[{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T14:56:52.000Z","tag_names":["biller genie logo upload","brand color","branding setup","color picker hex","company color","customer portal branding","icon logo","invoice branding","logo","logo dimensions","logo preference","png logo","site primary color","square logo","wide logo"],"answer_sample":"Branded invoices and reminders build trust with your customers — they recognize t","long_answer_sample":"Branded invoices and reminders build trust with your customers — they recognize the email as legitimate, recognize your logo and color, and are more likely to act on it. Biller Genie's branding takes about five minutes to set up: upload one to two logos, pick a Site Primary Color, and you're done. Branding applies everywhere your customers see Bille","language_id":1,"id":1957809,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"branded invoices reminders build trust customers — recognize email legitimate, logo color, likely act it. biller genie's branding takes five minutes set upload one two logos, pick site primary done. applies everywhere see genie invoices, reminders, customer portal, hosted payment page, mobile receipt. lives control panel \u0026gt; branding. three slots wide, square, icon slots, used different places. wide most-used bare minimum. square work aspect ratio, use app. slot recommended dimensions shows 500 × 100 (51 ratio), png reminder emails, portal header, page header (11 places select \"use square\" preference setting (good real-world circular rectangular) 100, app (the next business name receipts phone) file format size tips png. jpegs keeps transparent background, looks better colored headers. match dimensions. built-in cropper, starting correctly-sized gives best result. wider 51 (very narrow), letterbox sides; narrower, top bottom. white light backgrounds best. headers light-colored. dark background safest combination. keep reasonable. 200 kb plenty bigger files slow opens portal. uploading step 1. navigate 2. want fill (wide / icon), click choose image. 3. slider crop fit inside preview box, upload. immediately refresh tab another window live. uploaded logo, lets uses page. (default) good modern especially text-heavy ones. badge, monogram, stacked design read well ratio. governed always regardless. color accent call-to-action buttons big pay now button portal), invoice header. company input field. using four methods type hex code (e.g. #265074) easiest know brand's spec. enter rgb values. hsv drag picker visually. ok picker, update save. enough contrast text. text color. yellows pale colors will make hard read. aim medium-dark website visual identity. websites publish brand style guide can pull free like colorzilla. red unless actually red-themed. associate errors. businesses look trustworthy blue, green, teal, neutral. pdfs (or square) every send. bar, button. top-left action buttons. receipt name. sender emails comes custom domain configuration, domains . related articles configure general settings writing effective","name":"Branding Setup","votes":0,"is_published":true,"slug":"branding-setup","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/branding-setup?from_search=236884406","host":"https://helpcenter.billergenie.com","body_txt":"branded invoices reminders build trust customers — recognize email legitimate, logo color, likely act it. biller genie's branding takes five minutes set upload one two logos, pick site primary done. applies everywhere see genie invoices, reminders, customer portal, hosted payment page, mobile receipt. lives control panel \u0026gt; branding. three slots wide, square, icon slots, used different places. wide most-used bare minimum. square work aspect ratio, use app. slot recommended dimensions shows 500 × 100 (51 ratio), png reminder emails, portal header, page header (11 places select \"use square\" preference setting (good real-world circular rectangular) 100, app (the next business name receipts phone) file format size tips png. jpegs keeps transparent background, looks better colored headers. match dimensions. built-in cropper, starting correctly-sized gives best result. wider 51 (very narrow), letterbox sides; narrower, top bottom. white light backgrounds best. headers light-colored. dark background safest combination. keep reasonable. 200 kb plenty bigger files slow opens portal. uploading step 1. navigate 2. want fill (wide / icon), click choose image. 3. slider crop fit inside preview box, upload. immediately refresh tab another window live. uploaded logo, lets uses page. (default) good modern especially text-heavy ones. badge, monogram, stacked design read well ratio. governed always regardless. color accent call-to-action buttons big pay now button portal), invoice header. company input field. using four methods type hex code (e.g. #265074) easiest know brand's spec. enter rgb values. hsv drag picker visually. ok picker, update save. enough contrast text. text color. yellows pale colors will make hard read. aim medium-dark website visual identity. websites publish brand style guide can pull free like colorzilla. red unless actually red-themed. associate errors. businesses look trustworthy blue, green, teal, neutral. pdfs (or square) every send. bar, button. top-left action buttons. receipt name. sender emails comes custom domain configuration, domains . related articles configure general settings writing effective","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T15:17:09.000Z","tag_names":["account settings","ach web terms","auto pay terms","biller genie settings","chrome extension","configure general settings","control panel settings","email auto-pay failures","email merchant receipts","email sync notification","invoice email","invoice payment terms","merchant email","persistent filters","sync notifications setup","terms and conditions"],"answer_sample":"Your Control Panel \u0026gt; Settings page is where you set the account-level defaults","long_answer_sample":"Your Control Panel \u0026gt; Settings page is where you set the account-level defaults that apply everywhere in Biller Genie — who receives merchant notifications, which automated emails go out, the Terms \u0026amp; Conditions your customers agree to, and whether the Chrome Extension is enabled. This article walks through every field on the page, what it cont","language_id":1,"id":1957837,"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":"control panel \u0026gt; settings page set account-level defaults apply everywhere biller genie — receives merchant notifications, automated emails go out, terms \u0026amp; conditions customers agree to, whether chrome extension enabled. article walks every field page, controls, small gotchas catch people one. open click main menu, settings. need user superuser manager role see managing users . email address (or addresses) receive copy sales receipts customer-driven notifications example, customer updates stored payment method card file expires. gets auto-pay failure alert sync toggles enabled below. multiple recipients can enter one here. separate comma semicolon accounting@yourcompany.com, owner@yourcompany.com. list notification triggers. way send another nothing. invoice sender reminder sends. reply-to hits reply reminder, it. use real, monitored inbox (not no-reply address) reply, often questions. want sent domain (so look like come billing@yourcompany.com instead genie's envelope), custom domains enable persistent filters toggle on, column search grids (invoices, customers, transactions, etc.) remembered across sessions account. off, reset time load grid. turn frequently filter (e.g., \"always show overdue invoices type = wholesale\"). team members share account prefers start clean view. three address(es) above. processed (credit card, ach, check, manual, autopay), receipt. don't. org-level setting applies payments receipt controlled separately per-transaction \"send receipt\" checkbox payment, plus flag individual customer's record. full breakdown. successfully synced accounting software (quickbooks online, quickbooks desktop, xero) configurable number days, get email. failures commonly happen oauth connection expired password changed. configuring threshold. default \"alert 3 days without successful sync.\" change per-integration make sure save add-ons select xero). find last field, whenever automatic attempt fails (declined nsf etc.), details unnoticed. recommended keep on. failed autopay attempts notice quickly past-due invoices. pre-populates sets corresponding flows. edit match business's policies, next revert default. sees paying one-time portal via link. auto pay enrolling agrees charge automatically becomes due. ach web transaction t\u0026amp;cs bank / ach. nacha requires explicit authorization language web-channel debits customize language. tip. legal counsel review customizing phrasing general; industry (rentals, subscriptions, professional services) specific worth adding rather invoice. installed (which adds in-line buttons quick-actions online tools), shows status lets issues 90-day credential authenticate calls back genie. required first work new browser device. disable immediately invalidates credential. uninstalled device authorized lost compromised. related located elsewhere feel live actually dedicated pages quick map know branding (logo + brand color) branding. setup (reminder cadence, terms, messenger settings) defaults. welcome area hosted (fraud thresholds look/feel public page) link menu. late fees reminders add-ons, core fee manager, reminders. session timeout user-configurable. signs 25 minutes inactivity production security reasons. saving changes button. saved edited. enable/disable save. articles","name":"Configure General Settings","votes":0,"is_published":true,"slug":"configure-general-settings","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/configure-general-settings?from_search=236884406","host":"https://helpcenter.billergenie.com","body_txt":"control panel \u0026gt; settings page set account-level defaults apply everywhere biller genie — receives merchant notifications, automated emails go out, terms \u0026amp; conditions customers agree to, whether chrome extension enabled. article walks every field page, controls, small gotchas catch people one. open click main menu, settings. need user superuser manager role see managing users . email address (or addresses) receive copy sales receipts customer-driven notifications example, customer updates stored payment method card file expires. gets auto-pay failure alert sync toggles enabled below. multiple recipients can enter one here. separate comma semicolon accounting@yourcompany.com, owner@yourcompany.com. list notification triggers. way send another nothing. invoice sender reminder sends. reply-to hits reply reminder, it. use real, monitored inbox (not no-reply address) reply, often questions. want sent domain (so look like come billing@yourcompany.com instead genie's envelope), custom domains enable persistent filters toggle on, column search grids (invoices, customers, transactions, etc.) remembered across sessions account. off, reset time load grid. turn frequently filter (e.g., \"always show overdue invoices type = wholesale\"). team members share account prefers start clean view. three address(es) above. processed (credit card, ach, check, manual, autopay), receipt. don't. org-level setting applies payments receipt controlled separately per-transaction \"send receipt\" checkbox payment, plus flag individual customer's record. full breakdown. successfully synced accounting software (quickbooks online, quickbooks desktop, xero) configurable number days, get email. failures commonly happen oauth connection expired password changed. configuring threshold. default \"alert 3 days without successful sync.\" change per-integration make sure save add-ons select xero). find last field, whenever automatic attempt fails (declined nsf etc.), details unnoticed. recommended keep on. failed autopay attempts notice quickly past-due invoices. pre-populates sets corresponding flows. edit match business's policies, next revert default. sees paying one-time portal via link. auto pay enrolling agrees charge automatically becomes due. ach web transaction t\u0026amp;cs bank / ach. nacha requires explicit authorization language web-channel debits customize language. tip. legal counsel review customizing phrasing general; industry (rentals, subscriptions, professional services) specific worth adding rather invoice. installed (which adds in-line buttons quick-actions online tools), shows status lets issues 90-day credential authenticate calls back genie. required first work new browser device. disable immediately invalidates credential. uninstalled device authorized lost compromised. related located elsewhere feel live actually dedicated pages quick map know branding (logo + brand color) branding. setup (reminder cadence, terms, messenger settings) defaults. welcome area hosted (fraud thresholds look/feel public page) link menu. late fees reminders add-ons, core fee manager, reminders. session timeout user-configurable. signs 25 minutes inactivity production security reasons. saving changes button. saved edited. enable/disable save. articles","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-10-06T23:04:38.000Z","tag_names":["technology fees","surcharging","dual pricing","compliant surcharging","bin validation","fee cap","state restrictions","surcharge prohibited states","connecticut surcharging","massachusetts surcharging","maine surcharging","oklahoma surcharging","colorado surcharge cap","card brand compliance","visa surcharging rules","mastercard surcharging rules","technology fee vs surcharge","convenience fee vs surcharge","cash discount","all or nothing fee"],"answer_sample":"Biller Genie supports two ways to add a Technology Fee to a transaction so you ca","long_answer_sample":"Biller Genie supports two ways to add a Technology Fee to a transaction so you can offset your cost of accepting cards: Surcharging and Dual Pricing. Both are configured under the same Technology Fees feature in your Biller Genie account, and both are designed to be card-brand compliant. The difference is in how the fee is presented to your customer","language_id":1,"id":2227513,"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 supports two ways add technology fee transaction can offset cost accepting cards surcharging dual pricing. configured fees feature account, designed card-brand compliant. difference presented customer — drives option allowed, caps at, sees receipt. all-or-nothing setting account level. turned on, applies every processed exempt specific invoice. visa mastercard compliance requirement applied consistently disclosed way customer. showing one another put processing risk. article gives high-level comparison decide flavor fits business. setup steps, customer's checkout experience, accounting reconciliation, see linked articles bottom. adds small credit card transactions (and, configurations, ach transactions) help cover payment processing. appears invoice receipt, proceeds sync back software separate line item sales receipt books reconcile cleanly. come flavors original price. pays card, popup discloses surcharge new total. capped rules. pricing price (or cash) side-by-side start. popup, caps, state restrictions. works surcharging, goes quoted. chooses pay told it. point selection, shows clearly outlines additional total, either accept switch non-surcharged method (debit, ach, avoid behind scenes, checks card's bin (the first 6-8 digits, called bank identification number) confirm applying surcharge. identifies debit prepaid types protected pricing, prices moment receive needed full transparency upfront. pick matches willing pay. integration, lower displays \"cash\" instead. pattern mirrors gas-station shown pump familiar mental model customers. glance vs   cap max 3% (2% colorado) minimum maximum excluded check geography available 46 states. prohibited connecticut, maine, massachusetts, oklahoma. 50 states price; paying disclosure throughout chosen notification required follow guidelines, notify acquirer 30 days turning verify merchant processor legal team going live restrictions apply only. state-level caps. oklahoma prohibited. business registered states, choose colorado 2%. automatically enforces colorado-based accounts. allowed 3%. important laws change time, state's rules codified genie's automatic enforcement. operate. glossary fee, surcharge, convenience service four terms get used interchangeably conversation, mean different things brands regulators. umbrella name. covers added top specifically card. govern applied. practice upfront cash paying. alternate channel. strict charge (typically channel genuinely merchant's normal method). support convenience-fee programs directly. certain regulated industries (mostly government, education, utilities) regardless method. service-fee talk \"technology fee\" accurate term. \"surcharge\" using mode specifically. \"convenience \"service meanings merchants. frequently asked questions turn customers others no. global design. violation puts rationale. will gift charged transaction. card), actually syncs software. visible portal software, received. needs switch, modes operate time. looks like experience step-by-step screenshots flow. related reconciling chart accounts mapping lives","name":"Technology Fees: Dual Pricing and Surcharging at a Glance","votes":0,"is_published":true,"slug":"technology-fees-overview","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/technology-fees-overview?from_search=236884406","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports two ways add technology fee transaction can offset cost accepting cards surcharging dual pricing. configured fees feature account, designed card-brand compliant. difference presented customer — drives option allowed, caps at, sees receipt. all-or-nothing setting account level. turned on, applies every processed exempt specific invoice. visa mastercard compliance requirement applied consistently disclosed way customer. showing one another put processing risk. article gives high-level comparison decide flavor fits business. setup steps, customer's checkout experience, accounting reconciliation, see linked articles bottom. adds small credit card transactions (and, configurations, ach transactions) help cover payment processing. appears invoice receipt, proceeds sync back software separate line item sales receipt books reconcile cleanly. come flavors original price. pays card, popup discloses surcharge new total. capped rules. pricing price (or cash) side-by-side start. popup, caps, state restrictions. works surcharging, goes quoted. chooses pay told it. point selection, shows clearly outlines additional total, either accept switch non-surcharged method (debit, ach, avoid behind scenes, checks card's bin (the first 6-8 digits, called bank identification number) confirm applying surcharge. identifies debit prepaid types protected pricing, prices moment receive needed full transparency upfront. pick matches willing pay. integration, lower displays \"cash\" instead. pattern mirrors gas-station shown pump familiar mental model customers. glance vs   cap max 3% (2% colorado) minimum maximum excluded check geography available 46 states. prohibited connecticut, maine, massachusetts, oklahoma. 50 states price; paying disclosure throughout chosen notification required follow guidelines, notify acquirer 30 days turning verify merchant processor legal team going live restrictions apply only. state-level caps. oklahoma prohibited. business registered states, choose colorado 2%. automatically enforces colorado-based accounts. allowed 3%. important laws change time, state's rules codified genie's automatic enforcement. operate. glossary fee, surcharge, convenience service four terms get used interchangeably conversation, mean different things brands regulators. umbrella name. covers added top specifically card. govern applied. practice upfront cash paying. alternate channel. strict charge (typically channel genuinely merchant's normal method). support convenience-fee programs directly. certain regulated industries (mostly government, education, utilities) regardless method. service-fee talk \"technology fee\" accurate term. \"surcharge\" using mode specifically. \"convenience \"service meanings merchants. frequently asked questions turn customers others no. global design. violation puts rationale. will gift charged transaction. card), actually syncs software. visible portal software, received. needs switch, modes operate time. looks like experience step-by-step screenshots flow. related reconciling chart accounts mapping lives","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-15T21:27:35.000Z","tag_names":["setting up technology fees","enable surcharging","enable dual pricing","technology fee setup","fee type sales receipt","fee type line item","cash invoice price labels","surcharge item name","gateway managed surcharge","surcharge percentage","technology fee percentage","global tech fee setting","why surcharge is global","visa mastercard fee compliance","how to turn on dual pricing","how to turn on surcharging","biller genie surcharge configuration"],"answer_sample":"This article walks you through enabling and configuring Technology Fees on your B","long_answer_sample":"This article walks you through enabling and configuring Technology Fees on your Biller Genie account. Before you start, make sure you've reviewed the differences between Surcharging and Dual Pricing — they configure on the same page, but they behave very differently for your customers. See Technology Fees: Dual Pricing and Surcharging at a Glance if","language_id":1,"id":1957104,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"article walks enabling configuring technology fees biller genie account. start, make sure reviewed differences surcharging dual pricing — configure page, behave differently customers. see glance choose. turn decide pricing. choice affects customer sees, caps apply, states can operate in. confirm compliance. options designed card-brand compliant, state laws acquirer's rules change. check merchant processor legal team going live. surcharging, notify acquirer least 30 days turning on. requirement, one. find dashboard, go add-ons \u0026gt; fees. switch feature on, pick mode (surcharging pricing), set percentage, fee syncs accounting software. step-by-step setup toggle \"yes.\" master switch. none fields apply. choose mode. either later, two modes run time. type. decides gets recorded back merchants connected system add sales receipts follows gaap standards avoids sync errors locked invoice periods. next section. amount. percentage supported (no flat-dollar fees). cap 3% (2% colorado). pricing, cap. section field editable. save. setting goes live every new transaction point forward. gateway manages surcharge amount handful payment gateways handle configuration side, genie. account uses one enabled page will appear read-only. tooltip says \"surcharging managed gateway.\" alert banner top reads \"important gateway. settings must changed level.\" value automatically updates gateway's changes. need manually update change side. picks sync. looks frozen why, probably reason. reach support side controls surcharge. type vs line items appears software card (recommended system) posts separate receipt month collected. conflict added original invoice. locks invoices specific periods (a common practice), may able item error. reconciling full mapping flows name description (surcharge pricing) writes software, needs line. fixed \"surcharge\" customized. compliance requirement term customer's unambiguous. rename reset customized read-only naming lives management area page. edit control software's chart accounts receipts. cash price labels (dual only) show prices side-by-side \"cash\" price. second label says, depending whether accepts ach. customers pay via ach used option available. defaults cash, check, other. option. cash. choices ach, matches describe method primarily takes checks might ach-disabled \"card / price\" instead price.\" all-or-nothing turned apply processed per-customer per-invoice exemption design. (visa mastercard, primarily) require tied applied consistently transparently across transactions. showing another, charging others, violation puts processing risk. keeping single global setting, makes sees flow (invoice, screen, receipt). always non-card avoid fee. disclosure language identical transaction, brands require. absolutely exempt one-off situation comes want (ach cash/check, accepts) neither triggers process outside record manual just ways route ask leaving on; violate processor's agreement. related articles checkout experience","name":"Setting Up Technology Fees on Your Account","votes":0,"is_published":true,"slug":"setting-up-technology-fees","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/setting-up-technology-fees?from_search=236884406","host":"https://helpcenter.billergenie.com","body_txt":"article walks enabling configuring technology fees biller genie account. start, make sure reviewed differences surcharging dual pricing — configure page, behave differently customers. see glance choose. turn decide pricing. choice affects customer sees, caps apply, states can operate in. confirm compliance. options designed card-brand compliant, state laws acquirer's rules change. check merchant processor legal team going live. surcharging, notify acquirer least 30 days turning on. requirement, one. find dashboard, go add-ons \u0026gt; fees. switch feature on, pick mode (surcharging pricing), set percentage, fee syncs accounting software. step-by-step setup toggle \"yes.\" master switch. none fields apply. choose mode. either later, two modes run time. type. decides gets recorded back merchants connected system add sales receipts follows gaap standards avoids sync errors locked invoice periods. next section. amount. percentage supported (no flat-dollar fees). cap 3% (2% colorado). pricing, cap. section field editable. save. setting goes live every new transaction point forward. gateway manages surcharge amount handful payment gateways handle configuration side, genie. account uses one enabled page will appear read-only. tooltip says \"surcharging managed gateway.\" alert banner top reads \"important gateway. settings must changed level.\" value automatically updates gateway's changes. need manually update change side. picks sync. looks frozen why, probably reason. reach support side controls surcharge. type vs line items appears software card (recommended system) posts separate receipt month collected. conflict added original invoice. locks invoices specific periods (a common practice), may able item error. reconciling full mapping flows name description (surcharge pricing) writes software, needs line. fixed \"surcharge\" customized. compliance requirement term customer's unambiguous. rename reset customized read-only naming lives management area page. edit control software's chart accounts receipts. cash price labels (dual only) show prices side-by-side \"cash\" price. second label says, depending whether accepts ach. customers pay via ach used option available. defaults cash, check, other. option. cash. choices ach, matches describe method primarily takes checks might ach-disabled \"card / price\" instead price.\" all-or-nothing turned apply processed per-customer per-invoice exemption design. (visa mastercard, primarily) require tied applied consistently transparently across transactions. showing another, charging others, violation puts processing risk. keeping single global setting, makes sees flow (invoice, screen, receipt). always non-card avoid fee. disclosure language identical transaction, brands require. absolutely exempt one-off situation comes want (ach cash/check, accepts) neither triggers process outside record manual just ways route ask leaving on; violate processor's agreement. related articles checkout experience","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T17:00:10.000Z","tag_names":["biller genie email templates","customize invoice email","dbaname merge tag","email delivery best practices","email template best practices","invoice messenger","invoice number merge tag","invoice reminder emails","merge tags","new invoice template","paid invoice template","reminder customization","spam filter avoidance","subject line best practices","transactional email"],"answer_sample":"Biller Genie's default invoice email templates are tuned for deliverability — sho","long_answer_sample":"Biller Genie's default invoice email templates are tuned for deliverability — short, transactional subject lines and clean message bodies that look like the legitimate transactional email they are, not a marketing blast. When you customize the templates, the choices you make affect whether your customer's email provider routes the message to the inb","language_id":1,"id":3686047,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's default invoice email templates tuned deliverability — short, transactional subject lines clean message bodies look like legitimate are, marketing blast. customize templates, choices make affect whether customer's provider routes inbox junk folder. article covers genie sends, good bad customization looks like, confirm changes still deliver. heads up. caps, lots !!!, words \"limited time offer\" trigger spam filters google workspace, microsoft 365, corporate gateways. avoid patterns purpose. bigger change make, higher chance lands spam. live editable inside two add-ons send behalf \u0026gt; messenger \"new invoice,\" \"paid manually-sent \"invoice\" templates. reminders \"invoice reminders\" sent schedules. template line body fields, plus header comes branding setup. lifecycle stage sends new automatically created synced accounting software. (manual send) demand click \"email\" invoice. separately can craft personal voice one-offs. based reminder schedule rules configured (days before/after due date, cadence, escalation tone). paid marked confirms customer received payment. best practices keep short 40–60 characters sweet spot. anything longer gets truncated mobile. include number match specific reference business name using {dbaname} merge tag customers recognize sender sight. use neutral, language \"invoice,\" \"payment receipt,\" \"statement,\" \"reminder.\" solid examples #{invoicenumber} excessive punctuation , $$$. caps acronym brand name. emojis friendly ones. emails them. urgency/sales \"act now,\" \"final notice,\" time,\" \"must open.\" (will hurt deliverability) pay now!!! final notice – act fast must open immediately providers analyze text. apply transactional, promotional. professional invoice-focused. lead (\"this for...\") rather warming language. standard capitalization. large blocks bold colored extra links. now button call action adding links (social media, marketing) reduces focus filters. limit repeated urgency keywords (e.g., \"overdue overdue overdue\"). one mention fine; piling flagged. want upsell share news, separate tool top template. useful tags supports bodies. most-used inserts {invoicenumber} invoice's 1024) (as displayed genie) {customername} display {invoicetotal} amount (formatted currency) {duedate} date {paymentlink} unique payment link picker editor see full list available account. defaults recommended years real-world delivery data shaped align practices. pass common spam-filter sender-reputation checks. deliver consistently across recognized major b2b mail billing email. lightly business's tone voice, add thank-you line, swap \"statement\" industry calls underlying structure intact. testing go test address (gmail, outlook, yahoo control). mirrors real sees. landed inbox, promotions. check rendered correctly (no leftover text). resolves hosted page. wait 24 hours, window delivers right. customized starts landing spam, revert previous wording. original subject/body note (or run view history it) roll back. related articles custom domains troubleshooting setup configure general settings","name":"Writing Effective Invoice Reminder Emails","votes":0,"is_published":true,"slug":"email-delivery-best-practices-for-subject-lines-and-content","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/email-delivery-best-practices-for-subject-lines-and-content?from_search=236884406","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's default invoice email templates tuned deliverability — short, transactional subject lines clean message bodies look like legitimate are, marketing blast. customize templates, choices make affect whether customer's provider routes inbox junk folder. article covers genie sends, good bad customization looks like, confirm changes still deliver. heads up. caps, lots !!!, words \"limited time offer\" trigger spam filters google workspace, microsoft 365, corporate gateways. avoid patterns purpose. bigger change make, higher chance lands spam. live editable inside two add-ons send behalf \u0026gt; messenger \"new invoice,\" \"paid manually-sent \"invoice\" templates. reminders \"invoice reminders\" sent schedules. template line body fields, plus header comes branding setup. lifecycle stage sends new automatically created synced accounting software. (manual send) demand click \"email\" invoice. separately can craft personal voice one-offs. based reminder schedule rules configured (days before/after due date, cadence, escalation tone). paid marked confirms customer received payment. best practices keep short 40–60 characters sweet spot. anything longer gets truncated mobile. include number match specific reference business name using {dbaname} merge tag customers recognize sender sight. use neutral, language \"invoice,\" \"payment receipt,\" \"statement,\" \"reminder.\" solid examples #{invoicenumber} excessive punctuation , $$$. caps acronym brand name. emojis friendly ones. emails them. urgency/sales \"act now,\" \"final notice,\" time,\" \"must open.\" (will hurt deliverability) pay now!!! final notice – act fast must open immediately providers analyze text. apply transactional, promotional. professional invoice-focused. lead (\"this for...\") rather warming language. standard capitalization. large blocks bold colored extra links. now button call action adding links (social media, marketing) reduces focus filters. limit repeated urgency keywords (e.g., \"overdue overdue overdue\"). one mention fine; piling flagged. want upsell share news, separate tool top template. useful tags supports bodies. most-used inserts {invoicenumber} invoice's 1024) (as displayed genie) {customername} display {invoicetotal} amount (formatted currency) {duedate} date {paymentlink} unique payment link picker editor see full list available account. defaults recommended years real-world delivery data shaped align practices. pass common spam-filter sender-reputation checks. deliver consistently across recognized major b2b mail billing email. lightly business's tone voice, add thank-you line, swap \"statement\" industry calls underlying structure intact. testing go test address (gmail, outlook, yahoo control). mirrors real sees. landed inbox, promotions. check rendered correctly (no leftover text). resolves hosted page. wait 24 hours, window delivers right. customized starts landing spam, revert previous wording. original subject/body note (or run view history it) roll back. related articles custom domains troubleshooting setup configure general settings","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}}]