While transactions are usually processed against open invoices automatically, Biller Genie lets you fix the two cases where that doesn't happen on its own: attaching a one-time transaction to an open invoice it should have paid, or detaching a transaction that was attached to the wrong invoice. Both flows live under Reports > All Transactions.
Attaching a transaction to an open invoice
Use this when a payment came in (a card payment, ACH, or one-time transaction) but didn't auto-match to an invoice, so the invoice is still showing as open.
Step 1. Open the transaction
Go to Reports > All Transactions and search for your transaction ID.
Step 2. Click Attach Invoice
Once found, Biller Genie shows that the transaction has no associated invoice and offers you an option to attach it. Click Attach Invoice.
Step 3. Pick the invoice and confirm
Select the correct invoice from the drop-down list and click Attach Transaction.
Detaching a transaction from the wrong invoice
Use this when a transaction was attached to an invoice it shouldn't have been (wrong customer, wrong invoice, accidental match). Detaching frees the invoice back up to be paid correctly, and the transaction returns to the unattached state where you can re-attach it.
Step 1. Open the transaction
Go to Reports > All Transactions and search for your transaction ID.
Step 2. Click Detach Transaction
On the transaction record, click Detach Transaction. The invoice it was attached to flips back to open and the transaction is now unattached.
Once detached, you can use the Attaching a transaction to an open invoice flow above to attach it to the correct invoice.