[{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T16:33:38.000Z","tag_names":["185.189.236.0","185.211.120.0","185.250.236.0","2fa email not arriving","87.253.232.0","allowlist biller genie","biller genie emails missing","biller genie sending ip ranges","email deliverability","email not received","godaddy advanced email security","google workspace allowlist","ip-based filtering","mailjet ip allowlist","merchant receipt missing","microsoft 365 allowlist","office 365 spam","proofpoint mimecast barracuda","spam filter","squarespace email allowlist","whitelist biller genie ips"],"answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't r","long_answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't reaching you or your customers, the most common cause is your email provider's spam filter rejecting or quarantining the mail before delivery. This article walks through how to recognize an IP-based delivery problem, how to allowlist Biller Genie's sending IPs at the maj","language_id":1,"id":3686011,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","name":"Email Deliverability Troubleshooting","votes":0,"is_published":true,"slug":"allowlisting-biller-genie-ips-by-email-provider","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/allowlisting-biller-genie-ips-by-email-provider?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-15T19:13:44.000Z","tag_names":["biller genie","email domains"],"answer_sample":"A custom email domain lets Biller Genie send invoice emails from your domain (for","long_answer_sample":"A custom email domain lets Biller Genie send invoice emails from your domain (for example, billing@yourcompany.com) instead of the default Biller Genie envelope. Your customers see your business name in their inbox, and your emails are far more likely to land in the inbox instead of the spam folder. Setting this up takes about 15 to 30 minutes and r","language_id":1,"id":1956921,"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":"custom email domain lets biller genie send invoice emails (for example, billing@yourcompany.com) instead default envelope. customers see business name inbox, far likely land inbox spam folder. setting takes 15 30 minutes requires editing records provider (the company registered — godaddy, cloudflare, wix, squarespace, bluehost, network solutions, etc.). walks add, built-in verification panel tells piece place. technical setup need developer never edited dns before, can feel intimidating. steps written non-technical users, rather handle yourself, article whoever manages (your web designer, person, provider's support team). add three short text take there. start yourcompany.com). free webmail addresses like gmail, yahoo, outlook.com used own. access domain. usually \"dns,\" \"dns records,\" \"zone editor,\" \"manage dns\" section provider. signed merchant portal admin user. willing wait. changes propagate sometimes 24 hours. three-step genie's wizard steps, order choose tell want from. validate ownership prove adding single txt record. set (spf dkim) two providers (gmail, outlook, etc.) authorized behalf. step attempt validation button. click times penalty re-checking. 1 portal, open add-ons marketplace install enter just www, http//. save. advances 2. 2 proves belongs asking small record owner add. copy value shown wizard. values specific look different examples below. new browser tab log management page. (if know are, instructions below.) settings type / host content ttl leave (or hour 3600 seconds asked) save back genie, validation. might work first try normal across internet, fails time, wait 5 again. still hours, troubleshooting 3 spf dkim security standards apple mail, use verify actually came says correctly biggest factor whether versus sends mailjet , outbound partner. mail behalf (sender policy framework) servers allowed wizard, value. will something v=spf1 includespf.mailjet.com go check (a root starts v=spf1) one yet @ (which means domain) genie. edit it. existing senders authorized. create second per spec, break authentication everyone. currently service (google workspace, microsoft 365, e-commerce platform, etc.), probably listing services. combine record's sure how, ask team. (domainkeys identified mail) adds cryptographic signature outgoing altered transit mailjet._domainkey.yourcompany.com long string letters numbers typically several hundred characters. entire block. provider, (often mailjet._domainkey auto-appends string) wrap quotes fine (older godaddy interfaces, solutions) automatically double around values. automatically, them. failing validation, wrapping manually last resort. managed exact navigation depends direct links major documentation appear \"records.\" allow propagate. cloudflare zone. \"proxy status\" (gray cloud) proxied verification. wix → advanced records. supports wix-managed domains. squarespace domains settings. squarespace-managed require connected dns. bluehost manage reseller accounts ticket solutions account hours solutions. listed offer admin. find it, contact domain's dns, got originally bought sender registrar. icann lookup understanding status dashboard complete, page shows rows ownership, spf, dkim. row indicator showing corresponding correctly. ok  green place found validated  red verified yet. right (give time propagate), missing. ran all. often saved, added wrong error exists match expects. typo, truncated, conflicting red, message indicator. exactly off. verifying re-checking re-check schedule. runs green later flip red made re-verify refresh status. common reasons someone changed removed without realizing migrated carried over. another marketing platform) overwrote merging outage applied system change. every case, fix correct drift, issues \"not found\" exist confirm saved show confirmation save; separate \"apply\" \"publish\" step. make multiple easy one. propagation instant. pass found, team live. \"error\" may allowed. includes includespf.mailjet.com. typos. mistakes missing prefix, suffix, extra space quote middle. (name = bare domain), subdomain. long. copied clipboard interactions truncate strings. name. auto-appended (some full mailjet._domainkey.yourcompany.com). asks value, in. doesn't, out. either way, opposite. landing dashboard. significantly reduces deliverability. give days. reputation builds time. hit 4 weeks. recipient's uses enterprise filter proofpoint mimecast, barracuda, recipient safelist sending platform. services stricter rules gmail outlook hold review regardless spf/dkim avoid spam-trigger words subject lines body. generic \"pay invoice\" tends deliver better \"urgent final notice.\" almost different. search help center \"add record\" canonical guide. all, hosts website. faqs yahoo no. control outlook.com, hotmail) let configuration 10 waits propagation, merchants fully within hour. affect regular (biller provider) continues normally \"only domain\" callout above. change address yes. form update reply-to stay comfortable reach everything need. team, support@biller-genie.com visit techsupport.billergenie.com additional resources. using related run example locations franchise accounts), shared account. copied, (\"from\") articles messenger delivery best practices allowlisting ips (ip-based filtering)","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=235634670","host":"https://helpcenter.billergenie.com","body_txt":"custom email domain lets biller genie send invoice emails (for example, billing@yourcompany.com) instead default envelope. customers see business name inbox, far likely land inbox spam folder. setting takes 15 30 minutes requires editing records provider (the company registered — godaddy, cloudflare, wix, squarespace, bluehost, network solutions, etc.). walks add, built-in verification panel tells piece place. technical setup need developer never edited dns before, can feel intimidating. steps written non-technical users, rather handle yourself, article whoever manages (your web designer, person, provider's support team). add three short text take there. start yourcompany.com). free webmail addresses like gmail, yahoo, outlook.com used own. access domain. usually \"dns,\" \"dns records,\" \"zone editor,\" \"manage dns\" section provider. signed merchant portal admin user. willing wait. changes propagate sometimes 24 hours. three-step genie's wizard steps, order choose tell want from. validate ownership prove adding single txt record. set (spf dkim) two providers (gmail, outlook, etc.) authorized behalf. step attempt validation button. click times penalty re-checking. 1 portal, open add-ons marketplace install enter just www, http//. save. advances 2. 2 proves belongs asking small record owner add. copy value shown wizard. values specific look different examples below. new browser tab log management page. (if know are, instructions below.) settings type / host content ttl leave (or hour 3600 seconds asked) save back genie, validation. might work first try normal across internet, fails time, wait 5 again. still hours, troubleshooting 3 spf dkim security standards apple mail, use verify actually came says correctly biggest factor whether versus sends mailjet , outbound partner. mail behalf (sender policy framework) servers allowed wizard, value. will something v=spf1 includespf.mailjet.com go check (a root starts v=spf1) one yet @ (which means domain) genie. edit it. existing senders authorized. create second per spec, break authentication everyone. currently service (google workspace, microsoft 365, e-commerce platform, etc.), probably listing services. combine record's sure how, ask team. (domainkeys identified mail) adds cryptographic signature outgoing altered transit mailjet._domainkey.yourcompany.com long string letters numbers typically several hundred characters. entire block. provider, (often mailjet._domainkey auto-appends string) wrap quotes fine (older godaddy interfaces, solutions) automatically double around values. automatically, them. failing validation, wrapping manually last resort. managed exact navigation depends direct links major documentation appear \"records.\" allow propagate. cloudflare zone. \"proxy status\" (gray cloud) proxied verification. wix → advanced records. supports wix-managed domains. squarespace domains settings. squarespace-managed require connected dns. bluehost manage reseller accounts ticket solutions account hours solutions. listed offer admin. find it, contact domain's dns, got originally bought sender registrar. icann lookup understanding status dashboard complete, page shows rows ownership, spf, dkim. row indicator showing corresponding correctly. ok  green place found validated  red verified yet. right (give time propagate), missing. ran all. often saved, added wrong error exists match expects. typo, truncated, conflicting red, message indicator. exactly off. verifying re-checking re-check schedule. runs green later flip red made re-verify refresh status. common reasons someone changed removed without realizing migrated carried over. another marketing platform) overwrote merging outage applied system change. every case, fix correct drift, issues \"not found\" exist confirm saved show confirmation save; separate \"apply\" \"publish\" step. make multiple easy one. propagation instant. pass found, team live. \"error\" may allowed. includes includespf.mailjet.com. typos. mistakes missing prefix, suffix, extra space quote middle. (name = bare domain), subdomain. long. copied clipboard interactions truncate strings. name. auto-appended (some full mailjet._domainkey.yourcompany.com). asks value, in. doesn't, out. either way, opposite. landing dashboard. significantly reduces deliverability. give days. reputation builds time. hit 4 weeks. recipient's uses enterprise filter proofpoint mimecast, barracuda, recipient safelist sending platform. services stricter rules gmail outlook hold review regardless spf/dkim avoid spam-trigger words subject lines body. generic \"pay invoice\" tends deliver better \"urgent final notice.\" almost different. search help center \"add record\" canonical guide. all, hosts website. faqs yahoo no. control outlook.com, hotmail) let configuration 10 waits propagation, merchants fully within hour. affect regular (biller provider) continues normally \"only domain\" callout above. change address yes. form update reply-to stay comfortable reach everything need. team, support@biller-genie.com visit techsupport.billergenie.com additional resources. using related run example locations franchise accounts), shared account. copied, (\"from\") articles messenger delivery best practices allowlisting ips (ip-based filtering)","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"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=235634670","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":1368782,"account_id":12867,"created_at":"2026-05-22T17:30:54.960Z","tag_names":["autopay receipt","customer receipt","email merchant receipts","merchant receipt","multiple recipient receipts","paid invoice email","receipt branding","receipt for ach","receipts biller genie","receipt timing","resend receipt","route receipts to accountant","send receipts","suppress receipts","transaction receipt"],"answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer r","long_answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer receipt (the person who paid) and a merchant receipt (your own staff inbox). Whether each one actually goes out is controlled by three independent toggles. This article walks through the toggles, when receipts fire, and how to route them. When receipts fire Receipts fire","language_id":1,"id":3826882,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time — moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal wait funding. ach takes 3–5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls org level panel \u0026gt; settings \"email receipts\" copy ever account. record \"send specific gets receipt. per form receipt\" checkbox sends (overrides customer-level setting downward suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons list receives routing inboxes native way send inbox example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression e.g., refunding duplicate charge notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template differences salutation. sender's name come custom domain , envelope better deliverability trust. scenarios \"this open off. will still receive reminders (a type) post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says get order checked ask spam/junk search \"biller genie\" inbox. missing, see troubleshooting support@billergenie.com name, date, amount pull mailjet delivery log. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","name":"Receipts in Biller Genie — Customer and Merchant Copy","votes":0,"is_published":true,"slug":"receipts-customer-and-merchant-copy","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/receipts-customer-and-merchant-copy?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time — moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal wait funding. ach takes 3–5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls org level panel \u0026gt; settings \"email receipts\" copy ever account. record \"send specific gets receipt. per form receipt\" checkbox sends (overrides customer-level setting downward suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons list receives routing inboxes native way send inbox example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression e.g., refunding duplicate charge notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template differences salutation. sender's name come custom domain , envelope better deliverability trust. scenarios \"this open off. will still receive reminders (a type) post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says get order checked ask spam/junk search \"biller genie\" inbox. missing, see troubleshooting support@billergenie.com name, date, amount pull mailjet delivery log. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:54.108Z","tag_names":["send reminder with attachment","attach file invoice reminder","qbo attachment sync","include on send qbo","show attachments to reminders","invoice attachment biller genie","auto-attach invoice pdf","mailjet 14.5 mb attachment limit","qbo include on send flag","qbd no attachment sync","xero no attachment sync","manual reminder attach file","invoice supporting documents"],"answer_sample":"Biller Genie can attach files to outbound invoice reminder emails so your custome","long_answer_sample":"Biller Genie can attach files to outbound invoice reminder emails so your customers receive supporting documents along with the invoice. There are three ways it happens: (1) the invoice PDF itself attached automatically, (2) QuickBooks Online attachments synced and attached automatically, and (3) one-off files attached manually when you send an imme","language_id":1,"id":3826881,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie can attach files outbound invoice reminder emails customers receive supporting documents along invoice. three ways happens (1) pdf attached automatically, (2) quickbooks online attachments synced (3) one-off manually send immediate reminder. article covers plus need stay permanently record. automatically ride use online, syncs qbo includes emails. document (pdf, image, etc.) check \"include send\" option attachment, pulls next sync every flag on-switch turned on. file including reminders, first thing check. view, find attachment row, click dropdown, toggle save. picks up. genie-side whether reminders controlled show setting control panel \u0026gt; defaults. (the default accounts), qbo-synced off, still include total size limit ~14.5 mb email providers cap big be. genie's service (mailjet) enforces 14.5 per — combined together. add that, skips attaching sends without goes out; just attachments). seeing missing one specific invoice, qbo. desktop xero automatic accounting software from. xero, stored invoices systems included reminders. manual paths merchants. integration, see connect . auto-attaching separately sync, turn on, gets fresh copy current work, syncing qbo, biller-genie-generated rendered pdf. useful want printable rather relying pay now link. sending / flow (also called \"immediate reminder\" \"send manually\") field. sent future open invoices. (or depending variant). picker dialog files. optionally adjust recipient list (to cc), send. supported types per-file max 5 mb. allowed extensions pdf, doc, docx, txt, xls, xlsx, jpg, png. multiple single reminder, subject limit. recommended pattern merchants, cleanest workflow (it's source truth anyway). make sure checked emailed. \"show reminders\" scheduled will automatically. never qbd merchants (which sync), send, put link shared (google drive, dropbox) memo appears itself. customer portal email-send-time feature shown page inside portal. logs directly (rather clicking email), needs access demand, host somewhere accessible memo. related articles defaults notes memos","name":"Attaching Files to Invoice Reminders","votes":0,"is_published":true,"slug":"adding-attachments-to-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/adding-attachments-to-invoices?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"biller genie can attach files outbound invoice reminder emails customers receive supporting documents along invoice. three ways happens (1) pdf attached automatically, (2) quickbooks online attachments synced (3) one-off manually send immediate reminder. article covers plus need stay permanently record. automatically ride use online, syncs qbo includes emails. document (pdf, image, etc.) check \"include send\" option attachment, pulls next sync every flag on-switch turned on. file including reminders, first thing check. view, find attachment row, click dropdown, toggle save. picks up. genie-side whether reminders controlled show setting control panel \u0026gt; defaults. (the default accounts), qbo-synced off, still include total size limit ~14.5 mb email providers cap big be. genie's service (mailjet) enforces 14.5 per — combined together. add that, skips attaching sends without goes out; just attachments). seeing missing one specific invoice, qbo. desktop xero automatic accounting software from. xero, stored invoices systems included reminders. manual paths merchants. integration, see connect . auto-attaching separately sync, turn on, gets fresh copy current work, syncing qbo, biller-genie-generated rendered pdf. useful want printable rather relying pay now link. sending / flow (also called \"immediate reminder\" \"send manually\") field. sent future open invoices. (or depending variant). picker dialog files. optionally adjust recipient list (to cc), send. supported types per-file max 5 mb. allowed extensions pdf, doc, docx, txt, xls, xlsx, jpg, png. multiple single reminder, subject limit. recommended pattern merchants, cleanest workflow (it's source truth anyway). make sure checked emailed. \"show reminders\" scheduled will automatically. never qbd merchants (which sync), send, put link shared (google drive, dropbox) memo appears itself. customer portal email-send-time feature shown page inside portal. logs directly (rather clicking email), needs access demand, host somewhere accessible memo. related articles defaults notes memos","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=235634670","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":515332,"account_id":12867,"created_at":"2023-05-16T15:02:56.000Z","tag_names":["allow ach","allow credit card","biller genie customer defaults","by customer type","charge late fees default","control panel customer defaults","customer defaults","customer type defaults","customer type quickbooks","enable customer type defaults","global customer defaults","require auto-pay at checkout","save and apply to existing","update individual setting","wholesale retail defaults","xero contact groups"],"answer_sample":"Customer Defaults control how Biller Genie behaves for your customers by default ","long_answer_sample":"Customer Defaults control how Biller Genie behaves for your customers by default — what payment methods are allowed, whether autopay is required, whether late fees apply, and how invoice messages and reminders go out. You set the defaults once and they shape every new customer added to your account going forward. For most accounts, one set of defaul","language_id":1,"id":1957815,"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":"customer defaults control biller genie behaves customers default — payment methods allowed, whether autopay required, late fees apply, invoice messages reminders go out. set shape every new added account going forward. accounts, one enough; sophisticated setups, can switch page type mode maintain different (wholesale vs retail, net 30 60, etc.). customer-level settings stack two layers play, understanding difference saves lot confusion later (this article) template seeds onto first created (via accounting-software sync, manual creation, import). global mode; per mode. per-customer actual customer's record, edited customer-by-customer time. see overrides reminders, fees, features . important nuance seed create time step way. editing automatically update existing keep whatever plus edits made since. explicit \"apply existing\" options (covered below) want push change customers; deliberate, automatic. find open panel \u0026gt; defaults. three tabs general, messenger, reminders. general tab policies allow credit card payments pay debit card. means offered screen, gateway supports it. ach (bank transfer). apm alternative methods. today primarily paypal supported gateway. partial amount total instead paying full. useful overdue large invoices full balance right away. charge applies late-fee policy. requires fee manager add-on. technology on, dual pricing surcharging applied credit-card configuration. plans request plan portal. merchant must approve takes effect. enable receipts emails receipt pays. customer-portal checkout behavior require stored method \"save file\" agreement forced checkout. workflow charging later. auto-pay beyond storing enroll future paid. best subscription, retainer, recurring-billing models. display parent portal sub-customer login shows sub-customer's too. sub bill route payment. ignore email conflicts controls without addresses appear report. flagged. use serve walk-in paper-only never collect email. missing address messenger get delivered matrix rows message types, columns delivery channels (email, paper mail). row, toggle channel independently. always available; mail active paper-mail subscription. types upcoming heads-up sent ahead invoice's due date. updated changed. arrive next update. statement periodic listing invoices. past due. applied. inherits. configured parent, toggles record grayed parent's drive gets sent. follow-up cadence uses governs repeating follow-ups delivered. covers touch; nudges top-of-mind messenger. independent row. newer add-on version, statements email-only. inherits settings. switching business need say wholesale retail set, seeded based managed accounting software, genie. reads via sync bucket create, rename, delete inside quickbooks online live lists types. assign record. desktop built-in field additional info xero contact groups, maps model. requirements premium-plan feature. page, include support@billergenie.com discuss upgrade options. least defined software assigned. configure on. selector appears header \"default – customers\" followed dropdown synced special option pick dropdown. type. click save. repeat differentiate. catch-all fallback baseline. worked example sell (b2b, 30, prefers ach) (one-off, pays point sale, only). longer reminder cadence. off, shorter sensible middle-ground assigned type, one. syncs \"wholesale,\" \"retail\" retail's changes changing re-seed type's run create/import. reset match defaults, either edit manually individual setting current tool (described specific across given save apply adjusting tab's settings, behave differently. everyday adjusted become touched. almost situation. forward overwrites heads up. wipes customization board. override replaced. established accounts surgical instead. rarely. typically setup customization, genuinely everyone updating single (or type) overwriting anything else. top expand drop-down. name dropdown, value, value customers. mode, scopes currently-selected turn customers, anyone's policy, cadence, partial-payment wholesale, drop-down, autopay, apply. done now on; everything else stays same. recommended day-to-day adjust shapes baseline touching anyone existing. leaves (including settings) intact. one-off adjustments directly. frequently asked questions (what cadence). looks (which show, footer text, template). goes shown ones currently effect customer. time; subsequent with. toggle. toggle, upgrades. no. (qbo qbd field, groups). rename there, automatically. different. keeps related articles","name":"Customer Defaults: Global and By Customer Type","votes":0,"is_published":true,"slug":"setting-global-customer-defaults","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/setting-global-customer-defaults?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"customer defaults control biller genie behaves customers default — payment methods allowed, whether autopay required, late fees apply, invoice messages reminders go out. set shape every new added account going forward. accounts, one enough; sophisticated setups, can switch page type mode maintain different (wholesale vs retail, net 30 60, etc.). customer-level settings stack two layers play, understanding difference saves lot confusion later (this article) template seeds onto first created (via accounting-software sync, manual creation, import). global mode; per mode. per-customer actual customer's record, edited customer-by-customer time. see overrides reminders, fees, features . important nuance seed create time step way. editing automatically update existing keep whatever plus edits made since. explicit \"apply existing\" options (covered below) want push change customers; deliberate, automatic. find open panel \u0026gt; defaults. three tabs general, messenger, reminders. general tab policies allow credit card payments pay debit card. means offered screen, gateway supports it. ach (bank transfer). apm alternative methods. today primarily paypal supported gateway. partial amount total instead paying full. useful overdue large invoices full balance right away. charge applies late-fee policy. requires fee manager add-on. technology on, dual pricing surcharging applied credit-card configuration. plans request plan portal. merchant must approve takes effect. enable receipts emails receipt pays. customer-portal checkout behavior require stored method \"save file\" agreement forced checkout. workflow charging later. auto-pay beyond storing enroll future paid. best subscription, retainer, recurring-billing models. display parent portal sub-customer login shows sub-customer's too. sub bill route payment. ignore email conflicts controls without addresses appear report. flagged. use serve walk-in paper-only never collect email. missing address messenger get delivered matrix rows message types, columns delivery channels (email, paper mail). row, toggle channel independently. always available; mail active paper-mail subscription. types upcoming heads-up sent ahead invoice's due date. updated changed. arrive next update. statement periodic listing invoices. past due. applied. inherits. configured parent, toggles record grayed parent's drive gets sent. follow-up cadence uses governs repeating follow-ups delivered. covers touch; nudges top-of-mind messenger. independent row. newer add-on version, statements email-only. inherits settings. switching business need say wholesale retail set, seeded based managed accounting software, genie. reads via sync bucket create, rename, delete inside quickbooks online live lists types. assign record. desktop built-in field additional info xero contact groups, maps model. requirements premium-plan feature. page, include support@billergenie.com discuss upgrade options. least defined software assigned. configure on. selector appears header \"default – customers\" followed dropdown synced special option pick dropdown. type. click save. repeat differentiate. catch-all fallback baseline. worked example sell (b2b, 30, prefers ach) (one-off, pays point sale, only). longer reminder cadence. off, shorter sensible middle-ground assigned type, one. syncs \"wholesale,\" \"retail\" retail's changes changing re-seed type's run create/import. reset match defaults, either edit manually individual setting current tool (described specific across given save apply adjusting tab's settings, behave differently. everyday adjusted become touched. almost situation. forward overwrites heads up. wipes customization board. override replaced. established accounts surgical instead. rarely. typically setup customization, genuinely everyone updating single (or type) overwriting anything else. top expand drop-down. name dropdown, value, value customers. mode, scopes currently-selected turn customers, anyone's policy, cadence, partial-payment wholesale, drop-down, autopay, apply. done now on; everything else stays same. recommended day-to-day adjust shapes baseline touching anyone existing. leaves (including settings) intact. one-off adjustments directly. frequently asked questions (what cadence). looks (which show, footer text, template). goes shown ones currently effect customer. time; subsequent with. toggle. toggle, upgrades. no. (qbo qbd field, groups). rename there, automatically. different. keeps related articles","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-22T17:31:12.682Z","tag_names":["accounting integrations","supported integrations","quickbooks online","qbo","quickbooks desktop","qbd","magiccarpet","xero","middleware integration","acculynx","servicetitan","serviceminder","autotask","jobber","housecall pro","jobtread","buildertrend","jobnimbus","joist","service fusion","lmn","fieldedge","request integration","third party software","accounting sync direction","payment sync back","two-way sync","one-way sync"],"answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, ","long_answer_sample":"Biller Genie connects directly to three accounting platforms: QuickBooks Online, QuickBooks Desktop (through MagicCarpet), and Xero. If you run another piece of software for jobs, dispatch, project management, or field service, you can still get Biller Genie's automation by using QuickBooks as the layer in between. This page is the canonical referen","language_id":1,"id":3826907,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","name":"Supported Accounting-Software Integrations","votes":0,"is_published":true,"slug":"supported-accounting-software-integrations","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/supported-accounting-software-integrations?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects directly three accounting platforms quickbooks online, desktop (through magiccarpet), xero. run another piece software jobs, dispatch, project management, field service, can still get genie's automation using layer between. page canonical reference integrations supported, data flows, expect each, request something yet. sections, one native , desktop, middleware acculynx, servicetitan, serviceminder, jobber, autotask, housecall pro, more. see integration submit will route right product team. built around accounts-receivable workflow inside system. tier-one engineering attention, deepest two-way sync. at-a-glance comparison capability online (magiccarpet) xero customer sync (two-way) yes invoice (authorised invoices, drafts) payments push back (recorded payment line invoice) voids (wave 1 live) (qbdv4 only, callout below) refunds (full + partial, gaap items) only) chart accounts mapping automatic batch reconciliation sales receipts multi-currency (standard qbo support) qbd (bg surface fx) sub-customers (parent / child) configurable (one level via projects) custom fields invoices (po number mappable) late fees added lines technology (dual pricing surcharging) timing real-time webhooks polled every 4 hours default webhook 4× daily polling fallback lives cloud windows pc running magiccarpet feature-complete genie. choice platforms, path least resistance. syncs customers billing shipping addresses, email, phone open recently paid items (income, expense, bank, accounts) products services recent transaction activity (so know paid) mapped po number, enabled collected (credit card, ach, alternative methods), recorded routed undeposited funds account refunds, posted credit memos returning original owner refunded taxes proportioned tax authority proper treatment voids, gateway id written description audit trail email cc emails new created genie, optional numbers fast changes flow real time intuit (typically within seconds) immediately capture runs case missed manual add-on need connect admin user (intuit requires role oauth authorization) login manages multiple companies, company selected authorization confirmation migration coming (see migrating ) known limitations connected platform time. disconnecting disconnects payments, since rely oauth. system item like \"late fee\" \"refund\" unmapped accounts, fee type fail mapped. . business-to-business processing set commodity code qualify cedp 2-3 interchange savings. configure settings article detailed setup walkthrough syncing (via magiccarpet) local machine, talk service directly. small application alongside bridges two. installed file linked, flows automatically, way. \u0026amp; (including creates fee, convenience refund, surcharge, third party transaction) customers, including parent sub-customer relationships types refund deleted records, re-sync qbdv3 versus qbdv4 void difference feature. qbdv3, processed write desktop. upgrade free active subscribers, book subscriber success subscribersuccess@billergenie.com walk it. delta default. page. first pulls history chunks (5,000 records per default; reduce memory-constrained pcs). path. polls window. 10 newer (no mac support, windows) premier, enterprise unique linking merchant portal, pasted app single-user mode first-time (multi-user works afterward) available approve certificate reliable internet connection pc, must install account, magiccarpet. moving different computer fresh deactivates old pc. asleep window, waits awake running. version move require re-authorization. reconnecting full-history resync gated behind superuser-only switch hidden standard contact one. initiating full troubleshooting hosting host rightworks, rightworks environment instead rightworks-specific setup. fully supported invoice-and-payment automation, smaller feature quickbooks. evaluating depend sync, receipts, reconciliation, better fit. contacts (customers) authorised (drafts skipped purpose); paid, voided, tracked thereafter (revenue, bank archived state groups, segmentation projects, appear deep) updates direction pushes; pulled genie) additional adding side (rather separate object) automatically category, exist near four times midnight, 5 am, 11 6 pm utc now button always throttles 60 requests minute, takes 3 minutes typical advisor permissions (invoice read roles authorize) covers organizations, organization whoever becomes owner. later removed organization, breaks reconnect. important gaps deliberate integration. bugs, roadmap items. hard requirement you, choose instead. synced. issue record matching manually. models rather object. available. abr intentionally add-ons marketplace accounts. reconcile deposits manually bill individually rolling invoice. supported. use xero's fields. perform fx conversion; raw amounts as-is. attachments forwarded xero, add per-line codes surfaced. inherit setting configured edits fail. rejects line-item invoices. remove edit. self-service. success. day-to-day usage plenty subscribers field-service, project, job-management tool front business, buildertrend, others, financial though direct tools, letting them. pattern create third-party (jobber, etc.). pushes support automatically. picks next (within seconds qbo, 4-hour window qbd). reminders, autopay, paper mail, enabled. pays, collects status quickbooks, loop closes shows work. pull brief step mark (a quick periodic usually clicks). well keep operating team knows. collections acceptance. remains source truth books. thing verify whether section answers major players. payment-sync matrix table summarizes talks question determines step. links lead vendor's documentation. notes acculynx (roofing) (real-time) (automatic) two-way. job file. buildertrend (construction) marking triggers update paid. autotask psa (it services, datto kaseya) (polled) payment. invoice, apps separately. jobnimbus (roofing contracting) back; one-way not. pick pro (home services) (automatic jobs) match without creating duplicate, action serviceminder (franchise (on approval) toggle \"import payments\" back. class tracking territory servicetitan commercial (real-time batch) configurable. tokenized complicate pullback semantics, behavior jobtread two-way) marketed real-time. specific payment-status explicitly documented, jobtread. qbd. jobber (field service) (one-way push) documents plainly \"payments jobber.\" joist (contractor trades) (estimates either direction. logging required joist. fusion (hvac, unconfirmed among subscribers. setup; configurations reported overwrite match. landscape management network (lmn) treat unless confirm otherwise lmn. dynascape manage360 (landscape cad ops) connector) operational connector fieldedge likely frequently asked about. relying means vendor automatic. depends side. human take action. documented exist. heard referenced able published documentation, committing workflow. per-vendor detail contracts, (web connector, 10-minute minimum interval) net effect acculynx. overview · best practices clients, subcontractors, vendors, bills, deposit memos, clock entries estimates, budget actuals. \"once marked trigger response paid.\" automation; buildertrend. advanced regular intervals writes \"updates received online.\" kaseya splits transfer, expense transfer), separately provisioned helpdesk. best-practice external field. provided transfer confirmed services. docs kb strict hierarchy (contacts → jobs estimates payments). offers chosen land funds. draft-status variant want automation. items, connected. pulling per-payment duplicate. pre-integration push. hear weekly. collection managing publishes write-offs, approval. back, checkbox called toggled on. on, write-offs entered (which includes everything sends) serviceminder. connecting purchase orders, job-cost data, information two-way; real-time). catch tokenizes effectively sees record, semantics originating outside servicetitan. recognized gl names exactly naming fails. home markets expenses, employee entries, two systems. enumerated jobtread's public docs, integrates only; natively. auto-created transaction. timesheets states show balance remain same.\" creation; afterward close routine (we suggest weekly) office marks paid-invoices report. faqs auto-creates missing. currently synced log synced.\" direction, purely documents-out self-employed supported; online. workable low-volume subscribers; math worth committing. fusion, lmn, dynascape, fieldedge, others tools often way up, verify-first ask directly, pullback. task. whole 15 week mid-volume business. report (or same) period last reconciled. software, closed gross amount. supports csv import generate go. saved-search tip save view date (such \"since 7 days ago\"). click rebuilding business list, tell goes team's queue reviewed category. context give, easier scope prioritize.   form short. name role, industry, size, volume, critical workaround today, co-development arrangement accelerate questions optional, name, criticality, openness, required. happens submission opens linear feedback seconds. reviews submissions batches groups vendor. high-signal request, case, serious volume transactions, openness arrangement, moves scoring. matches roadmap, estimated timeline. things faster large enough responsive enough, sometimes partnering build. tick \"yes\" \"maybe\" table. follow looks like. related articles (resync all) funding timeframes method","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:49.289Z","tag_names":["customer says no invoice","diagnose invoice delivery","inactive customer no reminders","invoice delivery indicator","invoice email bounce","invoice email not received","invoice email troubleshoot","invoice not sending","invoice sent log","opted out reminders","reminder not sending","was invoice emailed"],"answer_sample":"\"My customer says they never received the invoice.\" It's the most common support ","long_answer_sample":"\"My customer says they never received the invoice.\" It's the most common support question in any AR workflow. This article gives you a structured way to confirm whether the email actually went out, and if it didn't, what the likely reason is. Most cases resolve in under 5 minutes once you know where to look. Step 1: Check the Invoice Timeline Open t","language_id":1,"id":3826875,"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":"\"my customer says never received invoice.\" common support question ar workflow. article gives structured way confirm whether email actually went out, didn't, likely reason is. cases resolve 5 minutes know look. step 1 check invoice timeline open scroll timeline. looking two types entries reminder sent — \"[reminder type]\" sent. one corresponds outbound email. / click bounce telemetry comes provider (mailjet) tells happened send. state happening sends present, opens/clicks present opened it. sometimes customers genuinely forget gentle works. opens, bounces landed spam junk. see deliverability troubleshooting . search \"biller genie\" business name folder. hard address bad. fix customer's record. conflicts soft mailbox full, server temporarily unavailable, similar. biller genie will retry next cycle. persists, treat like bounce. (no entries) out. continue 2. 2 order 1. file primary field blank, report add email; scheduled go active inactive receive reminders, statements, receipts (unless account send messages enabled control panel \u0026gt; settings). reactivate setting. 3. opted reminders look detail. \"excluded reminders\" indicator, point. show excluded entry. opt resume invoice. 4. disabled turned level maybe per-customer override vip, \"do contact\" arrangement. tab every channel toggled off, gets regardless level. 5. billed parent bill on, governed settings own. parent's configuration flowing parent. 6. \"reminders skip\" window fire schedule (x days before/after due date, cadence) configured add-ons reminders. invoice's date far future upcoming-payment configured, simply yet. cadence scheduled. 7. still pending yet synced brand-new invoices created accounting software typically take sync genie. sync, first follows immediate \"you new invoice!\" unless messenger creation. forcing right now want immediately without waiting use detail page. ad-hoc goes cc emails file. lets optionally recipient additional cc. attach extra (up 5mb; pdf, doc, docx, txt, xls, xlsx, jpg, png). logs reminder. manually stuck checked sending, contact support@billergenie.com number expecting approximate date/time team can pull mailjet delivery log attempted, delivered, bounced, blocked. related articles activity history missing","name":"Invoice Email Delivery: Confirm What Was Sent and Diagnose What Wasn’t","votes":0,"is_published":true,"slug":"my-invoices-are-not-sending-diagnose","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/my-invoices-are-not-sending-diagnose?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"\"my customer says never received invoice.\" common support question ar workflow. article gives structured way confirm whether email actually went out, didn't, likely reason is. cases resolve 5 minutes know look. step 1 check invoice timeline open scroll timeline. looking two types entries reminder sent — \"[reminder type]\" sent. one corresponds outbound email. / click bounce telemetry comes provider (mailjet) tells happened send. state happening sends present, opens/clicks present opened it. sometimes customers genuinely forget gentle works. opens, bounces landed spam junk. see deliverability troubleshooting . search \"biller genie\" business name folder. hard address bad. fix customer's record. conflicts soft mailbox full, server temporarily unavailable, similar. biller genie will retry next cycle. persists, treat like bounce. (no entries) out. continue 2. 2 order 1. file primary field blank, report add email; scheduled go active inactive receive reminders, statements, receipts (unless account send messages enabled control panel \u0026gt; settings). reactivate setting. 3. opted reminders look detail. \"excluded reminders\" indicator, point. show excluded entry. opt resume invoice. 4. disabled turned level maybe per-customer override vip, \"do contact\" arrangement. tab every channel toggled off, gets regardless level. 5. billed parent bill on, governed settings own. parent's configuration flowing parent. 6. \"reminders skip\" window fire schedule (x days before/after due date, cadence) configured add-ons reminders. invoice's date far future upcoming-payment configured, simply yet. cadence scheduled. 7. still pending yet synced brand-new invoices created accounting software typically take sync genie. sync, first follows immediate \"you new invoice!\" unless messenger creation. forcing right now want immediately without waiting use detail page. ad-hoc goes cc emails file. lets optionally recipient additional cc. attach extra (up 5mb; pdf, doc, docx, txt, xls, xlsx, jpg, png). logs reminder. manually stuck checked sending, contact support@billergenie.com number expecting approximate date/time team can pull mailjet delivery log attempted, delivered, bounced, blocked. related articles activity history missing","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2023-05-15T19:09:28.000Z","tag_names":["comprehend","dashboard"],"answer_sample":"All about the main dashboard. The Main Dashboard is the first page you see once y","long_answer_sample":"All about the main dashboard. The Main Dashboard is the first page you see once you log into your Biller Genie account. The Dashboard includes important features that allow you to closely monitor your transactions and the health of your accounts receivable. Sale Volume You can view your transaction sale volume daily, weekly, or monthly. ToDo Message","language_id":1,"id":1956911,"last_published_date":"May 25th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"main dashboard. dashboard first page see log biller genie account. includes important features allow closely monitor transactions health accounts receivable. sale volume can view transaction daily, weekly, monthly. todo messages notifications generated informing items require attention email conflicts, missing failed transactions, customer stores new payment method. dismiss to-do list taken appropriate action them. clicking “see history”, previous messages. key performance indicators give better understanding a/r. displayed total amount(s) number(s) outstanding invoices, well number reminders sent current month. recent listed here, details, click id.","name":"Understanding the Main Dashboard","votes":0,"is_published":true,"slug":"understanding-the-main-dashboard","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/understanding-the-main-dashboard?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"main dashboard. dashboard first page see log biller genie account. includes important features allow closely monitor transactions health accounts receivable. sale volume can view transaction daily, weekly, monthly. todo messages notifications generated informing items require attention email conflicts, missing failed transactions, customer stores new payment method. dismiss to-do list taken appropriate action them. clicking “see history”, previous messages. key performance indicators give better understanding a/r. displayed total amount(s) number(s) outstanding invoices, well number reminders sent current month. recent listed here, details, click id.","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-19T18:38:43.000Z","tag_names":["chart of accounts","coa mapping","biller genie chart of accounts","sales account mapping","late fee account","sweep account mapping","undeposited funds account","system items","convenience fee","surcharge mapping","qbo chart of accounts","qbd chart of accounts","red green sync indicator","remap accounts","override account mapping","account balance","balance column","current balance","sweep account balance","account balance in biller genie","open in quickbooks","negative balance","balance not zero"],"answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBook","long_answer_sample":"Biller Genie connects to your accounting software (QuickBooks Online or QuickBooks Desktop via MagicCarpet ) using a Chart of Accounts mapping that controls where invoices, refunds, technology fees, and customer payments get posted. Most merchants are happy with the seeded defaults — Biller Genie sets them up automatically on first sync — but you ca","language_id":1,"id":3821036,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","name":"Chart of Accounts: Mapping Your Accounts in Biller Genie","votes":0,"is_published":true,"slug":"chart-of-accounts-mapping","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/chart-of-accounts-mapping?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"biller genie connects accounting software (quickbooks online quickbooks desktop via magiccarpet ) using chart accounts mapping controls invoices, refunds, technology fees, customer payments get posted. merchants happy seeded defaults — sets automatically first sync can override items accounts. article walks tool lives, indicators mean, customize. find lives inside accounting-software section merchant portal add-ons \u0026gt; refreshed ui groups everything two sections (the line writes invoices) destination post to). moved abr page remember setting account mappings automatic batch reconciliation page, live anymore. now part add-on directly. existing carried new location nothing reset. status indicator means (green vs red) item shows current green = synced. exists software, correctly linked. red (\"not synced\") waiting broken. either created recently synced yet, issue (for example, linked deleted software). just made change, normal moment usually flips next sync. persistent needs attention. open question re-point valid account. seeing balances mapped balance, pulled balance appears small colored pill account, info icon beside last updated blue positive balance. grey zero. orange negative. especially useful sweep return zero day's posts, quick glance confirms flowing should. sub-accounts show too. use online, will see external link click directly online. seeds connect creates set somewhere data produces. none collide added alongside whatever have. name type origin late fee service creation used late-fee charge invoice. covers checkout dual pricing flavor fees). user-facing label customized fees settings. refund failover receipts credit memos gaap-style per-account split applied. posts configured income surcharge (name locked) surcharging enabled. auto-enforced every match reseller's name. renaming permanent effect corrects back required regulations customer-facing receipt. third party transaction records captured outside collected person, transactions run gateway-direct) stays consistent. bg sales default items. point rather land books. expense map amounts used. unmapped; overridden dedicated contra-revenue undeposited funds (specific type) it; looks intermediate stage deposits reconciling bank feed. type, break mapping. must quickbooks's canonical generic bank-type substituted. cc installed activated card ach idea deposits. check (rdc c21). apm alternative payment method (paypal, etc.). instead overridable. want genie's \"late income\" one tool, pick dropdown software's accounts, save. remembers choice uses future common reason visit redirect structure bookkeeper maintains. delete to, detects missing attempt surfaces synced\"). need depended runs cleanly again. silently re-create software. intentional make changes behind back. vanishes, fix choose target. staging place deposited bank. pays invoice, lands funds; deposit (or journal entry, it) sweeps native equivalent. renamed localized still resolves correctly. recent improvement older logic relied broke it. durable renames. different cash-on-hand like pairing designed work together. segregated per (credit card, ach, check, apm). type-specific day end, single entry matches net landing feed's auto-match feature (in online) ties automatically, eliminating manual deposit-record work. without abr, reconcile manually \"record deposits\" workflow. recording feeds comparison. frequently asked questions accounting-software-specific portal. merchants, go desktop. previously lived page; longer hosts showing \"not synced.\" newly runs. cycle, pointing deleted, renamed, never created. target; clear ones yes. remembered invoice deposit. paid invoices entry) moves standard practice xero. things look refactor, cause issues. issues rename, double-check confirm lookup resolved row verify right install . enabled, one-to-one bank-feed transaction. manually. normally returns shortly settling normal. keeps growing, negative entries expect. pointed contact support correct v3 integration. mostly yes, bi-directional void available qbdv3. functionality, upgrade (qbdv4). works qbdv3 magiccarpet; differences around gets happens. reach subscriber success email subscribersuccess@billergenie.com help migrating magiccarpet. related articles understanding voids refunds (full partial)","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:02.419Z","tag_names":["2500 qbo","3171 qbd period locked","5010 qbo stale","6070 qbo","6240 qbo deleted","append line item failed","bg late fee item inactive","dequeue line item sync","invoice update sync failed","late fee not synced","outbound sync queue","qbo line item error","reconcile fees biller genie","returned check fee","surcharge not on quickbooks invoice","technology fee not synced","xero validation error"],"answer_sample":"The Outbound Sync Queue covers the same problem space as the Payment Sync Queue —","long_answer_sample":"The Outbound Sync Queue covers the same problem space as the Payment Sync Queue — Biller Genie trying to push changes back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) and something going wrong — except this queue is specifically about line items that need to be added to existing invoices. The two most common cases: a","language_id":1,"id":3833022,"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":"outbound sync queue covers problem space payment — biller genie trying push changes back accounting software (quickbooks online, quickbooks desktop, xero) something going wrong except specifically line items need added existing invoices. two common cases late fee assessed needs original invoice qbo/xero, technology (surcharge / dual pricing fee) applied time appended. report matters shows side missing software, answer lives. model every row collected append books, error message tells fix. find main menu, click reports \u0026gt; queue. page panels (top) currently stuck. daily action list. history (bottom) either synced successfully dequeued. ends genie's manager add-on invoice. appended books reflect it. customer paid credit card surcharging on, surcharge dual-pricing gets item flow back. returned check ach fees rejects, returned-check item. updates biller-genie-local software. note payments (not items) different see . work way cover kinds changes. column id links underlying transaction, invoice, record depending type. deleted invoices, falls plain text. do. example updated 1024 - (or \"sync ...\" side). created entry created. last attempt tried recent still queue, failing repeatedly. desc useful wrong. actions dequeue button rows link removes retry. retries background jobs run schedule online xero 5 minutes. desktop 2 minutes web connector running. fixed retry budget gives n attempts qbo keeps retrying long there. one exception fail \"invoice closed\" (code 3171) auto-dequeue 3 retries, assumption period reopened. stale (over 365 days old) get auto-dequeued 900 \"automatically dequeued due age.\" messages fix \"make sure [late fee] active account\" means adds invoices using dedicated bg software's products \u0026amp; services deleted, renamed, set inactive code 2500. open re-activate settings services. \"bg fee\" fee,\" it, toggle on. lists item, right-click edit, uncheck \"item inactive.\" chart accounts inventory items). account/item, status active. re-activating, next cycle picks queued automatically dequeue. \"the contains invalid format quantity unit price (rate) field\" bad math times equal amount, fields format. 6070. fine; accept try update. qbo. look line. whose × match unusual characters. save. up. \"transaction deleted\" \"object found\" add 6240; 3120; valid modification.\" recreate let line, dequeue, recorded appear qbo/xero manually want systems match. auto-dequeues failed retries. \"stale object\" reference\" edited moment 5010. transient. wait cycle. self-resolves. \"closed transaction edited\" locked containing closed. allow modification including adding 6000; 3171. reopen briefly run, re-close specific make historical remains records show (bg assumes period). \"authentication failed\" oauth disconnect connection broken 3200; \"authenticationunsuccessful\" \"forbidden.\" reconnect add-ons. resume \"account 'xyz' code\" (xero only) account maps longer exists renamed. go add-ons review mapping fee. re-select correct xero, save, will heads permanently. never makes onto accounting-software moves panel timeline \"manually page.\" dequeueing right move already. deliberately voided closed permanently disagree invoice's total this). transient errors (stale object, timeout) inactive\" item; clears itself. authentication failures reconnect; anything fully understand contact support@billergenie.com first. can totals tracks higher amount. mostly fine occasional one-off issues become real reconciliation headache happens frequently example, base lots getting deactivated. recommendation weekly. consistently growing sign things attention (1) configuration issue (fee deactivated, tight, integration disconnected), (2) strategy adjustment. related articles marked configure general (email notification) overview integrations","name":"Outbound Sync Queue: When Late Fees and Technology Fees Don’t Sync","votes":0,"is_published":true,"slug":"outbound-sync-queue","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/outbound-sync-queue?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"outbound sync queue covers problem space payment — biller genie trying push changes back accounting software (quickbooks online, quickbooks desktop, xero) something going wrong except specifically line items need added existing invoices. two common cases late fee assessed needs original invoice qbo/xero, technology (surcharge / dual pricing fee) applied time appended. report matters shows side missing software, answer lives. model every row collected append books, error message tells fix. find main menu, click reports \u0026gt; queue. page panels (top) currently stuck. daily action list. history (bottom) either synced successfully dequeued. ends genie's manager add-on invoice. appended books reflect it. customer paid credit card surcharging on, surcharge dual-pricing gets item flow back. returned check ach fees rejects, returned-check item. updates biller-genie-local software. note payments (not items) different see . work way cover kinds changes. column id links underlying transaction, invoice, record depending type. deleted invoices, falls plain text. do. example updated 1024 - (or \"sync ...\" side). created entry created. last attempt tried recent still queue, failing repeatedly. desc useful wrong. actions dequeue button rows link removes retry. retries background jobs run schedule online xero 5 minutes. desktop 2 minutes web connector running. fixed retry budget gives n attempts qbo keeps retrying long there. one exception fail \"invoice closed\" (code 3171) auto-dequeue 3 retries, assumption period reopened. stale (over 365 days old) get auto-dequeued 900 \"automatically dequeued due age.\" messages fix \"make sure [late fee] active account\" means adds invoices using dedicated bg software's products \u0026amp; services deleted, renamed, set inactive code 2500. open re-activate settings services. \"bg fee\" fee,\" it, toggle on. lists item, right-click edit, uncheck \"item inactive.\" chart accounts inventory items). account/item, status active. re-activating, next cycle picks queued automatically dequeue. \"the contains invalid format quantity unit price (rate) field\" bad math times equal amount, fields format. 6070. fine; accept try update. qbo. look line. whose × match unusual characters. save. up. \"transaction deleted\" \"object found\" add 6240; 3120; valid modification.\" recreate let line, dequeue, recorded appear qbo/xero manually want systems match. auto-dequeues failed retries. \"stale object\" reference\" edited moment 5010. transient. wait cycle. self-resolves. \"closed transaction edited\" locked containing closed. allow modification including adding 6000; 3171. reopen briefly run, re-close specific make historical remains records show (bg assumes period). \"authentication failed\" oauth disconnect connection broken 3200; \"authenticationunsuccessful\" \"forbidden.\" reconnect add-ons. resume \"account 'xyz' code\" (xero only) account maps longer exists renamed. go add-ons review mapping fee. re-select correct xero, save, will heads permanently. never makes onto accounting-software moves panel timeline \"manually page.\" dequeueing right move already. deliberately voided closed permanently disagree invoice's total this). transient errors (stale object, timeout) inactive\" item; clears itself. authentication failures reconnect; anything fully understand contact support@billergenie.com first. can totals tracks higher amount. mostly fine occasional one-off issues become real reconciliation headache happens frequently example, base lots getting deactivated. recommendation weekly. consistently growing sign things attention (1) configuration issue (fee deactivated, tight, integration disconnected), (2) strategy adjustment. related articles marked configure general (email notification) overview integrations","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-06-21T14:57:46.000Z","tag_names":["ach return codes","nacha return codes","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","autopay disabled","autopay turn off ach reject","credit card decline","credit card chargeback","post-settlement reject","ach reject reconciliation","pending transactions report","rejected transactions report","ach return code list","why was my ach rejected","expired card autopay","invoice reopened after reject","ach reject 72 hours","unauthorized ach return","reconcile ach reject accounting software"],"answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NAC","long_answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NACHA return code (R01, R02, R29, etc.) that tells the originating bank why. Credit card transactions have their own decline reasons and chargeback codes from the card brands. This article explains how rejects work, how Biller Genie handles them, which return codes trigger","language_id":1,"id":2017193,"last_published_date":"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":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","name":"ACH and Credit Card Reject Codes: How They Work in Biller Genie","votes":0,"is_published":true,"slug":"ach-and-credit-card-rejection-codes","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/ach-and-credit-card-rejection-codes?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2023-10-20T18:42:11.000Z","tag_names":["tool","customer"],"answer_sample":"Important things to know before importing customers into Biller Genie The file si","long_answer_sample":"Important things to know before importing customers into Biller Genie The file size is limited to 1000 rows, so if you need to import a customer list that is larger, you will need to split it up into multiple imports. Sub-accounts or sub-customers cannot be imported into Biller Genie. Because of this, all customers will be imported as parent custome","language_id":1,"id":2240640,"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":"important things know importing customers biller genie file size limited 1000 rows, need import customer list larger, will split multiple imports. sub-accounts sub-customers imported genie. this, parent accounts.   duplication can occur. tool overwrite exist recognize record exists. incorrectly needs re-imported, delete edit one individually column headers provided csv template must used. contacts spreadsheet (including files exported excel, csv) ensure type (any supported) first row. sheet 1 spreadsheet. formulas charts. errors, #ref!, #name, #n/a #value!. genie, formatted correctly.  step download tool.  2 make sure 3 row modified way. used successful import.  4 fill contacts' information. okay leave information blank.  note firstname, lastname, active fields (y n) required. blank, line skipped import. (see field descriptions restrictions) 5 using save it. xls xlsx supported. verify contacts, review everything looks correct. mistakes, lengthy process manually correct remove contacts. open saved check accuracy. double-check titles match sample missing information, mistakes. exceed 1000-row limit. does, files. now accurate, time genie.  sign click left side menu. click import customers in upper right.  click choose file to upload computer. choose file, select open. click upload file. last-chance warning dialog box pop up. proceed. 6 results displaying outcome number successfully and/or listed. corresponding +1 skip reason.  7 ok. 8 view inside needed updates. 9 repeat steps – imports needed. restrictions name required notes business special characters allowed yes add column.special allowed. last job phone formatting restrictions. email contain spaces, (@) period. example your_name@company.com. cc anda id external y ny = activen inactive address street address. city customer. state zip code","name":"Customer Import Tool Quick Reference Guide","votes":0,"is_published":true,"slug":"customer-import-tool-quick-reference-guide","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/customer-import-tool-quick-reference-guide?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"important things know importing customers biller genie file size limited 1000 rows, need import customer list larger, will split multiple imports. sub-accounts sub-customers imported genie. this, parent accounts.   duplication can occur. tool overwrite exist recognize record exists. incorrectly needs re-imported, delete edit one individually column headers provided csv template must used. contacts spreadsheet (including files exported excel, csv) ensure type (any supported) first row. sheet 1 spreadsheet. formulas charts. errors, #ref!, #name, #n/a #value!. genie, formatted correctly.  step download tool.  2 make sure 3 row modified way. used successful import.  4 fill contacts' information. okay leave information blank.  note firstname, lastname, active fields (y n) required. blank, line skipped import. (see field descriptions restrictions) 5 using save it. xls xlsx supported. verify contacts, review everything looks correct. mistakes, lengthy process manually correct remove contacts. open saved check accuracy. double-check titles match sample missing information, mistakes. exceed 1000-row limit. does, files. now accurate, time genie.  sign click left side menu. click import customers in upper right.  click choose file to upload computer. choose file, select open. click upload file. last-chance warning dialog box pop up. proceed. 6 results displaying outcome number successfully and/or listed. corresponding +1 skip reason.  7 ok. 8 view inside needed updates. 9 repeat steps – imports needed. restrictions name required notes business special characters allowed yes add column.special allowed. last job phone formatting restrictions. email contain spaces, (@) period. example your_name@company.com. cc anda id external y ny = activen inactive address street address. city customer. state zip code","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:38:59.645Z","tag_names":["address conflict","confirm mailing address","paper mail add-on","paper mail conflicts","paper mail not sending","paper mail reminder not delivered","snail mail conflicts","unconfirmed address","usps validation"],"answer_sample":"The Paper Mail Conflicts report is the paper-mail counterpart to Email Conflicts ","long_answer_sample":"The Paper Mail Conflicts report is the paper-mail counterpart to Email Conflicts . It lists customers who are set up to receive invoice reminders by paper mail, who have an open invoice, but whose mailing address hasn't been confirmed — meaning Biller Genie isn't going to mail them anything until you confirm the address. When a customer appears on t","language_id":1,"id":3833019,"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":"paper mail conflicts report paper-mail counterpart email . lists customers set receive invoice reminders mail, open invoice, whose mailing address confirmed — meaning biller genie going anything confirm address. customer appears flagged three true least one (unpaid, hidden, pending). reminder settings turned on. delivery typically file validate usps, multiple records reconciled, field left blank. resolve conflict, go out. (if configured) continue fire normally. find main menu, click reports \u0026gt; conflicts. requires viewer role (or higher) active add-on subscription. resolving conflict report. address-resolution action. modal opens showing customer's available candidates billing record, plus usps-suggested correction tried validate. choose correct pending \"new invoice\" waiting confirmation, triggered immediately. future scheduled now flow standard cadence. neither candidate cancel modal, edit value. return confirm. saved record will offers. physical can turn specifically. tab toggle channel row. drops only. searching use search bar specific display name, business first last name. useful want whether particular list. related articles missing per-customer overrides defaults","name":"Paper Mail Conflicts","votes":0,"is_published":true,"slug":"paper-mail-conflicts","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/paper-mail-conflicts?from_search=235634670","host":"https://helpcenter.billergenie.com","body_txt":"paper mail conflicts report paper-mail counterpart email . lists customers set receive invoice reminders mail, open invoice, whose mailing address confirmed — meaning biller genie going anything confirm address. customer appears flagged three true least one (unpaid, hidden, pending). reminder settings turned on. delivery typically file validate usps, multiple records reconciled, field left blank. resolve conflict, go out. (if configured) continue fire normally. find main menu, click reports \u0026gt; conflicts. requires viewer role (or higher) active add-on subscription. resolving conflict report. address-resolution action. modal opens showing customer's available candidates billing record, plus usps-suggested correction tried validate. choose correct pending \"new invoice\" waiting confirmation, triggered immediately. future scheduled now flow standard cadence. neither candidate cancel modal, edit value. return confirm. saved record will offers. physical can turn specifically. tab toggle channel row. drops only. searching use search bar specific display name, business first last name. useful want whether particular list. related articles missing per-customer overrides defaults","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}}]