[{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-15T19:13:44.000Z","tag_names":["biller genie","email domains","sending subdomain","email subdomain","mail subdomain"],"answer_sample":"A custom email domain lets Biller Genie send your invoices and emails from your a","long_answer_sample":"A custom email domain lets Biller Genie send your invoices and emails from your address (for example, billing@yourcompany.com) instead of no-reply@billergenie.io. Your customers see your business in their inbox, and mail that proves it comes from your domain is far less likely to land in spam. This is not single sign-on; it only changes who your ema","language_id":1,"id":1956921,"last_published_date":"October 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"custom email domain lets biller genie send invoices emails address (for example, billing@yourcompany.com) instead no-reply@billergenie.io. customers see business inbox, mail proves comes far less likely land spam. single sign-on; changes come from. premium add-on. guided setup, adds dns records sign provider secure setup window, approve records, checks them. can still add hand prefer. start role. need user role includes view configure installed add-ons. install add-ons marketplace, open it. add-on needs plan. own. free webmail domains gmail, yahoo outlook.com used. enter just example yourcompany.com), www http//. one account per domain. another uses refused. run related accounts domain, reseller-shared below. sign-in provider. company registered hosted (godaddy, cloudflare, wix, squarespace on). someone else manages it, link instead. set step bar top shows choose connect, verify, completed. type click continue. connect. connect automatically. window opens. records. page lists ownership record, spf dkim, plus dmarc record (v=dmarc1; p=none) one. existing never overwritten. verify. every minutes 24 hours. close page. passes get titled verified. hours pass without success verify domain; troubleshooting. address. part @ billing). leave blank use no-reply. finish save verifying; switches change settings enabled switch dashboard, table status. sending time. reads yes turned off, pending verifying, paused broke (see setup). web designer, person agency controls usual and, inside waiting teammate. wait, address; everything finishes subdomain mail.yourcompany.com main sit subdomain, keeps apart everyday email. manually prefer yourself, work step, go back, automatically manual type, name value. copy exactly genie; values unique new tab, (often called \"dns\", \"zone editor\" \"manage dns\"). dkim txt ttl default. attempt validation next genie. often like. starting v=spf1, value one, edit include shows, keeping else. create second record. optional none. google workspace, microsoft 365 service, listing merge breaks authentication sender tips know godaddy dns\" appear \"records\". cloudflare tab. \"proxy status\" (gray cloud) fail. wix settings, advanced, domains, settings. network solutions account, manage advanced take quotes added around long fine. sure look icann lookup find registrar, ask support daily checks, pause restore day. move provider, service overwrites record), happens to-do noticed issue fix screen. tile ownership, marked working, missing wrong value, fixes. check again. fails (about later, sooner 12 hours), pauses keep going action needed followed address, paused. again, restores back nothing stops paused, invoice messenger reminders out; simply no-reply@billergenie.io fixed. slow connection), screen explains happened try loading. domains. reseller shares skipped opens setup. expected. several locations franchise accounts) contact verified account. troubleshooting dashboard passing. make saved right providers separate \"apply\" \"publish\" step. only. validation. \"automatic available now\" \"your applied\" minutes, yourself. refused (gmail, yahoo, on) lowercase letters, digits hyphens, www, http// spaces. support. spam confirm row passes. failing hurts delivery. build good weeks. recipients behind strict filters (proofpoint, mimecast, barracuda) may allow deliverability writing effective reminder . will affect no. mailbox working single, merged stuck support@billergenie.com shows. articles","name":"Custom Email Domains in Biller Genie","votes":0,"is_published":true,"slug":"using-custom-email-domains-with-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/using-custom-email-domains-with-biller-genie?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"custom email domain lets biller genie send invoices emails address (for example, billing@yourcompany.com) instead no-reply@billergenie.io. customers see business inbox, mail proves comes far less likely land spam. single sign-on; changes come from. premium add-on. guided setup, adds dns records sign provider secure setup window, approve records, checks them. can still add hand prefer. start role. need user role includes view configure installed add-ons. install add-ons marketplace, open it. add-on needs plan. own. free webmail domains gmail, yahoo outlook.com used. enter just example yourcompany.com), www http//. one account per domain. another uses refused. run related accounts domain, reseller-shared below. sign-in provider. company registered hosted (godaddy, cloudflare, wix, squarespace on). someone else manages it, link instead. set step bar top shows choose connect, verify, completed. type click continue. connect. connect automatically. window opens. records. page lists ownership record, spf dkim, plus dmarc record (v=dmarc1; p=none) one. existing never overwritten. verify. every minutes 24 hours. close page. passes get titled verified. hours pass without success verify domain; troubleshooting. address. part @ billing). leave blank use no-reply. finish save verifying; switches change settings enabled switch dashboard, table status. sending time. reads yes turned off, pending verifying, paused broke (see setup). web designer, person agency controls usual and, inside waiting teammate. wait, address; everything finishes subdomain mail.yourcompany.com main sit subdomain, keeps apart everyday email. manually prefer yourself, work step, go back, automatically manual type, name value. copy exactly genie; values unique new tab, (often called \"dns\", \"zone editor\" \"manage dns\"). dkim txt ttl default. attempt validation next genie. often like. starting v=spf1, value one, edit include shows, keeping else. create second record. optional none. google workspace, microsoft 365 service, listing merge breaks authentication sender tips know godaddy dns\" appear \"records\". cloudflare tab. \"proxy status\" (gray cloud) fail. wix settings, advanced, domains, settings. network solutions account, manage advanced take quotes added around long fine. sure look icann lookup find registrar, ask support daily checks, pause restore day. move provider, service overwrites record), happens to-do noticed issue fix screen. tile ownership, marked working, missing wrong value, fixes. check again. fails (about later, sooner 12 hours), pauses keep going action needed followed address, paused. again, restores back nothing stops paused, invoice messenger reminders out; simply no-reply@billergenie.io fixed. slow connection), screen explains happened try loading. domains. reseller shares skipped opens setup. expected. several locations franchise accounts) contact verified account. troubleshooting dashboard passing. make saved right providers separate \"apply\" \"publish\" step. only. validation. \"automatic available now\" \"your applied\" minutes, yourself. refused (gmail, yahoo, on) lowercase letters, digits hyphens, www, http// spaces. support. spam confirm row passes. failing hurts delivery. build good weeks. recipients behind strict filters (proofpoint, mimecast, barracuda) may allow deliverability writing effective reminder . will affect no. mailbox working single, merged stuck support@billergenie.com shows. articles","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":"2024-02-09T18:54:46.000Z","tag_names":["biller genie check scanning software","capturing checks","check capture comparison","check capture error","check image too large","check image upload","checkscanner.billergenie.com","check scanner driver","check scanner setup","check upload internal server error","check won’t upload","connection code","failed to analyze the check","install check scanner","jpeg tif check upload","magtek check scanner","mobile check capture","mobile check capture not working","mobile check deposit","mobile vs rdc","rdc install","remote deposit capture install"],"answer_sample":"Biller Genie supports two ways to capture check images for electronic deposit: a ","long_answer_sample":"Biller Genie supports two ways to capture check images for electronic deposit: a web-based Mobile Check Capture Add-On that works on a phone, tablet, or desktop browser, and a Remote Deposit Capture (RDC) Add-On that uses a dedicated MagTek check scanner connected to a Windows computer. Both methods produce the same captured-check object, and the pr","language_id":1,"id":2402068,"last_published_date":"September 12th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie supports two ways capture check images electronic deposit web-based mobile add-on works phone, tablet, desktop browser, remote (rdc) uses dedicated magtek scanner connected windows computer. methods produce captured-check object, processing step comes identical regardless method used. article covers pick one, install both, day-to-day flow each. installing either method, make sure account enabled reliafund credentials — see overview done yet. use   hardware needed none browser (purchase below) operating system anything ios, android, windows, mac (driver + companion app windows-native) style take photo device camera, upload jpeg/tif image disk feed checks one time best low-to-medium volume, staff, occasional deposits high paper-bound back-office workflows, anyone cost additional (just add-on) one-time purchase can installed time. captured add-ons appear queue. 1. log navigate marketplace. 2. locate click tile. 3. install. it. nothing download runs entirely browser. desktop. capturing supported formats jpeg tif. desktop, open portal \u0026gt; capture. check. enter amount next. 4. front mobile, device's camera opens. prompted tif image. 5. clear legible, not, retake re-upload. 6. back side. 7. look good, confirm \u0026amp; upload. repeat seeing error common cause large. large process, now tells directly (or, smaller tif) try again. phone cameras default resolution, simply retaking picture usually clears uploads keep failing, contact support@billergenie.com type exact message shown. 1 compatible rdc magtek-brand scanners certified genie. order checkscanner.billergenie.com . link redirects current genie-recommended listing amazon buying guarantees get model bg drivers. 2 driver plug important matters. computer first first, may generic talk hardware, conflicts genie-required one. happens uninstall manager easier just right order. available inside (the used codebase configuration always version). installation 3 enable select payments category (or search \"rdc\") 4 follow on-screen setup steps walks remaining steps. must completed check-scanner drivers 2). shows driver, computer's usb port. scanning software talks 5 connect using connection code complete, displays add-on. account. multiple users need checks, devices each, code, recovery plugged working, disconnect scanner. unplug driver. manager, find entry created scanner, right-click it, uninstall. reinstall installer. re-run installer genie, reconnect practices scan prevent errors free staples, tape, folds, major damage. verify written legible. matches intend deposit. insert side up, facing application dollar start scan. successful, confirmation appears top screen. next process (from method) sit view them. match invoice record standalone transaction) submit payment. matching, standalone, sync invoices parent customer sub-customers, pay together. list; sub-customers have. sub-customers' list, marked belongs to. submit. gets payment record, moves customers. sub-customer display on, bill active. paid, ach pending, paid twice. sub customers still trouble recognized, launch, (mobile rdc) model, os version, whether plugging in, (ios, browser) messages displayed related articles pending transactions report","name":"Capturing Checks: Mobile or MagTek Reader","votes":0,"is_published":true,"slug":"setting-up-rdc-or-mobile-capture","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-rdc-or-mobile-capture?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports two ways capture check images electronic deposit web-based mobile add-on works phone, tablet, desktop browser, remote (rdc) uses dedicated magtek scanner connected windows computer. methods produce captured-check object, processing step comes identical regardless method used. article covers pick one, install both, day-to-day flow each. installing either method, make sure account enabled reliafund credentials — see overview done yet. use   hardware needed none browser (purchase below) operating system anything ios, android, windows, mac (driver + companion app windows-native) style take photo device camera, upload jpeg/tif image disk feed checks one time best low-to-medium volume, staff, occasional deposits high paper-bound back-office workflows, anyone cost additional (just add-on) one-time purchase can installed time. captured add-ons appear queue. 1. log navigate marketplace. 2. locate click tile. 3. install. it. nothing download runs entirely browser. desktop. capturing supported formats jpeg tif. desktop, open portal \u0026gt; capture. check. enter amount next. 4. front mobile, device's camera opens. prompted tif image. 5. clear legible, not, retake re-upload. 6. back side. 7. look good, confirm \u0026amp; upload. repeat seeing error common cause large. large process, now tells directly (or, smaller tif) try again. phone cameras default resolution, simply retaking picture usually clears uploads keep failing, contact support@billergenie.com type exact message shown. 1 compatible rdc magtek-brand scanners certified genie. order checkscanner.billergenie.com . link redirects current genie-recommended listing amazon buying guarantees get model bg drivers. 2 driver plug important matters. computer first first, may generic talk hardware, conflicts genie-required one. happens uninstall manager easier just right order. available inside (the used codebase configuration always version). installation 3 enable select payments category (or search \"rdc\") 4 follow on-screen setup steps walks remaining steps. must completed check-scanner drivers 2). shows driver, computer's usb port. scanning software talks 5 connect using connection code complete, displays add-on. account. multiple users need checks, devices each, code, recovery plugged working, disconnect scanner. unplug driver. manager, find entry created scanner, right-click it, uninstall. reinstall installer. re-run installer genie, reconnect practices scan prevent errors free staples, tape, folds, major damage. verify written legible. matches intend deposit. insert side up, facing application dollar start scan. successful, confirmation appears top screen. next process (from method) sit view them. match invoice record standalone transaction) submit payment. matching, standalone, sync invoices parent customer sub-customers, pay together. list; sub-customers have. sub-customers' list, marked belongs to. submit. gets payment record, moves customers. sub-customer display on, bill active. paid, ach pending, paid twice. sub customers still trouble recognized, launch, (mobile rdc) model, os version, whether plugging in, (ios, browser) messages displayed related articles pending transactions report","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2024-07-02T17:14:35.000Z","tag_names":["biller genie","paypal integration"],"answer_sample":"Integrating PayPal to your existing Biller Genie checkout experience allows your ","long_answer_sample":"Integrating PayPal to your existing Biller Genie checkout experience allows your customers to pay with their PayPal balance, Pay Later, and Venmo.    To learn more, read our article: PayPal Overview, or follow the steps below to get started!   Before starting, make sure you have your login information for: Biller Genie\nPayPal     Step 1 Within the B","language_id":1,"id":2649368,"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":"integrating paypal existing biller genie checkout experience allows customers pay balance, later, venmo.    learn more, read article overview, follow steps get started! starting, make sure login information step 1 within portal, navigate add-ons marketplace 2 narrow results selecting “payments” category, use search function typing “paypal.”  click tile 3 ‘install’ 4 'sign paypal' 5 enter email address password associated account.  connected, will display “you're currently connected!” option disable products, wish.  connecting automatically enable products customers. however, like payment methods, can disabled control panel and/or individual customer level. \u0026gt; defaults. general tab, yes/no switch labeled ‘allow apm payments’ (apm = alternate methods), select customers  turn globally, certain globally customers.  selected works you, adjust global setting, open first needs adjusted. advanced options, toggle allowed. now ready accept payments directly inside software!","name":"Installing the PayPal Add-on","votes":0,"is_published":true,"slug":"installing-the-paypal-add-on","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/installing-the-paypal-add-on?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"integrating paypal existing biller genie checkout experience allows customers pay balance, later, venmo.    learn more, read article overview, follow steps get started! starting, make sure login information step 1 within portal, navigate add-ons marketplace 2 narrow results selecting “payments” category, use search function typing “paypal.”  click tile 3 ‘install’ 4 'sign paypal' 5 enter email address password associated account.  connected, will display “you're currently connected!” option disable products, wish.  connecting automatically enable products customers. however, like payment methods, can disabled control panel and/or individual customer level. \u0026gt; defaults. general tab, yes/no switch labeled ‘allow apm payments’ (apm = alternate methods), select customers  turn globally, certain globally customers.  selected works you, adjust global setting, open first needs adjusted. advanced options, toggle allowed. now ready accept payments directly inside software!","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1369274,"account_id":12867,"created_at":"2023-05-16T15:21:37.000Z","tag_names":["biller genie","password change"],"answer_sample":"There are two ways you can change your Biller Genie password. Option 1 - Forgot P","long_answer_sample":"There are two ways you can change your Biller Genie password. Option 1 - Forgot Password Link Step 1 Go to the Biller Genie Login Page https://merchant.billergenie.com/Account/Login/ Step 2 Click Forgot password? Step 3 Enter in your email and click Reset Step 4 Locate the Reset Password email sent to you and click the provided link. Step 5 Create y","language_id":1,"id":1957847,"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":"two ways can change biller genie password. option 1 - forgot password link step go login page https//merchant.billergenie.com/account/login/ 2 click forgot 3 enter email and click reset 4 locate sent provided link. 5 create new and click reset. 6 click click login. 7 newly created inside upper right-hand portion genie, click your name, select my profile. click edit. current password, confirm password. click update user.","name":"Changing Biller Genie Password","votes":0,"is_published":true,"slug":"changing-biller-genie-password","first_category":"Account \u0026 Billing","categories_display_for_views":"Account \u0026 Billing","parent_categories":[1369274],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/account-and-billing/changing-biller-genie-password?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"two ways can change biller genie password. option 1 - forgot password link step go login page https//merchant.billergenie.com/account/login/ 2 click forgot 3 enter email and click reset 4 locate sent provided link. 5 create new and click reset. 6 click click login. 7 newly created inside upper right-hand portion genie, click your name, select my profile. click edit. current password, confirm password. click update user.","categories":{"current":{"id":1369274,"name":"Account \u0026 Billing","url":"/account-and-billing"}},"category_param":"account-and-billing"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T14:56:52.000Z","tag_names":["biller genie logo upload","brand color","branding setup","color picker hex","company color","customer portal branding","icon logo","invoice branding","logo","logo dimensions","logo preference","png logo","site primary color","square logo","wide logo"],"answer_sample":"Branded invoices and reminders build trust with your customers — they recognize t","long_answer_sample":"Branded invoices and reminders build trust with your customers — they recognize the email as legitimate, recognize your logo and color, and are more likely to act on it. Biller Genie's branding takes about five minutes to set up: upload one to two logos, pick a Site Primary Color, and you're done. Branding applies everywhere your customers see Bille","language_id":1,"id":1957809,"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":"branded invoices reminders build trust customers — recognize email legitimate, logo color, likely act it. biller genie's branding takes five minutes set upload one two logos, pick site primary done. applies everywhere see genie invoices, reminders, customer portal, hosted payment page, mobile receipt. lives control panel \u0026gt; branding. three slots wide, square, icon slots, used different places. wide most-used bare minimum. square work aspect ratio, use app. slot recommended dimensions shows 500 × 100 (51 ratio), png reminder emails, portal header, page header (11 places select \"use square\" preference setting (good real-world circular rectangular) 100, app (the next business name receipts phone) file format size tips png. jpegs keeps transparent background, looks better colored headers. match dimensions. built-in cropper, starting correctly-sized gives best result. wider 51 (very narrow), letterbox sides; narrower, top bottom. white light backgrounds best. headers light-colored. dark background safest combination. keep reasonable. 200 kb plenty bigger files slow opens portal. uploading step 1. navigate 2. want fill (wide / icon), click choose image. 3. slider crop fit inside preview box, upload. immediately refresh tab another window live. uploaded logo, lets uses page. (default) good modern especially text-heavy ones. badge, monogram, stacked design read well ratio. governed always regardless. color accent call-to-action buttons big pay now button portal), invoice header. company input field. using four methods type hex code (e.g. #265074) easiest know brand's spec. enter rgb values. hsv drag picker visually. ok picker, update save. enough contrast text. text color. yellows pale colors will make hard read. aim medium-dark website visual identity. websites publish brand style guide can pull free like colorzilla. red unless actually red-themed. associate errors. businesses look trustworthy blue, green, teal, neutral. pdfs (or square) every send. bar, button. top-left action buttons. receipt name. sender emails comes custom domain configuration, domains . related articles configure general settings writing effective","name":"Branding Setup","votes":0,"is_published":true,"slug":"branding-setup","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/branding-setup?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"branded invoices reminders build trust customers — recognize email legitimate, logo color, likely act it. biller genie's branding takes five minutes set upload one two logos, pick site primary done. applies everywhere see genie invoices, reminders, customer portal, hosted payment page, mobile receipt. lives control panel \u0026gt; branding. three slots wide, square, icon slots, used different places. wide most-used bare minimum. square work aspect ratio, use app. slot recommended dimensions shows 500 × 100 (51 ratio), png reminder emails, portal header, page header (11 places select \"use square\" preference setting (good real-world circular rectangular) 100, app (the next business name receipts phone) file format size tips png. jpegs keeps transparent background, looks better colored headers. match dimensions. built-in cropper, starting correctly-sized gives best result. wider 51 (very narrow), letterbox sides; narrower, top bottom. white light backgrounds best. headers light-colored. dark background safest combination. keep reasonable. 200 kb plenty bigger files slow opens portal. uploading step 1. navigate 2. want fill (wide / icon), click choose image. 3. slider crop fit inside preview box, upload. immediately refresh tab another window live. uploaded logo, lets uses page. (default) good modern especially text-heavy ones. badge, monogram, stacked design read well ratio. governed always regardless. color accent call-to-action buttons big pay now button portal), invoice header. company input field. using four methods type hex code (e.g. #265074) easiest know brand's spec. enter rgb values. hsv drag picker visually. ok picker, update save. enough contrast text. text color. yellows pale colors will make hard read. aim medium-dark website visual identity. websites publish brand style guide can pull free like colorzilla. red unless actually red-themed. associate errors. businesses look trustworthy blue, green, teal, neutral. pdfs (or square) every send. bar, button. top-left action buttons. receipt name. sender emails comes custom domain configuration, domains . related articles configure general settings writing effective","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":"2026-02-09T17:00:10.000Z","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=241484804","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":1368778,"account_id":12867,"created_at":"2026-03-05T15:51:46.000Z","tag_names":["biller genie windows app","install magiccarpet","magiccarpet download","magic carpet installer","magiccarpet setup","qbd integration install","qbd windows app","sidecar app","windows install"],"answer_sample":"MagicCarpet is the Windows application that bridges your local QuickBooks Desktop","long_answer_sample":"MagicCarpet is the Windows application that bridges your local QuickBooks Desktop to Biller Genie's cloud. This article walks through downloading and installing it. Once installed, the next step is linking it to your Biller Genie account — see How to Connect MagicCarpet to QuickBooks Desktop . System requirements Windows operating system — Windows 1","language_id":1,"id":3718524,"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":"magiccarpet windows application bridges local quickbooks desktop biller genie's cloud. article walks downloading installing it. installed, next step linking genie account — see connect . system requirements operating 10 11. windows-only. installed computer. supported editions pro, premier, enterprise. microsoft .net runtime automatically missing. reliable internet connectivity maintains live connection genie. admin rights machine initial installation. pick right computer install hosts company file typically office workstation left business hours. asleep off, sync pauses back online. 1 download installer sign merchant portal user. click add-ons marketplace. select accounting software category tile. add-on. setup screen, installer. save (magiccarpetsetup.exe) runs desktop. different computer, transfer over. 2 run double-click magiccarpetsetup.exe machine. shows user control prompt, yes allow run. accept license agreement next. choose location (the default fine setups) install. copies files, registers application, sets start starts. finish installation completes. launches automatically. starts registered startup app windows. installation, whenever boots need manually day. 3 verify running look icon tray (bottom-right corner, near clock may up-arrow expand hidden icons). hover icon. show \"magiccarpet online\" connected offline state, right-click open view status. link complete, yet. follow grab unique code approve inside frequently asked questions default, installs c\\program files\\biller genie\\magiccarpet\\ service plus app. lives %localappdata%\\biller current work mac no. windows-only via boot camp vm, environment alongside will slow lightweight idles minimal cpu memory use, spikes briefly sync. merchants notice running. can uninstall later settings \u0026gt; apps like application. removing stops genie; reinstall reconnect anytime. related articles troubleshooting first invoice","name":"How to Install MagicCarpet for QuickBooks Desktop","votes":0,"is_published":true,"slug":"how-to-install-magiccarpet-for-quickbooks-desktop","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-to-install-magiccarpet-for-quickbooks-desktop?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"magiccarpet windows application bridges local quickbooks desktop biller genie's cloud. article walks downloading installing it. installed, next step linking genie account — see connect . system requirements operating 10 11. windows-only. installed computer. supported editions pro, premier, enterprise. microsoft .net runtime automatically missing. reliable internet connectivity maintains live connection genie. admin rights machine initial installation. pick right computer install hosts company file typically office workstation left business hours. asleep off, sync pauses back online. 1 download installer sign merchant portal user. click add-ons marketplace. select accounting software category tile. add-on. setup screen, installer. save (magiccarpetsetup.exe) runs desktop. different computer, transfer over. 2 run double-click magiccarpetsetup.exe machine. shows user control prompt, yes allow run. accept license agreement next. choose location (the default fine setups) install. copies files, registers application, sets start starts. finish installation completes. launches automatically. starts registered startup app windows. installation, whenever boots need manually day. 3 verify running look icon tray (bottom-right corner, near clock may up-arrow expand hidden icons). hover icon. show \"magiccarpet online\" connected offline state, right-click open view status. link complete, yet. follow grab unique code approve inside frequently asked questions default, installs c\\program files\\biller genie\\magiccarpet\\ service plus app. lives %localappdata%\\biller current work mac no. windows-only via boot camp vm, environment alongside will slow lightweight idles minimal cpu memory use, spikes briefly sync. merchants notice running. can uninstall later settings \u0026gt; apps like application. removing stops genie; reinstall reconnect anytime. related articles troubleshooting first invoice","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:14.941Z","tag_names":["biller genie notes","customer note qbo only","customer notes","customer-visible memo","invoice memo","invoice memos field","invoice notes","message displayed on invoice","other information customer","qbo customer notes sync"],"answer_sample":"Biller Genie has two places to record free-text notes: a customer-level note (one","long_answer_sample":"Biller Genie has two places to record free-text notes: a customer-level note (one field per customer, called \"Other Information\") and an invoice-level memo (one field per invoice, called \"Memos\"). Both round-trip with your accounting software. This article covers where each lives, who sees what, and how the sync behaves. Customer-level note: \"Other ","language_id":1,"id":3826910,"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 two places record free-text notes customer-level note (one field per customer, called \"other information\") invoice-level memo invoice, \"memos\"). round-trip accounting software. article covers lives, sees what, sync behaves. information\" customer single (or views). mirrors quickbooks online's — type syncs back online, online forward here. find open customer's customers \u0026gt; customers. click edit. scroll field. whatever like record, update customer. heads up. editable account integrated online. desktop xero, render edit page systems either corresponding expose via api way can write to. leave qbd software directly, use (see below) invoice-specific notes. see internal only. visible users record. shown invoices, portal, receipt emails, anywhere else customer-facing. toggle make invoice memos. \"message displayed invoice\" / \"memo\" directions desktop, xero. invoices invoices. memos appears detail view. created (which common case), value comes there. create directly genie, creation time. customer-visible. printed/pdf portal view invoice. treat anything something will read. need private never see, recommendation keep software's internal-only fields (where exist) separate spreadsheet customer-hidden practical uses case put \"this prefers invoiced quarterly\" general account-level reminder (qbo accounts only) \"po #12345 purchase department contact jane\" info needs \"customer disputed 2026-03-15, escalated manager\" feature (memo qbo, reference etc.) payment instructions, \"thank you\" message, return policy handles edits (qbo) changes system propagate next sync. recent wins. propagate. most-recent-edit-wins. accountant syncs, later overwrites earlier one merge. related articles adding cc email recipients parent sub per-customer overrides reminders, late fees, features","name":"Notes and Memos on a Customer or Invoice","votes":0,"is_published":true,"slug":"notes-and-memos-on-customer-or-invoice","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/notes-and-memos-on-customer-or-invoice?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"biller genie two places record free-text notes customer-level note (one field per customer, called \"other information\") invoice-level memo invoice, \"memos\"). round-trip accounting software. article covers lives, sees what, sync behaves. information\" customer single (or views). mirrors quickbooks online's — type syncs back online, online forward here. find open customer's customers \u0026gt; customers. click edit. scroll field. whatever like record, update customer. heads up. editable account integrated online. desktop xero, render edit page systems either corresponding expose via api way can write to. leave qbd software directly, use (see below) invoice-specific notes. see internal only. visible users record. shown invoices, portal, receipt emails, anywhere else customer-facing. toggle make invoice memos. \"message displayed invoice\" / \"memo\" directions desktop, xero. invoices invoices. memos appears detail view. created (which common case), value comes there. create directly genie, creation time. customer-visible. printed/pdf portal view invoice. treat anything something will read. need private never see, recommendation keep software's internal-only fields (where exist) separate spreadsheet customer-hidden practical uses case put \"this prefers invoiced quarterly\" general account-level reminder (qbo accounts only) \"po #12345 purchase department contact jane\" info needs \"customer disputed 2026-03-15, escalated manager\" feature (memo qbo, reference etc.) payment instructions, \"thank you\" message, return policy handles edits (qbo) changes system propagate next sync. recent wins. propagate. most-recent-edit-wins. accountant syncs, later overwrites earlier one merge. related articles adding cc email recipients parent sub per-customer overrides reminders, late fees, features","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:16.057Z","tag_names":["credit memo biller genie","customer credit","customer account credit","apply credit to invoice","overpayment refund","goodwill credit customer","customer prepayment","returned goods credit","qbo credit memo","xero credit note","unapplied credit"],"answer_sample":"A common ask from new Biller Genie customers: \"Can I create a credit memo to appl","long_answer_sample":"A common ask from new Biller Genie customers: \"Can I create a credit memo to apply against this customer's next invoice?\" The short answer is no — credit memos and customer account credit are handled entirely in your accounting software. This article explains why, what to do instead, and how the workflow lands on the Biller Genie side. Credit memos ","language_id":1,"id":3826912,"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":"common ask new biller genie customers \"can create credit memo apply customer's next invoice\" short answer — memos customer account handled entirely accounting software. article explains why, instead, workflow lands side. feature \"credit memo\" \"customer credit\" object merchant portal. page view balance, action invoice, field record showing \"available credit.\" credit-memo lives software (quickbooks online, quickbooks desktop, xero), simply reflects resulting invoice payment balances produces. belong transactions. reduce revenue, affect a/r general ledger, need reflected books exactly way regular invoices payments are. system that. tax handling non-trivial. original tax, usually reverses too. qbo, qbd, xero handle natively; rebuilding inside reconciliation problems. auditability. ever get audited, able show every applied. keeps audit trail wouldn't. scenarios \"my overpaid two options depending wants refund overpayment. open transaction genie's transactions report, click refund, overage amount. processes gateway funds return customer. simplest option overpayment small asked difference back. invoice. qbo + \u0026gt; memo, pick customer, enter amount handling, save. becomes available syncs genie, it'll applied pays net returned goods paying want future items. software, will offer memo. save applied, sync difference. \"i give $100 goodwill gesture\" line like \"goodwill service interruption.\" (or oldest makes sense). reduced balance sync. prepaid sent hold patterns work prepayment deposit / (this varies \"receive payment\" without selecting invoice; qbd payments\" undeposited workflow; contact). eventually it. first amount, mark paid, actual later separate transaction. simpler creates invoices. looks brings state shows total minus credit. sees page. fully covers marks paid (no reminders go out, autopay charge attempted). unapplied (not yet attached specific invoice), surface record. credits via per-invoice reduction. related articles sales tax-exempt connect online deleting deactivating","name":"Credit Memos and Customer Account Credit","votes":0,"is_published":true,"slug":"credit-memos-and-customer-credit","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/credit-memos-and-customer-credit?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"common ask new biller genie customers \"can create credit memo apply customer's next invoice\" short answer — memos customer account handled entirely accounting software. article explains why, instead, workflow lands side. feature \"credit memo\" \"customer credit\" object merchant portal. page view balance, action invoice, field record showing \"available credit.\" credit-memo lives software (quickbooks online, quickbooks desktop, xero), simply reflects resulting invoice payment balances produces. belong transactions. reduce revenue, affect a/r general ledger, need reflected books exactly way regular invoices payments are. system that. tax handling non-trivial. original tax, usually reverses too. qbo, qbd, xero handle natively; rebuilding inside reconciliation problems. auditability. ever get audited, able show every applied. keeps audit trail wouldn't. scenarios \"my overpaid two options depending wants refund overpayment. open transaction genie's transactions report, click refund, overage amount. processes gateway funds return customer. simplest option overpayment small asked difference back. invoice. qbo + \u0026gt; memo, pick customer, enter amount handling, save. becomes available syncs genie, it'll applied pays net returned goods paying want future items. software, will offer memo. save applied, sync difference. \"i give $100 goodwill gesture\" line like \"goodwill service interruption.\" (or oldest makes sense). reduced balance sync. prepaid sent hold patterns work prepayment deposit / (this varies \"receive payment\" without selecting invoice; qbd payments\" undeposited workflow; contact). eventually it. first amount, mark paid, actual later separate transaction. simpler creates invoices. looks brings state shows total minus credit. sees page. fully covers marks paid (no reminders go out, autopay charge attempted). unapplied (not yet attached specific invoice), surface record. credits via per-invoice reduction. related articles sales tax-exempt connect online deleting deactivating","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1369274,"account_id":12867,"created_at":"2024-10-25T17:38:18.000Z","tag_names":["identity","biller"],"answer_sample":"Knowing your Biller Genie account ID is essential for quickly identifying your ac","long_answer_sample":"Knowing your Biller Genie account ID is essential for quickly identifying your account when communicating with Biller Genie staff. This is particularly useful if you manage multiple accounts with us, as it helps streamline support and ensure you receive the assistance you need efficiently.   Locate your Biller Genie ID In your Biller Genie portal, c","language_id":1,"id":2869649,"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":"knowing biller genie account id essential quickly identifying communicating staff. particularly useful manage multiple accounts us, helps streamline support ensure receive assistance need efficiently.   locate portal, click name top right, ‘billing.’ will listed along subscriber details option 2 simpler way retrieve url page within account. can find easily; always located directly \"merchants/\" url. version include “bg00…” prefix, final digits sufficient teams account!","name":"Where is my Biller Genie ID?","votes":0,"is_published":true,"slug":"what-is-my-biller-genie-id","first_category":"Account \u0026 Billing","categories_display_for_views":"Account \u0026 Billing","parent_categories":[1369274],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/account-and-billing/what-is-my-biller-genie-id?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"knowing biller genie account id essential quickly identifying communicating staff. particularly useful manage multiple accounts us, helps streamline support ensure receive assistance need efficiently.   locate portal, click name top right, ‘billing.’ will listed along subscriber details option 2 simpler way retrieve url page within account. can find easily; always located directly \"merchants/\" url. version include “bg00…” prefix, final digits sufficient teams account!","categories":{"current":{"id":1369274,"name":"Account \u0026 Billing","url":"/account-and-billing"}},"category_param":"account-and-billing"}},{"question":{"category_id":1369274,"account_id":12867,"created_at":"2026-05-21T03:59:25.197Z","tag_names":["invoices","biller"],"answer_sample":"Biller Genie keeps a record of every invoice we send you for your subscription. Y","long_answer_sample":"Biller Genie keeps a record of every invoice we send you for your subscription. You can access them at any time from inside the Merchant Portal. How to find your subscription invoices Click your name in the top-right corner of the Biller Genie portal.\nSelect Billing.\nScroll down to the Invoice History table. By default the table shows your open invo","language_id":1,"id":3825114,"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":"biller genie keeps record every invoice send subscription. can access time inside merchant portal. find subscription invoices click name top-right corner select billing. scroll history table. default table shows open invoices. see full history, use dropdown switch view all. download pdf individual clicking number. charge recognize contact support@billergenie.com walk for, plan relates to, whether line items reflect current account configuration. related articles comparing plugin premium features billing \u0026amp;","name":"Finding Your Biller Genie Subscription Invoices","votes":0,"is_published":true,"slug":"subscription-invoices","first_category":"Account \u0026 Billing","categories_display_for_views":"Account \u0026 Billing","parent_categories":[1369274],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/account-and-billing/subscription-invoices?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"biller genie keeps record every invoice send subscription. can access time inside merchant portal. find subscription invoices click name top-right corner select billing. scroll history table. default table shows open invoices. see full history, use dropdown switch view all. download pdf individual clicking number. charge recognize contact support@billergenie.com walk for, plan relates to, whether line items reflect current account configuration. related articles comparing plugin premium features billing \u0026amp;","categories":{"current":{"id":1369274,"name":"Account \u0026 Billing","url":"/account-and-billing"}},"category_param":"account-and-billing"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-02-11T22:31:52.000Z","tag_names":["commodity","biller genie"],"answer_sample":"Overview If your business uses commodity codes, you can enter and manage your def","long_answer_sample":"Overview If your business uses commodity codes, you can enter and manage your default commodity code directly within Biller Genie. This value is stored within your Biller Genie account and, when applicable, is included during processing with your connected merchant service provider. You may update this setting at any time.     How To Step 1 Log in t","language_id":1,"id":3688868,"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":"overview business uses commodity codes, can enter manage default code directly within biller genie. value stored genie account and, applicable, included processing connected merchant service provider. may update setting time.   step 1 log account. 2 navigate add-ons. 3 select accounting integration quickbooks desktop – magiccarpet online 4 scroll setting. 5 appropriate dropdown list. note first digits required. still trouble questions updating code, contact support team support@billergenie.com include following details using (desktop online) attempting apply error messages displayed providing information will help assist efficiently possible.","name":"How to Add or Update Your Commodity Code in Biller Genie","votes":0,"is_published":true,"slug":"how-to-add-or-update-your-commodity-code-in-biller-genie","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/how-to-add-or-update-your-commodity-code-in-biller-genie?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"overview business uses commodity codes, can enter manage default code directly within biller genie. value stored genie account and, applicable, included processing connected merchant service provider. may update setting time.   step 1 log account. 2 navigate add-ons. 3 select accounting integration quickbooks desktop – magiccarpet online 4 scroll setting. 5 appropriate dropdown list. note first digits required. still trouble questions updating code, contact support team support@billergenie.com include following details using (desktop online) attempting apply error messages displayed providing information will help assist efficiently possible.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-10-23T19:32:18.000Z","tag_names":["managing items","biller genie items","item catalog","item sync","bidirectional item sync","create item biller genie","item taxable","item is active","item unit price","no item import","qbo item sync","xero item sync"],"answer_sample":"Items are the building blocks of every invoice — each line on an invoice referenc","long_answer_sample":"Items are the building blocks of every invoice — each line on an invoice references an item (a product, service, or fee) with a name, description, price, and taxable flag. Biller Genie keeps your items in sync with your accounting software so the same item catalog drives invoicing in both places. This article covers how items work in Biller Genie: h","language_id":1,"id":2256381,"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":"items building blocks every invoice — line references item (a product, service, fee) name, description, price, taxable flag. biller genie keeps sync accounting software catalog drives invoicing places. article covers work sync, create one locally, small set fields can edit. bidirectionally connected quickbooks online, desktop, xero, round-trip directions qbo/qbd/xero list pulled first kept up-to-date thereafter. back pushed show too. result manage either system whichever convenient stay sync. live open main menu. grid lists columns taxable, active status. click name edit it; add new upper right one. creating item. fill (must unique within account). description appears unit price default (can overridden individual invoices). whether subject sales tax. actual tax rate comes software's configuration. toggle hide picker invoices (without deleting it). save. immediately pushes next try existing one, save shows \"duplicate name\" error. editing grid. change need edits cycle. use retroactively updated original description. bulk import csv tool items. load large list, best path (qbo qbd native tools; xero too), let pull afterward. merchant portal support exporting (items \u0026gt; export), useful review migration. important using genie's bulk-load invoices, reference id meaning present (either synced created manually) them. see importing . deactivating instead like customers, expose hard delete generally bad idea used (your will block merge inventory adjustments). pattern off. disappears stays historical invoices. practices keep names short descriptive. \"hourly consulting\" better \"generic service\" team picking dropdown customer reading invoice. needs know. printed invoice; mostly internal picker. correctly per automated tax, flag applies line. wrong = everywhere. customer-specific job. field one-off customizations instead. (under ~100 items) usability. deactivate, delete. invoice, preserves audit trail. related articles tax-exempt customers","name":"Managing Items in Biller Genie","votes":0,"is_published":true,"slug":"managing-items-quick-reference-guide","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/managing-items-quick-reference-guide?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"items building blocks every invoice — line references item (a product, service, fee) name, description, price, taxable flag. biller genie keeps sync accounting software catalog drives invoicing places. article covers work sync, create one locally, small set fields can edit. bidirectionally connected quickbooks online, desktop, xero, round-trip directions qbo/qbd/xero list pulled first kept up-to-date thereafter. back pushed show too. result manage either system whichever convenient stay sync. live open main menu. grid lists columns taxable, active status. click name edit it; add new upper right one. creating item. fill (must unique within account). description appears unit price default (can overridden individual invoices). whether subject sales tax. actual tax rate comes software's configuration. toggle hide picker invoices (without deleting it). save. immediately pushes next try existing one, save shows \"duplicate name\" error. editing grid. change need edits cycle. use retroactively updated original description. bulk import csv tool items. load large list, best path (qbo qbd native tools; xero too), let pull afterward. merchant portal support exporting (items \u0026gt; export), useful review migration. important using genie's bulk-load invoices, reference id meaning present (either synced created manually) them. see importing . deactivating instead like customers, expose hard delete generally bad idea used (your will block merge inventory adjustments). pattern off. disappears stays historical invoices. practices keep names short descriptive. \"hourly consulting\" better \"generic service\" team picking dropdown customer reading invoice. needs know. printed invoice; mostly internal picker. correctly per automated tax, flag applies line. wrong = everywhere. customer-specific job. field one-off customizations instead. (under ~100 items) usability. deactivate, delete. invoice, preserves audit trail. related articles tax-exempt customers","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-03-05T15:52:48.000Z","tag_names":["application certificate","biller genie qbd","connect quickbooks desktop","integrated application","magic carpet","magiccarpet","magiccarpet linking","qbd authorization","qbd connection","qbd token","single user mode"],"answer_sample":"MagicCarpet is Biller Genie's cloud-based bridge to QuickBooks Desktop (QBD). Unl","long_answer_sample":"MagicCarpet is Biller Genie's cloud-based bridge to QuickBooks Desktop (QBD). Unlike QuickBooks Online, which connects through OAuth from anywhere, QBD lives on your Windows computer and needs a small sidecar application installed alongside it to share data with Biller Genie. MagicCarpet is that sidecar — it sits between your QuickBooks Desktop and ","language_id":1,"id":3718527,"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":"magiccarpet biller genie's cloud-based bridge quickbooks desktop (qbd). unlike online, connects oauth anywhere, qbd lives windows computer needs small sidecar application installed alongside share data genie. — sits cloud, syncing customers, invoices, payments, refunds, voids ways automatically. article walks linking genie account. yet, start install first. must machine runs desktop. see . open company file want sync. talks running process. signed admin user (single-user multi-user mode work). first-time authorization rights. merchant portal browser device grab unique code there. stable internet machine. maintains persistent connection cloud. step 1 copy portal, click add-ons marketplace. select accounting software category tile. install. connect setup screen. displays button next clipboard. keep private authorizes read write treat like password directly, email it. 2 installed, (it menu genie). prompted, paste copied connect. contacts cloud registers 3 prepare can data, ready accept go edit \u0026gt; preferences integrated applications preferences. make sure allow access checked. switch single-user first sync (file mode). initial approved, back mode. authorizing new requires authorization, works fine one-time requirement connection. 4 approve inside reaches desktop, will pop certificate dialog asking whether appears, yes, always; running. choose associated magiccarpet's (typically dedicated integration user). check personal social security numbers customer credit card information. required processes payments. continue, review summary, done. 5 confirm approved tile updates show active. immediately queues sync, pulls accounts, items, recent transactions chunks (default chunk size 5,000 records) large files time out. live progress records flow in. completes, available throughout happens order chart accounts income, expense, bank, receivable accounts. items products \u0026amp; services, plus system seeds late fees, technology surcharges, third-party transactions. customers including parent/child relationships types. invoices recently paid invoices. sales receipts refund payment activity. deleted captures removed try resync them. delta syncs automatically default every hours, pulling changed since last trigger manual add-on page time. cadence flows updated payments refunds entered directly qbd, records. collected (credit card, ach, apm), issued interval hours syncs. shows successful timestamp scheduled now anytime pull latest immediately. qbdv4 (magiccarpet) supports full void legacy qbdv3 integration, processed (qbdv4) bi-directional refunds. reach subscribersuccess migrate magiccarpet. frequently asked questions need stay yes relies sleeping, pauses. merchants run workstation hosts always business hours. \"not online\" pinged minutes. one no. account links installation move different computer, old unlinked first, deactivate own. magiccarpet, three dots connected row. disconnect quickbooks, popup. row unlink, code, fresh reached, contact support generated. still offline long enough cleared. work approval (step 3), operates team working background. moved renamed locks onto specific authorized against. moved, renamed, replaced, may re-authorize opening going prompt again. troubleshooting recovery steps. stopped working. walk common causes (computer asleep restarted), open, moved. active, invoice just away. head orientation next. related articles online","name":"How to Connect MagicCarpet to QuickBooks Desktop","votes":0,"is_published":true,"slug":"how-to-connect-magiccarpet-to-quickbooks-desktop","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-to-connect-magiccarpet-to-quickbooks-desktop?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"magiccarpet biller genie's cloud-based bridge quickbooks desktop (qbd). unlike online, connects oauth anywhere, qbd lives windows computer needs small sidecar application installed alongside share data genie. — sits cloud, syncing customers, invoices, payments, refunds, voids ways automatically. article walks linking genie account. yet, start install first. must machine runs desktop. see . open company file want sync. talks running process. signed admin user (single-user multi-user mode work). first-time authorization rights. merchant portal browser device grab unique code there. stable internet machine. maintains persistent connection cloud. step 1 copy portal, click add-ons marketplace. select accounting software category tile. install. connect setup screen. displays button next clipboard. keep private authorizes read write treat like password directly, email it. 2 installed, (it menu genie). prompted, paste copied connect. contacts cloud registers 3 prepare can data, ready accept go edit \u0026gt; preferences integrated applications preferences. make sure allow access checked. switch single-user first sync (file mode). initial approved, back mode. authorizing new requires authorization, works fine one-time requirement connection. 4 approve inside reaches desktop, will pop certificate dialog asking whether appears, yes, always; running. choose associated magiccarpet's (typically dedicated integration user). check personal social security numbers customer credit card information. required processes payments. continue, review summary, done. 5 confirm approved tile updates show active. immediately queues sync, pulls accounts, items, recent transactions chunks (default chunk size 5,000 records) large files time out. live progress records flow in. completes, available throughout happens order chart accounts income, expense, bank, receivable accounts. items products \u0026amp; services, plus system seeds late fees, technology surcharges, third-party transactions. customers including parent/child relationships types. invoices recently paid invoices. sales receipts refund payment activity. deleted captures removed try resync them. delta syncs automatically default every hours, pulling changed since last trigger manual add-on page time. cadence flows updated payments refunds entered directly qbd, records. collected (credit card, ach, apm), issued interval hours syncs. shows successful timestamp scheduled now anytime pull latest immediately. qbdv4 (magiccarpet) supports full void legacy qbdv3 integration, processed (qbdv4) bi-directional refunds. reach subscribersuccess migrate magiccarpet. frequently asked questions need stay yes relies sleeping, pauses. merchants run workstation hosts always business hours. \"not online\" pinged minutes. one no. account links installation move different computer, old unlinked first, deactivate own. magiccarpet, three dots connected row. disconnect quickbooks, popup. row unlink, code, fresh reached, contact support generated. still offline long enough cleared. work approval (step 3), operates team working background. moved renamed locks onto specific authorized against. moved, renamed, replaced, may re-authorize opening going prompt again. troubleshooting recovery steps. stopped working. walk common causes (computer asleep restarted), open, moved. active, invoice just away. head orientation next. related articles online","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-05-22T17:31:29.491Z","tag_names":["azure ad","biller genie security","duo sso","enterprise authentication","entra id","federated identity","google workspace sso","jumpcloud sso","oidc","okta biller genie","openid connect","saml","single sign on","sso","sso not supported","sso roadmap"],"answer_sample":"A short, honest answer to one of the most common security-evaluation questions we","long_answer_sample":"A short, honest answer to one of the most common security-evaluation questions we get from larger and enterprise merchants: does Biller Genie support Single Sign-On (SSO) via SAML or OpenID Connect? Current status: SSO is not supported today Biller Genie does not currently support SAML, OpenID Connect, or other federated identity providers (Okta, Az","language_id":1,"id":3826929,"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":"short, honest answer one common security-evaluation questions get larger enterprise merchants biller genie support single sign-on (sso) via saml openid connect current status sso supported today currently saml, connect, federated identity providers (okta, azure ad / entra id, google workspace sso, duo jumpcloud, etc.). every user authenticates genie-managed username (email address) password, plus optional per-user two-factor authentication. applies plan tiers, including premium plans granular role permissions. authentication can enable time-based one-time password (totp) back recovery codes. totp works authenticator, microsoft authy, 1password, rfc 6238-compliant authenticator. see setting . limitation 2fa opt-in per user. org-level toggle require everyone. security policy mandates account, need walk enabling it. role-based permissions plans, offers seven (super user, settings manager, add-ons installer/configurator, subscription editor, dashboard viewer, report viewer) give fine-grained control system. managing users session controls auto-logout 25 minutes inactivity production. sessions persisted longer this. logs requirements enforced platform level — minimum length, complexity, check known breached passwords. immediate invalidation disabled user's next api call page request denied, browser tab open. requires practical options take team asking use manager (1password, dashlane, bitwarden business, lastpass business) centralize credential management. combined genie, gives operational benefits central rotation, revocation employee leaves, audit visibility credentials. disable departing employees immediately. revokes access invalidates equivalent scim deprovisioning surface area expose. list quarterly active roster. will future roadmap most-requested features customers. committed timeline. organization needs adopt expand contact support@billergenie.com customer ask gets logged feature weighed planning, let know if/when becomes available beta. related articles codes multi-factor (session security)","name":"Single Sign-On (SSO / SAML) — Current Status","votes":0,"is_published":true,"slug":"single-sign-on-sso-status","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/single-sign-on-sso-status?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"short, honest answer one common security-evaluation questions get larger enterprise merchants biller genie support single sign-on (sso) via saml openid connect current status sso supported today currently saml, connect, federated identity providers (okta, azure ad / entra id, google workspace sso, duo jumpcloud, etc.). every user authenticates genie-managed username (email address) password, plus optional per-user two-factor authentication. applies plan tiers, including premium plans granular role permissions. authentication can enable time-based one-time password (totp) back recovery codes. totp works authenticator, microsoft authy, 1password, rfc 6238-compliant authenticator. see setting . limitation 2fa opt-in per user. org-level toggle require everyone. security policy mandates account, need walk enabling it. role-based permissions plans, offers seven (super user, settings manager, add-ons installer/configurator, subscription editor, dashboard viewer, report viewer) give fine-grained control system. managing users session controls auto-logout 25 minutes inactivity production. sessions persisted longer this. logs requirements enforced platform level — minimum length, complexity, check known breached passwords. immediate invalidation disabled user's next api call page request denied, browser tab open. requires practical options take team asking use manager (1password, dashlane, bitwarden business, lastpass business) centralize credential management. combined genie, gives operational benefits central rotation, revocation employee leaves, audit visibility credentials. disable departing employees immediately. revokes access invalidates equivalent scim deprovisioning surface area expose. list quarterly active roster. will future roadmap most-requested features customers. committed timeline. organization needs adopt expand contact support@billergenie.com customer ask gets logged feature weighed planning, let know if/when becomes available beta. related articles codes multi-factor (session security)","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:02:48.000Z","tag_names":["ar aging report","biller genie invoices","bulk pay","export invoices csv","invoice columns","invoice filtering","invoice grid","invoice list","invoice search","invoice status open paid","persistent filters","viewing invoices"],"answer_sample":"The Invoices grid is your main view for browsing, filtering, and acting on your a","long_answer_sample":"The Invoices grid is your main view for browsing, filtering, and acting on your accounts receivable. This article covers how to read the grid, the filter options that save the most time, and the related views (A/R aging, bulk payment, statements) you'll likely reach from here. Open Invoices \u0026gt; All Invoices from the main menu. What you see on the g","language_id":1,"id":1956810,"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":"invoices grid main view browsing, filtering, acting accounts receivable. article covers read grid, filter options save time, related views (a/r aging, bulk payment, statements) likely reach here. open \u0026gt; menu. see row one invoice. default columns invoice # — reference number (matches accounting software). customer customer's display name. click record. date due payment due. total amount. balance remaining unpaid status current, x day(s) late, paid. (the \"late\" count uses eastern standard time day boundary, local timezone relevant east coast.) filtering searching dropdown narrow / overdue paid pending all. search box searches across number, first name, last business partial matches work. column headers sort ascending/descending. per-column filters beneath header date-range, customer-name, amount filtering. persistent remembering sessions team always works filtered slice example, \"show type = wholesale\" turning saves re-applying every load page. merchant-wide toggle lives control panel settings enable filters. on, state invoices, customers, transactions grids remembered page reloads everyone account. default), reset defaults loads. turn single-user accounts, teams work view. leave multi-user person prefers start clean (otherwise teammate's sticks everyone). details toggle, configure general . detail. can process send manual reminder, opt reminders, modify it, timeline , export pdf. paying multiple customers wants pay several single transaction, use instead time. record (or via portal), select pay, split them. a/r aging report drill shows flat list. buckets-by-age (current, 1-30, 31-60, 61-90, 90+ days late), reports aging. bucket range equivalent status=overdue additional age filter. right working collections exporting button lets pull current csv. useful spreadsheet analysis sharing accountant. note reflects active full set. articles activity history setting manually","name":"Viewing Invoices","votes":0,"is_published":true,"slug":"viewing-invoices","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/viewing-invoices?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"invoices grid main view browsing, filtering, acting accounts receivable. article covers read grid, filter options save time, related views (a/r aging, bulk payment, statements) likely reach here. open \u0026gt; menu. see row one invoice. default columns invoice # — reference number (matches accounting software). customer customer's display name. click record. date due payment due. total amount. balance remaining unpaid status current, x day(s) late, paid. (the \"late\" count uses eastern standard time day boundary, local timezone relevant east coast.) filtering searching dropdown narrow / overdue paid pending all. search box searches across number, first name, last business partial matches work. column headers sort ascending/descending. per-column filters beneath header date-range, customer-name, amount filtering. persistent remembering sessions team always works filtered slice example, \"show type = wholesale\" turning saves re-applying every load page. merchant-wide toggle lives control panel settings enable filters. on, state invoices, customers, transactions grids remembered page reloads everyone account. default), reset defaults loads. turn single-user accounts, teams work view. leave multi-user person prefers start clean (otherwise teammate's sticks everyone). details toggle, configure general . detail. can process send manual reminder, opt reminders, modify it, timeline , export pdf. paying multiple customers wants pay several single transaction, use instead time. record (or via portal), select pay, split them. a/r aging report drill shows flat list. buckets-by-age (current, 1-30, 31-60, 61-90, 90+ days late), reports aging. bucket range equivalent status=overdue additional age filter. right working collections exporting button lets pull current csv. useful spreadsheet analysis sharing accountant. note reflects active full set. articles activity history setting manually","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2023-05-16T14:44:49.000Z","tag_names":["add email customer","biller genie email conflicts","customer missing email","customer no email open invoice","email conflicts","email conflicts report","ignore conflicts","paper-only customer","sub-customer email inherit parent","walk-in customer no email"],"answer_sample":"Biller Genie's automation runs on email — invoices, reminders, receipts, and paym","long_answer_sample":"Biller Genie's automation runs on email — invoices, reminders, receipts, and payment links all reach your customers by email. When a customer record doesn't have an email address but does have an open invoice, that customer effectively sits silently on your A/R with no way for Biller Genie to chase them. The Email Conflicts report surfaces every cus","language_id":1,"id":1957791,"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 automation runs email — invoices, reminders, receipts, payment links reach customers email. customer record address open invoice, effectively sits silently a/r way genie chase them. conflicts report surfaces every state one place can fix batches, explicitly mark \"i'll never customer\" stop appearing list. \"email conflicts\" actually flags appears three true customer's primary field blank (no file all). least invoice remaining balance. ignore toggle (you marked \"skip list\"). invoices either, appear list missing actively blocking collection. flag. specifically flag duplicates (same multiple customers), mismatches accounting software, bounced emails, whose emails rejected inbox. delivery-side issues, see deliverability troubleshooting . find reports \u0026gt; main menu. page two grids need added. ignored intentionally \"no expected\" via toggle. adding directly fastest path navigate time. grid, customer. actions column, click add enter add. updates immediately, drops list, next scheduled reminder will go new change syncs back software sync cycle. sub-customer prompt (a job quickbooks, parent), parent file, modal offer reuse parent's instead. common case parent/sub setups time person pays right contact sub. use copy it; type different contact. ignoring genuinely walk-in cash customers, team contacts phone paper mail, internal-billing-only accounts sent real recipient. those, report. moves grid stays there. ever later, independent want re-included active (or remove circumstances change). default paper-only filling one, flip customers. control panel defaults, scroll toggle, set on, save defaults added point forward start matches reality. default-off setting (the out-of-the-box behavior) businesses know fixing matters it. reminders (there's recipient). statements reason. paid mail (and add-on enabled), still side. autopay (if configured) attempts run. practically, email-only unchased weekly review healthy habit ar team. get practical ways collect call reliable high-value accounts. happy give receiving reminders. check software. might quickbooks/xero synced wrong field). source system tools use. crm, scheduling e-signature systems often doesn't. make required intake forms going gap stops growing. related articles cc recipients global sub","name":"Email Conflicts: Customers Missing an Email Address","votes":0,"is_published":true,"slug":"solve-email-conflicts","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/solve-email-conflicts?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's automation runs email — invoices, reminders, receipts, payment links reach customers email. customer record address open invoice, effectively sits silently a/r way genie chase them. conflicts report surfaces every state one place can fix batches, explicitly mark \"i'll never customer\" stop appearing list. \"email conflicts\" actually flags appears three true customer's primary field blank (no file all). least invoice remaining balance. ignore toggle (you marked \"skip list\"). invoices either, appear list missing actively blocking collection. flag. specifically flag duplicates (same multiple customers), mismatches accounting software, bounced emails, whose emails rejected inbox. delivery-side issues, see deliverability troubleshooting . find reports \u0026gt; main menu. page two grids need added. ignored intentionally \"no expected\" via toggle. adding directly fastest path navigate time. grid, customer. actions column, click add enter add. updates immediately, drops list, next scheduled reminder will go new change syncs back software sync cycle. sub-customer prompt (a job quickbooks, parent), parent file, modal offer reuse parent's instead. common case parent/sub setups time person pays right contact sub. use copy it; type different contact. ignoring genuinely walk-in cash customers, team contacts phone paper mail, internal-billing-only accounts sent real recipient. those, report. moves grid stays there. ever later, independent want re-included active (or remove circumstances change). default paper-only filling one, flip customers. control panel defaults, scroll toggle, set on, save defaults added point forward start matches reality. default-off setting (the out-of-the-box behavior) businesses know fixing matters it. reminders (there's recipient). statements reason. paid mail (and add-on enabled), still side. autopay (if configured) attempts run. practically, email-only unchased weekly review healthy habit ar team. get practical ways collect call reliable high-value accounts. happy give receiving reminders. check software. might quickbooks/xero synced wrong field). source system tools use. crm, scheduling e-signature systems often doesn't. make required intake forms going gap stops growing. related articles cc recipients global sub","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T16:33:38.000Z","tag_names":["email deliverability","allowlist biller genie","mailjet ip allowlist","email not received","biller genie emails missing","spam filter","google workspace allowlist","microsoft 365 allowlist","office 365 spam","godaddy advanced email security","squarespace email allowlist","proofpoint mimecast barracuda","2fa email not arriving","merchant receipt missing","ip-based filtering","whitelist biller genie ips","87.253.232.0","185.189.236.0","185.211.120.0","185.250.236.0","biller genie sending ip ranges"],"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":"October 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"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. using checks domain's dns records every day. record breaks stays broken next daily check, pauses address sends no-reply@billergenie.io pass again, switches back own. can affected 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 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 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 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=241484804","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. using checks domain's dns records every day. record breaks stays broken next daily check, pauses address sends no-reply@billergenie.io pass again, switches back own. can affected 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 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 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 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":1369274,"account_id":12867,"created_at":"2026-05-23T18:21:07.275Z","tag_names":["2fa backup codes","biller genie recovery codes","cant access 2fa","lost authenticator","mfa recovery","multi factor authentication recovery","recovery codes","reset 2fa"],"answer_sample":"Recovery codes are 10 single-use backup codes Biller Genie generates when you set","long_answer_sample":"Recovery codes are 10 single-use backup codes Biller Genie generates when you set up an authenticator app for multi-factor authentication (MFA). If you lose your phone, replace your device, or your authenticator app gets uninstalled, a recovery code lets you sign in and re-enroll without contacting support. They are the safety net that keeps MFA fro","language_id":1,"id":3827277,"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":"recovery codes 10 single-use backup biller genie generates set authenticator app multi-factor authentication (mfa). lose phone, replace device, gets uninstalled, code lets sign re-enroll without contacting support. safety net keeps mfa locking account. look like 10-character string formatted five characters, hyphen, characters — example a8k3f-7qm2n. issues per user, generated time complete setup. single-use. works exactly once. use in, specific invalidated. still nine. order-independent. can order. one equally valid. account-wide. tied device browser. computer, get see once, final screen flow account settings → user profile, click two-factor authentication. scan qr app. enter 6-digit verification success screen, displays codes. recovery-codes gives two actions copy clipboard (drops onto paste somewhere) download text file (saves plain .txt file). close page. security, store place show later. setup page saving them, retrieve regenerate fresh (which invalidates missed). always save navigating away. reach situation available lost factory-reset broken traveling etc. go sign-in email password usual. asks code, instead. type unused submit. signed in. just used now spent cross whatever list keeping. immediately new profile. there, (see below) 10. sensitive password. anyone holding bypass account, treat care. best manager (1password, bitwarden, dashlane, apple keychain, etc.) secure note attached login. encrypted, searchable, syncs across devices. fine print paper keep printout locked drawer safe \"break case emergency\" envelope. acceptable encrypted (bitlocker, filevault, password-protected zip) personal device. in... inbox, app, desktop, shared cloud folder company read, sticky monitor, anywhere else protect level stolen, attacker enabled. regenerating issue time. replaces old previous stop working immediately. right action take want suspect exposed (lost paper, sent chat mistake, stored somewhere insecure). recover top set. employee left may visibility though need password, good hygiene. genie. will initial sign-in. open profile (click name top-right corner profile). find section confirm. display way saved original discard scenario exist prevent. gone, self-serve back design defeat point mfa. support@billergenie.com business address. support verify identity using information, recent invoice numbers, phone call primary owner. verified, resets next scratch. plan taking day. soon anything else. frequently asked questions ten issued together authenticator-setup time, point. yes. shows counter indicating remain. low, happens disable disabling ever re-enable later, receive mistake gone moment regenerate. restore downloaded it, access (a home, safe). shred copies storage. accounts no. per-user. multiple (for example, manage businesses), labeled clearly related articles setting logs (session security) changing completing annual pci compliance","name":"Recovery Codes for Multi-Factor Authentication","votes":0,"is_published":true,"slug":"recovery-codes-for-multi-factor-authentication","first_category":"Account \u0026 Billing","categories_display_for_views":"Account \u0026 Billing","parent_categories":[1369274],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/account-and-billing/recovery-codes-for-multi-factor-authentication?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"recovery codes 10 single-use backup biller genie generates set authenticator app multi-factor authentication (mfa). lose phone, replace device, gets uninstalled, code lets sign re-enroll without contacting support. safety net keeps mfa locking account. look like 10-character string formatted five characters, hyphen, characters — example a8k3f-7qm2n. issues per user, generated time complete setup. single-use. works exactly once. use in, specific invalidated. still nine. order-independent. can order. one equally valid. account-wide. tied device browser. computer, get see once, final screen flow account settings → user profile, click two-factor authentication. scan qr app. enter 6-digit verification success screen, displays codes. recovery-codes gives two actions copy clipboard (drops onto paste somewhere) download text file (saves plain .txt file). close page. security, store place show later. setup page saving them, retrieve regenerate fresh (which invalidates missed). always save navigating away. reach situation available lost factory-reset broken traveling etc. go sign-in email password usual. asks code, instead. type unused submit. signed in. just used now spent cross whatever list keeping. immediately new profile. there, (see below) 10. sensitive password. anyone holding bypass account, treat care. best manager (1password, bitwarden, dashlane, apple keychain, etc.) secure note attached login. encrypted, searchable, syncs across devices. fine print paper keep printout locked drawer safe \"break case emergency\" envelope. acceptable encrypted (bitlocker, filevault, password-protected zip) personal device. in... inbox, app, desktop, shared cloud folder company read, sticky monitor, anywhere else protect level stolen, attacker enabled. regenerating issue time. replaces old previous stop working immediately. right action take want suspect exposed (lost paper, sent chat mistake, stored somewhere insecure). recover top set. employee left may visibility though need password, good hygiene. genie. will initial sign-in. open profile (click name top-right corner profile). find section confirm. display way saved original discard scenario exist prevent. gone, self-serve back design defeat point mfa. support@billergenie.com business address. support verify identity using information, recent invoice numbers, phone call primary owner. verified, resets next scratch. plan taking day. soon anything else. frequently asked questions ten issued together authenticator-setup time, point. yes. shows counter indicating remain. low, happens disable disabling ever re-enable later, receive mistake gone moment regenerate. restore downloaded it, access (a home, safe). shred copies storage. accounts no. per-user. multiple (for example, manage businesses), labeled clearly related articles setting logs (session security) changing completing annual pci compliance","categories":{"current":{"id":1369274,"name":"Account \u0026 Billing","url":"/account-and-billing"}},"category_param":"account-and-billing"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:00.638Z","tag_names":["approve payment plan","biller genie payment plan","customer payment plan request","down payment","payment plan add-on","payment plan request","payment plan workflow","pending payment plans","reject payment plan"],"answer_sample":"When a customer requests a payment plan through the customer portal, the request ","long_answer_sample":"When a customer requests a payment plan through the customer portal, the request lands in Reports \u0026gt; Pending Payment Plans for your team to approve or reject. This article covers the report itself, the approval/rejection workflow, and what happens after each. Where to find it From the main menu, click Reports \u0026gt; Pending Payment Plans. The page l","language_id":1,"id":3833020,"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":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","name":"Pending Payment Plans","votes":0,"is_published":true,"slug":"pending-payment-plans","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-payment-plans?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"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=241484804","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":515332,"account_id":12867,"created_at":"2026-05-22T17:31:15.492Z","tag_names":["additional invoice recipients","biller genie cc field","cc email recipients","cc emails","cc on receipts","cc on reminders","comma separated emails","copy bookkeeper on invoices","multiple email addresses customer","send invoice to accountant"],"answer_sample":"Many customers have more than one person who should receive their invoices — an A","long_answer_sample":"Many customers have more than one person who should receive their invoices — an A/P contact in addition to the main contact, an accountant copied for record-keeping, a business owner copied on every reminder. Biller Genie supports this through the CC Emails field on each customer record. This article covers how to add CC recipients, what types of em","language_id":1,"id":3826911,"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":"customers one person receive invoices — a/p contact addition main contact, accountant copied record-keeping, business owner every reminder. biller genie supports cc emails field customer record. article covers add recipients, types email (and receive), syncs accounting software. works two email-related fields record primary address. used address sends customer's invoices. comma-separated list additional addresses. added line shared across type per customer, applies outbound mail customer. different people types. cc'd recipients goes list. includes new invoice notifications scheduled reminders (per configuration) manually-sent (\"email invoice\" action specific invoice) paid / payment receipts autopay monthly statements (if enabled) open \u0026gt; customers. click edit. find field. addresses separated commas. example accounting@customer.com, owner@customer.com, bookkeeper@theiraccountingfirm.com update change takes effect next waiting period. software quickbooks online directions. enter shows qbo vice versa. desktop round-trips. xero xero's model handles differently; bidirectional behavior limited. syncing expected, support@billergenie.com . best practices use actually pays. portal access 2fa codes (when applicable) go recipients. want reach primary, bookkeeper ask. common ask \"please include invoices.\" exactly for. put staff \"monitor\" emails. instead, merchant-level merchant setting control panel settings. cc'ing team creates flood inbound exposes another (cleanup gets messy teammate leaves). always separate comma. semicolons spaces split separators hard cap, reasonable. 4-5 routine feels spammy increases chance marking message spam hurts deliverability everyone account. can bcc instead no. (visible email) private hidden copy, right pattern account level (which separate, internal merchant-copy address(es)) see configure general settings related articles conflicts missing copy","name":"Adding CC Email Recipients on Invoices","votes":0,"is_published":true,"slug":"cc-email-recipients-on-invoices","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/cc-email-recipients-on-invoices?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"customers one person receive invoices — a/p contact addition main contact, accountant copied record-keeping, business owner every reminder. biller genie supports cc emails field customer record. article covers add recipients, types email (and receive), syncs accounting software. works two email-related fields record primary address. used address sends customer's invoices. comma-separated list additional addresses. added line shared across type per customer, applies outbound mail customer. different people types. cc'd recipients goes list. includes new invoice notifications scheduled reminders (per configuration) manually-sent (\"email invoice\" action specific invoice) paid / payment receipts autopay monthly statements (if enabled) open \u0026gt; customers. click edit. find field. addresses separated commas. example accounting@customer.com, owner@customer.com, bookkeeper@theiraccountingfirm.com update change takes effect next waiting period. software quickbooks online directions. enter shows qbo vice versa. desktop round-trips. xero xero's model handles differently; bidirectional behavior limited. syncing expected, support@billergenie.com . best practices use actually pays. portal access 2fa codes (when applicable) go recipients. want reach primary, bookkeeper ask. common ask \"please include invoices.\" exactly for. put staff \"monitor\" emails. instead, merchant-level merchant setting control panel settings. cc'ing team creates flood inbound exposes another (cleanup gets messy teammate leaves). always separate comma. semicolons spaces split separators hard cap, reasonable. 4-5 routine feels spammy increases chance marking message spam hurts deliverability everyone account. can bcc instead no. (visible email) private hidden copy, right pattern account level (which separate, internal merchant-copy address(es)) see configure general settings related articles conflicts missing copy","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-11-14T21:15:02.000Z","tag_names":["create invoice","new invoice biller genie","add invoice","invoice line items","invoice due date","invoice memo","invoice in biller genie","manual invoice creation"],"answer_sample":"Biller Genie is designed to work alongside the accounting software you're already","long_answer_sample":"Biller Genie is designed to work alongside the accounting software you're already using — most of the time, invoices are created in QuickBooks (or Xero) and sync into Biller Genie automatically. But Biller Genie can also create invoices directly when you don't have your accounting software handy or when you need to bill a one-off customer quickly. T","language_id":1,"id":2297802,"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":"biller genie designed work alongside accounting software using — time, invoices created quickbooks (or xero) sync automatically. can create directly handy need bill one-off customer quickly. article walks paths. come pulls two sources, end place software. online, desktop (via magiccarpet ), xero. new next sync, sent, paid, reconciled genie. invoice genie, synced back sales receipt journal entry. flows systems way qbo qbd directly. either path produces result tracked goes messenger . best practice merchants, creating cleanest path. records, item catalog, tax rates, accounts there. connected, every automatically double entry, opportunity drift systems. online use \"save close,\" send\" qbo, finish save close. tells email itself, creates duplicate syncs sends it. want handle send, manually merchants find easier just always close let sending. merchant portal, click left nav. invoice. pick customer. start typing customer's name; shows matches list. exist yet, first will add line items. set quantity amount per item. number, date, due date. auto-suggests override optional po custom message, memo. flow receives finalize based settings. work-in-progress without sending yet draft status holds gets shown columns, footer text, template (classic / modern simple), pdf formatting defaults includes payment qr code (if enabled), branding, one-click portal access link body. configure control panel \u0026gt; whether qbo/qbd uses look. default save, fires immediately within seconds. send manual action different email, cc additional addresses, paper mail addition email. hold (see ) ready. editing voiding sent open edit. updates trigger updated message knows changed. applies outstanding balance immediately. error needs canceled, void page. software, reminders stop firing. refunding paid) refund record saved method credited. frequently asked questions show yes. invoice, entry (depending configuration). sees yes inline. made mistake sent. fix edit small (a wrong amount, typo memo). communication turned on. large (wrong customer, altogether), one cleaner trying massively rewrite existing record. bulk-create genie's strength processing scale bulk software's bulk-invoice features rest. genie-created invoicing, reach subscribersuccess guidance right approach volume. related articles setting","name":"How To Create An Invoice","votes":0,"is_published":true,"slug":"how-to-create-an-invoice","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/how-to-create-an-invoice?from_search=241484804","host":"https://helpcenter.billergenie.com","body_txt":"biller genie designed work alongside accounting software using — time, invoices created quickbooks (or xero) sync automatically. can create directly handy need bill one-off customer quickly. article walks paths. come pulls two sources, end place software. online, desktop (via magiccarpet ), xero. new next sync, sent, paid, reconciled genie. invoice genie, synced back sales receipt journal entry. flows systems way qbo qbd directly. either path produces result tracked goes messenger . best practice merchants, creating cleanest path. records, item catalog, tax rates, accounts there. connected, every automatically double entry, opportunity drift systems. online use \"save close,\" send\" qbo, finish save close. tells email itself, creates duplicate syncs sends it. want handle send, manually merchants find easier just always close let sending. merchant portal, click left nav. invoice. pick customer. start typing customer's name; shows matches list. exist yet, first will add line items. set quantity amount per item. number, date, due date. auto-suggests override optional po custom message, memo. flow receives finalize based settings. work-in-progress without sending yet draft status holds gets shown columns, footer text, template (classic / modern simple), pdf formatting defaults includes payment qr code (if enabled), branding, one-click portal access link body. configure control panel \u0026gt; whether qbo/qbd uses look. default save, fires immediately within seconds. send manual action different email, cc additional addresses, paper mail addition email. hold (see ) ready. editing voiding sent open edit. updates trigger updated message knows changed. applies outstanding balance immediately. error needs canceled, void page. software, reminders stop firing. refunding paid) refund record saved method credited. frequently asked questions show yes. invoice, entry (depending configuration). sees yes inline. made mistake sent. fix edit small (a wrong amount, typo memo). communication turned on. large (wrong customer, altogether), one cleaner trying massively rewrite existing record. bulk-create genie's strength processing scale bulk software's bulk-invoice features rest. genie-created invoicing, reach subscribersuccess guidance right approach volume. related articles setting","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"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=241484804","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"}},{"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=241484804","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"}}]