https://helpcenter.billergenie.com","body_txt":"setting paper mail easy biller genie. great tool give customers extra nudge pay invoices time. step 1 navigate to add-ons \u0026gt; mail. 2 review business info section correct information necessary. 3 address 3. will printed return address. 4 payment information. able everything signing agreement final by clicking review. 5 page, please double-check information. click sign on bottom right page taken adobe sign page. use click-to-sign function and submit the signed form. note if cookies disabled browser, see following message clicking sign can follow instructions to enable cookies, or click open new tab to view form tab browser. submitted, please allow 24-48 hours for account activated. contact confirmation becomes active.","categories":{"current":{"id":1369272,"name":"Invoice Messenger \u0026 Reminders","url":"/invoice-messenger-and-reminders"}},"category_param":"invoice-messenger-and-reminders"}}]