[{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-09-23T07:53:30.815Z","tag_names":["tip at checkout","customer portal tip","gratuity block","tip presets","enter a custom amount","tip cannot exceed","tip cap","ach tip","bank payment tip","apple pay tip","paypal tip","autopay tip","tip receipt","view tip receipt","payment link tip","statement tip"],"answer_sample":"Once Tips is set up and Allow Tips is on for a customer, that customer sees a gra","long_answer_sample":"Once Tips is set up and Allow Tips is on for a customer, that customer sees a gratuity block when they pay. This article shows what appears on each screen, what happens at the cap, and how bank payments and digital wallets behave. The block is labelled with your Gratuity item name, which defaults to Gratuity. Where the gratuity block appears Screen ","language_id":1,"id":3952607,"last_published_date":"September 25th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"tips set allow customer, customer sees gratuity block pay. article shows appears screen, happens cap, bank payments digital wallets behave. labelled item name, defaults gratuity. screen card (ach) apple pay paypal, venmo, later panel portal home page (one invoices) yes invoice payment offered link statement auto-pay charges plan installments never selected least one invoice. several invoices paid together, adds tip whole payment. 15% selected. total updates chooses. three preset buttons. percentage presets show only, example 15%; dollar amount total. fixed amount, $5.00. nothing pre-selected. tapping it; removes it. enter custom opens field hides presets. choose brings back clears tip. shown turned off. chooses, always see account will charged. percentages calculated worked paying surcharge, technology fee, apply fee tips, disclosed includes dual pricing, price shown, fee. typed charged exactly entered. cap exceed simply shown. none fit, directly (or, amounts off, appears). rejected \"tip $x.xx\" go lowers biller genie silently reduces customers can payments. payment, take days settle, recorded accounting software settles. transaction \"a receipt $x.xx created settles.\" settles, recorded. paypal add tip; sheet label. checkout, venmo later, offer entry today. tipping enrolling ticks \"your applies today's only. future automatic include one.\" carry receipts history on-screen row. row applies. lists label, order subtotal, gratuity, genie. history, quickbooks-synced click view open tip's sales receipt. keep label issued with. renaming change old receipts. charge installment. later. paid. added moment separately part related articles glance setting sync quickbooks refunds work pricing checkout experience surcharging pay, google overview merchant copy","name":"What Your Customer Sees: Adding a Tip at Checkout","votes":0,"is_published":true,"slug":"what-your-customer-sees-adding-a-tip-at-checkout","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/what-your-customer-sees-adding-a-tip-at-checkout?from_search=243389890","host":"https://helpcenter.billergenie.com","body_txt":"tips set allow customer, customer sees gratuity block pay. article shows appears screen, happens cap, bank payments digital wallets behave. labelled item name, defaults gratuity. screen card (ach) apple pay paypal, venmo, later panel portal home page (one invoices) yes invoice payment offered link statement auto-pay charges plan installments never selected least one invoice. several invoices paid together, adds tip whole payment. 15% selected. total updates chooses. three preset buttons. percentage presets show only, example 15%; dollar amount total. fixed amount, $5.00. nothing pre-selected. tapping it; removes it. enter custom opens field hides presets. choose brings back clears tip. shown turned off. chooses, always see account will charged. percentages calculated worked paying surcharge, technology fee, apply fee tips, disclosed includes dual pricing, price shown, fee. typed charged exactly entered. cap exceed simply shown. none fit, directly (or, amounts off, appears). rejected \"tip $x.xx\" go lowers biller genie silently reduces customers can payments. payment, take days settle, recorded accounting software settles. transaction \"a receipt $x.xx created settles.\" settles, recorded. paypal add tip; sheet label. checkout, venmo later, offer entry today. tipping enrolling ticks \"your applies today's only. future automatic include one.\" carry receipts history on-screen row. row applies. lists label, order subtotal, gratuity, genie. history, quickbooks-synced click view open tip's sales receipt. keep label issued with. renaming change old receipts. charge installment. later. paid. added moment separately part related articles glance setting sync quickbooks refunds work pricing checkout experience surcharging pay, google overview merchant copy","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"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=243389890","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":1368778,"account_id":12867,"created_at":"2026-05-19T18:38:43.000Z","tag_names":["chart of accounts","coa mapping","biller genie chart of accounts","sales account mapping","late fee account","sweep account mapping","undeposited funds account","system items","convenience fee","surcharge mapping","qbo chart of accounts","qbd chart of accounts","red green sync indicator","remap accounts","override account mapping","account balance","balance column","current balance","sweep account balance","account balance in biller genie","open in quickbooks","negative balance","balance not zero"],"answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBook","long_answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBooks Desktop via MagicCarpet ) using a Chart of Accounts mapping that controls where invoices, refunds, technology fees, and customer payments get posted. Most merchants are happy with the seeded defaults — Biller Genie sets them up automatically on first sync — but you ca","language_id":1,"id":3821036,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","name":"Chart of Accounts: Mapping Your Accounts in Biller Genie","votes":0,"is_published":true,"slug":"chart-of-accounts-mapping","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/chart-of-accounts-mapping?from_search=243389890","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-09-23T07:53:31.972Z","tag_names":["tip sales receipt","gratuity sales receipt","bg tip income","bg tips payable","tip refund","refund tip","void tip","partial refund tip","tip chargeback","tip accounting","gratuity item quickbooks","gratuity taxable","tip tax","tips quickbooks desktop","tips quickbooks online","tip receipt number","tips 1099-k","tips xero"],"answer_sample":"Tips collected through the Tips add-on are booked separately from your invoice re","long_answer_sample":"Tips collected through the Tips add-on are booked separately from your invoice revenue and reversed with the payment when you refund or void, unless you choose to refund only the invoice or only the tip. This article explains where the money lands in QuickBooks Online, QuickBooks Desktop or a Biller Genie only account, how to keep the tax treatment ","language_id":1,"id":3952608,"last_published_date":"October 14th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"tips collected add-on booked separately invoice revenue reversed payment refund void, unless choose tip. article explains money lands quickbooks online, desktop biller genie account, keep tax treatment clean, happens refunds, voids, chargebacks returned bank payments. gratuity item tip account turn enable tipping connected, creates records exist record online accounting software receipt gratuity, service item, non-taxable charge code non items page, created first tipped bg income (income) applicable owed staff payable (other current liability) can use yes. pick existing reaches quickbooks, remap row mapping tab. map change liability later repoints without rewriting past transactions. no. choice locks created. (recommended) revenue. books clear day collected. (liability) pass staff. every raises balance, balance falls pay payroll outside genie. clearing job. never distributes tips. invoices synced syncs usual. one-line sales posted account. added line invoice. see creating receipts work assigns number. sync completes, shows italic placeholder; afterwards # number transaction, transaction details. details show \"this associated receipt(s)\" link receipt. several paid together, one carries whole linked payment. deactivate reactivates next booking. create directly genie, behind them, get tip, covers it, still closes zero. payments charged settles, usually days later. \"a $x.xx will settles.\" settles adds leave rate page 0. make taxable splits totals customer $10.00 8% $9.26 plus $0.74 tax. cents. avoids both. refunds voids default follows path technology fee returns share left, fee, open transactions invoice, click refund. enter custom amount. elements refund, tick want total + (just fee) amount fee. (or label) box left. confirm boxes ticked (the default) works split across proportion. part stays paid. always ticked. fully refunded, window opens alone. full screen choice. everything card payments, time bulk. bulk applies gateway allows partial refunds; otherwise reads ach supports refunds.\" paypal void tip-only subtotal $0.00, total. reversed. deletes it. remaining comes back. (online) credit memo check (desktop) covering gratuity. stays. amount, refunded proportion add lines lines, lines. you. come only. back, share; sits above, per portion entered. checkbox \"treat entered net amount\" top typed changes read, parts lists row. start page. chargeback reverses included, journal entry. figure. lose rebill, new original only, settlement treated way reopened asks owed, books. reports exports export includes columns. on-screen grid / column separate column. link. payment, count processed volume gross 1099-k processor issues, whichever post to. xero offered merchants. installed connecting xero, collecting tips; recorded yourself. using related articles glance setting sees adding checkout reconciling fees vs (full partial) recording handling rejects funding, statements,","name":"How Tips Sync to QuickBooks and How Refunds Work","votes":0,"is_published":true,"slug":"how-tips-sync-to-quickbooks-and-how-refunds-work","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/how-tips-sync-to-quickbooks-and-how-refunds-work?from_search=243389890","host":"https://helpcenter.billergenie.com","body_txt":"tips collected add-on booked separately invoice revenue reversed payment refund void, unless choose tip. article explains money lands quickbooks online, desktop biller genie account, keep tax treatment clean, happens refunds, voids, chargebacks returned bank payments. gratuity item tip account turn enable tipping connected, creates records exist record online accounting software receipt gratuity, service item, non-taxable charge code non items page, created first tipped bg income (income) applicable owed staff payable (other current liability) can use yes. pick existing reaches quickbooks, remap row mapping tab. map change liability later repoints without rewriting past transactions. no. choice locks created. (recommended) revenue. books clear day collected. (liability) pass staff. every raises balance, balance falls pay payroll outside genie. clearing job. never distributes tips. invoices synced syncs usual. one-line sales posted account. added line invoice. see creating receipts work assigns number. sync completes, shows italic placeholder; afterwards # number transaction, transaction details. details show \"this associated receipt(s)\" link receipt. several paid together, one carries whole linked payment. deactivate reactivates next booking. create directly genie, behind them, get tip, covers it, still closes zero. payments charged settles, usually days later. \"a $x.xx will settles.\" settles adds leave rate page 0. make taxable splits totals customer $10.00 8% $9.26 plus $0.74 tax. cents. avoids both. refunds voids default follows path technology fee returns share left, fee, open transactions invoice, click refund. enter custom amount. elements refund, tick want total + (just fee) amount fee. (or label) box left. confirm boxes ticked (the default) works split across proportion. part stays paid. always ticked. fully refunded, window opens alone. full screen choice. everything card payments, time bulk. bulk applies gateway allows partial refunds; otherwise reads ach supports refunds.\" paypal void tip-only subtotal $0.00, total. reversed. deletes it. remaining comes back. (online) credit memo check (desktop) covering gratuity. stays. amount, refunded proportion add lines lines, lines. you. come only. back, share; sits above, per portion entered. checkbox \"treat entered net amount\" top typed changes read, parts lists row. start page. chargeback reverses included, journal entry. figure. lose rebill, new original only, settlement treated way reopened asks owed, books. reports exports export includes columns. on-screen grid / column separate column. link. payment, count processed volume gross 1099-k processor issues, whichever post to. xero offered merchants. installed connecting xero, collecting tips; recorded yourself. using related articles glance setting sees adding checkout reconciling fees vs (full partial) recording handling rejects funding, statements,","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-15T21:27:35.000Z","tag_names":["setting up technology fees","enable surcharging","enable dual pricing","technology fee setup","fee type sales receipt","fee type line item","cash invoice price labels","surcharge item name","gateway managed surcharge","surcharge percentage","technology fee percentage","global tech fee setting","why surcharge is global","visa mastercard fee compliance","how to turn on dual pricing","how to turn on surcharging","biller genie surcharge configuration"],"answer_sample":"This article walks you through enabling and configuring Technology Fees on your B","long_answer_sample":"This article walks you through enabling and configuring Technology Fees on your Biller Genie account. Before you start, make sure you've reviewed the differences between Surcharging and Dual Pricing — they configure on the same page, but they behave very differently for your customers. See Technology Fees: Dual Pricing and Surcharging at a Glance if","language_id":1,"id":1957104,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"article walks enabling configuring technology fees biller genie account. start, make sure reviewed differences surcharging dual pricing — configure page, behave differently customers. see glance choose. turn decide pricing. choice affects customer sees, caps apply, states can operate in. confirm compliance. options designed card-brand compliant, state laws acquirer's rules change. check merchant processor legal team going live. surcharging, notify acquirer least 30 days turning on. requirement, one. find dashboard, go add-ons \u0026gt; fees. switch feature on, pick mode (surcharging pricing), set percentage, fee syncs accounting software. step-by-step setup toggle \"yes.\" master switch. none fields apply. choose mode. either later, two modes run time. type. decides gets recorded back merchants connected system add sales receipts follows gaap standards avoids sync errors locked invoice periods. next section. amount. percentage supported (no flat-dollar fees). cap 3% (2% colorado). pricing, cap. section field editable. save. setting goes live every new transaction point forward. gateway manages surcharge amount handful payment gateways handle configuration side, genie. account uses one enabled page will appear read-only. tooltip says \"surcharging managed gateway.\" alert banner top reads \"important gateway. settings must changed level.\" value automatically updates gateway's changes. need manually update change side. picks sync. looks frozen why, probably reason. reach support side controls surcharge. type vs line items appears software card (recommended system) posts separate receipt month collected. conflict added original invoice. locks invoices specific periods (a common practice), may able item error. reconciling full mapping flows name description (surcharge pricing) writes software, needs line. fixed \"surcharge\" customized. compliance requirement term customer's unambiguous. rename reset customized read-only naming lives management area page. edit control software's chart accounts receipts. cash price labels (dual only) show prices side-by-side \"cash\" price. second label says, depending whether accepts ach. customers pay via ach used option available. defaults cash, check, other. option. cash. choices ach, matches describe method primarily takes checks might ach-disabled \"card / price\" instead price.\" all-or-nothing turned apply processed per-customer per-invoice exemption design. (visa mastercard, primarily) require tied applied consistently transparently across transactions. showing another, charging others, violation puts processing risk. keeping single global setting, makes sees flow (invoice, screen, receipt). always non-card avoid fee. disclosure language identical transaction, brands require. absolutely exempt one-off situation comes want (ach cash/check, accepts) neither triggers process outside record manual just ways route ask leaving on; violate processor's agreement. related articles checkout experience","name":"Setting Up Technology Fees on Your Account","votes":0,"is_published":true,"slug":"setting-up-technology-fees","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/setting-up-technology-fees?from_search=243389890","host":"https://helpcenter.billergenie.com","body_txt":"article walks enabling configuring technology fees biller genie account. start, make sure reviewed differences surcharging dual pricing — configure page, behave differently customers. see glance choose. turn decide pricing. choice affects customer sees, caps apply, states can operate in. confirm compliance. options designed card-brand compliant, state laws acquirer's rules change. check merchant processor legal team going live. surcharging, notify acquirer least 30 days turning on. requirement, one. find dashboard, go add-ons \u0026gt; fees. switch feature on, pick mode (surcharging pricing), set percentage, fee syncs accounting software. step-by-step setup toggle \"yes.\" master switch. none fields apply. choose mode. either later, two modes run time. type. decides gets recorded back merchants connected system add sales receipts follows gaap standards avoids sync errors locked invoice periods. next section. amount. percentage supported (no flat-dollar fees). cap 3% (2% colorado). pricing, cap. section field editable. save. setting goes live every new transaction point forward. gateway manages surcharge amount handful payment gateways handle configuration side, genie. account uses one enabled page will appear read-only. tooltip says \"surcharging managed gateway.\" alert banner top reads \"important gateway. settings must changed level.\" value automatically updates gateway's changes. need manually update change side. picks sync. looks frozen why, probably reason. reach support side controls surcharge. type vs line items appears software card (recommended system) posts separate receipt month collected. conflict added original invoice. locks invoices specific periods (a common practice), may able item error. reconciling full mapping flows name description (surcharge pricing) writes software, needs line. fixed \"surcharge\" customized. compliance requirement term customer's unambiguous. rename reset customized read-only naming lives management area page. edit control software's chart accounts receipts. cash price labels (dual only) show prices side-by-side \"cash\" price. second label says, depending whether accepts ach. customers pay via ach used option available. defaults cash, check, other. option. cash. choices ach, matches describe method primarily takes checks might ach-disabled \"card / price\" instead price.\" all-or-nothing turned apply processed per-customer per-invoice exemption design. (visa mastercard, primarily) require tied applied consistently transparently across transactions. showing another, charging others, violation puts processing risk. keeping single global setting, makes sees flow (invoice, screen, receipt). always non-card avoid fee. disclosure language identical transaction, brands require. absolutely exempt one-off situation comes want (ach cash/check, accepts) neither triggers process outside record manual just ways route ask leaving on; violate processor's agreement. related articles checkout experience","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2025-07-21T19:53:47.000Z","tag_names":["dual pricing customer experience","dual pricing invoice view","card price ach price","side by side pricing","cash discount checkout","dual pricing email","dual pricing receipt","customer portal dual pricing","how dual pricing looks to customer"],"answer_sample":"With Biller Genie's Dual Pricing option, your invoices and payment screens displa","long_answer_sample":"With Biller Genie's Dual Pricing option, your invoices and payment screens display both a card price and an ACH (or cash) price side-by-side. The customer sees both prices from the start — there's no popup at checkout — and they pick the payment method that matches the price they're willing to pay. This article walks through the six points where you","language_id":1,"id":3411087,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's dual pricing option, invoices payment screens display card price ach (or cash) side-by-side. customer sees prices start — popup checkout pick method matches willing pay. article walks six points typical payment, know exactly experience. surcharging equivalent (which different flow single checkout), see experience . step 1 invoice syncs accounting software create (quickbooks online, quickbooks desktop, xero) normal price. becomes will see. genie automatically calculates applying technology fee percentage top. 2 shows side-by-side opens invoice, two clearly labeled label second depends cash labels setting (see fees account ). 3 messenger email reflects total new-invoice reminder emails sent show (the price). visible itself. 4 summary screen clicks pay, displays decision point pay option choose accordingly. 5 selects \"pay card,\" higher two) nothing else. surprise surcharge disclosure saw chose previous screen. 6 receipt chosen emailed amount actually paid card, another method. \"fee\" line item appears customer's pricing; just chose. looks inside portal logs (instead via public link), follows steps. view related articles glance reconciling","name":"What Your Customer Sees: The Dual Pricing Checkout Experience","votes":0,"is_published":true,"slug":"dual-pricing-customer-experience","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/dual-pricing-customer-experience?from_search=243389890","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's dual pricing option, invoices payment screens display card price ach (or cash) side-by-side. customer sees prices start — popup checkout pick method matches willing pay. article walks six points typical payment, know exactly experience. surcharging equivalent (which different flow single checkout), see experience . step 1 invoice syncs accounting software create (quickbooks online, quickbooks desktop, xero) normal price. becomes will see. genie automatically calculates applying technology fee percentage top. 2 shows side-by-side opens invoice, two clearly labeled label second depends cash labels setting (see fees account ). 3 messenger email reflects total new-invoice reminder emails sent show (the price). visible itself. 4 summary screen clicks pay, displays decision point pay option choose accordingly. 5 selects \"pay card,\" higher two) nothing else. surprise surcharge disclosure saw chose previous screen. 6 receipt chosen emailed amount actually paid card, another method. \"fee\" line item appears customer's pricing; just chose. looks inside portal logs (instead via public link), follows steps. view related articles glance reconciling","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2026-09-23T07:53:30.091Z","tag_names":["set up tips","tips settings","enable tipping","allow tips","tip presets","maximum tip","tip cap","custom tip amount","apply technology fee to tips","post tips to","tip income","tips payable","gratuity item","tip label","customer defaults allow tips","install tips add-on"],"answer_sample":"This article walks through installing the Tips add-on, choosing your settings and","long_answer_sample":"This article walks through installing the Tips add-on, choosing your settings and letting your customers tip. For what Tips is and who can use it, start with Tips at a Glance. Before you begin You are on the Premium plan, or on a Premium trial.\nIf you use QuickBooks Online or QuickBooks Desktop, your sync is connected and healthy. Biller Genie creat","language_id":1,"id":3952606,"last_published_date":"October 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"article walks installing tips add-on, choosing settings letting customers tip. can use it, start glance. begin premium plan, trial. quickbooks online desktop, sync connected healthy. biller genie creates gratuity item tip account turn tipping on. see connect desktop page settings. xero. available right install add-ons (see managing users genie). business address record outside illinois. turned illinois businesses now glance). step 1 add-on merchant portal, click marketplace. narrow results tools category, find tile. open tile continue. appears sidebar. changes nothing yet. stays next step. 2 choose \u0026gt; tips. two cards, suggested amounts. every setting explained below. save done. amounts cards. default enable turns customers. turning exist post income (recommended) revenue. payable (liability) hold owed staff. records owe paying clearing balance done payroll accounting software; never distributes existing \"use default\" posts choice above, creating one accounts instead, follows account's type. only, shown reaches quickbooks. label read only. name pay. rename software remap mapping tab. software, items first tipped payment. apply technology fee surcharge. on, rate applies (the times tip, compounding). gateways surcharge applied full charged amount, including gratuity, shows changed. dual pricing merchants card price, added fees account. tax item. used split collected receipt still totals customer paid. strongly recommend leaving non-taxable, case leave 0. 0 type percentage (%) fixed amount ($). surcharge, percentages calculated invoice fee. pricing, price sees, includes exactly set. switch numbers preset slots stay typed, 10, 15 20 become $10, $15 $20. presets (three slots) buttons see. slot blank skip it. must greater zero, support decimal places, exceed 100%. 15, maximum percent payment caps amount. = cap. cap hidden customer, typed rejected. (no cap) allow custom off, keep non-taxable adds make taxable quickbooks, splits paid, later refund books cents. 3 let everyone once, type, time. wins default. control panel defaults global type). set want. update have, pick bulk dropdown value types. exception, save. new inherit row general tab, selected. greyed controls disabled installed off. first. 4 check connected, service named bg payable, depending choice. integration will tab matching item-linked accounts. \"your reached yet\", wait sync. offered exists create item, finishes warnings get \"quickbooks completed warnings\" to-do dashboard. happens contact subscriber success. change later. repoints without rewriting past transactions. liability locks created. decide want different label. renaming show \"service award\" instead \"gratuity\", (or map tab). receipts issued with. stop offering keeping setting. uninstalling same; customer's flag kept, reinstalling picks left books. related articles glance sees adding checkout refunds work","name":"Setting Up Tips","votes":0,"is_published":true,"slug":"setting-up-tips","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/setting-up-tips?from_search=243389890","host":"https://helpcenter.billergenie.com","body_txt":"article walks installing tips add-on, choosing settings letting customers tip. can use it, start glance. begin premium plan, trial. quickbooks online desktop, sync connected healthy. biller genie creates gratuity item tip account turn tipping on. see connect desktop page settings. xero. available right install add-ons (see managing users genie). business address record outside illinois. turned illinois businesses now glance). step 1 add-on merchant portal, click marketplace. narrow results tools category, find tile. open tile continue. appears sidebar. changes nothing yet. stays next step. 2 choose \u0026gt; tips. two cards, suggested amounts. every setting explained below. save done. amounts cards. default enable turns customers. turning exist post income (recommended) revenue. payable (liability) hold owed staff. records owe paying clearing balance done payroll accounting software; never distributes existing \"use default\" posts choice above, creating one accounts instead, follows account's type. only, shown reaches quickbooks. label read only. name pay. rename software remap mapping tab. software, items first tipped payment. apply technology fee surcharge. on, rate applies (the times tip, compounding). gateways surcharge applied full charged amount, including gratuity, shows changed. dual pricing merchants card price, added fees account. tax item. used split collected receipt still totals customer paid. strongly recommend leaving non-taxable, case leave 0. 0 type percentage (%) fixed amount ($). surcharge, percentages calculated invoice fee. pricing, price sees, includes exactly set. switch numbers preset slots stay typed, 10, 15 20 become $10, $15 $20. presets (three slots) buttons see. slot blank skip it. must greater zero, support decimal places, exceed 100%. 15, maximum percent payment caps amount. = cap. cap hidden customer, typed rejected. (no cap) allow custom off, keep non-taxable adds make taxable quickbooks, splits paid, later refund books cents. 3 let everyone once, type, time. wins default. control panel defaults global type). set want. update have, pick bulk dropdown value types. exception, save. new inherit row general tab, selected. greyed controls disabled installed off. first. 4 check connected, service named bg payable, depending choice. integration will tab matching item-linked accounts. \"your reached yet\", wait sync. offered exists create item, finishes warnings get \"quickbooks completed warnings\" to-do dashboard. happens contact subscriber success. change later. repoints without rewriting past transactions. liability locks created. decide want different label. renaming show \"service award\" instead \"gratuity\", (or map tab). receipts issued with. stop offering keeping setting. uninstalling same; customer's flag kept, reinstalling picks left books. related articles glance sees adding checkout refunds work","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2026-09-23T07:53:28.580Z","tag_names":["tips","tipping","gratuity","add a tip","tip at checkout","accept tips","tips add-on","tip presets","gratuity invoice payment","premium add-on","tips marketplace","tips xero","tip income","tips payable","optional gratuity","service award"],"answer_sample":"Tips lets your customers add an optional gratuity when they pay an invoice in the","long_answer_sample":"Tips lets your customers add an optional gratuity when they pay an invoice in the Customer Portal by card or bank account. You choose the suggested amounts, the cap and where the money posts in your books. Biller Genie charges the tip in the same transaction as the payment, records it on its own Sales Receipt in QuickBooks, and reverses it automatic","language_id":1,"id":3952605,"last_published_date":"October 14th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"tips lets customers add optional gratuity pay invoice customer portal card bank account. choose suggested amounts, cap money posts books. biller genie charges tip transaction payment, records sales receipt quickbooks, reverses automatically refund void payment. part premium plan extra cost. install add-ons marketplace merchant portal. tile tools. installed carry green badge. amounts. three presets, percentages payment fixed dollar can type amount allow it. cap. limit percentage accidental zero never goes through. label. see name item. defaults \"gratuity\" rename clean post income liability account mixed revenue. sync quickbooks refunds work. automatic reversals. comes back it, proportion. tip. always optional. preset pre-selected without tipping. use requirement detail premium. merchants trial too. accounting software online, desktop, software. available xero. methods (ach) payments make portal, links statements. permissions users marketplace; add-on configuration right change settings. managing genie. technology fees works alongside surcharging dual pricing. whether fee applies business location every state, dc puerto rico except illinois. turned businesses located illinois now; question below. switches, sees prompt true marketplace. enable tipping \u0026gt; tips. customer. existing turn on, either one time everyone defaults. nobody yet common reason third switch. turning alone shows nobody. open control panel defaults, set \"set value customers\". full walkthrough setting block page, statement links, home alike. adding checkout screen. offered auto-pay installments. makes themselves. paypal, venmo later. paypal offers entry. apple checkout. page (see pay, google digital wallets genie). key hidden xero merchants, using frequently asked questions passed law, interchange prohibition act, changes processing apply tax. start date pushed july 1, 2027, courts still deciding enforced. settled, stays whose address record illinois, switch reads \"tipping state.\" watching case will update article anything changes. cost no. included plan. require default voluntary. nothing pre-selected, alone. taxed adds tax keep item non-taxable quickbooks. customer's behalf today. collected count toward processed volume yes. gross processor reports 1099-k. paying staff reporting wages stay payroll provider. happens refunded proportion refund, returns whole enter custom amount, fee, tip-only keeps paid. related articles work global pricing glance","name":"Tips at a Glance","votes":0,"is_published":true,"slug":"tips-at-a-glance","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/tips-at-a-glance?from_search=243389890","host":"https://helpcenter.billergenie.com","body_txt":"tips lets customers add optional gratuity pay invoice customer portal card bank account. choose suggested amounts, cap money posts books. biller genie charges tip transaction payment, records sales receipt quickbooks, reverses automatically refund void payment. part premium plan extra cost. install add-ons marketplace merchant portal. tile tools. installed carry green badge. amounts. three presets, percentages payment fixed dollar can type amount allow it. cap. limit percentage accidental zero never goes through. label. see name item. defaults \"gratuity\" rename clean post income liability account mixed revenue. sync quickbooks refunds work. automatic reversals. comes back it, proportion. tip. always optional. preset pre-selected without tipping. use requirement detail premium. merchants trial too. accounting software online, desktop, software. available xero. methods (ach) payments make portal, links statements. permissions users marketplace; add-on configuration right change settings. managing genie. technology fees works alongside surcharging dual pricing. whether fee applies business location every state, dc puerto rico except illinois. turned businesses located illinois now; question below. switches, sees prompt true marketplace. enable tipping \u0026gt; tips. customer. existing turn on, either one time everyone defaults. nobody yet common reason third switch. turning alone shows nobody. open control panel defaults, set \"set value customers\". full walkthrough setting block page, statement links, home alike. adding checkout screen. offered auto-pay installments. makes themselves. paypal, venmo later. paypal offers entry. apple checkout. page (see pay, google digital wallets genie). key hidden xero merchants, using frequently asked questions passed law, interchange prohibition act, changes processing apply tax. start date pushed july 1, 2027, courts still deciding enforced. settled, stays whose address record illinois, switch reads \"tipping state.\" watching case will update article anything changes. cost no. included plan. require default voluntary. nothing pre-selected, alone. taxed adds tax keep item non-taxable quickbooks. customer's behalf today. collected count toward processed volume yes. gross processor reports 1099-k. paying staff reporting wages stay payroll provider. happens refunded proportion refund, returns whole enter custom amount, fee, tip-only keeps paid. related articles work global pricing glance","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T17:51:29.000Z","tag_names":["attach invoice pdf to reminders","biller genie invoice defaults","invoice columns","invoice custom fields","invoice defaults","invoice footer","invoice memo display","invoice qr code","invoice templates","invoice theme","show billing address","show shipping address"],"answer_sample":"Invoice Defaults control what your customer-facing invoices look like and what da","long_answer_sample":"Invoice Defaults control what your customer-facing invoices look like and what data they include. You set them once and Biller Genie applies them to every invoice that syncs in from your accounting software. Take 10 to 15 minutes to lock these in before your first invoice goes out — every invoice your customer ever sees is shaped by these settings. ","language_id":1,"id":1956790,"last_published_date":"June 2nd, 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":"invoice defaults control customer-facing invoices look like data include. set biller genie applies every syncs accounting software. take 10 15 minutes lock first goes — customer ever sees shaped settings. global, per-customer setting page customer. overridden true behavior settings (autopay, late fees, allowed payment methods, reminder cadence) live . box toggle starts position. default theme simple. brand-new configured shows stripped-down layout turn columns options need. find open panel \u0026gt; defaults. organized four sections display, advanced options, custom messages, theme. recommended starter setup sure on, configuration works service-based businesses (hvac, plumbing, property management, landscape, b2b services) item/product name, description, quantity, unit price, total, billing address, sales tax, subtotal, amount, service date, due date. show display name (so business invoice), memo field notes quickbooks come through), add pdf emails turned best deliverability, send messages inactive customers off. replace footer text one-line thank-you phone number. leave \"bill to\" / \"ship labels unless use different term. modern common pick. classic used traditional quickbooks-style invoice. simple want least visual weight. product wholesale usually shipping address job name. management often renames bill label \"account holder\" \"owner\". hoas sometimes \"unit\" instead. hide column yes/no toggles. date line item, record service. merchants on. category category, used. description item. quantity column. blank software, left too. price per-unit price. total line-item total. block. ship tax line. subtotal pre-tax amount grand bottom. good rule thumb actually needs make decision. rest. clean gets paid faster busy one. section bundles everything affects beyond columns. group control. identity bill-to address. accounting-software same, can avoid redundancy. separate useful contractors uses jobs track work fields put software displays required \"append message memo\" (in messages) place area. appear populated either \"print\" \"screen\" checkbox enabled quickbooks. location choose header field. \"memo field\" option requires on; otherwise dropdown locks header. pdfs, qr codes, email attachments includes copy attachment. recommend leaving lower deliverability (more land spam). still click view download there. reminders include files attached online email. only. code adds pdf. scan page. whose accounts new generator enabled. contact support@billergenie.com dates statement delayed statements yet customer's statement. plan ahead. current closed standard \"thank paying\" rather genie. allows closing fire regardless recorded. (recommended), marked get statements. do. customize let personalize wording append enabled, appended memo. \"show free-text bottom us!\" terms, language, number questions. rename label. 50-character limit. to\". holder\", \"owner\", \"buyer\", unit\". idea \"job site\", \"service address\", \"deliver pick template single radio-button choice across three layouts layout. receiving ones accountant sends them, quickbooks-only long time change feel minimal. cleaner spacing, larger headers, hierarchy. newer businesses, brand wants polished. starting point merchants. lightest fewest elements. quick (hoas, dues, subscription billing). picked theme, whichever fits brand. going forward. happens save changes immediately rendering delay background queue. (what \"view invoice\" statement) always renders fresh next reflects rules. sent months ago synced five ago. pdfs generated downloads saved, re-downloading old file delivered attachment sitting inbox. keeps sent. reach update it. thing stays frozen. invoices, reminders, statements, receipts immediately. short nothing waits sync, overnight. moment save, behaves existed (except literal inboxes). frequently asked questions override specific no. global columns, overridable cadence, partial-payment policy) , tune individual level via overrides will changing re-send gone never re-emails anything change. opens link past email, practice see causes (1) corresponding (2) empty populate (3) fields, must up. \"custom location\" locked advanced) lets off, disabled entirely. available test without affecting customers. change, (your own, low-stakes customer's). instantly. see, revert again. part test. related articles type features","name":"Setting Invoice Defaults","votes":0,"is_published":true,"slug":"setting-invoice-defaults","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/setting-invoice-defaults?from_search=243389890","host":"https://helpcenter.billergenie.com","body_txt":"invoice defaults control customer-facing invoices look like data include. set biller genie applies every syncs accounting software. take 10 15 minutes lock first goes — customer ever sees shaped settings. global, per-customer setting page customer. overridden true behavior settings (autopay, late fees, allowed payment methods, reminder cadence) live . box toggle starts position. default theme simple. brand-new configured shows stripped-down layout turn columns options need. find open panel \u0026gt; defaults. organized four sections display, advanced options, custom messages, theme. recommended starter setup sure on, configuration works service-based businesses (hvac, plumbing, property management, landscape, b2b services) item/product name, description, quantity, unit price, total, billing address, sales tax, subtotal, amount, service date, due date. show display name (so business invoice), memo field notes quickbooks come through), add pdf emails turned best deliverability, send messages inactive customers off. replace footer text one-line thank-you phone number. leave \"bill to\" / \"ship labels unless use different term. modern common pick. classic used traditional quickbooks-style invoice. simple want least visual weight. product wholesale usually shipping address job name. management often renames bill label \"account holder\" \"owner\". hoas sometimes \"unit\" instead. hide column yes/no toggles. date line item, record service. merchants on. category category, used. description item. quantity column. blank software, left too. price per-unit price. total line-item total. block. ship tax line. subtotal pre-tax amount grand bottom. good rule thumb actually needs make decision. rest. clean gets paid faster busy one. section bundles everything affects beyond columns. group control. identity bill-to address. accounting-software same, can avoid redundancy. separate useful contractors uses jobs track work fields put software displays required \"append message memo\" (in messages) place area. appear populated either \"print\" \"screen\" checkbox enabled quickbooks. location choose header field. \"memo field\" option requires on; otherwise dropdown locks header. pdfs, qr codes, email attachments includes copy attachment. recommend leaving lower deliverability (more land spam). still click view download there. reminders include files attached online email. only. code adds pdf. scan page. whose accounts new generator enabled. contact support@billergenie.com dates statement delayed statements yet customer's statement. plan ahead. current closed standard \"thank paying\" rather genie. allows closing fire regardless recorded. (recommended), marked get statements. do. customize let personalize wording append enabled, appended memo. \"show free-text bottom us!\" terms, language, number questions. rename label. 50-character limit. to\". holder\", \"owner\", \"buyer\", unit\". idea \"job site\", \"service address\", \"deliver pick template single radio-button choice across three layouts layout. receiving ones accountant sends them, quickbooks-only long time change feel minimal. cleaner spacing, larger headers, hierarchy. newer businesses, brand wants polished. starting point merchants. lightest fewest elements. quick (hoas, dues, subscription billing). picked theme, whichever fits brand. going forward. happens save changes immediately rendering delay background queue. (what \"view invoice\" statement) always renders fresh next reflects rules. sent months ago synced five ago. pdfs generated downloads saved, re-downloading old file delivered attachment sitting inbox. keeps sent. reach update it. thing stays frozen. invoices, reminders, statements, receipts immediately. short nothing waits sync, overnight. moment save, behaves existed (except literal inboxes). frequently asked questions override specific no. global columns, overridable cadence, partial-payment policy) , tune individual level via overrides will changing re-send gone never re-emails anything change. opens link past email, practice see causes (1) corresponding (2) empty populate (3) fields, must up. \"custom location\" locked advanced) lets off, disabled entirely. available test without affecting customers. change, (your own, low-stakes customer's). instantly. see, revert again. part test. related articles type features","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}}]