[{"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":"September 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"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). step 1 add-on merchant portal, click marketplace. narrow results tools category, find tile. open tile continue. now 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 setting. 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 ($). percentages calculated paid, fee. 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 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 change later. repoints without rewriting past transactions. liability locks created. decide want different label. renaming item, show \"service award\" instead \"gratuity\", (or map tab). receipts issued with. stop offering keeping 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=240336386","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). step 1 add-on merchant portal, click marketplace. narrow results tools category, find tile. open tile continue. now 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 setting. 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 ($). percentages calculated paid, fee. 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 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 change later. repoints without rewriting past transactions. liability locks created. decide want different label. renaming item, show \"service award\" instead \"gratuity\", (or map tab). receipts issued with. stop offering keeping 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":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 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":"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 paid, technology fee. surcharge apply fee tips, disclosed includes cap exceed simply shown. none fit, directly (or, amounts off, appears). typed rejected \"tip $x.xx\" go lowers biller genie silently reduces customers can exactly payments. charged payment, take days settle, recorded accounting software settles. transaction \"a receipt $x.xx created settles.\" settles, recorded. paypal paying 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, fee, 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 dual 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=240336386","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 paid, technology fee. surcharge apply fee tips, disclosed includes cap exceed simply shown. none fit, directly (or, amounts off, appears). typed rejected \"tip $x.xx\" go lowers biller genie silently reduces customers can exactly payments. charged payment, take days settle, recorded accounting software settles. transaction \"a receipt $x.xx created settles.\" settles, recorded. paypal paying 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, fee, 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 dual 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":1368778,"account_id":12867,"created_at":"2026-05-24T14:51:16.328Z","tag_names":["xero features","xero limitations","xero vs quickbooks","xero feature parity","xero refunds","xero sales receipts","xero abr","xero projects","xero sub customers","xero contact groups","xero multi currency","xero draft invoice"],"answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync bet","long_answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync between the two systems automatically. That said, the Xero integration doesn't have full feature parity with Biller Genie's QuickBooks Online integration — some Biller Genie features that QBO users rely on aren't available on Xero. This article explains what syncs, what do","language_id":1,"id":3827354,"last_published_date":"September 23rd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits tips add-on (customer gratuity) available. hidden merchants; never (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","name":"Using Xero in Biller Genie","votes":0,"is_published":true,"slug":"using-xero-in-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/using-xero-in-biller-genie?from_search=240336386","host":"https://helpcenter.billergenie.com","body_txt":"biller genie integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits tips add-on (customer gratuity) available. hidden merchants; never (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}}]