[{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T17:00:10.000Z","tag_names":["biller genie email templates","customize invoice email","dbaname merge tag","email delivery best practices","email template best practices","invoice messenger","invoice number merge tag","invoice reminder emails","merge tags","new invoice template","paid invoice template","reminder customization","spam filter avoidance","subject line best practices","transactional email"],"answer_sample":"Biller Genie's default invoice email templates are tuned for deliverability — sho","long_answer_sample":"Biller Genie's default invoice email templates are tuned for deliverability — short, transactional subject lines and clean message bodies that look like the legitimate transactional email they are, not a marketing blast. When you customize the templates, the choices you make affect whether your customer's email provider routes the message to the inb","language_id":1,"id":3686047,"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 default invoice email templates tuned deliverability — short, transactional subject lines clean message bodies look like legitimate are, marketing blast. customize templates, choices make affect whether customer's provider routes inbox junk folder. article covers genie sends, good bad customization looks like, confirm changes still deliver. heads up. caps, lots !!!, words \"limited time offer\" trigger spam filters google workspace, microsoft 365, corporate gateways. avoid patterns purpose. bigger change make, higher chance lands spam. live editable inside two add-ons send behalf \u0026gt; messenger \"new invoice,\" \"paid manually-sent \"invoice\" templates. reminders \"invoice reminders\" sent schedules. template line body fields, plus header comes branding setup. lifecycle stage sends new automatically created synced accounting software. (manual send) demand click \"email\" invoice. separately can craft personal voice one-offs. based reminder schedule rules configured (days before/after due date, cadence, escalation tone). paid marked confirms customer received payment. best practices keep short 40–60 characters sweet spot. anything longer gets truncated mobile. include number match specific reference business name using {dbaname} merge tag customers recognize sender sight. use neutral, language \"invoice,\" \"payment receipt,\" \"statement,\" \"reminder.\" solid examples #{invoicenumber} excessive punctuation , $$$. caps acronym brand name. emojis friendly ones. emails them. urgency/sales \"act now,\" \"final notice,\" time,\" \"must open.\" (will hurt deliverability) pay now!!! final notice – act fast must open immediately providers analyze text. apply transactional, promotional. professional invoice-focused. lead (\"this for...\") rather warming language. standard capitalization. large blocks bold colored extra links. now button call action adding links (social media, marketing) reduces focus filters. limit repeated urgency keywords (e.g., \"overdue overdue overdue\"). one mention fine; piling flagged. want upsell share news, separate tool top template. useful tags supports bodies. most-used inserts {invoicenumber} invoice's 1024) (as displayed genie) {customername} display {invoicetotal} amount (formatted currency) {duedate} date {paymentlink} unique payment link picker editor see full list available account. defaults recommended years real-world delivery data shaped align practices. pass common spam-filter sender-reputation checks. deliver consistently across recognized major b2b mail billing email. lightly business's tone voice, add thank-you line, swap \"statement\" industry calls underlying structure intact. testing go test address (gmail, outlook, yahoo control). mirrors real sees. landed inbox, promotions. check rendered correctly (no leftover text). resolves hosted page. wait 24 hours, window delivers right. customized starts landing spam, revert previous wording. original subject/body note (or run view history it) roll back. related articles custom domains troubleshooting setup configure general settings","name":"Writing Effective Invoice Reminder Emails","votes":0,"is_published":true,"slug":"email-delivery-best-practices-for-subject-lines-and-content","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/email-delivery-best-practices-for-subject-lines-and-content?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's default invoice email templates tuned deliverability — short, transactional subject lines clean message bodies look like legitimate are, marketing blast. customize templates, choices make affect whether customer's provider routes inbox junk folder. article covers genie sends, good bad customization looks like, confirm changes still deliver. heads up. caps, lots !!!, words \"limited time offer\" trigger spam filters google workspace, microsoft 365, corporate gateways. avoid patterns purpose. bigger change make, higher chance lands spam. live editable inside two add-ons send behalf \u0026gt; messenger \"new invoice,\" \"paid manually-sent \"invoice\" templates. reminders \"invoice reminders\" sent schedules. template line body fields, plus header comes branding setup. lifecycle stage sends new automatically created synced accounting software. (manual send) demand click \"email\" invoice. separately can craft personal voice one-offs. based reminder schedule rules configured (days before/after due date, cadence, escalation tone). paid marked confirms customer received payment. best practices keep short 40–60 characters sweet spot. anything longer gets truncated mobile. include number match specific reference business name using {dbaname} merge tag customers recognize sender sight. use neutral, language \"invoice,\" \"payment receipt,\" \"statement,\" \"reminder.\" solid examples #{invoicenumber} excessive punctuation , $$$. caps acronym brand name. emojis friendly ones. emails them. urgency/sales \"act now,\" \"final notice,\" time,\" \"must open.\" (will hurt deliverability) pay now!!! final notice – act fast must open immediately providers analyze text. apply transactional, promotional. professional invoice-focused. lead (\"this for...\") rather warming language. standard capitalization. large blocks bold colored extra links. now button call action adding links (social media, marketing) reduces focus filters. limit repeated urgency keywords (e.g., \"overdue overdue overdue\"). one mention fine; piling flagged. want upsell share news, separate tool top template. useful tags supports bodies. most-used inserts {invoicenumber} invoice's 1024) (as displayed genie) {customername} display {invoicetotal} amount (formatted currency) {duedate} date {paymentlink} unique payment link picker editor see full list available account. defaults recommended years real-world delivery data shaped align practices. pass common spam-filter sender-reputation checks. deliver consistently across recognized major b2b mail billing email. lightly business's tone voice, add thank-you line, swap \"statement\" industry calls underlying structure intact. testing go test address (gmail, outlook, yahoo control). mirrors real sees. landed inbox, promotions. check rendered correctly (no leftover text). resolves hosted page. wait 24 hours, window delivers right. customized starts landing spam, revert previous wording. original subject/body note (or run view history it) roll back. related articles custom domains troubleshooting setup configure general settings","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T16:33:38.000Z","tag_names":["185.189.236.0","185.211.120.0","185.250.236.0","2fa email not arriving","87.253.232.0","allowlist biller genie","biller genie emails missing","biller genie sending ip ranges","email deliverability","email not received","godaddy advanced email security","google workspace allowlist","ip-based filtering","mailjet ip allowlist","merchant receipt missing","microsoft 365 allowlist","office 365 spam","proofpoint mimecast barracuda","spam filter","squarespace email allowlist","whitelist biller genie ips"],"answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't r","long_answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't reaching you or your customers, the most common cause is your email provider's spam filter rejecting or quarantining the mail before delivery. This article walks through how to recognize an IP-based delivery problem, how to allowlist Biller Genie's sending IPs at the maj","language_id":1,"id":3686011,"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 invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","name":"Email Deliverability Troubleshooting","votes":0,"is_published":true,"slug":"allowlisting-biller-genie-ips-by-email-provider","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/allowlisting-biller-genie-ips-by-email-provider?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-26T22:54:34.243Z","tag_names":["payment location","virtual terminal name","transaction labels","payment source","payment flow","invoice checkout","statement checkout","portal invoice payment","portal bulk payment","bulk invoice payment","payment plan","recurring billing","hosted payment link","integration payment","check payment","apple pay invoice checkout","apple pay statement checkout","apple pay portal invoice payment","apple pay portal bulk payment","apple pay hosted payment link","merchant receipt","gateway transactions report","csv export of transactions","what does payment location mean","what label is on my receipt","customer portal label","scheduler label","what is bulk pay on my receipt"],"answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email y","long_answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email you receive includes a \"Payment Location\" field. That field tells you which Biller Genie flow took the payment, so you can tell at a glance whether a payment came through an invoice checkout, a Hosted Payment Link, a Payment Plan, or something else. The same value appear","language_id":1,"id":3829008,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","name":"What 'Payment Location' Means on Your Transaction Receipts","votes":0,"is_published":true,"slug":"what-payment-location-means-on-your-transaction-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/what-payment-location-means-on-your-transaction-receipts?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2023-05-15T19:09:28.000Z","tag_names":["comprehend","dashboard"],"answer_sample":"All about the main dashboard. The Main Dashboard is the first page you see once y","long_answer_sample":"All about the main dashboard. The Main Dashboard is the first page you see once you log into your Biller Genie account. The Dashboard includes important features that allow you to closely monitor your transactions and the health of your accounts receivable. Sale Volume You can view your transaction sale volume daily, weekly, or monthly. ToDo Message","language_id":1,"id":1956911,"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":"main dashboard. dashboard first page see log biller genie account. includes important features allow closely monitor transactions health accounts receivable. sale volume can view transaction daily, weekly, monthly. todo messages notifications generated informing items require attention email conflicts, missing failed transactions, customer stores new payment method. dismiss to-do list taken appropriate action them. clicking “see history”, previous messages. key performance indicators give better understanding a/r. displayed total amount(s) number(s) outstanding invoices, well number reminders sent current month. recent listed here, details, click id.","name":"Understanding the Main Dashboard","votes":0,"is_published":true,"slug":"understanding-the-main-dashboard","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/understanding-the-main-dashboard?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"main dashboard. dashboard first page see log biller genie account. includes important features allow closely monitor transactions health accounts receivable. sale volume can view transaction daily, weekly, monthly. todo messages notifications generated informing items require attention email conflicts, missing failed transactions, customer stores new payment method. dismiss to-do list taken appropriate action them. clicking “see history”, previous messages. key performance indicators give better understanding a/r. displayed total amount(s) number(s) outstanding invoices, well number reminders sent current month. recent listed here, details, click id.","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-30T19:22:09.540Z","tag_names":["surcharging customer experience","surcharging popup","surcharge disclosure","credit card surcharge popup","bin validation debit card","card brand compliant surcharging","surcharging receipt line item","surcharging invoice unchanged","how surcharging looks to customer"],"answer_sample":"With Biller Genie's Surcharging option, your invoices display your original price","long_answer_sample":"With Biller Genie's Surcharging option, your invoices display your original price — exactly as you created it in your accounting software. The surcharge is only disclosed and added at checkout if the customer chooses to pay by credit card. Debit and prepaid cards are protected from the surcharge automatically. This article walks through the six poin","language_id":1,"id":3832650,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's surcharging option, invoices display original price — exactly created accounting software. surcharge disclosed added checkout customer chooses pay credit card. debit prepaid cards protected automatically. article walks six points sees typical payment, know experience. dual pricing equivalent (which different flow prices shown start, popup), see experience . step 1 invoice syncs software create normal price. genie presents applied visible point. 2 total opens invoice, number entered column, second price, nothing extra. intentional discloses fee point payment selection, itself. 3 \"new invoice\" email goes sent messenger shows yet. 4 summary screen flags credit-card possibility clicks pay, alongside available methods. option includes language indicating \"an additional may apply card transactions.\" ach (if available) clearly indicates fee. 5 popup charging card, appears outlines amount new charged. gives two choices go back switch non-surcharged method (debit, ach, cash, depending avoid accept proceed total. explicit disclosure-and-acceptance makes implementation card-brand compliant. must affirmatively can 6 receipt separate line emailed itemizes subtotal. paid transaction. customers another get just total, line. bin validation protects rules allow traditional cards. enforces automatically checking (bank identification number) applying surcharge. first 8 digits identify bank issued type (credit, debit, prepaid). enters checkout, looks either applies (credit card) skips (debit protection lets run account without accidentally debit-card compliance violation). need anything enable runs every transaction related articles technology fees glance setting reconciling","name":"What Your Customer Sees: The Surcharging Checkout Experience","votes":0,"is_published":true,"slug":"what-your-customer-sees-the-surcharging-checkout-experience","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/what-your-customer-sees-the-surcharging-checkout-experience?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's surcharging option, invoices display original price — exactly created accounting software. surcharge disclosed added checkout customer chooses pay credit card. debit prepaid cards protected automatically. article walks six points sees typical payment, know experience. dual pricing equivalent (which different flow prices shown start, popup), see experience . step 1 invoice syncs software create normal price. genie presents applied visible point. 2 total opens invoice, number entered column, second price, nothing extra. intentional discloses fee point payment selection, itself. 3 \"new invoice\" email goes sent messenger shows yet. 4 summary screen flags credit-card possibility clicks pay, alongside available methods. option includes language indicating \"an additional may apply card transactions.\" ach (if available) clearly indicates fee. 5 popup charging card, appears outlines amount new charged. gives two choices go back switch non-surcharged method (debit, ach, cash, depending avoid accept proceed total. explicit disclosure-and-acceptance makes implementation card-brand compliant. must affirmatively can 6 receipt separate line emailed itemizes subtotal. paid transaction. customers another get just total, line. bin validation protects rules allow traditional cards. enforces automatically checking (bank identification number) applying surcharge. first 8 digits identify bank issued type (credit, debit, prepaid). enters checkout, looks either applies (credit card) skips (debit protection lets run account without accidentally debit-card compliance violation). need anything enable runs every transaction related articles technology fees glance setting reconciling","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":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=237967391","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":1368782,"account_id":12867,"created_at":"2026-05-22T17:30:54.960Z","tag_names":["autopay receipt","customer receipt","email merchant receipts","merchant receipt","multiple recipient receipts","paid invoice email","receipt branding","receipt for ach","receipts biller genie","receipt timing","resend receipt","route receipts to accountant","send receipts","suppress receipts","transaction receipt"],"answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer r","long_answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer receipt (the person who paid) and a merchant receipt (your own staff inbox). Whether each one actually goes out is controlled by three independent toggles. This article walks through the toggles, when receipts fire, and how to route them. When receipts fire Receipts fire","language_id":1,"id":3826882,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time — moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal wait funding. ach takes 3–5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls org level panel \u0026gt; settings \"email receipts\" copy ever account. record \"send specific gets receipt. per form receipt\" checkbox sends (overrides customer-level setting downward suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons list receives routing inboxes native way send inbox example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression e.g., refunding duplicate charge notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template differences salutation. sender's name come custom domain , envelope better deliverability trust. scenarios \"this open off. will still receive reminders (a type) post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says get order checked ask spam/junk search \"biller genie\" inbox. missing, see troubleshooting support@billergenie.com name, date, amount pull mailjet delivery log. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","name":"Receipts in Biller Genie — Customer and Merchant Copy","votes":0,"is_published":true,"slug":"receipts-customer-and-merchant-copy","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/receipts-customer-and-merchant-copy?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time — moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal wait funding. ach takes 3–5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls org level panel \u0026gt; settings \"email receipts\" copy ever account. record \"send specific gets receipt. per form receipt\" checkbox sends (overrides customer-level setting downward suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons list receives routing inboxes native way send inbox example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression e.g., refunding duplicate charge notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template differences salutation. sender's name come custom domain , envelope better deliverability trust. scenarios \"this open off. will still receive reminders (a type) post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says get order checked ask spam/junk search \"biller genie\" inbox. missing, see troubleshooting support@billergenie.com name, date, amount pull mailjet delivery log. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-30T21:55:44.046Z","tag_names":["pending transactions report","in-flight ach","ach pending","ach origination","ach status log","track ach payment","ach received status","ach accepted status","ach still settling","why is invoice unpaid in quickbooks ach","reminders paused ach","late fees paused ach","ach payment timeline","ach 3 to 5 business days","is my ach payment stuck","biller genie pending report"],"answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction ","long_answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction that's currently in flight — submitted to the banking network but not yet settled. This article explains what the report tracks, what the status values mean, what happens to invoice reminders and late fees while a payment is pending, and what changes when the transactio","language_id":1,"id":3832733,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","name":"Pending Transactions Report","votes":0,"is_published":true,"slug":"pending-transactions-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/pending-transactions-report?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:06:44.000Z","tag_names":["autopay attempt log","detach payment timeline","email opened invoice","invoice activity","invoice event log","invoice history","invoice opt out reminders","invoice timeline","mailjet open click","reminder sent log","when was invoice sent","who paid invoice"],"answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything ","long_answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything that's happened to it: payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay attempts, manual notes, and email opens and clicks. The Timeline is the first place to look when you need to answer \"what happened with this invoice?\" — fo","language_id":1,"id":1956817,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","name":"Invoice Timeline and Activity History","votes":0,"is_published":true,"slug":"view-invoice-timeline","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/view-invoice-timeline?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-21T03:53:43.248Z","tag_names":["resync all","full history resync","initiate full history resync","enqueue autopay transactions","send paid reminders","reason for resync","qbo resync","qbd resync","sync all data","extraordinary resync","subscriber success resync","data correction sync","accounting software resync"],"answer_sample":"A Full History Resync (sometimes called \"Resync All\") is an extraordinary action ","long_answer_sample":"A Full History Resync (sometimes called \"Resync All\") is an extraordinary action that re-pulls every record from your accounting software into Biller Genie from scratch. It's not part of normal sync operations — it's a tool reserved for specific recovery scenarios like cleaning up after a data correction in QuickBooks that didn't propagate, recoveri","language_id":1,"id":3825104,"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":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in check time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop contact immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","name":"Initiating a Full History Resync (Resync All)","votes":0,"is_published":true,"slug":"resync-all-enqueue-autopay-toggle","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/resync-all-enqueue-autopay-toggle?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in check time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop contact immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-22T17:31:22.180Z","tag_names":["auto-send reports","biller genie reporting","custom reports","export schedule csv","pdf export biller genie","persistent filters report","recurring report email","report builder","reports api access","scheduled report email","workaround scheduled reports"],"answer_sample":"A common ask from finance teams adopting Biller Genie: \"Can I build a custom repo","long_answer_sample":"A common ask from finance teams adopting Biller Genie: \"Can I build a custom report?\" or \"Can I schedule a report to email itself every Monday morning?\" Here's an honest current-state answer to both, what we offer today instead, and how to request these features formally. Current state: not in product today Feature\nAvailable? Custom report builder (","language_id":1,"id":3826919,"last_published_date":"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":"common ask finance teams adopting biller genie \"can build custom report\" schedule report email every monday morning\" honest current-state answer both, offer today instead, request features formally. current state product feature available builder (drag-and-drop columns, filters, saved views) auto-send reports (e.g. csv monday) pdf export (csv/excel only) api access data partial — see public api, webhooks, zapier manual individual yes button per-column filtering sorting works (the workarounds) manually button. apply filters first, get (technically .xlsx filename content csv; spreadsheet apps open cleanly). recurring reporting needs (weekly a/r aging, monthly transaction summary), pair calendar reminder team. elegant works. filter existing specific view lot \"custom actually combinations reports. examples \"overdue invoices customer type\" grid status = overdue, sort customer. \"all ach payments last month\" transactions, date range + payment type ach. \"failed autopay attempts week\" auto-pay declines report, decline date. turn persistent control panel \u0026gt; settings, setup remembered across sessions configure general settings . use accounting software's broader financial (p\u0026amp;l, balance sheet, aging customers, sales item / category class), software (quickbooks online, quickbooks desktop, xero) powerful native does. syncs software, top qbo/qbd/xero reflects everything flowed genie. larger merchants operational workflow pull period-end qbo/xero. sophisticated connect via data-warehouse bi cases, provides read subset data. endpoint set limited (customers, receipts, tax rates) actively expanding surface based demand; shape unlock need you, tell us. scheduled exports roadmap frequently requested. hear customers higher prioritize. put record submit case \"i want weekly emailed 60 days late\") concrete scenarios design. team adopt paid add-on upgrade, mention weighs prioritization. related articles support (persistent filters)","name":"Custom Reports, Auto-Send, and Scheduled Exports: Current Status","votes":0,"is_published":true,"slug":"auto-send-reports-export-scheduling","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/auto-send-reports-export-scheduling?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"common ask finance teams adopting biller genie \"can build custom report\" schedule report email every monday morning\" honest current-state answer both, offer today instead, request features formally. current state product feature available builder (drag-and-drop columns, filters, saved views) auto-send reports (e.g. csv monday) pdf export (csv/excel only) api access data partial — see public api, webhooks, zapier manual individual yes button per-column filtering sorting works (the workarounds) manually button. apply filters first, get (technically .xlsx filename content csv; spreadsheet apps open cleanly). recurring reporting needs (weekly a/r aging, monthly transaction summary), pair calendar reminder team. elegant works. filter existing specific view lot \"custom actually combinations reports. examples \"overdue invoices customer type\" grid status = overdue, sort customer. \"all ach payments last month\" transactions, date range + payment type ach. \"failed autopay attempts week\" auto-pay declines report, decline date. turn persistent control panel \u0026gt; settings, setup remembered across sessions configure general settings . use accounting software's broader financial (p\u0026amp;l, balance sheet, aging customers, sales item / category class), software (quickbooks online, quickbooks desktop, xero) powerful native does. syncs software, top qbo/qbd/xero reflects everything flowed genie. larger merchants operational workflow pull period-end qbo/xero. sophisticated connect via data-warehouse bi cases, provides read subset data. endpoint set limited (customers, receipts, tax rates) actively expanding surface based demand; shape unlock need you, tell us. scheduled exports roadmap frequently requested. hear customers higher prioritize. put record submit case \"i want weekly emailed 60 days late\") concrete scenarios design. team adopt paid add-on upgrade, mention weighs prioritization. related articles support (persistent filters)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":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=237967391","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":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=237967391","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":"August 10th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","name":"Payment Sync Queue and History: Why Invoices Sometimes Don’t Show Paid in Your Accounting Software","votes":0,"is_published":true,"slug":"using-the-payment-sync-history-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/using-the-payment-sync-history-report?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-06-21T14:57:46.000Z","tag_names":["ach reject 72 hours","ach reject reconciliation","ach return code list","ach return codes","autopay disabled","autopay turn off ach reject","credit card chargeback","credit card decline","expired card autopay","invoice reopened after reject","nacha return codes","pending transactions report","post-settlement reject","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","reconcile ach reject accounting software","rejected transactions report","unauthorized ach return","why was my ach rejected"],"answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NAC","long_answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NACHA return code (R01, R02, R29, etc.) that tells the originating bank why. Credit card transactions have their own decline reasons and chargeback codes from the card brands. This article explains how rejects work, how Biller Genie handles them, which return codes trigger","language_id":1,"id":2017193,"last_published_date":"August 10th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","name":"ACH and Credit Card Reject Codes: How They Work in Biller Genie","votes":0,"is_published":true,"slug":"ach-and-credit-card-rejection-codes","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/ach-and-credit-card-rejection-codes?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-02-11T20:16:00.000Z","tag_names":["abr","automatic batch reconciliation","commodity code","display line item groups","item mapping","last sync notification","po number field","qbo add-on settings","qbo disconnect","qbo full resync","qbo sync page","quickbooks online sync settings","refund readiness","sync cc emails","webhooks auto sync"],"answer_sample":"The Biller Genie QuickBooks Online add-on page is where you check connection stat","long_answer_sample":"The Biller Genie QuickBooks Online add-on page is where you check connection status, run manual syncs, adjust sync behavior, and remap items between Biller Genie and QuickBooks Online. This article walks through every setting and action on that page. For the broader picture of how the QuickBooks Online integration works, see How to Connect QuickBook","language_id":1,"id":3688642,"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":"biller genie quickbooks online add-on page check connection status, run manual syncs, adjust sync behavior, remap items online. article walks every setting action page. broader picture integration works, see connect . find merchant portal, click add-ons \u0026gt; (if it, installed via marketplace.) organized three main panels setup, latest results, settings (plus default commodity code panel item mapping underneath). setup — connect, disconnect, top shows current state gives actions connected company name currently syncing with. confirm matches expect working with, especially manage multiple organizations one intuit login. button kicks immediate sync. useful just made change want appear right away rather waiting next webhook scheduled disconnect revokes oauth authorization stops confirmation modal warning payments \"disconnecting\" below. support links quick genie's documentation contact form. disconnected yet (or previously disconnected), green instead. clicking intuit's flow. full walkthrough. results panel, real-time information recent attempt date last completed, displayed local time. timestamp hours days old, something may wrong connection. status outcome (success message, partial result, specific error). failed, error message appears usually fastest pointer root cause. fields update automatically webhook-triggered, scheduled, manual. trigger watch section result. six configurable options. changing them, save bottom panel. webhooks auto controls whether notifies changes occur. supports natively, fundamentally different desktop model polling interval configure. yes (recommended) updates. sends time customer invoice changes, syncs within seconds. pauses automatic syncing. manually whenever pulled in. merchants leave set yes; turn troubleshooting pausing data cleanup. cc emails email addresses stored pushed enabled, configured flow primary field matching record invoice-level recipients, permanent customer's email. (default) updates match genie. leaves untouched. customer-side overwritten primary-email update, invoice-cc record, turning overwrites behavior inside without no. display line groups (bundles) grouped (called bundles online) invoices bundle individually amount. shown; underlying hidden. use \"menu pricing\" (where components) yes. packaging item) custom transaction numbers uses online's numbering lets auto-generate numbers. keeps consistent two systems. let organization references communications systems need genie, successful notification (days) sets can pass early interrupted revoked token, expired authorization, accidental disconnection. sensible merchants. lower alerted faster; 0 disable entirely (not recommended). po number choose maps invoices. dropdown lists defined pick team reads value surfaces + reports. separate form unspsc applied posts qualify cedp (commercial electronic program) interchange optimization b2b card transactions. process commercial government-issued credit card, networks offer significantly reduced rates includes level 2 / 3 valid required line-item fields. items, transactions cards standard (higher) rate. dropdown. search best sell description. select code, save. applies across categories, represents majority invoices; override individual needed. worth think take (corporate, business, purchasing, government) show unexpectedly portfolios leaving savings table. one-time configuration pays system chart accounts. include things like late fees, technology surcharges, refunds. works item, corresponding name. associated income accounts choices account receive postings. mapped (you share roles). taxable indicator tax saving. ready, remappings. persisting accept commit. empty will break make sure item. deleted online), reference back cleanly. red happens. initiate history resync (rarely used) situations correction propagate post-migration cleanup re-pulls everything scratch. extraordinary action, part normal operations. resync, please reach subscriber success subscribersuccess@billergenie.com walk situation first. touches unintended side effects used unnecessarily help diagnose tool, work process. \"enqueue autopay transactions\" toggle key options asked resync. migration attestation (for moving desktop) connecting first migrating desktop, asking completed → conversion. warns transferred desktop. checkbox certifying migration. enables continue checked. safety gate prevent common mistake tool finished over. sequence including prepare connect. disconnecting opens payments. important disconnects processing payments, cuts authentication. re-authenticate separately accepting pause sync, instead disconnecting. proceed intuit. returns button. existing synced stays customers, invoices, receiving new reconnect, go again. batch reconciliation journal entries post balances shown module screen (the balance tells fresh is). keep mind refund matters. active, disabled sweep, settlement, mappings synced. button’s tooltip “all must refund. allows properly refunds accounting software,” link brings screen. disabled, paused too. off, wait abr never touch defaults. reasons revisit temporarily large transient states manages writing them. tighter window interruptions faster alerts. reviewing chart-of-accounts since ids post-migration. related articles initiating (resync all) understanding","name":"QuickBooks Online Sync Page Settings","votes":0,"is_published":true,"slug":"quickbooks-online-sync-page-settings","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/quickbooks-online-sync-page-settings?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"biller genie quickbooks online add-on page check connection status, run manual syncs, adjust sync behavior, remap items online. article walks every setting action page. broader picture integration works, see connect . find merchant portal, click add-ons \u0026gt; (if it, installed via marketplace.) organized three main panels setup, latest results, settings (plus default commodity code panel item mapping underneath). setup — connect, disconnect, top shows current state gives actions connected company name currently syncing with. confirm matches expect working with, especially manage multiple organizations one intuit login. button kicks immediate sync. useful just made change want appear right away rather waiting next webhook scheduled disconnect revokes oauth authorization stops confirmation modal warning payments \"disconnecting\" below. support links quick genie's documentation contact form. disconnected yet (or previously disconnected), green instead. clicking intuit's flow. full walkthrough. results panel, real-time information recent attempt date last completed, displayed local time. timestamp hours days old, something may wrong connection. status outcome (success message, partial result, specific error). failed, error message appears usually fastest pointer root cause. fields update automatically webhook-triggered, scheduled, manual. trigger watch section result. six configurable options. changing them, save bottom panel. webhooks auto controls whether notifies changes occur. supports natively, fundamentally different desktop model polling interval configure. yes (recommended) updates. sends time customer invoice changes, syncs within seconds. pauses automatic syncing. manually whenever pulled in. merchants leave set yes; turn troubleshooting pausing data cleanup. cc emails email addresses stored pushed enabled, configured flow primary field matching record invoice-level recipients, permanent customer's email. (default) updates match genie. leaves untouched. customer-side overwritten primary-email update, invoice-cc record, turning overwrites behavior inside without no. display line groups (bundles) grouped (called bundles online) invoices bundle individually amount. shown; underlying hidden. use \"menu pricing\" (where components) yes. packaging item) custom transaction numbers uses online's numbering lets auto-generate numbers. keeps consistent two systems. let organization references communications systems need genie, successful notification (days) sets can pass early interrupted revoked token, expired authorization, accidental disconnection. sensible merchants. lower alerted faster; 0 disable entirely (not recommended). po number choose maps invoices. dropdown lists defined pick team reads value surfaces + reports. separate form unspsc applied posts qualify cedp (commercial electronic program) interchange optimization b2b card transactions. process commercial government-issued credit card, networks offer significantly reduced rates includes level 2 / 3 valid required line-item fields. items, transactions cards standard (higher) rate. dropdown. search best sell description. select code, save. applies across categories, represents majority invoices; override individual needed. worth think take (corporate, business, purchasing, government) show unexpectedly portfolios leaving savings table. one-time configuration pays system chart accounts. include things like late fees, technology surcharges, refunds. works item, corresponding name. associated income accounts choices account receive postings. mapped (you share roles). taxable indicator tax saving. ready, remappings. persisting accept commit. empty will break make sure item. deleted online), reference back cleanly. red happens. initiate history resync (rarely used) situations correction propagate post-migration cleanup re-pulls everything scratch. extraordinary action, part normal operations. resync, please reach subscriber success subscribersuccess@billergenie.com walk situation first. touches unintended side effects used unnecessarily help diagnose tool, work process. \"enqueue autopay transactions\" toggle key options asked resync. migration attestation (for moving desktop) connecting first migrating desktop, asking completed → conversion. warns transferred desktop. checkbox certifying migration. enables continue checked. safety gate prevent common mistake tool finished over. sequence including prepare connect. disconnecting opens payments. important disconnects processing payments, cuts authentication. re-authenticate separately accepting pause sync, instead disconnecting. proceed intuit. returns button. existing synced stays customers, invoices, receiving new reconnect, go again. batch reconciliation journal entries post balances shown module screen (the balance tells fresh is). keep mind refund matters. active, disabled sweep, settlement, mappings synced. button’s tooltip “all must refund. allows properly refunds accounting software,” link brings screen. disabled, paused too. off, wait abr never touch defaults. reasons revisit temporarily large transient states manages writing them. tighter window interruptions faster alerts. reviewing chart-of-accounts since ids post-migration. related articles initiating (resync all) understanding","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-02-15T17:51:54.000Z","tag_names":["allow partial payments check","biller genie native invoice","check amount validation","check invoice matching","check search criteria","check sync accounting","match check to invoice","multi-invoice check","partial payments check","processing a check","qbo check sync","quickbooks check","standalone check","standalone check transaction","virtual terminal check","xero check sync"],"answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit","long_answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit Capture (RDC), it sits in the Add-On view waiting to be processed. Processing means matching the captured check to a specific invoice — or recording it as a standalone transaction not tied to an invoice — and submitting the payment to the banking network. This article ","language_id":1,"id":2410793,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"check captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","name":"Processing a Check: Matching, Standalone, and Sync","votes":0,"is_published":true,"slug":"processing-a-check","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/processing-a-check?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"check captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2024-02-21T14:44:19.000Z","tag_names":["purchases log","deals summary"],"answer_sample":"  The All Transactions Report contains a record for every payment that has been p","long_answer_sample":"  The All Transactions Report contains a record for every payment that has been processed through Biller Genie's invoicing platform (using your connected payment processing account). It will not contain transactions that were made via cash, paper check, or that were processed outside of Biller Genie.    You can access this report to: Confirm the det","language_id":1,"id":2421866,"last_published_date":"May 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"  transactions report contains record every payment processed biller genie's invoicing platform (using connected processing account). will contain made via cash, paper check, outside genie.  can access confirm details transaction detach invoice  apply standalone invoice generate receipt refund void step 1 genie portal, navigate reports \u0026gt; 2 filter sort needed.  use ‘filter date’ narrow window occurred.  dropdown right toggle approved declined transactions. click funnel column value. search bar entering data have. invoice/sales attached, hyperlink quick documents.  3 id number open record. options customer name method take view expiration date delete number(s) associated applicable, ‘detach transaction’ unlink (this payment)  ‘attach link reverse sale, 'refund' 'void' button (biller allow whichever option currently available). 'email receipt' given change email address send ‘print receipt’ print pdf copy 4 'transaction details' expand see details. 5 (optional) ach transactions, ‘'show status logs’ display ('accepted') well clearing ('paid')","name":"All Transactions Report","votes":0,"is_published":true,"slug":"all-transactions-report","first_category":"Reports \u0026 Reconciliation","categories_display_for_views":"Reports \u0026 Reconciliation","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/all-transactions-report?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"  transactions report contains record every payment processed biller genie's invoicing platform (using connected processing account). will contain made via cash, paper check, outside genie.  can access confirm details transaction detach invoice  apply standalone invoice generate receipt refund void step 1 genie portal, navigate reports \u0026gt; 2 filter sort needed.  use ‘filter date’ narrow window occurred.  dropdown right toggle approved declined transactions. click funnel column value. search bar entering data have. invoice/sales attached, hyperlink quick documents.  3 id number open record. options customer name method take view expiration date delete number(s) associated applicable, ‘detach transaction’ unlink (this payment)  ‘attach link reverse sale, 'refund' 'void' button (biller allow whichever option currently available). 'email receipt' given change email address send ‘print receipt’ print pdf copy 4 'transaction details' expand see details. 5 (optional) ach transactions, ‘'show status logs’ display ('accepted') well clearing ('paid')","categories":{"current":{"id":1368781,"name":"Reports \u0026 Reconciliation","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-15T14:30:05.000Z","tag_names":["quickbooks online","qbo","connect quickbooks online","sync quickbooks","qbo oauth","intuit connection","first sync","auto sync","qbo integration","qbo sync settings"],"answer_sample":"Connecting Biller Genie to QuickBooks Online links the two systems through Intuit","long_answer_sample":"Connecting Biller Genie to QuickBooks Online links the two systems through Intuit's secure OAuth authorization flow. Once connected, your customers, items, accounts, invoices, sales receipts, and refunds stay in sync between the two systems with no manual reconciliation. Before you start Sign in to your Biller Genie merchant portal as an admin user.","language_id":1,"id":1956499,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"connecting biller genie quickbooks online links two systems intuit's secure oauth authorization flow. connected, customers, items, accounts, invoices, sales receipts, refunds stay sync manual reconciliation. start sign merchant portal admin user. access master credentials. user authorizing connection must company want sync. know file connect — manage multiple companies one intuit login, choose authorization. select will with. selecting wrong pull unintended invoices account. double-check name clicking connect. portal, click add-ons marketplace. accounting software category tile (or use search field find it). install. quickbooks. redirects page. review requesting (full read write data) authorize. returns first begins automatically. finishes, see confirmation add-on page data available throughout portal. happens authorize connection, pulls account following order chart accounts income, expense, bank, receivable plus types subtypes. line items products \u0026amp; services (used receipts), including system seeds late fees, technology surcharges, refunds, third-party transactions. tax preferences rates settings taxable route correctly. customers full customer roster, email, billing address, balance. recent open recently paid can collecting genie. receipts refund payment activity context sync, keeps continuously webhooks scheduled background job, new payments, voids, flow back forth without action. anytime interacts auto-sync turn ongoing off. pauses automatic updates systems. cc emails push email addresses set corresponding online. display line-item groups control whether grouped show creates commodity code default unspsc synced resync trigger fresh something looks date. runs audit-logged records. mapping now separate tool lives accounting-software section writes sales, sweep deposits, undeposited funds. article . managing inside lets view every connected app within company. navigation, apps gear icon's option, depending view) alongside apps. granted, last disconnect directly canonical, up-to-date instructions online, help (intuit help) disconnecting genie, go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. reconnecting credentials change login change, may need re-established. working (if still listed). follow steps step 3 above. faqs anything authorizes behalf. existing going forward, process them, way manually. selected switch using above, again. authorization, let pick different login. make sure correct stopped check three quick checks (1) showing (2) setting turned (3) changed credentials, reconnect previous section. voids void transaction record written automatically receipt applied refund, voided void. related articles partial) migrating desktop","name":"How to Connect QuickBooks Online","votes":0,"is_published":true,"slug":"syncing-with-quickbooks-online","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-with-quickbooks-online?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"connecting biller genie quickbooks online links two systems intuit's secure oauth authorization flow. connected, customers, items, accounts, invoices, sales receipts, refunds stay sync manual reconciliation. start sign merchant portal admin user. access master credentials. user authorizing connection must company want sync. know file connect — manage multiple companies one intuit login, choose authorization. select will with. selecting wrong pull unintended invoices account. double-check name clicking connect. portal, click add-ons marketplace. accounting software category tile (or use search field find it). install. quickbooks. redirects page. review requesting (full read write data) authorize. returns first begins automatically. finishes, see confirmation add-on page data available throughout portal. happens authorize connection, pulls account following order chart accounts income, expense, bank, receivable plus types subtypes. line items products \u0026amp; services (used receipts), including system seeds late fees, technology surcharges, refunds, third-party transactions. tax preferences rates settings taxable route correctly. customers full customer roster, email, billing address, balance. recent open recently paid can collecting genie. receipts refund payment activity context sync, keeps continuously webhooks scheduled background job, new payments, voids, flow back forth without action. anytime interacts auto-sync turn ongoing off. pauses automatic updates systems. cc emails push email addresses set corresponding online. display line-item groups control whether grouped show creates commodity code default unspsc synced resync trigger fresh something looks date. runs audit-logged records. mapping now separate tool lives accounting-software section writes sales, sweep deposits, undeposited funds. article . managing inside lets view every connected app within company. navigation, apps gear icon's option, depending view) alongside apps. granted, last disconnect directly canonical, up-to-date instructions online, help (intuit help) disconnecting genie, go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. reconnecting credentials change login change, may need re-established. working (if still listed). follow steps step 3 above. faqs anything authorizes behalf. existing going forward, process them, way manually. selected switch using above, again. authorization, let pick different login. make sure correct stopped check three quick checks (1) showing (2) setting turned (3) changed credentials, reconnect previous section. voids void transaction record written automatically receipt applied refund, voided void. related articles partial) migrating desktop","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-03-08T14:41:57.000Z","tag_names":["customer payment","store payment"],"answer_sample":"Overview If you would prefer not to collect or handle a customer’s sensitive paym","long_answer_sample":"Overview If you would prefer not to collect or handle a customer’s sensitive payment information directly, you can send them a secure invitation to store their own payment method. Anytime a customer is paying one of your invoices, they have the option to store the payment method for future use (Customer-Enabled Auto Pay). Once a payment method is st","language_id":1,"id":2452987,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"overview prefer collect handle customer’s sensitive payment information directly, can send secure invitation store method. anytime customer paying one invoices, option method future use (customer-enabled auto pay). stored, details like enter yourself, refer storing credit debit card ach account securely information, follow steps below.   step 1 log biller genie account. navigate customers search invite.  2 open profile locate stored methods section. click dropdown next methods, select generate link add confirmation message will appear indicating copied. 3 paste email text another form communication directly customer. see opens contact saved pre-populate. prompted either bank (ach) card, within gateway — sent directly. optional enable pay may choose check box auto-pay transactions selected new invoices automatically charged invoice due date. used transactions. still trouble work unable method, support team support@billergenie.com include following name whether attempting error messages displayed providing help assist efficiently possible.","name":"Invite a Customer to Store a Payment Method","votes":0,"is_published":true,"slug":"invite-a-customer-to-store-a-payment-method","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/invite-a-customer-to-store-a-payment-method?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"overview prefer collect handle customer’s sensitive payment information directly, can send secure invitation store method. anytime customer paying one invoices, option method future use (customer-enabled auto pay). stored, details like enter yourself, refer storing credit debit card ach account securely information, follow steps below.   step 1 log biller genie account. navigate customers search invite.  2 open profile locate stored methods section. click dropdown next methods, select generate link add confirmation message will appear indicating copied. 3 paste email text another form communication directly customer. see opens contact saved pre-populate. prompted either bank (ach) card, within gateway — sent directly. optional enable pay may choose check box auto-pay transactions selected new invoices automatically charged invoice due date. used transactions. still trouble work unable method, support team support@billergenie.com include following name whether attempting error messages displayed providing help assist efficiently possible.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T12:52:44.000Z","tag_names":["storing payment methods","store credit card","store ach","tokenize card","ach authorization","electronic ach authorization","save and send ach","self-authorize ach","merchant liability ach","customer portal vault","add stored card","add ach account","remove stored payment method","biller genie vault","authorize ach"],"answer_sample":"Biller Genie can securely store your customers' payment methods — both credit/deb","long_answer_sample":"Biller Genie can securely store your customers' payment methods — both credit/debit cards and ACH bank accounts — so you can charge them on future invoices, set up Auto Pay, or run scheduled payments without re-collecting payment details each time. Cards and ACH follow the same merchant-side workflow, with one important difference: ACH requires cust","language_id":1,"id":1957650,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie can securely store customers' payment methods — credit/debit cards ach bank accounts charge future invoices, set auto pay, run scheduled payments without re-collecting details time. follow merchant-side workflow, one important difference requires customer authorization (an electronic signature attestation collected outside genie). don't. article covers flow. rather enter information handling details, use customer-invitation flow instead see invite method . storing credit debit card step 1. log genie, navigate customers, open customer's profile clicking id display name. 2. click stored tab. 3. add \u0026gt; card. 4. number, expiration date, security code (cvv). address file, auto-populates. tokenized use. never stores raw number systems gateway token. (bank account) account follows first three steps explicit record showing agreed charged. supports two paths. 1 customers [select customer] account. 2 bank-account fill holder name routing type (checking savings) 3 choose authorize options. save send recommended merchants collects signed behalf. option (recommended) send. emails request. signs electronically; form genie. keep separate copy file case dispute. b self-authorize (merchant confirmation) (a form, in-person agreement, etc.), self-authorize. account, pop-up confirmation button next selecting tells obtained. ⚠ merchant liability method, responsibility document shifts you. will electronically form. dispute, return, chargeback, inquiry happens, service provider require submit proof directly. produce valid documentation, transaction may returned reversed. strongly recommend using unless robust process collecting retaining forms letting (customer portal) portal enabled, themselves, signing process. hands-off side. six-step customer-side clicks vault icon. enters info, save. guides authorization. name, last email record. reviews 5. scrolls next. 6. checks consent box, types draws signature, sign document. vault. adds skips step, saved unauthorized complete it. return finish. authorized pay source, schedule. additional required transactions download records. removing currently assigned deleted removed pay. delete disable update first. tab remove method. ways self-storage checkout. anytime pays (see customer-enabled article). invitation link. handle secure link themselves. still trouble contact support@billergenie.com include (card ach) whether used self-authorize, completed error messages displayed related articles turn connecting gateways codes explained","name":"Storing Customer Payment Methods (Cards and ACH)","votes":0,"is_published":true,"slug":"storing-payment-methods","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/storing-payment-methods?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"biller genie can securely store customers' payment methods — credit/debit cards ach bank accounts charge future invoices, set auto pay, run scheduled payments without re-collecting details time. follow merchant-side workflow, one important difference requires customer authorization (an electronic signature attestation collected outside genie). don't. article covers flow. rather enter information handling details, use customer-invitation flow instead see invite method . storing credit debit card step 1. log genie, navigate customers, open customer's profile clicking id display name. 2. click stored tab. 3. add \u0026gt; card. 4. number, expiration date, security code (cvv). address file, auto-populates. tokenized use. never stores raw number systems gateway token. (bank account) account follows first three steps explicit record showing agreed charged. supports two paths. 1 customers [select customer] account. 2 bank-account fill holder name routing type (checking savings) 3 choose authorize options. save send recommended merchants collects signed behalf. option (recommended) send. emails request. signs electronically; form genie. keep separate copy file case dispute. b self-authorize (merchant confirmation) (a form, in-person agreement, etc.), self-authorize. account, pop-up confirmation button next selecting tells obtained. ⚠ merchant liability method, responsibility document shifts you. will electronically form. dispute, return, chargeback, inquiry happens, service provider require submit proof directly. produce valid documentation, transaction may returned reversed. strongly recommend using unless robust process collecting retaining forms letting (customer portal) portal enabled, themselves, signing process. hands-off side. six-step customer-side clicks vault icon. enters info, save. guides authorization. name, last email record. reviews 5. scrolls next. 6. checks consent box, types draws signature, sign document. vault. adds skips step, saved unauthorized complete it. return finish. authorized pay source, schedule. additional required transactions download records. removing currently assigned deleted removed pay. delete disable update first. tab remove method. ways self-storage checkout. anytime pays (see customer-enabled article). invitation link. handle secure link themselves. still trouble contact support@billergenie.com include (card ach) whether used self-authorize, completed error messages displayed related articles turn connecting gateways codes explained","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2024-02-14T19:34:37.000Z","tag_names":["migrating quickbooks desktop to quickbooks online","qbd to qbo","quickbooks migration","convert quickbooks desktop","quickbooks online conversion","intuit migration tool","qbo conversion","export company file","magic carpet disconnect","switch to quickbooks online","bill with parent migration","qbd qbo customer types"],"answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequent","long_answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequential decisions you'll make in your accounting setup, and we want to be candid about something up front: the conversion uses Intuit's own QuickBooks Desktop to Online migration tool, and once it runs, it's a one-way operation. Intuit doesn't offer a built-in path back to ","language_id":1,"id":2407511,"last_published_date":"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":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using payments tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. expected needs re-applied per billing parent. enabled online; firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught still address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","name":"Migrating from QuickBooks Desktop to QuickBooks Online","votes":0,"is_published":true,"slug":"migrating-from-qb-desktop-to-qb-online","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/migrating-from-qb-desktop-to-qb-online?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using payments tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. expected needs re-applied per billing parent. enabled online; firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught still address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-01-05T20:07:36.000Z","tag_names":["check add-on","check application","check capture vs processing","check destruction","check funding timeframe","check imaging","check overview","check processing","check scanner","electronic check deposit","magtek scanner","mobile check capture","paper check retention","rdc","reliafund","remote deposit capture"],"answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic depos","long_answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic deposits without going to the bank. Checks are imaged (with a mobile camera or a desktop check scanner), submitted electronically to the banking network, and applied as payments against your customers' invoices — or recorded as standalone transactions. This article explains ","language_id":1,"id":2353820,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","name":"Check Processing Overview","votes":0,"is_published":true,"slug":"rdc-remote-deposit-capture-overview","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/rdc-remote-deposit-capture-overview?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-22T13:39:17.000Z","tag_names":["company file open","magiccarpet reliability","multi-company qbd","multi user mode sync","qbd healthy file","qbd integration limits","qbd sync best practices","qbd sync failed","qbd sync reliability","quickbooks desktop sync","sync multiple company files","why quickbooks not syncing"],"answer_sample":"Most \"Biller Genie isn't syncing with QuickBooks Desktop\" support tickets turn ou","long_answer_sample":"Most \"Biller Genie isn't syncing with QuickBooks Desktop\" support tickets turn out to be one of the same dozen root causes. None of them are unique to Biller Genie — they're inherent to how QuickBooks Desktop talks to any third-party application, and they affect every QuickBooks Desktop integration on the market. This article explains the reality of","language_id":1,"id":1966963,"last_published_date":"July 28th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/JT?bg=f1ba57\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/fc4f4b69f7e4a4303f236ed2e8c96854.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Juan Tobon","indexable_body":"\"biller genie syncing quickbooks desktop\" support tickets turn one dozen root causes. none unique biller — inherent desktop talks third-party application, affect every integration market. article explains reality sync, genie's magiccarpet reliable sync tool know of, common failure modes (with merchant-friendly diagnoses fixes), file-health habits keep running smoothly. apps designed cloud-first integrations existed. runs local windows machine, company file sits machine (or shared server), genie, rightworks , method, intuit's tools ask permission read write data sdk. depends list conditions true moment application open. right active one. modal dialog box can open (a backup reminder, \"to-do,\" error message). on, awake, signed in. middle internal operation backup, verify, upgrade prompt). integrated application's authorization token still valid. true, cleanly. false, pauses fails. market included. property desktop, specific tool. architecture limitation, limitation used multiple years felt like occasional issues, why. sdk gives small, conditional window work. separates another well handle moments slams shut. bridge seen without getting technical, speed. synced 1 gigabyte files 15 seconds. large bog move seconds, hours. resilience. attempt hits blockers above, waits intelligently retries. either fail loudly quietly stop syncing. keeps working background catches automatically right. deep expertise. engineering team spent understanding level integrators including edge cases documentation fully cover. depth shows cleaner behavior situations stumble. real-time status visibility. merchant portal last ping, successful current state glance, always whether healthy. built production volume. syncs chunks, handles deletions cleanly, retries transient errors, stays quickbooks's way busy. practice, means merchants think sync. background, weekends, surfaces clear messages something needs attention. rest reasons (and fix one) rough order often see 1. computer asleep, off, hibernating ping timestamp minutes old. tile may show \"not online.\" happens awake sleep mode, hibernation, scheduled shutdowns, unplanned restarts break connection wakes back up. wake sign machine. portal, click now add-on. prevent happening again, settings \u0026gt; system power \u0026amp; set never dedicated 2. open, wrong \"you must connected data\" queueing completing. process. running, process talk to. different file, authorized sync's currently active. genie. portal. 3. users logged (multi-user mode contention) intermittent failures, especially business recovers overnight out. multi-user shares across workstations. certain operations require exclusive access. actively applications get less establish daily routine signing end business. enough catch day's activity. 4. attempts hang time \"running\" indefinitely. \"to-do\" verify prompt, message, insight notification waiting human input. proceed dismissed. walk remote it), dismiss boxes quickbooks, trigger 5. fails timeout, next attempt. automatic processes lock file. wait lock. usually nothing will recurring problem, check schedule expected run. 6. moved, renamed, restored repeated prompts failures referencing magiccarpet's tied first moving, renaming, restoring creates considers identical. desktop. watch certificate prompt. re-authorize original connection. connect . 7. upgraded new year version start failing (for example, qbd 2023 → 2024). hood. existing old version's follow reconnecting uninstall older versions services conflicts, generate fresh token. 8. pending update reboot required long-running hangs, offline despite on. updates reboot-required notifications interrupt services. service stalled these. install updates, in, confirm tray. 9. antivirus firewall blocking cloud (last updates). products quarantine network requests suspicious less-common browsers office. add allow lists. installer path typically c\\program files\\biller genie\\magiccarpet\\. unsure, contact person reach subscriber success 10. drive flaky connectivity random correlated vpn issues. lives share, relies stable guidance best host possible, practices smoothly 11. expired revoked \"authentication unsuccessful\" 403 errors user manage simply clean refresh. go edit preferences listed allowed. not, reconnect 12. corrupted integrity issues records repeatedly customer, invoice). fine. healthy-looking develop small data-integrity time. expose encounter affected records. run built-in repair rebuild utility persist, need professional intuit support. keeping healthy reliably. unhealthy makes fight harder. drawn straight shape integration) chance regularly portable copy restore from. step-by-step. businesses use offsite addition backup. weekly scans utilities data. finds immediately after. details. condense gets use, grow gigabytes. larger slower syncs. offers archives transactions reduces size. date releases maintenance bugs, sdk-level affecting integrations. help latest release day day. frees work, catch-up review time, accumulate longer use. potential conflict point. remove using. store recommends storing computer. drives (especially wireless) cause performance problems supports stored server using single installation. connects account. works exist server. connections managed maintains separate links account instance. magiccarpet, installation needed regardless per conflicts. expect allows processed sequentially simultaneously. two accounts moment, queues other. file's completion independent block beyond natural sequencing. adding additional second add-ons tab. linking code present select “link account” enter code. switch approve prompt hold routes based something's quick diagnostic recent offline. \"magiccarpet asleep\" above. pings completed recently actual likely up, contention. mostly fine except customers invoices integrity. revoked. hangs hours completes adopt end-of-day sign-out routine. worked identify issue, email subscribersuccess@billergenie.com timestamps. troubleshooting focused flow. related articles page moving (magiccarpet)","name":"QuickBooks Desktop Sync Reliability: Why Syncs Fail and How to Fix Them","votes":0,"is_published":true,"slug":"syncing-multiple-quickbooks-desktop-company-files-with-biller-genie","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-multiple-quickbooks-desktop-company-files-with-biller-genie?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"\"biller genie syncing quickbooks desktop\" support tickets turn one dozen root causes. none unique biller — inherent desktop talks third-party application, affect every integration market. article explains reality sync, genie's magiccarpet reliable sync tool know of, common failure modes (with merchant-friendly diagnoses fixes), file-health habits keep running smoothly. apps designed cloud-first integrations existed. runs local windows machine, company file sits machine (or shared server), genie, rightworks , method, intuit's tools ask permission read write data sdk. depends list conditions true moment application open. right active one. modal dialog box can open (a backup reminder, \"to-do,\" error message). on, awake, signed in. middle internal operation backup, verify, upgrade prompt). integrated application's authorization token still valid. true, cleanly. false, pauses fails. market included. property desktop, specific tool. architecture limitation, limitation used multiple years felt like occasional issues, why. sdk gives small, conditional window work. separates another well handle moments slams shut. bridge seen without getting technical, speed. synced 1 gigabyte files 15 seconds. large bog move seconds, hours. resilience. attempt hits blockers above, waits intelligently retries. either fail loudly quietly stop syncing. keeps working background catches automatically right. deep expertise. engineering team spent understanding level integrators including edge cases documentation fully cover. depth shows cleaner behavior situations stumble. real-time status visibility. merchant portal last ping, successful current state glance, always whether healthy. built production volume. syncs chunks, handles deletions cleanly, retries transient errors, stays quickbooks's way busy. practice, means merchants think sync. background, weekends, surfaces clear messages something needs attention. rest reasons (and fix one) rough order often see 1. computer asleep, off, hibernating ping timestamp minutes old. tile may show \"not online.\" happens awake sleep mode, hibernation, scheduled shutdowns, unplanned restarts break connection wakes back up. wake sign machine. portal, click now add-on. prevent happening again, settings \u0026gt; system power \u0026amp; set never dedicated 2. open, wrong \"you must connected data\" queueing completing. process. running, process talk to. different file, authorized sync's currently active. genie. portal. 3. users logged (multi-user mode contention) intermittent failures, especially business recovers overnight out. multi-user shares across workstations. certain operations require exclusive access. actively applications get less establish daily routine signing end business. enough catch day's activity. 4. attempts hang time \"running\" indefinitely. \"to-do\" verify prompt, message, insight notification waiting human input. proceed dismissed. walk remote it), dismiss boxes quickbooks, trigger 5. fails timeout, next attempt. automatic processes lock file. wait lock. usually nothing will recurring problem, check schedule expected run. 6. moved, renamed, restored repeated prompts failures referencing magiccarpet's tied first moving, renaming, restoring creates considers identical. desktop. watch certificate prompt. re-authorize original connection. connect . 7. upgraded new year version start failing (for example, qbd 2023 → 2024). hood. existing old version's follow reconnecting uninstall older versions services conflicts, generate fresh token. 8. pending update reboot required long-running hangs, offline despite on. updates reboot-required notifications interrupt services. service stalled these. install updates, in, confirm tray. 9. antivirus firewall blocking cloud (last updates). products quarantine network requests suspicious less-common browsers office. add allow lists. installer path typically c\\program files\\biller genie\\magiccarpet\\. unsure, contact person reach subscriber success 10. drive flaky connectivity random correlated vpn issues. lives share, relies stable guidance best host possible, practices smoothly 11. expired revoked \"authentication unsuccessful\" 403 errors user manage simply clean refresh. go edit preferences listed allowed. not, reconnect 12. corrupted integrity issues records repeatedly customer, invoice). fine. healthy-looking develop small data-integrity time. expose encounter affected records. run built-in repair rebuild utility persist, need professional intuit support. keeping healthy reliably. unhealthy makes fight harder. drawn straight shape integration) chance regularly portable copy restore from. step-by-step. businesses use offsite addition backup. weekly scans utilities data. finds immediately after. details. condense gets use, grow gigabytes. larger slower syncs. offers archives transactions reduces size. date releases maintenance bugs, sdk-level affecting integrations. help latest release day day. frees work, catch-up review time, accumulate longer use. potential conflict point. remove using. store recommends storing computer. drives (especially wireless) cause performance problems supports stored server using single installation. connects account. works exist server. connections managed maintains separate links account instance. magiccarpet, installation needed regardless per conflicts. expect allows processed sequentially simultaneously. two accounts moment, queues other. file's completion independent block beyond natural sequencing. adding additional second add-ons tab. linking code present select “link account” enter code. switch approve prompt hold routes based something's quick diagnostic recent offline. \"magiccarpet asleep\" above. pings completed recently actual likely up, contention. mostly fine except customers invoices integrity. revoked. hangs hours completes adopt end-of-day sign-out routine. worked identify issue, email subscribersuccess@billergenie.com timestamps. troubleshooting focused flow. related articles page moving (magiccarpet)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T15:19:43.000Z","tag_names":["add user","add user account","biller genie roles","control panel users","disable user","granular permissions","managing users","multi user account","reactivate user","remove user","settings manager","superuser","team members biller genie","user access","user permissions","user roles"],"answer_sample":"Biller Genie supports multiple users on one account. This article covers everythi","long_answer_sample":"Biller Genie supports multiple users on one account. This article covers everything you need: adding new users, editing them, disabling them when someone leaves, the seven granular permission roles Biller Genie offers, and the constraints around the SuperUser role. All user management happens at Control Panel \u0026gt; Users. To make changes, you need th","language_id":1,"id":1957844,"last_published_date":"June 22nd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/JT?bg=f1ba57\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/fc4f4b69f7e4a4303f236ed2e8c96854.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Juan Tobon","indexable_body":"biller genie supports multiple users one account. article covers everything need adding new users, editing them, disabling someone leaves, seven granular permission roles offers, constraints around superuser role. user management happens control panel \u0026gt; users. make changes, step 1. go click add user. 2. enter user's first name, last email address. create 3. receives confirmation address entered. link verify set password. confirm, account created log in. arrive, can resend record. login will require setting password (recommended) enabling two-factor authentication. id open record, edit. edit disable toggle (on only), (if plan includes permissions). yourself, change totp / authentication setup. username (email address) read-only every user, including one. team member's changed, workflow old — way existing flow binds human. (when leaves) member leaves company, immediately revoke access. deleted kept record historical actions (invoices payments processed etc.) still attribute correctly. update disabled immediately. active session invalidated next request genie, longer re-enabling reactivate previously back off. reactivation done superuser. settings manager intentional, prevent non-superuser cause. permissions offers roles. assigned combination them. restrictive (a dashboardviewer see dashboard nothing else); others additive (you give reportviewer + addonsconfigurator without making superuser). role grants super full access automatically another roles, view settings, branding, customer defaults, invoice defaults manage (only can). add-ons installer install uninstall marketplace. include right configure install. configurator already-installed add-ons. ones. subscription editor billing settings. viewer main summary kpis (collections, a/r aging, recent payments). report reports section (pending transactions, rejected sync errors, etc.). none day-to-day work (view customers, send invoices, process payments) elevated capabilities, baseline availability page visible premium plan, (not yourself). like contact support@billergenie.com options. constraint remove logged superuser, blocks accidental lockouts. demote exists, promote teammate first, you. security best practices person shared accounts impossible actions, locks everyone once. use blanket people genuinely account-wide bookkeeper needs dashboardviewer, especially anyone manager. per-user org-wide enforcement today, ask up. departing employees day leave. wait monthly cleanup sessions disable. audit list quarterly. check works related articles recovery codes multi-factor changing general","name":"Managing Users in Biller Genie","votes":0,"is_published":true,"slug":"managing-users-in-biller-genie","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/managing-users-in-biller-genie?from_search=237967391","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports multiple users one account. article covers everything need adding new users, editing them, disabling someone leaves, seven granular permission roles offers, constraints around superuser role. user management happens control panel \u0026gt; users. make changes, step 1. go click add user. 2. enter user's first name, last email address. create 3. receives confirmation address entered. link verify set password. confirm, account created log in. arrive, can resend record. login will require setting password (recommended) enabling two-factor authentication. id open record, edit. edit disable toggle (on only), (if plan includes permissions). yourself, change totp / authentication setup. username (email address) read-only every user, including one. team member's changed, workflow old — way existing flow binds human. (when leaves) member leaves company, immediately revoke access. deleted kept record historical actions (invoices payments processed etc.) still attribute correctly. update disabled immediately. active session invalidated next request genie, longer re-enabling reactivate previously back off. reactivation done superuser. settings manager intentional, prevent non-superuser cause. permissions offers roles. assigned combination them. restrictive (a dashboardviewer see dashboard nothing else); others additive (you give reportviewer + addonsconfigurator without making superuser). role grants super full access automatically another roles, view settings, branding, customer defaults, invoice defaults manage (only can). add-ons installer install uninstall marketplace. include right configure install. configurator already-installed add-ons. ones. subscription editor billing settings. viewer main summary kpis (collections, a/r aging, recent payments). report reports section (pending transactions, rejected sync errors, etc.). none day-to-day work (view customers, send invoices, process payments) elevated capabilities, baseline availability page visible premium plan, (not yourself). like contact support@billergenie.com options. constraint remove logged superuser, blocks accidental lockouts. demote exists, promote teammate first, you. security best practices person shared accounts impossible actions, locks everyone once. use blanket people genuinely account-wide bookkeeper needs dashboardviewer, especially anyone manager. per-user org-wide enforcement today, ask up. departing employees day leave. wait monthly cleanup sessions disable. audit list quarterly. check works related articles recovery codes multi-factor changing general","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}}]