[{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-06-21T14:57:46.000Z","tag_names":["ach reject 72 hours","ach reject reconciliation","ach return code list","ach return codes","autopay disabled","autopay turn off ach reject","credit card chargeback","credit card decline","expired card autopay","invoice reopened after reject","nacha return codes","pending transactions report","post-settlement reject","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","reconcile ach reject accounting software","rejected transactions report","unauthorized ach return","why was my ach rejected"],"answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NAC","long_answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NACHA return code (R01, R02, R29, etc.) that tells the originating bank why. Credit card transactions have their own decline reasons and chargeback codes from the card brands. This article explains how rejects work, how Biller Genie handles them, which return codes trigger","language_id":1,"id":2017193,"last_published_date":"August 10th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","name":"ACH and Credit Card Reject Codes: How They Work in Biller Genie","votes":0,"is_published":true,"slug":"ach-and-credit-card-rejection-codes","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/ach-and-credit-card-rejection-codes?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2023-05-16T15:02:56.000Z","tag_names":["allow ach","allow credit card","biller genie customer defaults","by customer type","charge late fees default","control panel customer defaults","customer defaults","customer type defaults","customer type quickbooks","enable customer type defaults","global customer defaults","require auto-pay at checkout","save and apply to existing","update individual setting","wholesale retail defaults","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":"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":"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. 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 payment. 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=237965956","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. 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 payment. 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":1369271,"account_id":12867,"created_at":"2026-07-22T18:46:50.765Z","tag_names":["abr","ach clawback","ach reject","ach rejects","ach return","bank return","batch reconciliation","e-check return","nsf","post settlement return","rebill invoice","returned payment","write off","net settlement","netted from deposit","returned payment deducted from deposit","sweep off by returned amount"],"answer_sample":"ACH is a trust-then-verify network. A payment can be reported settled and funded,","long_answer_sample":"ACH is a trust-then-verify network. A payment can be reported settled and funded, and then bounce up to 60 days later under the banking network's return rules, for reasons like a closed account or a customer-disputed debit. When that happens, the bank pulls the money straight back out of your bank account. The ACH reject feature in Automatic Batch R","language_id":1,"id":3893602,"last_published_date":"August 14th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"ach trust-then-verify network. payment can reported settled funded, bounce 60 days later banking network's return rules, reasons like closed account customer-disputed debit. happens, bank pulls money straight back account. reject feature automatic batch reconciliation (abr) records clawback correctly quickbooks and, want, rebills customer. bookkeeping only. recording biller genie keeps ledger agreement bank; moves, nothing sent gateway. follow-up happens processor bank. covers payments returned funded. separate pre-funding rejects, rejected ever marked paid, transactions report always listed. codes themselves, see credit card codes. rejects reach experience depends gateway automatically, almost every learns post-settlement returns surfaces you, usually within day learning it. appears post-funding panel own; choose outcome. detection looks days, matching window. transaction page. statement tells came back, open genie. settled, button record it, confirms click. appears. small number gateways confirm reliably enough act notifies transaction, adjustment directly accounting software. contact tell whether one them. however reaches follows identical. active, top report. work queue still need action row shows detected date, customer, amount, id, invoice, resolve action. bulk single full amount payment, regular rejected-transactions grid sits panel. choosing opens write rebill invoice choices described below. resolved, leaves list actioned again; export csv history. required accounts items mapped synced yet, buttons disabled, link settings finish setup. panel's window options supported gateways, transaction's detail page button, stays resolved. abr's module must active mapped. yet returned, clicking warning disabled refresh page; try reflects return. never reliably, shown outcome vs modal gives two options. ask \"are sure\" continuing, decision final. off. accept loss close out. journal entry moves invoice. collect again. reversed new created entries sync software next sync. option confirming touch sweep account; comes account, mirror that. debits credits settlement (bank) books match bank's withdrawal. posts, followed using item. syncs normal connected ready pay (checking) removing original funds corresponding memo noting due customer taken deposit processors withdraw separately. instead, deduct future deposit, netting pattern reconciling chargebacks netted deposit. works, posted assume withdrawal, predictable way holds leftover balance equal withdrawal separately occurred fix debit / (your account) online steps click + \u0026gt; entry. line 1 enter column. 2 add \"ach deposit\", save. desktop note desktop, make company menu general memo. applies reject, exactly amount. signature zero related articles understanding setting abr mappings balances","name":"Handling ACH Rejects After Settlement","votes":0,"is_published":true,"slug":"handling-ach-rejects-after-settlement","first_category":"Automatic Batch Reconciliation","categories_display_for_views":"Automatic Batch Reconciliation","parent_categories":[1369271],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/automatic-batch-reconciliation/handling-ach-rejects-after-settlement?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"ach trust-then-verify network. payment can reported settled funded, bounce 60 days later banking network's return rules, reasons like closed account customer-disputed debit. happens, bank pulls money straight back account. reject feature automatic batch reconciliation (abr) records clawback correctly quickbooks and, want, rebills customer. bookkeeping only. recording biller genie keeps ledger agreement bank; moves, nothing sent gateway. follow-up happens processor bank. covers payments returned funded. separate pre-funding rejects, rejected ever marked paid, transactions report always listed. codes themselves, see credit card codes. rejects reach experience depends gateway automatically, almost every learns post-settlement returns surfaces you, usually within day learning it. appears post-funding panel own; choose outcome. detection looks days, matching window. transaction page. statement tells came back, open genie. settled, button record it, confirms click. appears. small number gateways confirm reliably enough act notifies transaction, adjustment directly accounting software. contact tell whether one them. however reaches follows identical. active, top report. work queue still need action row shows detected date, customer, amount, id, invoice, resolve action. bulk single full amount payment, regular rejected-transactions grid sits panel. choosing opens write rebill invoice choices described below. resolved, leaves list actioned again; export csv history. required accounts items mapped synced yet, buttons disabled, link settings finish setup. panel's window options supported gateways, transaction's detail page button, stays resolved. abr's module must active mapped. yet returned, clicking warning disabled refresh page; try reflects return. never reliably, shown outcome vs modal gives two options. ask \"are sure\" continuing, decision final. off. accept loss close out. journal entry moves invoice. collect again. reversed new created entries sync software next sync. option confirming touch sweep account; comes account, mirror that. debits credits settlement (bank) books match bank's withdrawal. posts, followed using item. syncs normal connected ready pay (checking) removing original funds corresponding memo noting due customer taken deposit processors withdraw separately. instead, deduct future deposit, netting pattern reconciling chargebacks netted deposit. works, posted assume withdrawal, predictable way holds leftover balance equal withdrawal separately occurred fix debit / (your account) online steps click + \u0026gt; entry. line 1 enter column. 2 add \"ach deposit\", save. desktop note desktop, make company menu general memo. applies reject, exactly amount. signature zero related articles understanding setting abr mappings balances","categories":{"current":{"id":1369271,"name":"Automatic Batch Reconciliation","url":"/automatic-batch-reconciliation"}},"category_param":"automatic-batch-reconciliation"}},{"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=237965956","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":1368781,"account_id":12867,"created_at":"2026-05-30T21:55:44.046Z","tag_names":["pending transactions report","in-flight ach","ach pending","ach origination","ach status log","track ach payment","ach received status","ach accepted status","ach still settling","why is invoice unpaid in quickbooks ach","reminders paused ach","late fees paused ach","ach payment timeline","ach 3 to 5 business days","is my ach payment stuck","biller genie pending report"],"answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction ","long_answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction that's currently in flight — submitted to the banking network but not yet settled. This article explains what the report tracks, what the status values mean, what happens to invoice reminders and late fees while a payment is pending, and what changes when the transactio","language_id":1,"id":3832733,"last_published_date":"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":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","name":"Pending Transactions Report","votes":0,"is_published":true,"slug":"pending-transactions-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/pending-transactions-report?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T14:40:44.000Z","tag_names":["connecting gateway","connect credit card gateway","connect ach gateway","gateway credentials","merchant service provider","api keys","terminal id","biller genie gateway setup","allow credit card payments","allow ach payments","payment processor connection","gateway connect error","i have a cc processor","i have an ach processor"],"answer_sample":"If your merchant service provider has issued you gateway credentials, you can con","long_answer_sample":"If your merchant service provider has issued you gateway credentials, you can connect your existing payment gateway directly to your Biller Genie account. This article walks through how to connect your credit card gateway and your ACH gateway, and how to verify that payments are enabled. The process is nearly identical for both — you start in a diff","language_id":1,"id":1957784,"last_published_date":"August 10th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, cliq, elavon epg, converge, authorize.net, cardpointe, usa epay, mx merchant, payroc, bank america, transit, acceptblue, others. reliafund, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. adding switching changes want switch processors, handled team methods migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","name":"Connecting Your Payment Gateways (Credit Card and ACH) to Biller Genie","votes":0,"is_published":true,"slug":"connecting-your-credit-card-gateway-to-biller-genie","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/connecting-your-credit-card-gateway-to-biller-genie?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, cliq, elavon epg, converge, authorize.net, cardpointe, usa epay, mx merchant, payroc, bank america, transit, acceptblue, others. reliafund, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. adding switching changes want switch processors, handled team methods migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T12:52:44.000Z","tag_names":["storing payment methods","store credit card","store ach","tokenize card","ach authorization","electronic ach authorization","save and send ach","self-authorize ach","merchant liability ach","customer portal vault","add stored card","add ach account","remove stored payment method","biller genie vault","authorize ach"],"answer_sample":"Biller Genie can securely store your customers' payment methods — both credit/deb","long_answer_sample":"Biller Genie can securely store your customers' payment methods — both credit/debit cards and ACH bank accounts — so you can charge them on future invoices, set up Auto Pay, or run scheduled payments without re-collecting payment details each time. Cards and ACH follow the same merchant-side workflow, with one important difference: ACH requires cust","language_id":1,"id":1957650,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie can securely store customers' payment methods — credit/debit cards ach bank accounts charge future invoices, set auto pay, run scheduled payments without re-collecting details time. follow merchant-side workflow, one important difference requires customer authorization (an electronic signature attestation collected outside genie). don't. article covers flow. rather enter information handling details, use customer-invitation flow instead see invite method . storing credit debit card step 1. log genie, navigate customers, open customer's profile clicking id display name. 2. click stored tab. 3. add \u0026gt; card. 4. number, expiration date, security code (cvv). address file, auto-populates. tokenized use. never stores raw number systems gateway token. (bank account) account follows first three steps explicit record showing agreed charged. supports two paths. 1 customers [select customer] account. 2 bank-account fill holder name routing type (checking savings) 3 choose authorize options. save send recommended merchants collects signed behalf. option (recommended) send. emails request. signs electronically; form genie. keep separate copy file case dispute. b self-authorize (merchant confirmation) (a form, in-person agreement, etc.), self-authorize. account, pop-up confirmation button next selecting tells obtained. ⚠ merchant liability method, responsibility document shifts you. will electronically form. dispute, return, chargeback, inquiry happens, service provider require submit proof directly. produce valid documentation, transaction may returned reversed. strongly recommend using unless robust process collecting retaining forms letting (customer portal) portal enabled, themselves, signing process. hands-off side. six-step customer-side clicks vault icon. enters info, save. guides authorization. name, last email record. reviews 5. scrolls next. 6. checks consent box, types draws signature, sign document. vault. adds skips step, saved unauthorized complete it. return finish. authorized pay source, schedule. additional required transactions download records. removing currently assigned deleted removed pay. delete disable update first. tab remove method. ways self-storage checkout. anytime pays (see customer-enabled article). invitation link. handle secure link themselves. still trouble contact support@billergenie.com include (card ach) whether used self-authorize, completed error messages displayed related articles turn connecting gateways codes explained","name":"Storing Customer Payment Methods (Cards and ACH)","votes":0,"is_published":true,"slug":"storing-payment-methods","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/storing-payment-methods?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"biller genie can securely store customers' payment methods — credit/debit cards ach bank accounts charge future invoices, set auto pay, run scheduled payments without re-collecting details time. follow merchant-side workflow, one important difference requires customer authorization (an electronic signature attestation collected outside genie). don't. article covers flow. rather enter information handling details, use customer-invitation flow instead see invite method . storing credit debit card step 1. log genie, navigate customers, open customer's profile clicking id display name. 2. click stored tab. 3. add \u0026gt; card. 4. number, expiration date, security code (cvv). address file, auto-populates. tokenized use. never stores raw number systems gateway token. (bank account) account follows first three steps explicit record showing agreed charged. supports two paths. 1 customers [select customer] account. 2 bank-account fill holder name routing type (checking savings) 3 choose authorize options. save send recommended merchants collects signed behalf. option (recommended) send. emails request. signs electronically; form genie. keep separate copy file case dispute. b self-authorize (merchant confirmation) (a form, in-person agreement, etc.), self-authorize. account, pop-up confirmation button next selecting tells obtained. ⚠ merchant liability method, responsibility document shifts you. will electronically form. dispute, return, chargeback, inquiry happens, service provider require submit proof directly. produce valid documentation, transaction may returned reversed. strongly recommend using unless robust process collecting retaining forms letting (customer portal) portal enabled, themselves, signing process. hands-off side. six-step customer-side clicks vault icon. enters info, save. guides authorization. name, last email record. reviews 5. scrolls next. 6. checks consent box, types draws signature, sign document. vault. adds skips step, saved unauthorized complete it. return finish. authorized pay source, schedule. additional required transactions download records. removing currently assigned deleted removed pay. delete disable update first. tab remove method. ways self-storage checkout. anytime pays (see customer-enabled article). invitation link. handle secure link themselves. still trouble contact support@billergenie.com include (card ach) whether used self-authorize, completed error messages displayed related articles turn connecting gateways codes explained","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2025-07-21T19:53:47.000Z","tag_names":["dual pricing customer experience","dual pricing invoice view","card price ach price","side by side pricing","cash discount checkout","dual pricing email","dual pricing receipt","customer portal dual pricing","how dual pricing looks to customer"],"answer_sample":"With Biller Genie's Dual Pricing option, your invoices and payment screens displa","long_answer_sample":"With Biller Genie's Dual Pricing option, your invoices and payment screens display both a card price and an ACH (or cash) price side-by-side. The customer sees both prices from the start — there's no popup at checkout — and they pick the payment method that matches the price they're willing to pay. This article walks through the six points where you","language_id":1,"id":3411087,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's dual pricing option, invoices payment screens display card price ach (or cash) side-by-side. customer sees prices start — popup checkout pick method matches willing pay. article walks six points typical payment, know exactly experience. surcharging equivalent (which different flow single checkout), see experience . step 1 invoice syncs accounting software create (quickbooks online, quickbooks desktop, xero) normal price. becomes will see. genie automatically calculates applying technology fee percentage top. 2 shows side-by-side opens invoice, two clearly labeled label second depends cash labels setting (see fees account ). 3 messenger email reflects total new-invoice reminder emails sent show (the price). visible itself. 4 summary screen clicks pay, displays decision point pay option choose accordingly. 5 selects \"pay card,\" higher two) nothing else. surprise surcharge disclosure saw chose previous screen. 6 receipt chosen emailed amount actually paid card, another method. \"fee\" line item appears customer's pricing; just chose. looks inside portal logs (instead via public link), follows steps. view related articles glance reconciling","name":"What Your Customer Sees: The Dual Pricing Checkout Experience","votes":0,"is_published":true,"slug":"dual-pricing-customer-experience","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/dual-pricing-customer-experience?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's dual pricing option, invoices payment screens display card price ach (or cash) side-by-side. customer sees prices start — popup checkout pick method matches willing pay. article walks six points typical payment, know exactly experience. surcharging equivalent (which different flow single checkout), see experience . step 1 invoice syncs accounting software create (quickbooks online, quickbooks desktop, xero) normal price. becomes will see. genie automatically calculates applying technology fee percentage top. 2 shows side-by-side opens invoice, two clearly labeled label second depends cash labels setting (see fees account ). 3 messenger email reflects total new-invoice reminder emails sent show (the price). visible itself. 4 summary screen clicks pay, displays decision point pay option choose accordingly. 5 selects \"pay card,\" higher two) nothing else. surprise surcharge disclosure saw chose previous screen. 6 receipt chosen emailed amount actually paid card, another method. \"fee\" line item appears customer's pricing; just chose. looks inside portal logs (instead via public link), follows steps. view related articles glance reconciling","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-10-25T21:30:28.000Z","tag_names":["when will i receive my deposits","deposit timing","deposit funding timeline","credit card funding time","ach settlement","nacha settlement windows","paypal deposit timing","check funding","next day funding","same day ach","biller genie deposit timing","gateway batch cutoff","odfi settlement","bank deposit delay"],"answer_sample":"\"When will I receive my deposit\" is one of the most common questions Biller Genie","long_answer_sample":"\"When will I receive my deposit\" is one of the most common questions Biller Genie merchants ask, and the answer depends almost entirely on which payment method the customer used — not on Biller Genie itself. Biller Genie hands the transaction off to a payment processor or network the moment your customer pays; from there, the funding clock is contro","language_id":1,"id":2869891,"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":"\"when will receive deposit\" one common questions biller genie merchants ask, answer depends almost entirely payment method customer used — itself. hands transaction processor network moment pays; there, funding clock controlled gateway, card networks, nacha, paypal, depending type. article walks four types supports today, controls timeline each, look authoritative timing specific situation. short version genie's role ends gateway hand-off; everything processor's policy. today credit cards debit processed configured gateway. ach (electronic bank transfer) nacha-governed network. check via provider rails. paypal paypal's settlement system. timeline. none genie. process immediately hands. transactions fund within 24-48 hours. next-day funding, exact gateway's batch cutoff time. individually batches. daily (typically late evening eastern time, varies). captured next cycle; roll following day's batch. processors offer cutoff. same-day (for additional fee). \"high-risk\" new-merchant terms longer holds. holidays weekends. generally pauses friday-evening may show account monday tuesday. settlement. visa, mastercard, american express, discover slightly different schedules. abstract you, part shows \"around\" business day rather see cycle, authorization connection know authorized captured. actual deposit landing bank. need confirm date, portal directly. move operated nacha (the national automated clearing house association). defines windows fixed times funded banks. multiple per day, window catches. connects odfi (originating depository financial institution basically, originates behalf). rules submits nacha's windows. odfis hit day; others submit day. publishes detailed operating covering timing, return codes, obligations. source overview . high-level pattern processes defined batches throughout adds faster standard typically settles 1-2 days. (if it) can settle returns reversals follow timelines. insufficient funds account-not-found comes back 1-3 days; codes take longer. status updates vs queries update transaction, reports accepted, settled, returned, etc. funding. reported \"settled\" (cleared nacha) actually land account, odfi's posting schedule. \"biller settled yet\" normal state, bug. two separate events; gap set statuses affect invoice governed network, reflects transaction's progress real might received submitted moving accepted transmitted customer's rdfi, receiving institution) processing. paid cleared finalized. error issue stored (account closed, deleted, etc.). forward. maps is... reminders fees pending paused closed automatically resume / returned reopens enabled) reaches paid, closes syncs accounting software. stay \"catch up\" time pending. rejection fails, explained payments deposited timelines (see section above) checks ride rails behind scenes. processing working toward cycles; live, expect timing. handles outside networks. arrive balance minutes payment, become available withdraw seller-protection risk policies. current including hold periods new accounts, dispute reserves, withdrawal-to-bank money policies periodically; docs account's state. summary table type typical hours (next-day common); + days (same-day odfis) (rides rails) immediately; withdrawal policy tell date sits front chain. authorize capture post hand lose visibility side. processor, systems operate independently accurate merchant portal. real-time cutoff, schedule, details, refer published rules. paypal-specific settings help center. \"where right now\", reference number frequently asked friday tuesday pause non-banking holiday, wednesday. says empty. going (or network), posted yet. bank's batches, ach. contact takes quoted you. get maybe. talk programs. ach, ask whether support (additional apply). guidance linking verifying speeds withdrawals. use report. deposit. bulk autopay report invoices together useful cross-referencing never landed two-step (1) captured/settled activity, (2) posted, support. passed when; reach related articles recording deposits reconciling feeds understanding automatic reconciliation connecting","name":"Deposit Funding Timeframes by Payment Method","votes":0,"is_published":true,"slug":"when-will-i-receive-my-deposits","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/when-will-i-receive-my-deposits?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"\"when will receive deposit\" one common questions biller genie merchants ask, answer depends almost entirely payment method customer used — itself. hands transaction processor network moment pays; there, funding clock controlled gateway, card networks, nacha, paypal, depending type. article walks four types supports today, controls timeline each, look authoritative timing specific situation. short version genie's role ends gateway hand-off; everything processor's policy. today credit cards debit processed configured gateway. ach (electronic bank transfer) nacha-governed network. check via provider rails. paypal paypal's settlement system. timeline. none genie. process immediately hands. transactions fund within 24-48 hours. next-day funding, exact gateway's batch cutoff time. individually batches. daily (typically late evening eastern time, varies). captured next cycle; roll following day's batch. processors offer cutoff. same-day (for additional fee). \"high-risk\" new-merchant terms longer holds. holidays weekends. generally pauses friday-evening may show account monday tuesday. settlement. visa, mastercard, american express, discover slightly different schedules. abstract you, part shows \"around\" business day rather see cycle, authorization connection know authorized captured. actual deposit landing bank. need confirm date, portal directly. move operated nacha (the national automated clearing house association). defines windows fixed times funded banks. multiple per day, window catches. connects odfi (originating depository financial institution basically, originates behalf). rules submits nacha's windows. odfis hit day; others submit day. publishes detailed operating covering timing, return codes, obligations. source overview . high-level pattern processes defined batches throughout adds faster standard typically settles 1-2 days. (if it) can settle returns reversals follow timelines. insufficient funds account-not-found comes back 1-3 days; codes take longer. status updates vs queries update transaction, reports accepted, settled, returned, etc. funding. reported \"settled\" (cleared nacha) actually land account, odfi's posting schedule. \"biller settled yet\" normal state, bug. two separate events; gap set statuses affect invoice governed network, reflects transaction's progress real might received submitted moving accepted transmitted customer's rdfi, receiving institution) processing. paid cleared finalized. error issue stored (account closed, deleted, etc.). forward. maps is... reminders fees pending paused closed automatically resume / returned reopens enabled) reaches paid, closes syncs accounting software. stay \"catch up\" time pending. rejection fails, explained payments deposited timelines (see section above) checks ride rails behind scenes. processing working toward cycles; live, expect timing. handles outside networks. arrive balance minutes payment, become available withdraw seller-protection risk policies. current including hold periods new accounts, dispute reserves, withdrawal-to-bank money policies periodically; docs account's state. summary table type typical hours (next-day common); + days (same-day odfis) (rides rails) immediately; withdrawal policy tell date sits front chain. authorize capture post hand lose visibility side. processor, systems operate independently accurate merchant portal. real-time cutoff, schedule, details, refer published rules. paypal-specific settings help center. \"where right now\", reference number frequently asked friday tuesday pause non-banking holiday, wednesday. says empty. going (or network), posted yet. bank's batches, ach. contact takes quoted you. get maybe. talk programs. ach, ask whether support (additional apply). guidance linking verifying speeds withdrawals. use report. deposit. bulk autopay report invoices together useful cross-referencing never landed two-step (1) captured/settled activity, (2) posted, support. passed when; reach related articles recording deposits reconciling feeds understanding automatic reconciliation connecting","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-05-22T17:30:54.960Z","tag_names":["autopay receipt","customer receipt","email merchant receipts","merchant receipt","multiple recipient receipts","paid invoice email","receipt branding","receipt for ach","receipts biller genie","receipt timing","resend receipt","route receipts to accountant","send receipts","suppress receipts","transaction receipt"],"answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer r","long_answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer receipt (the person who paid) and a merchant receipt (your own staff inbox). Whether each one actually goes out is controlled by three independent toggles. This article walks through the toggles, when receipts fire, and how to route them. When receipts fire Receipts fire","language_id":1,"id":3826882,"last_published_date":"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":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time — moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal wait funding. ach takes 3–5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls org level panel \u0026gt; settings \"email receipts\" copy ever account. record \"send specific gets receipt. per form receipt\" checkbox sends (overrides customer-level setting downward suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons list receives routing inboxes native way send inbox example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression e.g., refunding duplicate charge notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template differences salutation. sender's name come custom domain , envelope better deliverability trust. scenarios \"this open off. will still receive reminders (a type) post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says get order checked ask spam/junk search \"biller genie\" inbox. missing, see troubleshooting support@billergenie.com name, date, amount pull mailjet delivery log. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","name":"Receipts in Biller Genie — Customer and Merchant Copy","votes":0,"is_published":true,"slug":"receipts-customer-and-merchant-copy","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/receipts-customer-and-merchant-copy?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time — moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal wait funding. ach takes 3–5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls org level panel \u0026gt; settings \"email receipts\" copy ever account. record \"send specific gets receipt. per form receipt\" checkbox sends (overrides customer-level setting downward suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons list receives routing inboxes native way send inbox example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression e.g., refunding duplicate charge notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template differences salutation. sender's name come custom domain , envelope better deliverability trust. scenarios \"this open off. will still receive reminders (a type) post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says get order checked ask spam/junk search \"biller genie\" inbox. missing, see troubleshooting support@billergenie.com name, date, amount pull mailjet delivery log. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:50.082Z","tag_names":["detach payment balance","invoice balance mismatch","invoice not closing","invoice paid in qbo not bg","invoice paid still open","partial payment invoice open","payment not synced biller genie","pending ach attached invoice","reconcile invoice biller genie","technology fee pending"],"answer_sample":"An invoice that's marked \"Paid\" in your accounting software but still shows as Op","long_answer_sample":"An invoice that's marked \"Paid\" in your accounting software but still shows as Open (or partial balance) in Biller Genie is one of the most common reconciliation puzzles. There are several specific causes — this article walks through them in the order you should check. Step 1: Confirm the actual state Open the invoice in Biller Genie. Note the Balan","language_id":1,"id":3826876,"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":"invoice marked \"paid\" accounting software still shows open (or partial balance) biller genie one common reconciliation puzzles. several specific causes — article walks order check. step 1 confirm actual state genie. note balance remaining, status, payment rows timeline . (qbo, qbd, xero) applied payments. mismatch will usually fall patterns below. 2 check sync queues answer working time, queues. paid open, good chance related line item like late fee technology fee) sitting error message tells exactly wrong. queue history payments back. search transaction id. listed, desc column fix (deleted invoice, closed period, expired connection, etc.). outbound items (late fees, returned-check fees) added existing accounting-software invoice. stuck can change total way makes show different balances. find either queue, underlying issue per next cycle reconcile everything automatically. continue cause pending ach attached funded yet symptom check) amount $x. unchanged. take 3-5 business days settle. funding window, records invoice's reduce reject. software, hand, may bookkeeper manually. resolution wait. settles, mark push back software. rejects, stays reminders resume (you'll see rejection entry rejected transactions report ). (surcharge / dual-pricing synced paiddate set balanceremaining negative. internally calls \"paid balance.\" customer credit card fees (surcharging dual pricing) enabled, gets runs separately. confirms fee, math looks off. wait sync. automatically reconciles item. 3 (because check, cash, external qbo/qbd/xero). timeline. syncs invoices periodically. lag qbo/xero picks hour, longer issue. trigger manual add-ons \u0026gt; minutes. showing genie, errors (reports errors) failed records. enabled email notification, received alert stale configure general settings 4 previously-applied detached detach #x #y. status. someone team (likely re-attach invoice). detaching reverses goes cleared. correct apply new original applicable. attaching 5 voided refunded $x voided, refunded, detached. reversed. restores clears paiddate. void/refund intentional. so, need collection action unintentional, contact support@billergenie.com 6 \"partially paid,\" less total. reduced balance. designed reduces close remaining 7 wrong paid. open. looking customer's invoices, overpaid unexpected applied) money landed. one. ruled persists, number, name, shows, shows. audit identify exact gap. articles activity reject codes","name":"An Invoice Is Marked Paid but Still Shows Open","votes":0,"is_published":true,"slug":"invoice-marked-paid-but-still-shows-open","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/invoice-marked-paid-but-still-shows-open?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"invoice marked \"paid\" accounting software still shows open (or partial balance) biller genie one common reconciliation puzzles. several specific causes — article walks order check. step 1 confirm actual state genie. note balance remaining, status, payment rows timeline . (qbo, qbd, xero) applied payments. mismatch will usually fall patterns below. 2 check sync queues answer working time, queues. paid open, good chance related line item like late fee technology fee) sitting error message tells exactly wrong. queue history payments back. search transaction id. listed, desc column fix (deleted invoice, closed period, expired connection, etc.). outbound items (late fees, returned-check fees) added existing accounting-software invoice. stuck can change total way makes show different balances. find either queue, underlying issue per next cycle reconcile everything automatically. continue cause pending ach attached funded yet symptom check) amount $x. unchanged. take 3-5 business days settle. funding window, records invoice's reduce reject. software, hand, may bookkeeper manually. resolution wait. settles, mark push back software. rejects, stays reminders resume (you'll see rejection entry rejected transactions report ). (surcharge / dual-pricing synced paiddate set balanceremaining negative. internally calls \"paid balance.\" customer credit card fees (surcharging dual pricing) enabled, gets runs separately. confirms fee, math looks off. wait sync. automatically reconciles item. 3 (because check, cash, external qbo/qbd/xero). timeline. syncs invoices periodically. lag qbo/xero picks hour, longer issue. trigger manual add-ons \u0026gt; minutes. showing genie, errors (reports errors) failed records. enabled email notification, received alert stale configure general settings 4 previously-applied detached detach #x #y. status. someone team (likely re-attach invoice). detaching reverses goes cleared. correct apply new original applicable. attaching 5 voided refunded $x voided, refunded, detached. reversed. restores clears paiddate. void/refund intentional. so, need collection action unintentional, contact support@billergenie.com 6 \"partially paid,\" less total. reduced balance. designed reduces close remaining 7 wrong paid. open. looking customer's invoices, overpaid unexpected applied) money landed. one. ruled persists, number, name, shows, shows. audit identify exact gap. articles activity reject codes","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1369271,"account_id":12867,"created_at":"2026-07-22T18:46:51.582Z","tag_names":["abr","bank reconciliation","batch reconciliation","charge back","chargeback","combined settlement","deposit does not match","manual journal entry","netted deposit","quickbooks journal entry","settlement account","short deposit","sweep account","net settlement","ach return netted"],"answer_sample":"Automatic Batch Reconciliation (ABR) assumes the standard settlement model: when ","long_answer_sample":"Automatic Batch Reconciliation (ABR) assumes the standard settlement model: when a cardholder disputes a sale, your processor withdraws the chargeback amount from your bank account as its own separate debit. Some processors work differently and take the chargeback out of your daily deposit instead, so on a day with a chargeback, the deposit that rea","language_id":1,"id":3893603,"last_published_date":"August 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":"automatic batch reconciliation (abr) assumes standard settlement model cardholder disputes sale, processor withdraws chargeback amount bank account separate debit. processors work differently take daily deposit instead, day chargeback, reaches smaller total. article merchants second group. symptom days actual abr recorded, sweep may hold leftover balance. bookkeeping only. everything page keeping ledger agreement bank. recording biller genie dispute arbitrate anything; still manage payment processor. first choice ask best fix configuration, bookkeeping. partner whether merchant can configured chargebacks drawn separately instead combined batch. support this. settle separately, abr's matches reality exactly reconciles natively, manual work. possible journal entry change keep books straight one small per accounting software. moves accounts recorded real net clears debit / credit (your account) post dated affected settled, memo like \"chargeback netted deposit, invoice #…\" easy trace later. mapped balances, residual balance shows quickbooks online steps click + new \u0026gt; entry. set date batch's date. line 1 choose (bank) enter debits column. 2 credits add referencing invoice, save. desktop note (connected magiccarpet), made company menu make general entries. use two lines, account, conventions. matching short statement reconcile feed, single equals minus chargeback. match it, select entries together clears. (which posts separate-withdrawal assumption), include creating one, clear left sweep. doubt, aim checks matches, returns zero. returned ach payments way. deduct later withdrawing separately. one-entry applies; see section \"if taken deposit\" handling rejects settlement. related articles understanding reading history transaction linking deposits reconciling feeds","name":"Reconciling When Chargebacks Are Netted From Your Deposit","votes":0,"is_published":true,"slug":"reconciling-chargebacks-netted-from-your-deposit","first_category":"Automatic Batch Reconciliation","categories_display_for_views":"Automatic Batch Reconciliation","parent_categories":[1369271],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/automatic-batch-reconciliation/reconciling-chargebacks-netted-from-your-deposit?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"automatic batch reconciliation (abr) assumes standard settlement model cardholder disputes sale, processor withdraws chargeback amount bank account separate debit. processors work differently take daily deposit instead, day chargeback, reaches smaller total. article merchants second group. symptom days actual abr recorded, sweep may hold leftover balance. bookkeeping only. everything page keeping ledger agreement bank. recording biller genie dispute arbitrate anything; still manage payment processor. first choice ask best fix configuration, bookkeeping. partner whether merchant can configured chargebacks drawn separately instead combined batch. support this. settle separately, abr's matches reality exactly reconciles natively, manual work. possible journal entry change keep books straight one small per accounting software. moves accounts recorded real net clears debit / credit (your account) post dated affected settled, memo like \"chargeback netted deposit, invoice #…\" easy trace later. mapped balances, residual balance shows quickbooks online steps click + new \u0026gt; entry. set date batch's date. line 1 choose (bank) enter debits column. 2 credits add referencing invoice, save. desktop note (connected magiccarpet), made company menu make general entries. use two lines, account, conventions. matching short statement reconcile feed, single equals minus chargeback. match it, select entries together clears. (which posts separate-withdrawal assumption), include creating one, clear left sweep. doubt, aim checks matches, returns zero. returned ach payments way. deduct later withdrawing separately. one-entry applies; see section \"if taken deposit\" handling rejects settlement. related articles understanding reading history transaction linking deposits reconciling feeds","categories":{"current":{"id":1369271,"name":"Automatic Batch Reconciliation","url":"/automatic-batch-reconciliation"}},"category_param":"automatic-batch-reconciliation"}},{"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=237965956","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":"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=237965956","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":1369273,"account_id":12867,"created_at":"2023-05-15T19:02:46.000Z","tag_names":["customer portal","using customer portal","customer portal sign up","customer portal login","customer portal troubleshooting","portal access","pay invoice online","save card on file","customer self service","portal branding"],"answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of ","long_answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of your customers. When they receive an invoice, the email contains a button that opens the portal, where they can view what they owe, pay it, save a card on file, set up autopay, request a payment plan, and download receipts and statements. This article explains what the ","language_id":1,"id":1956892,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","name":"Using the Customer Portal","votes":0,"is_published":true,"slug":"using-the-customer-portal","first_category":"The Customer Portal","categories_display_for_views":"The Customer Portal","parent_categories":[1369273],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customer-portal/using-the-customer-portal?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","categories":{"current":{"id":1369273,"name":"The Customer Portal","url":"/customer-portal"}},"category_param":"customer-portal"}},{"question":{"category_id":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=237965956","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":"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.     Option 1: Store Payment Method for Future Use When this option is sel","language_id":1,"id":2455043,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"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.   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 auto pay 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=237965956","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.   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 auto pay 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":1368781,"account_id":12867,"created_at":"2023-05-16T14:54:25.000Z","tag_names":["payment sync queue","payment sync history","sync error","invoice not paid in quickbooks","qbo sync error","xero sync error","qbd web connector","dequeue payment sync","transaction has been deleted","stale object error","closed transaction cannot be edited","authentication failed","6240 qbo","5010 qbo","3120 qbd","3171 qbd","3200 qbo","reconcile biller genie quickbooks","late fee not on quickbooks invoice","payments needing resolution","re-queue payment","dismiss payment","payment withheld from sync"],"answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in ","long_answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in Biller Genie first and then pushed back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) so your books match reality. Most of the time this push happens within a few minutes and you never have to think about it. When something goes wrong, the","language_id":1,"id":1957804,"last_published_date":"August 10th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","name":"Payment Sync Queue and History: Why Invoices Sometimes Don’t Show Paid in Your Accounting Software","votes":0,"is_published":true,"slug":"using-the-payment-sync-history-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/using-the-payment-sync-history-report?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-10-06T23:04:38.000Z","tag_names":["technology fees","surcharging","dual pricing","compliant surcharging","bin validation","fee cap","state restrictions","surcharge prohibited states","connecticut surcharging","massachusetts surcharging","maine surcharging","oklahoma surcharging","colorado surcharge cap","card brand compliance","visa surcharging rules","mastercard surcharging rules","technology fee vs surcharge","convenience fee vs surcharge","cash discount","all or nothing fee"],"answer_sample":"Biller Genie supports two ways to add a Technology Fee to a transaction so you ca","long_answer_sample":"Biller Genie supports two ways to add a Technology Fee to a transaction so you can offset your cost of accepting cards: Surcharging and Dual Pricing. Both are configured under the same Technology Fees feature in your Biller Genie account, and both are designed to be card-brand compliant. The difference is in how the fee is presented to your customer","language_id":1,"id":2227513,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie supports two ways add technology fee transaction can offset cost accepting cards surcharging dual pricing. configured fees feature account, designed card-brand compliant. difference presented customer — drives option allowed, caps at, sees receipt. all-or-nothing setting account level. turned on, applies every processed exempt specific invoice. visa mastercard compliance requirement applied consistently disclosed way customer. showing one another put processing risk. article gives high-level comparison decide flavor fits business. setup steps, customer's checkout experience, accounting reconciliation, see linked articles bottom. adds small credit card transactions (and, configurations, ach transactions) help cover payment processing. appears invoice receipt, proceeds sync back software separate line item sales receipt books reconcile cleanly. come flavors original price. pays card, popup discloses surcharge new total. capped rules. pricing price (or cash) side-by-side start. popup, caps, state restrictions. works surcharging, goes quoted. chooses pay told it. point selection, shows clearly outlines additional total, either accept switch non-surcharged method (debit, ach, avoid behind scenes, checks card's bin (the first 6-8 digits, called bank identification number) confirm applying surcharge. identifies debit prepaid types protected pricing, prices moment receive needed full transparency upfront. pick matches willing pay. integration, lower displays \"cash\" instead. pattern mirrors gas-station shown pump familiar mental model customers. glance vs   cap max 3% (2% colorado) minimum maximum excluded check geography available 46 states. prohibited connecticut, maine, massachusetts, oklahoma. 50 states price; paying disclosure throughout chosen notification required follow guidelines, notify acquirer 30 days turning verify merchant processor legal team going live restrictions apply only. state-level caps. oklahoma prohibited. business registered states, choose colorado 2%. automatically enforces colorado-based accounts. allowed 3%. important laws change time, state's rules codified genie's automatic enforcement. operate. glossary fee, surcharge, convenience service four terms get used interchangeably conversation, mean different things brands regulators. umbrella name. covers added top specifically card. govern applied. practice upfront cash paying. alternate channel. strict charge (typically channel genuinely merchant's normal method). support convenience-fee programs directly. certain regulated industries (mostly government, education, utilities) regardless method. service-fee talk \"technology fee\" accurate term. \"surcharge\" using mode specifically. \"convenience \"service meanings merchants. frequently asked questions turn customers others no. global design. violation puts rationale. will gift charged transaction. card), actually syncs software. visible portal software, received. needs switch, modes operate time. looks like experience step-by-step screenshots flow. related reconciling chart accounts mapping lives","name":"Technology Fees: Dual Pricing and Surcharging at a Glance","votes":0,"is_published":true,"slug":"technology-fees-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/technology-fees-overview?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports two ways add technology fee transaction can offset cost accepting cards surcharging dual pricing. configured fees feature account, designed card-brand compliant. difference presented customer — drives option allowed, caps at, sees receipt. all-or-nothing setting account level. turned on, applies every processed exempt specific invoice. visa mastercard compliance requirement applied consistently disclosed way customer. showing one another put processing risk. article gives high-level comparison decide flavor fits business. setup steps, customer's checkout experience, accounting reconciliation, see linked articles bottom. adds small credit card transactions (and, configurations, ach transactions) help cover payment processing. appears invoice receipt, proceeds sync back software separate line item sales receipt books reconcile cleanly. come flavors original price. pays card, popup discloses surcharge new total. capped rules. pricing price (or cash) side-by-side start. popup, caps, state restrictions. works surcharging, goes quoted. chooses pay told it. point selection, shows clearly outlines additional total, either accept switch non-surcharged method (debit, ach, avoid behind scenes, checks card's bin (the first 6-8 digits, called bank identification number) confirm applying surcharge. identifies debit prepaid types protected pricing, prices moment receive needed full transparency upfront. pick matches willing pay. integration, lower displays \"cash\" instead. pattern mirrors gas-station shown pump familiar mental model customers. glance vs   cap max 3% (2% colorado) minimum maximum excluded check geography available 46 states. prohibited connecticut, maine, massachusetts, oklahoma. 50 states price; paying disclosure throughout chosen notification required follow guidelines, notify acquirer 30 days turning verify merchant processor legal team going live restrictions apply only. state-level caps. oklahoma prohibited. business registered states, choose colorado 2%. automatically enforces colorado-based accounts. allowed 3%. important laws change time, state's rules codified genie's automatic enforcement. operate. glossary fee, surcharge, convenience service four terms get used interchangeably conversation, mean different things brands regulators. umbrella name. covers added top specifically card. govern applied. practice upfront cash paying. alternate channel. strict charge (typically channel genuinely merchant's normal method). support convenience-fee programs directly. certain regulated industries (mostly government, education, utilities) regardless method. service-fee talk \"technology fee\" accurate term. \"surcharge\" using mode specifically. \"convenience \"service meanings merchants. frequently asked questions turn customers others no. global design. violation puts rationale. will gift charged transaction. card), actually syncs software. visible portal software, received. needs switch, modes operate time. looks like experience step-by-step screenshots flow. related reconciling chart accounts mapping lives","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-02-15T17:51:54.000Z","tag_names":["allow partial payments check","biller genie native invoice","check amount validation","check invoice matching","check search criteria","check sync accounting","match check to invoice","multi-invoice check","partial payments check","processing a check","qbo check sync","quickbooks check","standalone check","standalone check transaction","virtual terminal check","xero check sync"],"answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit","long_answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit Capture (RDC), it sits in the Add-On view waiting to be processed. Processing means matching the captured check to a specific invoice — or recording it as a standalone transaction not tied to an invoice — and submitting the payment to the banking network. This article ","language_id":1,"id":2410793,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"check captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","name":"Processing a Check: Matching, Standalone, and Sync","votes":0,"is_published":true,"slug":"processing-a-check","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/processing-a-check?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"check captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-16T13:36:45.000Z","tag_names":["record deposits","reconcile bank feed","undeposited funds","qbd record deposits","qbo bank deposit","xero bank reconciliation","automatic batch reconciliation","abr","sweep account","deposit account","daily discount","monthly discount"],"answer_sample":"Recording deposits and reconciling them against your bank feed is two-thirds of c","long_answer_sample":"Recording deposits and reconciling them against your bank feed is two-thirds of closing out an accounting period. The other third — applying customer payments against invoices — is the easy half. The deposit reconciliation half is the one that eats hours of bookkeeper time every month. This article explains what's actually happening when you record ","language_id":1,"id":1957709,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"recording deposits reconciling bank feed two-thirds closing accounting period. third — applying customer payments invoices easy half. deposit reconciliation half one eats hours bookkeeper time every month. article explains actually happening record deposit, matters using biller genie, genie's automatic batch (abr) collapses tedious part work nothing. 1 works (the fundamentals) accrual accounting, payment touches books two distinct steps, step requirement recorded invoice sales receipt. pays, mark paid (or create receipt immediate payment). → reconciliation. tells \"this owes less just paid.\" feed. receives money (which usually happens later overnight ach, 1-2 days credit cards), lands statement needs matched payments. \"the cash physically moved customer's ours.\" reconciliations happen close period accurately. skip first customers showing balances owe. second say less) does. undeposited funds account holding register steps sits special called (sometimes \"clearing account,\" \"holding \"till\"). temporary parking spot collected yet cleared bank. typical day business takes mix types looks like software pays $500 credit-card invoice. recorded; moves funds. b $1,200 ach c writes $300 check. day-end balance $2,000 across three different transaction types. point, shows actual arriving. come lump. separate batches type, days, processor fees deducted. begins. intuit's overview quickbooks xero merchants, see central . feeds live near-live) connection software. pushes pulls) deposits, withdrawals, lists \"to review\" inbox inside books. feed, match system knows refer transaction. ai/rules auto-suggest matches, suggestions good data underneath them. bank-feed workflow, manage set rules guides; xero's flow described small tax accuracy. agree bank, filings drift reality. irs care funds; cares says. position visibility. unreconciled hide real cash. think $50k; says $42k; $8k stuck unmatched batches. fraud error detection. discipline catches missed payment, duplicate chargeback recorded. $400 compounds months. audit readiness. lenders, investors, auditors want clean monthly reconciliations. \"we're behind\" answer well. 2 without abr automated tool, you) matching hand. workflow whether desktop, online, xero, anything else screens differ. manual desktop open banking \u0026gt; make depending qbd version). screen list currently sitting funds, mixed cards, checks, manually identify subset belongs recording. hard part. \"ach $1,847.23\" scan list, find day, add up, factor fee, pick right ones sum $1,847.23. check including. click ok. screen, date. save deposit. leave appears register. repeat day. online go + new destination select included save. model little dedicated default. directly lines time. batched (multiple combining single deposit), offers \u0026amp; line multiple amount. still selecting combination split ui. painful volume. merchant 50 transactions per generates couple hundred entries week. picking daily sorting work. fees. card processors often deduct depositing net $1,000 gross $971.50 know recreate math, fee deduction separately. get wrong fails. checks settle schedules. day's might hit five needing match. errors compound. misclassify next too. bookkeepers eventually spend finding mistakes transactions. expensive. businesses pay $30-50/hour week adds thousands dollars year keep aligned 3 add-on deposit-matching automatically. core insight genie exactly expected amount will processed place. can hand pre-matched journal entry mirrors hits software's ai matches sets chart accounts install abr, creates segregated sweep type card, check, alternative-payment-method (apm, paypal) never account. default eight created apm posts individual processes. reconcile bank-type treats liquidity. rename remap mapping tool prefers names. throughout pay. processes appropriate sweep, on. linked normal. end tallies debit account, exact quickbooks' built-in sees scans transactions, finds (same amount, date, description), auto-suggests \"match\" auto-matches via done. $0 close). left exception investigation chargeback, refund sync, payment. non-zero focused open-ended hunt longer sort reconstruct processor-fee math. track days. entries. mixed-type trying figure makes line. exception-spotting superpower abr's always exactly, definition exception. runs \"what's unreconciled\" seconds look balances. scroll hundreds answer. discounting extra \"daily discount\" (deducting rather billing monthly), comes fees, fix discount instead (recommended users), disappears entirely. available magiccarpet. legacy qbdv3 integration feature parity details. invoices. time, moment pays. specifically addresses reconciliation, above. replace bookkeeper. replaces portion review exceptions, classify uncommon close. stop spending rote matching. choosing path processing handful saved low-volume month, fine probably need automation. break-even point somewhere around 30-50 month volume, starts hurt. frequently asked questions use prefer. off, syncs account; deposits. segregated-sweep-account journal-entry pattern. existing turn stay are. affects enabled full sync completed. backlog let take going forward. zero mean means something happened normal common causes chargebacks (a disputed charge pulled back), refunds synced cleanly, settle. investigate exception, phantom. yes. consistent descriptions amounts pair well rules. merchants auto-confirm rule sight, reducing click-to-match zero. customize uses , override seeded choosing. prefer fold numbering scheme. currently. built quickbooks-specific behavior. bank-reconciliation screen. picture. related articles understanding connect magiccarpet","name":"Recording Deposits and Reconciling Bank Feeds","votes":0,"is_published":true,"slug":"record-deposits-in-quickbooks-desktop","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/record-deposits-in-quickbooks-desktop?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"recording deposits reconciling bank feed two-thirds closing accounting period. third — applying customer payments invoices easy half. deposit reconciliation half one eats hours bookkeeper time every month. article explains actually happening record deposit, matters using biller genie, genie's automatic batch (abr) collapses tedious part work nothing. 1 works (the fundamentals) accrual accounting, payment touches books two distinct steps, step requirement recorded invoice sales receipt. pays, mark paid (or create receipt immediate payment). → reconciliation. tells \"this owes less just paid.\" feed. receives money (which usually happens later overnight ach, 1-2 days credit cards), lands statement needs matched payments. \"the cash physically moved customer's ours.\" reconciliations happen close period accurately. skip first customers showing balances owe. second say less) does. undeposited funds account holding register steps sits special called (sometimes \"clearing account,\" \"holding \"till\"). temporary parking spot collected yet cleared bank. typical day business takes mix types looks like software pays $500 credit-card invoice. recorded; moves funds. b $1,200 ach c writes $300 check. day-end balance $2,000 across three different transaction types. point, shows actual arriving. come lump. separate batches type, days, processor fees deducted. begins. intuit's overview quickbooks xero merchants, see central . feeds live near-live) connection software. pushes pulls) deposits, withdrawals, lists \"to review\" inbox inside books. feed, match system knows refer transaction. ai/rules auto-suggest matches, suggestions good data underneath them. bank-feed workflow, manage set rules guides; xero's flow described small tax accuracy. agree bank, filings drift reality. irs care funds; cares says. position visibility. unreconciled hide real cash. think $50k; says $42k; $8k stuck unmatched batches. fraud error detection. discipline catches missed payment, duplicate chargeback recorded. $400 compounds months. audit readiness. lenders, investors, auditors want clean monthly reconciliations. \"we're behind\" answer well. 2 without abr automated tool, you) matching hand. workflow whether desktop, online, xero, anything else screens differ. manual desktop open banking \u0026gt; make depending qbd version). screen list currently sitting funds, mixed cards, checks, manually identify subset belongs recording. hard part. \"ach $1,847.23\" scan list, find day, add up, factor fee, pick right ones sum $1,847.23. check including. click ok. screen, date. save deposit. leave appears register. repeat day. online go + new destination select included save. model little dedicated default. directly lines time. batched (multiple combining single deposit), offers \u0026amp; line multiple amount. still selecting combination split ui. painful volume. merchant 50 transactions per generates couple hundred entries week. picking daily sorting work. fees. card processors often deduct depositing net $1,000 gross $971.50 know recreate math, fee deduction separately. get wrong fails. checks settle schedules. day's might hit five needing match. errors compound. misclassify next too. bookkeepers eventually spend finding mistakes transactions. expensive. businesses pay $30-50/hour week adds thousands dollars year keep aligned 3 add-on deposit-matching automatically. core insight genie exactly expected amount will processed place. can hand pre-matched journal entry mirrors hits software's ai matches sets chart accounts install abr, creates segregated sweep type card, check, alternative-payment-method (apm, paypal) never account. default eight created apm posts individual processes. reconcile bank-type treats liquidity. rename remap mapping tool prefers names. throughout pay. processes appropriate sweep, on. linked normal. end tallies debit account, exact quickbooks' built-in sees scans transactions, finds (same amount, date, description), auto-suggests \"match\" auto-matches via done. $0 close). left exception investigation chargeback, refund sync, payment. non-zero focused open-ended hunt longer sort reconstruct processor-fee math. track days. entries. mixed-type trying figure makes line. exception-spotting superpower abr's always exactly, definition exception. runs \"what's unreconciled\" seconds look balances. scroll hundreds answer. discounting extra \"daily discount\" (deducting rather billing monthly), comes fees, fix discount instead (recommended users), disappears entirely. available magiccarpet. legacy qbdv3 integration feature parity details. invoices. time, moment pays. specifically addresses reconciliation, above. replace bookkeeper. replaces portion review exceptions, classify uncommon close. stop spending rote matching. choosing path processing handful saved low-volume month, fine probably need automation. break-even point somewhere around 30-50 month volume, starts hurt. frequently asked questions use prefer. off, syncs account; deposits. segregated-sweep-account journal-entry pattern. existing turn stay are. affects enabled full sync completed. backlog let take going forward. zero mean means something happened normal common causes chargebacks (a disputed charge pulled back), refunds synced cleanly, settle. investigate exception, phantom. yes. consistent descriptions amounts pair well rules. merchants auto-confirm rule sight, reducing click-to-match zero. customize uses , override seeded choosing. prefer fold numbering scheme. currently. built quickbooks-specific behavior. bank-reconciliation screen. picture. related articles understanding connect magiccarpet","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"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=237965956","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":1369273,"account_id":12867,"created_at":"2023-05-16T12:56:27.000Z","tag_names":["customer portal","payment splits"],"answer_sample":"Overview Customers can make full, bulk, or partial payments inside the Customer P","long_answer_sample":"Overview Customers can make full, bulk, or partial payments inside the Customer Portal. While full and bulk payments can be made directly from the home screen, partial payments must be made from the individual invoice page. This article explains how customers can submit a partial payment.     How To Make a Partial Payment Step 1 Log in to the Custom","language_id":1,"id":1957653,"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":"overview customers can make full, bulk, partial payments inside customer portal. full bulk made directly home screen, must individual invoice page. article explains submit payment.   payment step 1 log locate needs click number left-hand side. will open 2 page, select desired method (for example, credit card ach). 3 amount field. edit reflect wish make. 4 process submitted, transaction balance update accordingly. important notes portal screen. require opening first. remaining stay paid full. still trouble unable payment, contact biller genie support team support@billergenie.com include following details used error messages displayed providing information help assist efficiently possible.","name":"Partial Payments inside Customer Portal","votes":0,"is_published":true,"slug":"partial-payments-inside-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/partial-payments-inside-customer-portal?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"overview customers can make full, bulk, partial payments inside customer portal. full bulk made directly home screen, must individual invoice page. article explains submit payment.   payment step 1 log locate needs click number left-hand side. will open 2 page, select desired method (for example, credit card ach). 3 amount field. edit reflect wish make. 4 process submitted, transaction balance update accordingly. important notes portal screen. require opening first. remaining stay paid full. still trouble unable payment, contact biller genie support team support@billergenie.com include following details used error messages displayed providing information help assist efficiently possible.","categories":{"current":{"id":1369273,"name":"The Customer Portal","url":"/customer-portal"}},"category_param":"customer-portal"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:06:44.000Z","tag_names":["autopay attempt log","detach payment timeline","email opened invoice","invoice activity","invoice event log","invoice history","invoice opt out reminders","invoice timeline","mailjet open click","reminder sent log","when was invoice sent","who paid invoice"],"answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything ","long_answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything that's happened to it: payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay attempts, manual notes, and email opens and clicks. The Timeline is the first place to look when you need to answer \"what happened with this invoice?\" — fo","language_id":1,"id":1956817,"last_published_date":"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":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","name":"Invoice Timeline and Activity History","votes":0,"is_published":true,"slug":"view-invoice-timeline","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/view-invoice-timeline?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2024-07-16T16:55:54.000Z","tag_names":["attribute usage","function use"],"answer_sample":"  The Biller Genie software allows for feature adjustments, at the global or indi","long_answer_sample":"  The Biller Genie software allows for feature adjustments, at the global or individual customer level.    Example You charge a 2% late fee to all invoices paid 30 days late.  Susan is a long-time customer and always pays (eventually), you give her a break by never charging her a late fee.  Your Late Fee feature in Biller Genie is set to charge ever","language_id":1,"id":2679939,"last_published_date":"May 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"  biller genie software allows feature adjustments, global individual customer level.  example charge 2% late fee invoices paid 30 days late.  susan long-time always pays (eventually), give break never charging fee.  set everyone, susan's record, turn off.  time, may complicated series customized settings. using utilization report can help keep things straight answer questions like customers ach payments enabled charged fees permission request payment plans step 1 portal, navigate reports \u0026gt; 2 see features installed.  click tile reveal report. 3 inside report, ‘setting status’ switch disabled, select group wish see. below, 64 credit card processing enabled, 4 disabled. optional step  need adjusted, name id profile.","name":"Feature Utilization","votes":0,"is_published":true,"slug":"feature-utilization","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/feature-utilization?from_search=237965956","host":"https://helpcenter.billergenie.com","body_txt":"  biller genie software allows feature adjustments, global individual customer level.  example charge 2% late fee invoices paid 30 days late.  susan long-time always pays (eventually), give break never charging fee.  set everyone, susan's record, turn off.  time, may complicated series customized settings. using utilization report can help keep things straight answer questions like customers ach payments enabled charged fees permission request payment plans step 1 portal, navigate reports \u0026gt; 2 see features installed.  click tile reveal report. 3 inside report, ‘setting status’ switch disabled, select group wish see. below, 64 credit card processing enabled, 4 disabled. optional step  need adjusted, name id profile.","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}}]