[{"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=243378423","host":"https://helpcenter.billergenie.com","body_txt":"article walks enabling configuring technology fees biller genie account. start, make sure reviewed differences surcharging dual pricing — configure page, behave differently customers. see glance choose. turn decide pricing. choice affects customer sees, caps apply, states can operate in. confirm compliance. options designed card-brand compliant, state laws acquirer's rules change. check merchant processor legal team going live. surcharging, notify acquirer least 30 days turning on. requirement, one. find dashboard, go add-ons \u0026gt; fees. switch feature on, pick mode (surcharging pricing), set percentage, fee syncs accounting software. step-by-step setup toggle \"yes.\" master switch. none fields apply. choose mode. either later, two modes run time. type. decides gets recorded back merchants connected system add sales receipts follows gaap standards avoids sync errors locked invoice periods. next section. amount. percentage supported (no flat-dollar fees). cap 3% (2% colorado). pricing, cap. section field editable. save. setting goes live every new transaction point forward. gateway manages surcharge amount handful payment gateways handle configuration side, genie. account uses one enabled page will appear read-only. tooltip says \"surcharging managed gateway.\" alert banner top reads \"important gateway. settings must changed level.\" value automatically updates gateway's changes. need manually update change side. picks sync. looks frozen why, probably reason. reach support side controls surcharge. type vs line items appears software card (recommended system) posts separate receipt month collected. conflict added original invoice. locks invoices specific periods (a common practice), may able item error. reconciling full mapping flows name description (surcharge pricing) writes software, needs line. fixed \"surcharge\" customized. compliance requirement term customer's unambiguous. rename reset customized read-only naming lives management area page. edit control software's chart accounts receipts. cash price labels (dual only) show prices side-by-side \"cash\" price. second label says, depending whether accepts ach. customers pay via ach used option available. defaults cash, check, other. option. cash. choices ach, matches describe method primarily takes checks might ach-disabled \"card / price\" instead price.\" all-or-nothing turned apply processed per-customer per-invoice exemption design. (visa mastercard, primarily) require tied applied consistently transparently across transactions. showing another, charging others, violation puts processing risk. keeping single global setting, makes sees flow (invoice, screen, receipt). always non-card avoid fee. disclosure language identical transaction, brands require. absolutely exempt one-off situation comes want (ach cash/check, accepts) neither triggers process outside record manual just ways route ask leaving on; violate processor's agreement. related articles checkout experience","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2025-07-21T20:03:49.000Z","tag_names":["reconciling technology fees","sales receipts vs line items","gaap technology fees","tech fee accounting reconciliation","tech fee sync error locked invoice","partial payment technology fee","tech fee tax rate","surcharge item name accounting","how technology fee shows in quickbooks","how technology fee shows in xero","technology fee chart of accounts"],"answer_sample":"When you enable Technology Fees on your Biller Genie account — whether you're usi","long_answer_sample":"When you enable Technology Fees on your Biller Genie account — whether you're using Surcharging or Dual Pricing — Biller Genie writes the fee back to your connected accounting software so your books reconcile cleanly. This article explains how the fee appears in your accounting software, why we recommend the Sales Receipts mode, and how each field m","language_id":1,"id":3411096,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"enable technology fees biller genie account — whether using surcharging dual pricing writes fee back connected accounting software books reconcile cleanly. article explains appears software, recommend sales receipts mode, field maps two recording options. setup details vs line items choice, see setting . chart-of-accounts mapping controls posts chart accounts show supports ways writing choose one add-ons \u0026gt; page. trade-offs mode separate receipt month collection. cleanest gaap, conflict locked invoice periods. recommended merchants. added original invoice. easier spot single invoice, can fail sync locks invoices certain period. choice change customer sees pays. changes bookkeeping entry side. (the gaap reason) generally accepted principles revenue recorded every transaction gets dated entry, booked card payment cleared independent issued. onto follow lock end period (a common practice), edit add item fails post. avoids entirely. fields map syncs receipt, follows ach subtotal, tax, amount total amounts created with. included. previous payments paid toward invoice's total. additional used (i.e., receipts). chosen new included makes difference). important specific may locked. switch avoid this. tax treatment first sets creates non-taxable. want taxed set taxable software. enter rate genie's settings. will automatically apply rules vary state check accountant turning on. partial allow applies paying full per-payment, per-invoice. reconcile, plus (or line-item add-ons) match paid. keeps gaap-compliant multiple part-payments different methods. successfully synced yet, appear books. completes, visible merchant portal reconciling mappings describe flow actual mechanics, setup, deposit reconciliation steps platform, linked articles lives remap it. connect quickbooks online mechanics qbo. deposits bank feeds desktop reconciliation. xero xero. frequently asked questions showing synced. run close, fail. locked-invoice issue. rename depends mode. surcharging, name description fixed \"surcharge\" card-brand compliance requires unambiguous consistent across transactions. pricing, customize item's management area; next sync. details. back) fact yes. page future transactions point onward. existing stay whichever originally in. count subtotal treated normal income item. business. related outbound queue (when tech sync) history glance checkout experience","name":"Reconciling Technology Fees in Your Accounting Software","votes":0,"is_published":true,"slug":"reconciliation-with-dual-pricing","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/reconciliation-with-dual-pricing?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"enable technology fees biller genie account — whether using surcharging dual pricing writes fee back connected accounting software books reconcile cleanly. article explains appears software, recommend sales receipts mode, field maps two recording options. setup details vs line items choice, see setting . chart-of-accounts mapping controls posts chart accounts show supports ways writing choose one add-ons \u0026gt; page. trade-offs mode separate receipt month collection. cleanest gaap, conflict locked invoice periods. recommended merchants. added original invoice. easier spot single invoice, can fail sync locks invoices certain period. choice change customer sees pays. changes bookkeeping entry side. (the gaap reason) generally accepted principles revenue recorded every transaction gets dated entry, booked card payment cleared independent issued. onto follow lock end period (a common practice), edit add item fails post. avoids entirely. fields map syncs receipt, follows ach subtotal, tax, amount total amounts created with. included. previous payments paid toward invoice's total. additional used (i.e., receipts). chosen new included makes difference). important specific may locked. switch avoid this. tax treatment first sets creates non-taxable. want taxed set taxable software. enter rate genie's settings. will automatically apply rules vary state check accountant turning on. partial allow applies paying full per-payment, per-invoice. reconcile, plus (or line-item add-ons) match paid. keeps gaap-compliant multiple part-payments different methods. successfully synced yet, appear books. completes, visible merchant portal reconciling mappings describe flow actual mechanics, setup, deposit reconciliation steps platform, linked articles lives remap it. connect quickbooks online mechanics qbo. deposits bank feeds desktop reconciliation. xero xero. frequently asked questions showing synced. run close, fail. locked-invoice issue. rename depends mode. surcharging, name description fixed \"surcharge\" card-brand compliance requires unambiguous consistent across transactions. pricing, customize item's management area; next sync. details. back) fact yes. page future transactions point onward. existing stay whichever originally in. count subtotal treated normal income item. business. related outbound queue (when tech sync) history glance checkout experience","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":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=243378423","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":515332,"account_id":12867,"created_at":"2023-05-16T15:02:56.000Z","tag_names":["customer defaults","global customer defaults","allow credit card","allow ach","customer type defaults","by customer type","enable customer type defaults","wholesale retail defaults","control panel customer defaults","charge late fees default","require auto-pay at checkout","save and apply to existing","update individual setting","biller genie customer defaults","customer type quickbooks","xero contact groups"],"answer_sample":"Customer Defaults control how Biller Genie behaves for your customers by default ","long_answer_sample":"Customer Defaults control how Biller Genie behaves for your customers by default — what payment methods are allowed, whether autopay is required, whether late fees apply, and how invoice messages and reminders go out. You set the defaults once and they shape every new customer added to your account going forward. For most accounts, one set of defaul","language_id":1,"id":1957815,"last_published_date":"October 14th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer defaults control biller genie behaves customers default — payment methods allowed, whether autopay required, late fees apply, invoice messages reminders go out. set shape every new added account going forward. accounts, one enough; sophisticated setups, can switch page type mode maintain different (wholesale vs retail, net 30 60, etc.). customer-level settings stack two layers play, understanding difference saves lot confusion later (this article) template seeds onto first created (via accounting-software sync, manual creation, import). global mode; per mode. per-customer actual customer's record, edited customer-by-customer time. see overrides reminders, fees, features . important nuance seed create time step way. editing automatically update existing keep whatever plus edits made since. explicit \"apply existing\" options (covered below) want push change customers; deliberate, automatic. find open panel \u0026gt; defaults. three tabs general, messenger, reminders. general tab policies allow credit card payments pay debit card. means offered screen, gateway supports it. apple hidden too, since payment. ach (bank transfer). apm alternative methods. today primarily paypal supported gateway. partial amount total instead paying full. useful overdue large invoices full balance right away. charge applies late-fee policy. requires fee manager add-on. technology on, dual pricing surcharging applied credit-card configuration. plans request plan portal. merchant must approve takes effect. enable receipts emails receipt pays. customer-portal checkout behavior require stored method \"save file\" agreement forced checkout. workflow charging later. auto-pay beyond storing enroll future paid. best subscription, retainer, recurring-billing models. display parent portal sub-customer login shows sub-customer's too. sub bill route ignore email conflicts controls without addresses appear report. flagged. use serve walk-in paper-only never collect email. missing address messenger get delivered matrix rows message types, columns delivery channels (email, paper mail). row, toggle channel independently. always available; mail active paper-mail subscription. types upcoming heads-up sent ahead invoice's due date. updated changed. arrive next update. statement periodic listing invoices. past due. applied. inherits. configured parent, toggles record grayed parent's drive gets sent. follow-up cadence uses governs repeating follow-ups delivered. covers touch; nudges top-of-mind messenger. independent row. newer add-on version, statements email-only. inherits settings. switching business need say wholesale retail set, seeded based managed accounting software, genie. reads via sync bucket create, rename, delete inside quickbooks online live lists types. assign record. desktop built-in field additional info xero contact groups, maps model. requirements premium-plan feature. page, include support@billergenie.com discuss upgrade options. least defined software assigned. configure on. selector appears header \"default – customers\" followed dropdown synced special option pick dropdown. type. click save. repeat differentiate. catch-all fallback baseline. worked example sell (b2b, 30, prefers ach) (one-off, pays point sale, only). longer reminder cadence. off, shorter sensible middle-ground assigned type, one. syncs \"wholesale,\" \"retail\" retail's changes changing re-seed type's run create/import. reset match defaults, either edit manually individual setting current tool (described specific across given save apply adjusting tab's settings, behave differently. everyday adjusted become touched. almost situation. forward overwrites heads up. wipes customization board. override replaced. established accounts surgical instead. rarely. typically setup customization, genuinely everyone updating single (or type) overwriting anything else. top expand drop-down. name dropdown, value, value customers. mode, scopes currently-selected turn customers, anyone's policy, cadence, partial-payment wholesale, drop-down, autopay, apply. done now on; everything else stays same. recommended day-to-day adjust shapes baseline touching anyone existing. leaves (including settings) intact. one-off adjustments directly. frequently asked questions (what cadence). looks (which show, footer text, template). goes shown ones currently effect customer. time; subsequent with. toggle. toggle, upgrades. no. (qbo qbd field, groups). rename there, automatically. different. keeps related articles","name":"Customer Defaults: Global and By Customer Type","votes":0,"is_published":true,"slug":"setting-global-customer-defaults","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/setting-global-customer-defaults?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"customer defaults control biller genie behaves customers default — payment methods allowed, whether autopay required, late fees apply, invoice messages reminders go out. set shape every new added account going forward. accounts, one enough; sophisticated setups, can switch page type mode maintain different (wholesale vs retail, net 30 60, etc.). customer-level settings stack two layers play, understanding difference saves lot confusion later (this article) template seeds onto first created (via accounting-software sync, manual creation, import). global mode; per mode. per-customer actual customer's record, edited customer-by-customer time. see overrides reminders, fees, features . important nuance seed create time step way. editing automatically update existing keep whatever plus edits made since. explicit \"apply existing\" options (covered below) want push change customers; deliberate, automatic. find open panel \u0026gt; defaults. three tabs general, messenger, reminders. general tab policies allow credit card payments pay debit card. means offered screen, gateway supports it. apple hidden too, since payment. ach (bank transfer). apm alternative methods. today primarily paypal supported gateway. partial amount total instead paying full. useful overdue large invoices full balance right away. charge applies late-fee policy. requires fee manager add-on. technology on, dual pricing surcharging applied credit-card configuration. plans request plan portal. merchant must approve takes effect. enable receipts emails receipt pays. customer-portal checkout behavior require stored method \"save file\" agreement forced checkout. workflow charging later. auto-pay beyond storing enroll future paid. best subscription, retainer, recurring-billing models. display parent portal sub-customer login shows sub-customer's too. sub bill route ignore email conflicts controls without addresses appear report. flagged. use serve walk-in paper-only never collect email. missing address messenger get delivered matrix rows message types, columns delivery channels (email, paper mail). row, toggle channel independently. always available; mail active paper-mail subscription. types upcoming heads-up sent ahead invoice's due date. updated changed. arrive next update. statement periodic listing invoices. past due. applied. inherits. configured parent, toggles record grayed parent's drive gets sent. follow-up cadence uses governs repeating follow-ups delivered. covers touch; nudges top-of-mind messenger. independent row. newer add-on version, statements email-only. inherits settings. switching business need say wholesale retail set, seeded based managed accounting software, genie. reads via sync bucket create, rename, delete inside quickbooks online live lists types. assign record. desktop built-in field additional info xero contact groups, maps model. requirements premium-plan feature. page, include support@billergenie.com discuss upgrade options. least defined software assigned. configure on. selector appears header \"default – customers\" followed dropdown synced special option pick dropdown. type. click save. repeat differentiate. catch-all fallback baseline. worked example sell (b2b, 30, prefers ach) (one-off, pays point sale, only). longer reminder cadence. off, shorter sensible middle-ground assigned type, one. syncs \"wholesale,\" \"retail\" retail's changes changing re-seed type's run create/import. reset match defaults, either edit manually individual setting current tool (described specific across given save apply adjusting tab's settings, behave differently. everyday adjusted become touched. almost situation. forward overwrites heads up. wipes customization board. override replaced. established accounts surgical instead. rarely. typically setup customization, genuinely everyone updating single (or type) overwriting anything else. top expand drop-down. name dropdown, value, value customers. mode, scopes currently-selected turn customers, anyone's policy, cadence, partial-payment wholesale, drop-down, autopay, apply. done now on; everything else stays same. recommended day-to-day adjust shapes baseline touching anyone existing. leaves (including settings) intact. one-off adjustments directly. frequently asked questions (what cadence). looks (which show, footer text, template). goes shown ones currently effect customer. time; subsequent with. toggle. toggle, upgrades. no. (qbo qbd field, groups). rename there, automatically. different. keeps related articles","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T15:30:47.000Z","tag_names":["xero sync","connect xero","xero integration","xero oauth","biller genie xero","xero standard advisor","xero connection","xero troubleshooting","xero authentication unsuccessful","xero invoice errors","xero default payment account","enable payments to this account","xero clearing account","xero payment account","xero bank reconciliation","reconcile xero payments","batch deposits xero","match deposits in xero","reconcile biller genie payments"],"answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth","long_answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth authorization flow. Once connected, your customers and invoices stay in sync between the two systems with no manual reconciliation. This article walks through the connection, what happens during the first sync, how to manage the connection day-to-day, and how to troubl","language_id":1,"id":1956641,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","name":"How to Connect Xero","votes":0,"is_published":true,"slug":"syncing-with-xero","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-with-xero?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-22T17:31:12.682Z","tag_names":["accounting integrations","supported integrations","quickbooks online","qbo","quickbooks desktop","qbd","magiccarpet","xero","middleware integration","acculynx","servicetitan","serviceminder","autotask","jobber","housecall pro","jobtread","buildertrend","jobnimbus","joist","service fusion","lmn","fieldedge","request integration","third party software","accounting sync direction","payment sync back","two-way sync","one-way sync"],"answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, ","long_answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, QuickBooks Desktop (through MagicCarpet), and Xero. If you run another piece of software for jobs, dispatch, project management, or field service, you can still get Biller Genie's automation by using QuickBooks as the layer in between. This page is the canonical referen","language_id":1,"id":3826907,"last_published_date":"September 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually tips merchants; never bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","name":"Supported Accounting-Software Integrations","votes":0,"is_published":true,"slug":"supported-accounting-software-integrations","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/supported-accounting-software-integrations?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually tips merchants; never bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2026-09-23T07:53:30.091Z","tag_names":["set up tips","tips settings","enable tipping","allow tips","tip presets","maximum tip","tip cap","custom tip amount","apply technology fee to tips","post tips to","tip income","tips payable","gratuity item","tip label","customer defaults allow tips","install tips add-on"],"answer_sample":"This article walks through installing the Tips add-on, choosing your settings and","long_answer_sample":"This article walks through installing the Tips add-on, choosing your settings and letting your customers tip. For what Tips is and who can use it, start with Tips at a Glance. Before you begin You are on the Premium plan, or on a Premium trial.\nIf you use QuickBooks Online or QuickBooks Desktop, your sync is connected and healthy. Biller Genie creat","language_id":1,"id":3952606,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"article walks installing tips add-on, choosing settings letting customers tip. can use it, start glance. begin premium plan, trial. quickbooks online desktop, sync connected healthy. biller genie creates gratuity item tip account turn tipping on. see connect desktop page settings. xero. available right install add-ons (see managing users genie). business address record outside illinois. turned illinois businesses now glance). step 1 add-on merchant portal, click marketplace. narrow results tools category, find tile. open tile continue. appears sidebar. changes nothing yet. stays next step. 2 choose \u0026gt; tips. two cards, suggested amounts. every setting explained below. save done. amounts cards. default enable turns customers. turning exist post income (recommended) revenue. payable (liability) hold owed staff. records owe paying clearing balance done payroll accounting software; never distributes existing \"use default\" posts choice above, creating one accounts instead, follows account's type. only, shown reaches quickbooks. label read only. name pay. rename software remap mapping tab. software, items first tipped payment. apply technology fee surcharge. on, rate applies (the times tip, compounding). gateways surcharge applied full charged amount, including gratuity, shows changed. dual pricing merchants card price, added fees account. tax item. used split collected receipt still totals customer paid. strongly recommend leaving non-taxable, case leave 0. 0 type percentage (%) fixed amount ($). surcharge, percentages calculated invoice fee. pricing, price sees, includes exactly set. switch numbers preset slots stay typed, 10, 15 20 become $10, $15 $20. presets (three slots) buttons see. slot blank skip it. must greater zero, support decimal places, exceed 100%. 15, maximum percent payment caps amount. = cap. cap hidden customer, typed rejected. (no cap) allow custom off, keep non-taxable adds make taxable quickbooks, splits paid, later refund books cents. 3 let everyone once, type, time. wins default. control panel defaults global type). set want. update have, pick bulk dropdown value types. exception, save. new inherit row general tab, selected. greyed controls disabled installed off. first. 4 check connected, service named bg payable, depending choice. integration will tab matching item-linked accounts. \"your reached yet\", wait sync. offered exists create item, finishes warnings get \"quickbooks completed warnings\" to-do dashboard. happens contact subscriber success. change later. repoints without rewriting past transactions. liability locks created. decide want different label. renaming show \"service award\" instead \"gratuity\", (or map tab). receipts issued with. stop offering keeping setting. uninstalling same; customer's flag kept, reinstalling picks left books. related articles glance sees adding checkout refunds work","name":"Setting Up Tips","votes":0,"is_published":true,"slug":"setting-up-tips","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/setting-up-tips?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"article walks installing tips add-on, choosing settings letting customers tip. can use it, start glance. begin premium plan, trial. quickbooks online desktop, sync connected healthy. biller genie creates gratuity item tip account turn tipping on. see connect desktop page settings. xero. available right install add-ons (see managing users genie). business address record outside illinois. turned illinois businesses now glance). step 1 add-on merchant portal, click marketplace. narrow results tools category, find tile. open tile continue. appears sidebar. changes nothing yet. stays next step. 2 choose \u0026gt; tips. two cards, suggested amounts. every setting explained below. save done. amounts cards. default enable turns customers. turning exist post income (recommended) revenue. payable (liability) hold owed staff. records owe paying clearing balance done payroll accounting software; never distributes existing \"use default\" posts choice above, creating one accounts instead, follows account's type. only, shown reaches quickbooks. label read only. name pay. rename software remap mapping tab. software, items first tipped payment. apply technology fee surcharge. on, rate applies (the times tip, compounding). gateways surcharge applied full charged amount, including gratuity, shows changed. dual pricing merchants card price, added fees account. tax item. used split collected receipt still totals customer paid. strongly recommend leaving non-taxable, case leave 0. 0 type percentage (%) fixed amount ($). surcharge, percentages calculated invoice fee. pricing, price sees, includes exactly set. switch numbers preset slots stay typed, 10, 15 20 become $10, $15 $20. presets (three slots) buttons see. slot blank skip it. must greater zero, support decimal places, exceed 100%. 15, maximum percent payment caps amount. = cap. cap hidden customer, typed rejected. (no cap) allow custom off, keep non-taxable adds make taxable quickbooks, splits paid, later refund books cents. 3 let everyone once, type, time. wins default. control panel defaults global type). set want. update have, pick bulk dropdown value types. exception, save. new inherit row general tab, selected. greyed controls disabled installed off. first. 4 check connected, service named bg payable, depending choice. integration will tab matching item-linked accounts. \"your reached yet\", wait sync. offered exists create item, finishes warnings get \"quickbooks completed warnings\" to-do dashboard. happens contact subscriber success. change later. repoints without rewriting past transactions. liability locks created. decide want different label. renaming show \"service award\" instead \"gratuity\", (or map tab). receipts issued with. stop offering keeping setting. uninstalling same; customer's flag kept, reinstalling picks left books. related articles glance sees adding checkout refunds work","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"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=243378423","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":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:02.419Z","tag_names":["2500 qbo","3171 qbd period locked","5010 qbo stale","6070 qbo","6240 qbo deleted","append line item failed","bg late fee item inactive","dequeue line item sync","invoice update sync failed","late fee not synced","outbound sync queue","qbo line item error","reconcile fees biller genie","returned check fee","surcharge not on quickbooks invoice","technology fee not synced","xero validation error"],"answer_sample":"The Outbound Sync Queue covers the same problem space as the Payment Sync Queue —","long_answer_sample":"The Outbound Sync Queue covers the same problem space as the Payment Sync Queue — Biller Genie trying to push changes back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) and something going wrong — except this queue is specifically about line items that need to be added to existing invoices. The two most common cases: a","language_id":1,"id":3833022,"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":"outbound sync queue covers problem space payment — biller genie trying push changes back accounting software (quickbooks online, quickbooks desktop, xero) something going wrong except specifically line items need added existing invoices. two common cases late fee assessed needs original invoice qbo/xero, technology (surcharge / dual pricing fee) applied time appended. report matters shows side missing software, answer lives. model every row collected append books, error message tells fix. find main menu, click reports \u0026gt; queue. page panels (top) currently stuck. daily action list. history (bottom) either synced successfully dequeued. ends genie's manager add-on invoice. appended books reflect it. customer paid credit card surcharging on, surcharge dual-pricing gets item flow back. returned check ach fees rejects, returned-check item. updates biller-genie-local software. note payments (not items) different see . work way cover kinds changes. column id links underlying transaction, invoice, record depending type. deleted invoices, falls plain text. do. example updated 1024 - (or \"sync ...\" side). created entry created. last attempt tried recent still queue, failing repeatedly. desc useful wrong. actions dequeue button rows link removes retry. retries background jobs run schedule online xero 5 minutes. desktop 2 minutes web connector running. fixed retry budget gives n attempts qbo keeps retrying long there. one exception fail \"invoice closed\" (code 3171) auto-dequeue 3 retries, assumption period reopened. stale (over 365 days old) get auto-dequeued 900 \"automatically dequeued due age.\" messages fix \"make sure [late fee] active account\" means adds invoices using dedicated bg software's products \u0026amp; services deleted, renamed, set inactive code 2500. open re-activate settings services. \"bg fee\" fee,\" it, toggle on. lists item, right-click edit, uncheck \"item inactive.\" chart accounts inventory items). account/item, status active. re-activating, next cycle picks queued automatically dequeue. \"the contains invalid format quantity unit price (rate) field\" bad math times equal amount, fields format. 6070. fine; accept try update. qbo. look line. whose × match unusual characters. save. up. \"transaction deleted\" \"object found\" add 6240; 3120; valid modification.\" recreate let line, dequeue, recorded appear qbo/xero manually want systems match. auto-dequeues failed retries. \"stale object\" reference\" edited moment 5010. transient. wait cycle. self-resolves. \"closed transaction edited\" locked containing closed. allow modification including adding 6000; 3171. reopen briefly run, re-close specific make historical remains records show (bg assumes period). \"authentication failed\" oauth disconnect connection broken 3200; \"authenticationunsuccessful\" \"forbidden.\" reconnect add-ons. resume \"account 'xyz' code\" (xero only) account maps longer exists renamed. go add-ons review mapping fee. re-select correct xero, save, will heads permanently. never makes onto accounting-software moves panel timeline \"manually page.\" dequeueing right move already. deliberately voided closed permanently disagree invoice's total this). transient errors (stale object, timeout) inactive\" item; clears itself. authentication failures reconnect; anything fully understand contact support@billergenie.com first. can totals tracks higher amount. mostly fine occasional one-off issues become real reconciliation headache happens frequently example, base lots getting deactivated. recommendation weekly. consistently growing sign things attention (1) configuration issue (fee deactivated, tight, integration disconnected), (2) strategy adjustment. related articles marked configure general (email notification) overview integrations","name":"Outbound Sync Queue: When Late Fees and Technology Fees Don’t Sync","votes":0,"is_published":true,"slug":"outbound-sync-queue","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/outbound-sync-queue?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"outbound sync queue covers problem space payment — biller genie trying push changes back accounting software (quickbooks online, quickbooks desktop, xero) something going wrong except specifically line items need added existing invoices. two common cases late fee assessed needs original invoice qbo/xero, technology (surcharge / dual pricing fee) applied time appended. report matters shows side missing software, answer lives. model every row collected append books, error message tells fix. find main menu, click reports \u0026gt; queue. page panels (top) currently stuck. daily action list. history (bottom) either synced successfully dequeued. ends genie's manager add-on invoice. appended books reflect it. customer paid credit card surcharging on, surcharge dual-pricing gets item flow back. returned check ach fees rejects, returned-check item. updates biller-genie-local software. note payments (not items) different see . work way cover kinds changes. column id links underlying transaction, invoice, record depending type. deleted invoices, falls plain text. do. example updated 1024 - (or \"sync ...\" side). created entry created. last attempt tried recent still queue, failing repeatedly. desc useful wrong. actions dequeue button rows link removes retry. retries background jobs run schedule online xero 5 minutes. desktop 2 minutes web connector running. fixed retry budget gives n attempts qbo keeps retrying long there. one exception fail \"invoice closed\" (code 3171) auto-dequeue 3 retries, assumption period reopened. stale (over 365 days old) get auto-dequeued 900 \"automatically dequeued due age.\" messages fix \"make sure [late fee] active account\" means adds invoices using dedicated bg software's products \u0026amp; services deleted, renamed, set inactive code 2500. open re-activate settings services. \"bg fee\" fee,\" it, toggle on. lists item, right-click edit, uncheck \"item inactive.\" chart accounts inventory items). account/item, status active. re-activating, next cycle picks queued automatically dequeue. \"the contains invalid format quantity unit price (rate) field\" bad math times equal amount, fields format. 6070. fine; accept try update. qbo. look line. whose × match unusual characters. save. up. \"transaction deleted\" \"object found\" add 6240; 3120; valid modification.\" recreate let line, dequeue, recorded appear qbo/xero manually want systems match. auto-dequeues failed retries. \"stale object\" reference\" edited moment 5010. transient. wait cycle. self-resolves. \"closed transaction edited\" locked containing closed. allow modification including adding 6000; 3171. reopen briefly run, re-close specific make historical remains records show (bg assumes period). \"authentication failed\" oauth disconnect connection broken 3200; \"authenticationunsuccessful\" \"forbidden.\" reconnect add-ons. resume \"account 'xyz' code\" (xero only) account maps longer exists renamed. go add-ons review mapping fee. re-select correct xero, save, will heads permanently. never makes onto accounting-software moves panel timeline \"manually page.\" dequeueing right move already. deliberately voided closed permanently disagree invoice's total this). transient errors (stale object, timeout) inactive\" item; clears itself. authentication failures reconnect; anything fully understand contact support@billergenie.com first. can totals tracks higher amount. mostly fine occasional one-off issues become real reconciliation headache happens frequently example, base lots getting deactivated. recommendation weekly. consistently growing sign things attention (1) configuration issue (fee deactivated, tight, integration disconnected), (2) strategy adjustment. related articles marked configure general (email notification) overview integrations","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":"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=243378423","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":"2026-05-19T18:38:41.000Z","tag_names":["refunding","reimbursement","refund a payment","partial refund","full refund","refund receipt","credit memo","refund button disabled","refund readiness","batch reconciliation","abr","automatic batch reconciliation"],"answer_sample":"This article walks through refunding a payment in Biller Genie. You can issue ful","long_answer_sample":"This article walks through refunding a payment in Biller Genie. You can issue full refunds or partial refunds on Credit Card, Stored Card, and ACH transactions, and the refund automatically syncs back to your accounting software — as a refund receipt in QuickBooks Online, or as a credit memo against the customer plus a check that funds the credit me","language_id":1,"id":3821033,"last_published_date":"October 9th, 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 refunding payment biller genie. can issue full refunds partial credit card, stored ach transactions, refund automatically syncs back accounting software — receipt quickbooks online, memo customer plus check funds (the standard desktop way recording refund) (via magiccarpet). start available transaction settled. same-day yet submitted federal reserve ach, might able void instead voids instant incur fees. see vs use timing breakdown. readiness (automatic batch reconciliation) automatic reconciliation active type, genie checks books ready lets button stays disabled sweep account, settlement item mappings set synced. shows tooltip required accounts items must configured synced processing refund. allows properly sync software. manage settings link shown jump straight mapping screen, setting abr account balances. place synced, enables own. issuing merchant portal, open want click button. modal opens, defaulted instead, toggle enter amount. refunds, choose technology fees handled inclusive gets amount (you absorb fee). exclusive principal back; fee stays. review confirm. will return original method 3 5 business days. multiple transaction. cumulative total equal payment, fully refunded possible it. bulk paid invoices one transaction, single action. walkthrough. happens completes, creates matching record online created online. split line items, credited originally came (proper gaap accounting). tax amounts flow authority. id written description field cross-reference. invoice, invoice reopens. magiccarpet) applied invoice. (quickbooks refund-receipt concept, serves role.) follow gaap-correct description. delete corresponding (which support voiding records) reopen associated invoices. chart tool controls writes to. correctly, just appears right places manual needed. ride inside daily batch. refund-heavy day negative; journal entry simply flips direction (money moves bank account) still returns zero. nothing extra do, counted history grid. processor confirms days later, day, ending -1. different voided never settles, money v3 integration bi-directional v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. late charge charges directly removing connected next software, removed automatically. applies yet. treated like duplicate accidental occasionally ends charged twice common causes double-click pay (or you) clicked slow gateway response flight. clicks produced charge. retry timeout first attempt timed side, actually succeeded gateway. follow-up resulted second + autopay collision run scheduled date, ran. identify duplicates, transactions report look two day. typically show approved. fix following above. recent gateways generally capture reliably. faqs process refund, partial, technology-fee handling, part card yes. integrations. customer's saved deleted profile. sends made with. work whether includes not. = eat fee, back. back, correctly prorates fee. long take cards, depending issuer. similar window settlement. showing quickbooks. appear within minutes. magiccarpet, cycle. v3, upgrade-path note below. default behavior push gaap). failover matched usually modified related articles understanding balances","name":"How to Refund a Payment (Full or Partial)","votes":0,"is_published":true,"slug":"refund-a-payment","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/refund-a-payment?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"article walks refunding payment biller genie. can issue full refunds partial credit card, stored ach transactions, refund automatically syncs back accounting software — receipt quickbooks online, memo customer plus check funds (the standard desktop way recording refund) (via magiccarpet). start available transaction settled. same-day yet submitted federal reserve ach, might able void instead voids instant incur fees. see vs use timing breakdown. readiness (automatic batch reconciliation) automatic reconciliation active type, genie checks books ready lets button stays disabled sweep account, settlement item mappings set synced. shows tooltip required accounts items must configured synced processing refund. allows properly sync software. manage settings link shown jump straight mapping screen, setting abr account balances. place synced, enables own. issuing merchant portal, open want click button. modal opens, defaulted instead, toggle enter amount. refunds, choose technology fees handled inclusive gets amount (you absorb fee). exclusive principal back; fee stays. review confirm. will return original method 3 5 business days. multiple transaction. cumulative total equal payment, fully refunded possible it. bulk paid invoices one transaction, single action. walkthrough. happens completes, creates matching record online created online. split line items, credited originally came (proper gaap accounting). tax amounts flow authority. id written description field cross-reference. invoice, invoice reopens. magiccarpet) applied invoice. (quickbooks refund-receipt concept, serves role.) follow gaap-correct description. delete corresponding (which support voiding records) reopen associated invoices. chart tool controls writes to. correctly, just appears right places manual needed. ride inside daily batch. refund-heavy day negative; journal entry simply flips direction (money moves bank account) still returns zero. nothing extra do, counted history grid. processor confirms days later, day, ending -1. different voided never settles, money v3 integration bi-directional v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. late charge charges directly removing connected next software, removed automatically. applies yet. treated like duplicate accidental occasionally ends charged twice common causes double-click pay (or you) clicked slow gateway response flight. clicks produced charge. retry timeout first attempt timed side, actually succeeded gateway. follow-up resulted second + autopay collision run scheduled date, ran. identify duplicates, transactions report look two day. typically show approved. fix following above. recent gateways generally capture reliably. faqs process refund, partial, technology-fee handling, part card yes. integrations. customer's saved deleted profile. sends made with. work whether includes not. = eat fee, back. back, correctly prorates fee. long take cards, depending issuer. similar window settlement. showing quickbooks. appear within minutes. magiccarpet, cycle. v3, upgrade-path note below. default behavior push gaap). failover matched usually modified related articles understanding balances","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-19T18:38:43.000Z","tag_names":["voids","refunds"],"answer_sample":"When a customer pays multiple invoices in a single bulk transaction, you can refu","long_answer_sample":"When a customer pays multiple invoices in a single bulk transaction, you can refund or void that whole bulk payment in one action — and you can also refund just part of a bulk payment if needed. This article walks through bulk refunds (full and partial) and bulk voids. Both work for QuickBooks Online and QuickBooks Desktop (via MagicCarpet). What \"b","language_id":1,"id":3821035,"last_published_date":"July 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer pays multiple invoices single bulk transaction, can refund void whole payment one action — just part needed. article walks refunds (full partial) voids. work quickbooks online desktop (via magiccarpet). \"bulk\" means biller genie transaction covers two customer. sees charge card ach; see tied invoice records. bulk-void, every paid reopened, entire authorization dropped. open merchant portal. click red button. bulk-void modal opens, listing covered payment. review confirm. processed gateway call, corresponding sales receipt voided accounting software (invoices reopen automatically). mechanics. (full) refunding full returns amount customer's original method creates record software. transaction. refund. underlying invoices. default confirm proceed. partial lets set transaction; handles gateway-side call. → toggle partial. enter choose technology-fee handling (inclusive vs exclusive). list pushes back appropriate line items credited accounts (proper gaap accounting), refunded tax flows authority. partial-refund v3 integration bi-directional sync available v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. faqs voids cancel want return amount, use instead. supported yes. difference form accounting-software receipt, credit memo plus check funds (the standard way recording refund). bulk-refund usually 3 5 business days card, similar timing ach. drop pending statement, typically same-day. showing instead behavior push gaap). failover matched modified deleted voiding transactions merchants. previously buttons appear greyed desktop; fixed, reopens associated expected. keep mind bank (ach) payments settles after, ach settles, settled. settlement, rather void. related articles chart mapping","name":"Bulk Refunds and Bulk Voids","votes":0,"is_published":true,"slug":"bulk-refunds-and-voids","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/bulk-refunds-and-voids?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"customer pays multiple invoices single bulk transaction, can refund void whole payment one action — just part needed. article walks refunds (full partial) voids. work quickbooks online desktop (via magiccarpet). \"bulk\" means biller genie transaction covers two customer. sees charge card ach; see tied invoice records. bulk-void, every paid reopened, entire authorization dropped. open merchant portal. click red button. bulk-void modal opens, listing covered payment. review confirm. processed gateway call, corresponding sales receipt voided accounting software (invoices reopen automatically). mechanics. (full) refunding full returns amount customer's original method creates record software. transaction. refund. underlying invoices. default confirm proceed. partial lets set transaction; handles gateway-side call. → toggle partial. enter choose technology-fee handling (inclusive vs exclusive). list pushes back appropriate line items credited accounts (proper gaap accounting), refunded tax flows authority. partial-refund v3 integration bi-directional sync available v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. faqs voids cancel want return amount, use instead. supported yes. difference form accounting-software receipt, credit memo plus check funds (the standard way recording refund). bulk-refund usually 3 5 business days card, similar timing ach. drop pending statement, typically same-day. showing instead behavior push gaap). failover matched modified deleted voiding transactions merchants. previously buttons appear greyed desktop; fixed, reopens associated expected. keep mind bank (ach) payments settles after, ach settles, settled. settlement, rather void. related articles chart mapping","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-09-23T07:53:31.972Z","tag_names":["tip sales receipt","gratuity sales receipt","bg tip income","bg tips payable","tip refund","refund tip","void tip","partial refund tip","tip chargeback","tip accounting","gratuity item quickbooks","gratuity taxable","tip tax","tips quickbooks desktop","tips quickbooks online","tip receipt number","tips 1099-k","tips xero"],"answer_sample":"Tips collected through the Tips add-on are booked separately from your invoice re","long_answer_sample":"Tips collected through the Tips add-on are booked separately from your invoice revenue and reversed with the payment when you refund or void, unless you choose to refund only the invoice or only the tip. This article explains where the money lands in QuickBooks Online, QuickBooks Desktop or a Biller Genie only account, how to keep the tax treatment ","language_id":1,"id":3952608,"last_published_date":"October 14th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"tips collected add-on booked separately invoice revenue reversed payment refund void, unless choose tip. article explains money lands quickbooks online, desktop biller genie account, keep tax treatment clean, happens refunds, voids, chargebacks returned bank payments. gratuity item tip account turn enable tipping connected, creates records exist record online accounting software receipt gratuity, service item, non-taxable charge code non items page, created first tipped bg income (income) applicable owed staff payable (other current liability) can use yes. pick existing reaches quickbooks, remap row mapping tab. map change liability later repoints without rewriting past transactions. no. choice locks created. (recommended) revenue. books clear day collected. (liability) pass staff. every raises balance, balance falls pay payroll outside genie. clearing job. never distributes tips. invoices synced syncs usual. one-line sales posted account. added line invoice. see creating receipts work assigns number. sync completes, shows italic placeholder; afterwards # number transaction, transaction details. details show \"this associated receipt(s)\" link receipt. several paid together, one carries whole linked payment. deactivate reactivates next booking. create directly genie, behind them, get tip, covers it, still closes zero. payments charged settles, usually days later. \"a $x.xx will settles.\" settles adds leave rate page 0. make taxable splits totals customer $10.00 8% $9.26 plus $0.74 tax. cents. avoids both. refunds voids default follows path technology fee returns share left, fee, open transactions invoice, click refund. enter custom amount. elements refund, tick want total + (just fee) amount fee. (or label) box left. confirm boxes ticked (the default) works split across proportion. part stays paid. always ticked. fully refunded, window opens alone. full screen choice. everything card payments, time bulk. bulk applies gateway allows partial refunds; otherwise reads ach supports refunds.\" paypal void tip-only subtotal $0.00, total. reversed. deletes it. remaining comes back. (online) credit memo check (desktop) covering gratuity. stays. amount, refunded proportion add lines lines, lines. you. come only. back, share; sits above, per portion entered. checkbox \"treat entered net amount\" top typed changes read, parts lists row. start page. chargeback reverses included, journal entry. figure. lose rebill, new original only, settlement treated way reopened asks owed, books. reports exports export includes columns. on-screen grid / column separate column. link. payment, count processed volume gross 1099-k processor issues, whichever post to. xero offered merchants. installed connecting xero, collecting tips; recorded yourself. using related articles glance setting sees adding checkout reconciling fees vs (full partial) recording handling rejects funding, statements,","name":"How Tips Sync to QuickBooks and How Refunds Work","votes":0,"is_published":true,"slug":"how-tips-sync-to-quickbooks-and-how-refunds-work","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/how-tips-sync-to-quickbooks-and-how-refunds-work?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"tips collected add-on booked separately invoice revenue reversed payment refund void, unless choose tip. article explains money lands quickbooks online, desktop biller genie account, keep tax treatment clean, happens refunds, voids, chargebacks returned bank payments. gratuity item tip account turn enable tipping connected, creates records exist record online accounting software receipt gratuity, service item, non-taxable charge code non items page, created first tipped bg income (income) applicable owed staff payable (other current liability) can use yes. pick existing reaches quickbooks, remap row mapping tab. map change liability later repoints without rewriting past transactions. no. choice locks created. (recommended) revenue. books clear day collected. (liability) pass staff. every raises balance, balance falls pay payroll outside genie. clearing job. never distributes tips. invoices synced syncs usual. one-line sales posted account. added line invoice. see creating receipts work assigns number. sync completes, shows italic placeholder; afterwards # number transaction, transaction details. details show \"this associated receipt(s)\" link receipt. several paid together, one carries whole linked payment. deactivate reactivates next booking. create directly genie, behind them, get tip, covers it, still closes zero. payments charged settles, usually days later. \"a $x.xx will settles.\" settles adds leave rate page 0. make taxable splits totals customer $10.00 8% $9.26 plus $0.74 tax. cents. avoids both. refunds voids default follows path technology fee returns share left, fee, open transactions invoice, click refund. enter custom amount. elements refund, tick want total + (just fee) amount fee. (or label) box left. confirm boxes ticked (the default) works split across proportion. part stays paid. always ticked. fully refunded, window opens alone. full screen choice. everything card payments, time bulk. bulk applies gateway allows partial refunds; otherwise reads ach supports refunds.\" paypal void tip-only subtotal $0.00, total. reversed. deletes it. remaining comes back. (online) credit memo check (desktop) covering gratuity. stays. amount, refunded proportion add lines lines, lines. you. come only. back, share; sits above, per portion entered. checkbox \"treat entered net amount\" top typed changes read, parts lists row. start page. chargeback reverses included, journal entry. figure. lose rebill, new original only, settlement treated way reopened asks owed, books. reports exports export includes columns. on-screen grid / column separate column. link. payment, count processed volume gross 1099-k processor issues, whichever post to. xero offered merchants. installed connecting xero, collecting tips; recorded yourself. using related articles glance setting sees adding checkout reconciling fees vs (full partial) recording handling rejects funding, statements,","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-09-23T07:53:30.815Z","tag_names":["tip at checkout","customer portal tip","gratuity block","tip presets","enter a custom amount","tip cannot exceed","tip cap","ach tip","bank payment tip","apple pay tip","paypal tip","autopay tip","tip receipt","view tip receipt","payment link tip","statement tip"],"answer_sample":"Once Tips is set up and Allow Tips is on for a customer, that customer sees a gra","long_answer_sample":"Once Tips is set up and Allow Tips is on for a customer, that customer sees a gratuity block when they pay. This article shows what appears on each screen, what happens at the cap, and how bank payments and digital wallets behave. The block is labelled with your Gratuity item name, which defaults to Gratuity. Where the gratuity block appears Screen ","language_id":1,"id":3952607,"last_published_date":"September 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":"tips set allow customer, customer sees gratuity block pay. article shows appears screen, happens cap, bank payments digital wallets behave. labelled item name, defaults gratuity. screen card (ach) apple pay paypal, venmo, later panel portal home page (one invoices) yes invoice payment offered link statement auto-pay charges plan installments never selected least one invoice. several invoices paid together, adds tip whole payment. 15% selected. total updates chooses. three preset buttons. percentage presets show only, example 15%; dollar amount total. fixed amount, $5.00. nothing pre-selected. tapping it; removes it. enter custom opens field hides presets. choose brings back clears tip. shown turned off. chooses, always see account will charged. percentages calculated worked paying surcharge, technology fee, apply fee tips, disclosed includes dual pricing, price shown, fee. typed charged exactly entered. cap exceed simply shown. none fit, directly (or, amounts off, appears). rejected \"tip $x.xx\" go lowers biller genie silently reduces customers can payments. payment, take days settle, recorded accounting software settles. transaction \"a receipt $x.xx created settles.\" settles, recorded. paypal add tip; sheet label. checkout, venmo later, offer entry today. tipping enrolling ticks \"your applies today's only. future automatic include one.\" carry receipts history on-screen row. row applies. lists label, order subtotal, gratuity, genie. history, quickbooks-synced click view open tip's sales receipt. keep label issued with. renaming change old receipts. charge installment. later. paid. added moment separately part related articles glance setting sync quickbooks refunds work pricing checkout experience surcharging pay, google overview merchant copy","name":"What Your Customer Sees: Adding a Tip at Checkout","votes":0,"is_published":true,"slug":"what-your-customer-sees-adding-a-tip-at-checkout","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/what-your-customer-sees-adding-a-tip-at-checkout?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"tips set allow customer, customer sees gratuity block pay. article shows appears screen, happens cap, bank payments digital wallets behave. labelled item name, defaults gratuity. screen card (ach) apple pay paypal, venmo, later panel portal home page (one invoices) yes invoice payment offered link statement auto-pay charges plan installments never selected least one invoice. several invoices paid together, adds tip whole payment. 15% selected. total updates chooses. three preset buttons. percentage presets show only, example 15%; dollar amount total. fixed amount, $5.00. nothing pre-selected. tapping it; removes it. enter custom opens field hides presets. choose brings back clears tip. shown turned off. chooses, always see account will charged. percentages calculated worked paying surcharge, technology fee, apply fee tips, disclosed includes dual pricing, price shown, fee. typed charged exactly entered. cap exceed simply shown. none fit, directly (or, amounts off, appears). rejected \"tip $x.xx\" go lowers biller genie silently reduces customers can payments. payment, take days settle, recorded accounting software settles. transaction \"a receipt $x.xx created settles.\" settles, recorded. paypal add tip; sheet label. checkout, venmo later, offer entry today. tipping enrolling ticks \"your applies today's only. future automatic include one.\" carry receipts history on-screen row. row applies. lists label, order subtotal, gratuity, genie. history, quickbooks-synced click view open tip's sales receipt. keep label issued with. renaming change old receipts. charge installment. later. paid. added moment separately part related articles glance setting sync quickbooks refunds work pricing checkout experience surcharging pay, google overview merchant copy","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-06-09T16:06:48.000Z","tag_names":["revenue processing","sales receipts"],"answer_sample":"Sales Receipts are only displayed when an accounting software is connected.   Whi","long_answer_sample":"Sales Receipts are only displayed when an accounting software is connected.   While Biller Genie treats Sales Receipts separate from invoices, QuickBooks can treat them as the same.\nSales receipts can be generated after an unattached transaction to manually account for them in Biller Genie. See Attach Invoice to Transaction for more information. \nSa","language_id":1,"id":2000385,"last_published_date":"October 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"sales receipts displayed accounting software connected.   biller genie treats separate invoices, quickbooks can treat same. generated unattached transaction manually account genie. see attach invoice information.  preferred method syncing back technology fees collected time paid. will show fee sole item receipt. setting information. step 1 - find desired customer  navigate customers  create receipt select dropdown receipts. 2  - add customers card details. 3 products services. 4 receipt.  number appear fills synced software. then, blank. use desktop sell right away, waits new desktop, posts next sync. surcharge line always uses mapped new, adds using tax codes, later special characters description, curly quotes, long dashes, ½ ®, plain text (for example, straight hyphen, 1/2 (r)). still another sync run, contact support.","name":"Creating Sales Receipts","votes":0,"is_published":true,"slug":"creating-sales-receipts","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/creating-sales-receipts?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"sales receipts displayed accounting software connected.   biller genie treats separate invoices, quickbooks can treat same. generated unattached transaction manually account genie. see attach invoice information.  preferred method syncing back technology fees collected time paid. will show fee sole item receipt. setting information. step 1 - find desired customer  navigate customers  create receipt select dropdown receipts. 2  - add customers card details. 3 products services. 4 receipt.  number appear fills synced software. then, blank. use desktop sell right away, waits new desktop, posts next sync. surcharge line always uses mapped new, adds using tax codes, later special characters description, curly quotes, long dashes, ½ ®, plain text (for example, straight hyphen, 1/2 (r)). still another sync run, contact support.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"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=243378423","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"}},{"question":{"category_id":1369271,"account_id":12867,"created_at":"2026-07-22T18:46:46.250Z","tag_names":["abr setup","account balances","account mapping","activate abr","batch reconciliation","chargeback sweep","chart of accounts","last sync","merchant fees account","quickbooks accounts","returned payments","settlement account","sweep account","undeposited funds","abr"],"answer_sample":"Before Automatic Batch Reconciliation (ABR) can post journal entries, it needs to","long_answer_sample":"Before Automatic Batch Reconciliation (ABR) can post journal entries, it needs to know which QuickBooks accounts play which role. This article walks through the accounts ABR uses, how to map them, how to read the balance display, and how activation works, including what happens if you have open batches or are upgrading from the earlier version of th","language_id":1,"id":3893598,"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":"automatic batch reconciliation (abr) can post journal entries, needs know quickbooks accounts play role. article walks abr uses, map them, read balance display, activation works, including happens open batches upgrading earlier version add-on. start accounting software must connected online, desktop magiccarpet. payment gateway type (credit card, ach, check) want activate. uses mapped per relevant account settlement sweep clearing account. holds funds transit bank. return zero everything reconciles. current asset real deposit (bank) bank merchant fees expense daily discount fees. required use discount. chargeback credit card only. parks disputed arbitrated. returned payments reject losses recognized; line item used rebill invoices. undeposited one-time entries posted activate deactivate module. existing hard prerequisites activated synced. additionally requires mapping roles assigned chart tool settings. module screen, name blue link, jump straight itself. viewing mappings add-on editing sweep, settlement, links reading display screen shows pill pulled directly grey (zero) zero. synced means reconciled. (positive) positive balance. usually settled yet, transaction attention. orange (negative) negative. often points money arrived without matching record. see history triage steps. hover last sync, time quickbooks. two things balances read-only. biller genie pulls sync never writes back. number account's include sub-accounts. stale, may lag currently shows. deep online merchants, names link quickbooks, register one click. clicking listed opens example opening cc activating toggle. toggle stays disabled recorded yet running amount asks confirm activating. confirmation, entry moves account, starts telling truth day one. later module, reversing remaining reconciliation, tiles appear marketplace, migrate new there. carry review migration way. move switch back, prominent warning asking runs. confirm. shown migrating runs undone related articles understanding linking fee connect magiccarpet","name":"Setting Up ABR: Account Mappings and Balances","votes":0,"is_published":true,"slug":"abr-account-mappings-and-balances","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/abr-account-mappings-and-balances?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"automatic batch reconciliation (abr) can post journal entries, needs know quickbooks accounts play role. article walks abr uses, map them, read balance display, activation works, including happens open batches upgrading earlier version add-on. start accounting software must connected online, desktop magiccarpet. payment gateway type (credit card, ach, check) want activate. uses mapped per relevant account settlement sweep clearing account. holds funds transit bank. return zero everything reconciles. current asset real deposit (bank) bank merchant fees expense daily discount fees. required use discount. chargeback credit card only. parks disputed arbitrated. returned payments reject losses recognized; line item used rebill invoices. undeposited one-time entries posted activate deactivate module. existing hard prerequisites activated synced. additionally requires mapping roles assigned chart tool settings. module screen, name blue link, jump straight itself. viewing mappings add-on editing sweep, settlement, links reading display screen shows pill pulled directly grey (zero) zero. synced means reconciled. (positive) positive balance. usually settled yet, transaction attention. orange (negative) negative. often points money arrived without matching record. see history triage steps. hover last sync, time quickbooks. two things balances read-only. biller genie pulls sync never writes back. number account's include sub-accounts. stale, may lag currently shows. deep online merchants, names link quickbooks, register one click. clicking listed opens example opening cc activating toggle. toggle stays disabled recorded yet running amount asks confirm activating. confirmation, entry moves account, starts telling truth day one. later module, reversing remaining reconciliation, tiles appear marketplace, migrate new there. carry review migration way. move switch back, prominent warning asking runs. confirm. shown migrating runs undone related articles understanding linking fee connect magiccarpet","categories":{"current":{"id":1369271,"name":"Automatic Batch Reconciliation","url":"/automatic-batch-reconciliation"}},"category_param":"automatic-batch-reconciliation"}},{"question":{"category_id":1369271,"account_id":12867,"created_at":"2026-07-22T18:46:48.523Z","tag_names":["abr","batch fee","batch reconciliation","daily discount","discounting","fee journal entry","gross vs net","journal entries","merchant fees","monthly discount","net deposit","pending fee entry","processing fees"],"answer_sample":"Processors bill their fees in one of two ways. Most bill once a month: your daily","long_answer_sample":"Processors bill their fees in one of two ways. Most bill once a month: your daily deposits arrive gross, and a single fee withdrawal hits your bank at month end (monthly discount). Others take their fee out of every day's deposit, so what lands in the bank each day is the batch total minus that day's fee (daily discount). Before Automatic Batch Reco","language_id":1,"id":3893600,"last_published_date":"July 27th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"processors bill fees one two ways. month daily deposits arrive gross, single fee withdrawal hits bank end (monthly discount). others take every day's deposit, lands day batch total minus (daily automatic reconciliation (abr), discount merchants compute book journal entry hand. abr's option, splits gross net-to-bank plus fee, books balance closes clean. choosing method abr screen, credit card module monthly / selector. choose option matches processor actually takes fee; sure, ask partner set merchant account. gross. post entry; processor's month-end ordinary expense, always have. net fee. you, batch. switching requires expense account mapping (see setting abr). selector applies only. ach check batches carry per-batch use model. confirming gateways, biller genie pulls directly ingestion. go straight pending sync filled in, manual step. lookup ever fails, simply falls back flow below. new arrives (orange pill), banner asking enter amounts grid. amount computes click confirm, posts next sync. applied, grid shows warning unconfirmed hard miss. several waiting, confirm action confirms entering once, asks confirmation closing entered confirming, move discounting amount, required entries look like discount, settled two-line debit settlement sweep (bank) three lines (gross fee) edge cases worth knowing zero collapses shape; zero-dollar line posted. refund-heavy day, can negative. line's flip, money moves sweep, still returns zero. short keep coming smaller say, probably netting deposit. fix switch discount; native solution, stops difference accumulating. related articles understanding mappings balances reading history transaction linking reconciling technology accounting software","name":"Daily Discount: Automatic Fee Journal Entries","votes":0,"is_published":true,"slug":"daily-discount-automatic-fee-journal-entries","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/daily-discount-automatic-fee-journal-entries?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"processors bill fees one two ways. month daily deposits arrive gross, single fee withdrawal hits bank end (monthly discount). others take every day's deposit, lands day batch total minus (daily automatic reconciliation (abr), discount merchants compute book journal entry hand. abr's option, splits gross net-to-bank plus fee, books balance closes clean. choosing method abr screen, credit card module monthly / selector. choose option matches processor actually takes fee; sure, ask partner set merchant account. gross. post entry; processor's month-end ordinary expense, always have. net fee. you, batch. switching requires expense account mapping (see setting abr). selector applies only. ach check batches carry per-batch use model. confirming gateways, biller genie pulls directly ingestion. go straight pending sync filled in, manual step. lookup ever fails, simply falls back flow below. new arrives (orange pill), banner asking enter amounts grid. amount computes click confirm, posts next sync. applied, grid shows warning unconfirmed hard miss. several waiting, confirm action confirms entering once, asks confirmation closing entered confirming, move discounting amount, required entries look like discount, settled two-line debit settlement sweep (bank) three lines (gross fee) edge cases worth knowing zero collapses shape; zero-dollar line posted. refund-heavy day, can negative. line's flip, money moves sweep, still returns zero. short keep coming smaller say, probably netting deposit. fix switch discount; native solution, stops difference accumulating. related articles understanding mappings balances reading history transaction linking reconciling technology accounting software","categories":{"current":{"id":1369271,"name":"Automatic Batch Reconciliation","url":"/automatic-batch-reconciliation"}},"category_param":"automatic-batch-reconciliation"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-19T18:38:43.000Z","tag_names":["chart of accounts","coa mapping","biller genie chart of accounts","sales account mapping","late fee account","sweep account mapping","undeposited funds account","system items","convenience fee","surcharge mapping","qbo chart of accounts","qbd chart of accounts","red green sync indicator","remap accounts","override account mapping","account balance","balance column","current balance","sweep account balance","account balance in biller genie","open in quickbooks","negative balance","balance not zero"],"answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBook","long_answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBooks Desktop via MagicCarpet ) using a Chart of Accounts mapping that controls where invoices, refunds, technology fees, and customer payments get posted. Most merchants are happy with the seeded defaults — Biller Genie sets them up automatically on first sync — but you ca","language_id":1,"id":3821036,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","name":"Chart of Accounts: Mapping Your Accounts in Biller Genie","votes":0,"is_published":true,"slug":"chart-of-accounts-mapping","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/chart-of-accounts-mapping?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T14:40:44.000Z","tag_names":["connecting gateway","connect credit card gateway","connect ach gateway","gateway credentials","merchant service provider","api keys","terminal id","biller genie gateway setup","allow credit card payments","allow ach payments","payment processor connection","gateway connect error","i have a cc processor","i have an ach processor"],"answer_sample":"If your merchant service provider has issued you gateway credentials, you can con","long_answer_sample":"If your merchant service provider has issued you gateway credentials, you can connect your existing payment gateway directly to your Biller Genie account. This article walks through how to connect your credit card gateway and your ACH gateway, and how to verify that payments are enabled. The process is nearly identical for both — you start in a diff","language_id":1,"id":1957784,"last_published_date":"October 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, elavon epg, converge, authorize.net, cardpointe, usaepay, mx merchant, payroc, bank america, transit, acceptblue, clearent, maverick, paytrace, deluxe, others. reliafund, cliq, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. bringing saved methods over. customers' cards accounts epg import them. see importing (token importer) . adding switching changes want switch processors, handled team migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","name":"Connecting Your Payment Gateways (Credit Card and ACH) to Biller Genie","votes":0,"is_published":true,"slug":"connecting-your-credit-card-gateway-to-biller-genie","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/connecting-your-credit-card-gateway-to-biller-genie?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, elavon epg, converge, authorize.net, cardpointe, usaepay, mx merchant, payroc, bank america, transit, acceptblue, clearent, maverick, paytrace, deluxe, others. reliafund, cliq, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. bringing saved methods over. customers' cards accounts epg import them. see importing (token importer) . adding switching changes want switch processors, handled team migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":459465,"account_id":12867,"created_at":"2026-05-22T17:30:45.131Z","tag_names":["first invoice","getting started","onboarding","save and close","save and send","qbo workflow","duplicate invoice","two emails","invoice to cash","new merchant","biller genie setup"],"answer_sample":"Biller Genie is designed to work with the accounting software you already use. Yo","long_answer_sample":"Biller Genie is designed to work with the accounting software you already use. You keep creating invoices in QuickBooks Online, QuickBooks Desktop, or Xero the same way you always have. Biller Genie syncs each invoice over and takes care of getting it to your customer, collecting payment, applying reminders if needed, and posting the payment back to","language_id":1,"id":3826871,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie designed work accounting software use. keep creating invoices quickbooks online, desktop, xero way always have. syncs invoice takes care getting customer, collecting payment, applying reminders needed, posting payment back software. guide walks set first goes out, day-one workflow changes (in small ways) on. defaults over, configure two things. quick (under 15 minutes each) shape every sends. setting global customer — decides methods customers can use, whether autopay required, late-fee policy, go when. behavior layer. looks like columns show, template (classic / modern simple), footer message, pdf includes qr code. appearance optional useful meaningfully different groups (premium vs. standard, retail wholesale, etc.) type too. otherwise come later. day-to-day owns invoice-to-cash cycle sending invoice, taking reminding back. stops shifts matter online merchants finish qbo, click save close instead send . tells qbo email itself, creates duplicate (your get email). just saves invoice; picks next sync handles send. turn automatic emailing qbo. account settings \u0026gt; sales disable \"automatically send\" toggles. sender now. manually do, will version plus stick genie's flow desktop (magiccarpet) create magiccarpet new company file pushes genie. directly desktop. reason sender. qbd's \"send\" \"email\" actions message receives. \"two invoices\" happens gets emails, almost either (a) auto-sends still on, (b) clicked \"save close\" (c) merchant emailed accounting-software paths let sends invoice. within (qbo) scheduled (qbd), lands renders using defaults. columns, template, code (if enabled) earlier. email. contains \"view invoice\" link opens branded portal. pay card, ach, whatever allowed fire automatically. pay, schedule configured. chase manually. posts pays, processes transaction gateway quickbooks. closes systems. customize specific dialed in, find need treatment vips late fees, big one-off wants paper invoices. use per-customer overrides handle without changing larger setup, type. experiences business, logo colors. view land portal, pay. complete whole minutes. see portal full customer-facing walkthrough. frequently asked questions software, layer top replace practical change stop (save qbo). want can. open generator there. sync. yes. menu. reminder cadence applies that. never got now check three things (1) customer's correct (2) synced (look list), (3) bounce spam. bounced report flags delivery failures. long initial take usually 30 average-sized base. via depends interval (configurable, 5 minutes) size file. talk implementation contact estimate. related articles reminders, features connect","name":"Your First Invoice in Biller Genie","votes":0,"is_published":true,"slug":"your-first-invoice-in-biller-genie","first_category":"Getting Started","categories_display_for_views":"Getting Started","parent_categories":[459465],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/getting-started/your-first-invoice-in-biller-genie?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"biller genie designed work accounting software use. keep creating invoices quickbooks online, desktop, xero way always have. syncs invoice takes care getting customer, collecting payment, applying reminders needed, posting payment back software. guide walks set first goes out, day-one workflow changes (in small ways) on. defaults over, configure two things. quick (under 15 minutes each) shape every sends. setting global customer — decides methods customers can use, whether autopay required, late-fee policy, go when. behavior layer. looks like columns show, template (classic / modern simple), footer message, pdf includes qr code. appearance optional useful meaningfully different groups (premium vs. standard, retail wholesale, etc.) type too. otherwise come later. day-to-day owns invoice-to-cash cycle sending invoice, taking reminding back. stops shifts matter online merchants finish qbo, click save close instead send . tells qbo email itself, creates duplicate (your get email). just saves invoice; picks next sync handles send. turn automatic emailing qbo. account settings \u0026gt; sales disable \"automatically send\" toggles. sender now. manually do, will version plus stick genie's flow desktop (magiccarpet) create magiccarpet new company file pushes genie. directly desktop. reason sender. qbd's \"send\" \"email\" actions message receives. \"two invoices\" happens gets emails, almost either (a) auto-sends still on, (b) clicked \"save close\" (c) merchant emailed accounting-software paths let sends invoice. within (qbo) scheduled (qbd), lands renders using defaults. columns, template, code (if enabled) earlier. email. contains \"view invoice\" link opens branded portal. pay card, ach, whatever allowed fire automatically. pay, schedule configured. chase manually. posts pays, processes transaction gateway quickbooks. closes systems. customize specific dialed in, find need treatment vips late fees, big one-off wants paper invoices. use per-customer overrides handle without changing larger setup, type. experiences business, logo colors. view land portal, pay. complete whole minutes. see portal full customer-facing walkthrough. frequently asked questions software, layer top replace practical change stop (save qbo). want can. open generator there. sync. yes. menu. reminder cadence applies that. never got now check three things (1) customer's correct (2) synced (look list), (3) bounce spam. bounced report flags delivery failures. long initial take usually 30 average-sized base. via depends interval (configurable, 5 minutes) size file. talk implementation contact estimate. related articles reminders, features connect","categories":{"current":{"id":459465,"name":"Getting Started","url":"/getting-started"}},"category_param":"getting-started"}},{"question":{"category_id":1369272,"account_id":12867,"created_at":"2023-05-15T21:22:32.000Z","tag_names":["reminders","using reminders","reminder cadence","overdue reminders","payment due","upcoming payment","statement","merge tags","invoice messenger","escalation sequence","dunning","late fee reminder","reminder schedule","disable reminders","attach pdf"],"answer_sample":"Reminders are the automatic follow-up communications Biller Genie sends to your c","long_answer_sample":"Reminders are the automatic follow-up communications Biller Genie sends to your customers between the time an invoice goes out and the time it's paid. They're the engine that \"chases\" payments on your behalf — and the reason most Biller Genie merchants get paid significantly faster than they used to. This article explains how reminders work, what ea","language_id":1,"id":1957096,"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":"reminders automatic follow-up communications biller genie sends customers time invoice goes paid. engine \"chases\" payments behalf — reason merchants get paid significantly faster used to. article explains work, reminder type for, configure them. fit genie's messaging model two flavors customer communication messenger first touch. (and updates changes). (this article) cadence. repeats together cover whole life invoice. gets customer's hands; keeps top mind. six types organized message types, purpose. can turn one off, choose whether deliver email, paper mail, both. exact timing set globally configuration page. upcoming payment heads-up sent due. especially useful businesses offer terms (net 15, net 30) want encourage pay early, autopay appreciate charge hits. overdo early-warning touch usually plenty; starts feel like nagging. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email only. statement periodic summary listing open invoices document. overdue past workhorse system. run recurring cadence core collections process. see escalation-sequence pattern below. late fee posts, giving chance kicks in. mail delivered always available. requires add-on . enabled type, reliably check email. installing add-on. brand-new account install takes ten seconds. step 1. add-ons marketplace genie, go marketplace, select category, click reminders. 2. tile. now shows ready configure. next section find configured three levels layered everywhere global defaults baseline every customer. once. overrides quickbooks (e.g. wholesale fewer retail). per-customer specific send vip touches; chronically more). most-specific layer wins. says \"statement on\" override turns statements. configuring (how days fires, soon etc.) page control panel \u0026gt; trigger schedule. fire due, itself); others schedule repeat n days). save. new applies point forward. global, channels change account. vary per turned delivery (email / mail) active \"message less\" pattern. practical start balanced works service b2b 3 date, update, month, (for accounts only). below; part spend tuning. 1 day adjust based fits policy. tune aggressive feels pushy; gentle ignored. watch overlap multiple schedules collide example, lands ends emails you, reads overzealous collections. setting cadence, walk couple sample timelines (day 0, 5, 30…) make sure scheduled day. unavoidable, stagger two. building escalation sequence effective single repeating tiered messages escalate tone channel older. tier block age range, matches serious situation become. common four-tier 0 60 friendly nudges, \"just reminder, please chance.\" 7-14 days. 2 120 firmer reminders, still \"your contact resolve this.\" add 90-day mark tangible escalation. 7-10 180 final notice. + mail. \"this hear may referred collections.\" 7 4 180+ either \"account suspended collections\" notice, stop sending route whichever schedule, subject line, body content. let opt later tiers never threaten everyone assumes genuinely delinquent unresponsive. long-standing who've simply slow will damage relationship. use exempt a-list tiers, carry friendlier 1/2 instead. merge tags personalizing templates support placeholders {customerfirstname} {amountdue} replaces real data out. template render correctly work information name. renders \"sir/ma'am\" name file (useful businesses). {customerbusinessname} business blank. {customerdisplayname} preferred display (combines set). {jobname} job title sub-customer setups). {other} value custom field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} is. plain 42). negative yet. (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. {latefee} applied (currency formatted). {latefeedate} post link {customerportallink} full url portal drop give one-click pay-now link. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the know by). tag rules case-sensitive works; replace literally. curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example simple scales across hi {customerfirstname}, remains unpaid. online thanks, abc plumbing co., personalized name, number, amount, late, manual editing disable need just customer, per-invoice opt-out portal, navigate reach record tab. modify confirmation banner appears. re-enabling path currently opted settings sparingly (customer → overrides) handles \"stop noise\" scenarios cleanly. statements behave little differently invoice, has, (typically month). config last month. recipient view links place, them, download pdf copy. partial within payments, directly view. apply paid, pro-rated customer-record off-schedule invoices, one-off immediately. calls asking complete picture. vs. individual pick strategy often crosses \"too email.\" monthly prefer consolidated view; retail time. attach default, rather whose ap teams archive pdfs toggle attachment yes. save settings. forward includes addition asks receiving sometimes ask redundant, quiet. oblige instead, want. patterns quiet pays consistently. statement, payment, fee. keep loop something lapses. everything except bare minimum. due; repeated follow-ups. entirely, prefers physical (with ). majority benefit exceptions. behavior genie; broader playbook. interact status future automatically. reduce outstanding getting nudges fully voided refunded generating voided/refunded amount. skipped (via waive flag) remind about. frequently asked questions automated sender address (or domain up) look correspondence company. notice automated. replies reply reply-to back genie. expected five causes (1) (check record), (2) fire, (3) bounced invalid, (4) disabled, (5) setting. actually right without changing yes itself, send. manually flow. preview looks option type. real-data receive. related articles fees, features using","name":"Using Reminders","votes":0,"is_published":true,"slug":"using-reminders","first_category":"Invoice Messenger \u0026 Reminders","categories_display_for_views":"Invoice Messenger \u0026 Reminders","parent_categories":[1369272],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoice-messenger-and-reminders/using-reminders?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"reminders automatic follow-up communications biller genie sends customers time invoice goes paid. engine \"chases\" payments behalf — reason merchants get paid significantly faster used to. article explains work, reminder type for, configure them. fit genie's messaging model two flavors customer communication messenger first touch. (and updates changes). (this article) cadence. repeats together cover whole life invoice. gets customer's hands; keeps top mind. six types organized message types, purpose. can turn one off, choose whether deliver email, paper mail, both. exact timing set globally configuration page. upcoming payment heads-up sent due. especially useful businesses offer terms (net 15, net 30) want encourage pay early, autopay appreciate charge hits. overdo early-warning touch usually plenty; starts feel like nagging. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email only. statement periodic summary listing open invoices document. overdue past workhorse system. run recurring cadence core collections process. see escalation-sequence pattern below. late fee posts, giving chance kicks in. mail delivered always available. requires add-on . enabled type, reliably check email. installing add-on. brand-new account install takes ten seconds. step 1. add-ons marketplace genie, go marketplace, select category, click reminders. 2. tile. now shows ready configure. next section find configured three levels layered everywhere global defaults baseline every customer. once. overrides quickbooks (e.g. wholesale fewer retail). per-customer specific send vip touches; chronically more). most-specific layer wins. says \"statement on\" override turns statements. configuring (how days fires, soon etc.) page control panel \u0026gt; trigger schedule. fire due, itself); others schedule repeat n days). save. new applies point forward. global, channels change account. vary per turned delivery (email / mail) active \"message less\" pattern. practical start balanced works service b2b 3 date, update, month, (for accounts only). below; part spend tuning. 1 day adjust based fits policy. tune aggressive feels pushy; gentle ignored. watch overlap multiple schedules collide example, lands ends emails you, reads overzealous collections. setting cadence, walk couple sample timelines (day 0, 5, 30…) make sure scheduled day. unavoidable, stagger two. building escalation sequence effective single repeating tiered messages escalate tone channel older. tier block age range, matches serious situation become. common four-tier 0 60 friendly nudges, \"just reminder, please chance.\" 7-14 days. 2 120 firmer reminders, still \"your contact resolve this.\" add 90-day mark tangible escalation. 7-10 180 final notice. + mail. \"this hear may referred collections.\" 7 4 180+ either \"account suspended collections\" notice, stop sending route whichever schedule, subject line, body content. let opt later tiers never threaten everyone assumes genuinely delinquent unresponsive. long-standing who've simply slow will damage relationship. use exempt a-list tiers, carry friendlier 1/2 instead. merge tags personalizing templates support placeholders {customerfirstname} {amountdue} replaces real data out. template render correctly work information name. renders \"sir/ma'am\" name file (useful businesses). {customerbusinessname} business blank. {customerdisplayname} preferred display (combines set). {jobname} job title sub-customer setups). {other} value custom field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} is. plain 42). negative yet. (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. {latefee} applied (currency formatted). {latefeedate} post link {customerportallink} full url portal drop give one-click pay-now link. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the know by). tag rules case-sensitive works; replace literally. curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example simple scales across hi {customerfirstname}, remains unpaid. online thanks, abc plumbing co., personalized name, number, amount, late, manual editing disable need just customer, per-invoice opt-out portal, navigate reach record tab. modify confirmation banner appears. re-enabling path currently opted settings sparingly (customer → overrides) handles \"stop noise\" scenarios cleanly. statements behave little differently invoice, has, (typically month). config last month. recipient view links place, them, download pdf copy. partial within payments, directly view. apply paid, pro-rated customer-record off-schedule invoices, one-off immediately. calls asking complete picture. vs. individual pick strategy often crosses \"too email.\" monthly prefer consolidated view; retail time. attach default, rather whose ap teams archive pdfs toggle attachment yes. save settings. forward includes addition asks receiving sometimes ask redundant, quiet. oblige instead, want. patterns quiet pays consistently. statement, payment, fee. keep loop something lapses. everything except bare minimum. due; repeated follow-ups. entirely, prefers physical (with ). majority benefit exceptions. behavior genie; broader playbook. interact status future automatically. reduce outstanding getting nudges fully voided refunded generating voided/refunded amount. skipped (via waive flag) remind about. frequently asked questions automated sender address (or domain up) look correspondence company. notice automated. replies reply reply-to back genie. expected five causes (1) (check record), (2) fire, (3) bounced invalid, (4) disabled, (5) setting. actually right without changing yes itself, send. manually flow. preview looks option type. real-data receive. related articles fees, features using","categories":{"current":{"id":1369272,"name":"Invoice Messenger \u0026 Reminders","url":"/invoice-messenger-and-reminders"}},"category_param":"invoice-messenger-and-reminders"}},{"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=243378423","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":"2023-05-16T14:54:25.000Z","tag_names":["payment sync queue","payment sync history","sync error","invoice not paid in quickbooks","qbo sync error","xero sync error","qbd web connector","dequeue payment sync","transaction has been deleted","stale object error","closed transaction cannot be edited","authentication failed","6240 qbo","5010 qbo","3120 qbd","3171 qbd","3200 qbo","reconcile biller genie quickbooks","late fee not on quickbooks invoice","payments needing resolution","re-queue payment","dismiss payment","payment withheld from sync"],"answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in ","long_answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in Biller Genie first and then pushed back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) so your books match reality. Most of the time this push happens within a few minutes and you never have to think about it. When something goes wrong, the","language_id":1,"id":1957804,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. protected online instead removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keeps retrying schedule. retry limit, except cases noted fails day old stops needing resolution (see below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried specific error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" skipped. make (status = synced). researching ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. settings. completed number choose, get alert. finishes warnings counts successful, watch \"quickbooks warnings\" to-do dashboard. sometimes deliberately holds sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. link straight panel, timeline withheld sits held reasons, choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing failures rejects old, repeatedly online. reopened autopay charge these, problem wrong), record paid, item. twice. sure means, id. switch reasons; migrating articles activity configure general (email notification)","name":"Payment Sync Queue and History: Why Invoices Sometimes Don’t Show Paid in Your Accounting Software","votes":0,"is_published":true,"slug":"using-the-payment-sync-history-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/using-the-payment-sync-history-report?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. protected online instead removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keeps retrying schedule. retry limit, except cases noted fails day old stops needing resolution (see below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried specific error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" skipped. make (status = synced). researching ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. settings. completed number choose, get alert. finishes warnings counts successful, watch \"quickbooks warnings\" to-do dashboard. sometimes deliberately holds sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. link straight panel, timeline withheld sits held reasons, choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing failures rejects old, repeatedly online. reopened autopay charge these, problem wrong), record paid, item. twice. sure means, id. switch reasons; migrating articles activity configure general (email notification)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2023-05-15T20:35:07.000Z","tag_names":["penalty fees","late payment"],"answer_sample":"The Late Fee Manager automatically calculates and applies late fees to your invoi","long_answer_sample":"The Late Fee Manager automatically calculates and applies late fees to your invoices. In Biller Genie, an invoice is not considered late until it is 30 days past due. After the 30 days, late fees will be applied on a recurring 30 day schedule. Late fees can only be applied to current, existing invoices. From the Main Menu, navigate to the Add-Ons dr","language_id":1,"id":1957028,"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":"late fee manager automatically calculates applies fees invoices. biller genie, invoice considered 30 days past due. days, will applied recurring day schedule. can current, existing main menu, navigate the add-ons drop-down menu select the late manager. need installed the add-ons marketplace.   begin charging fees, configuration, toggle “late status” “active”. configure desired schedule, frequency, amount, customize terms \u0026amp; conditions meet needs. choose add memo field invoices, body reminders, included every invoice. booked new revenue account accounting software called \"biller genie finance charge\". refunding refund added invoice, software. open quickbooks online, desktop, xero, remove late-fee line item. next sync, picks removal clears copy keeping change side first preserves source truth. keep reapplying them, check configuration above. open, past-due continues accrue 30-day cadence paid, written off, voided","name":"Setup Late Fees","votes":0,"is_published":true,"slug":"setup-late-fees","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/setup-late-fees?from_search=243378423","host":"https://helpcenter.billergenie.com","body_txt":"late fee manager automatically calculates applies fees invoices. biller genie, invoice considered 30 days past due. days, will applied recurring day schedule. can current, existing main menu, navigate the add-ons drop-down menu select the late manager. need installed the add-ons marketplace.   begin charging fees, configuration, toggle “late status” “active”. configure desired schedule, frequency, amount, customize terms \u0026amp; conditions meet needs. choose add memo field invoices, body reminders, included every invoice. booked new revenue account accounting software called \"biller genie finance charge\". refunding refund added invoice, software. open quickbooks online, desktop, xero, remove late-fee line item. next sync, picks removal clears copy keeping change side first preserves source truth. keep reapplying them, check configuration above. open, past-due continues accrue 30-day cadence paid, written off, voided","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}}]