[{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:16.057Z","tag_names":["credit memo biller genie","customer credit","customer account credit","apply credit to invoice","overpayment refund","goodwill credit customer","customer prepayment","returned goods credit","qbo credit memo","xero credit note","unapplied credit"],"answer_sample":"A common ask from new Biller Genie customers: \"Can I create a credit memo to appl","long_answer_sample":"A common ask from new Biller Genie customers: \"Can I create a credit memo to apply against this customer's next invoice?\" The short answer is no — credit memos and customer account credit are handled entirely in your accounting software. This article explains why, what to do instead, and how the workflow lands on the Biller Genie side. Credit memos ","language_id":1,"id":3826912,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"common ask new biller genie customers \"can create credit memo apply customer's next invoice\" short answer — memos customer account handled entirely accounting software. article explains why, instead, workflow lands side. feature \"credit memo\" \"customer credit\" object merchant portal. page view balance, action invoice, field record showing \"available credit.\" credit-memo lives software (quickbooks online, quickbooks desktop, xero), simply reflects resulting invoice payment balances produces. belong transactions. reduce revenue, affect a/r general ledger, need reflected books exactly way regular invoices payments are. system that. tax handling non-trivial. original tax, usually reverses too. qbo, qbd, xero handle natively; rebuilding inside reconciliation problems. auditability. ever get audited, able show every applied. keeps audit trail wouldn't. scenarios \"my overpaid two options depending wants refund overpayment. open transaction genie's transactions report, click refund, overage amount. processes gateway funds return customer. simplest option overpayment small asked difference back. invoice. qbo + \u0026gt; memo, pick customer, enter amount handling, save. becomes available syncs genie, it'll applied pays net returned goods paying want future items. software, will offer memo. save applied, sync difference. \"i give $100 goodwill gesture\" line like \"goodwill service interruption.\" (or oldest makes sense). reduced balance sync. prepaid sent hold patterns work prepayment deposit / (this varies \"receive payment\" without selecting invoice; qbd payments\" undeposited workflow; contact). eventually it. first amount, mark paid, actual later separate transaction. simpler creates invoices. looks brings state shows total minus credit. sees page. fully covers marks paid (no reminders go out, autopay charge attempted). unapplied (not yet attached specific invoice), surface record. credits via per-invoice reduction. related articles sales tax-exempt connect online deleting deactivating","name":"Credit Memos and Customer Account Credit","votes":0,"is_published":true,"slug":"credit-memos-and-customer-credit","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/credit-memos-and-customer-credit?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"common ask new biller genie customers \"can create credit memo apply customer's next invoice\" short answer — memos customer account handled entirely accounting software. article explains why, instead, workflow lands side. feature \"credit memo\" \"customer credit\" object merchant portal. page view balance, action invoice, field record showing \"available credit.\" credit-memo lives software (quickbooks online, quickbooks desktop, xero), simply reflects resulting invoice payment balances produces. belong transactions. reduce revenue, affect a/r general ledger, need reflected books exactly way regular invoices payments are. system that. tax handling non-trivial. original tax, usually reverses too. qbo, qbd, xero handle natively; rebuilding inside reconciliation problems. auditability. ever get audited, able show every applied. keeps audit trail wouldn't. scenarios \"my overpaid two options depending wants refund overpayment. open transaction genie's transactions report, click refund, overage amount. processes gateway funds return customer. simplest option overpayment small asked difference back. invoice. qbo + \u0026gt; memo, pick customer, enter amount handling, save. becomes available syncs genie, it'll applied pays net returned goods paying want future items. software, will offer memo. save applied, sync difference. \"i give $100 goodwill gesture\" line like \"goodwill service interruption.\" (or oldest makes sense). reduced balance sync. prepaid sent hold patterns work prepayment deposit / (this varies \"receive payment\" without selecting invoice; qbd payments\" undeposited workflow; contact). eventually it. first amount, mark paid, actual later separate transaction. simpler creates invoices. looks brings state shows total minus credit. sees page. fully covers marks paid (no reminders go out, autopay charge attempted). unapplied (not yet attached specific invoice), surface record. credits via per-invoice reduction. related articles sales tax-exempt connect online deleting deactivating","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T12:52:44.000Z","tag_names":["storing payment methods","store credit card","store ach","tokenize card","ach authorization","electronic ach authorization","save and send ach","self-authorize ach","merchant liability ach","customer portal vault","add stored card","add ach account","remove stored payment method","biller genie vault","authorize ach"],"answer_sample":"Biller Genie can securely store your customers' payment methods — both credit/deb","long_answer_sample":"Biller Genie can securely store your customers' payment methods — both credit/debit cards and ACH bank accounts — so you can charge them on future invoices, set up Auto Pay, or run scheduled payments without re-collecting payment details each time. Cards and ACH follow the same merchant-side workflow, with one important difference: ACH requires cust","language_id":1,"id":1957650,"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 can securely store customers' payment methods — credit/debit cards ach bank accounts charge future invoices, set auto pay, run scheduled payments without re-collecting details time. follow merchant-side workflow, one important difference requires customer authorization (an electronic signature attestation collected outside genie). don't. article covers flow. rather enter information handling details, use customer-invitation flow instead see invite method . storing credit debit card step 1. log genie, navigate customers, open customer's profile clicking id display name. 2. click stored tab. 3. add \u0026gt; card. 4. number, expiration date, security code (cvv). address file, auto-populates. tokenized use. never stores raw number systems gateway token. (bank account) account follows first three steps explicit record showing agreed charged. supports two paths. 1 customers [select customer] account. 2 bank-account fill holder name routing type (checking savings) 3 choose authorize options. save send recommended merchants collects signed behalf. option (recommended) send. emails request. signs electronically; form genie. keep separate copy file case dispute. b self-authorize (merchant confirmation) (a form, in-person agreement, etc.), self-authorize. account, pop-up confirmation button next selecting tells obtained. ⚠ merchant liability method, responsibility document shifts you. will electronically form. dispute, return, chargeback, inquiry happens, service provider require submit proof directly. produce valid documentation, transaction may returned reversed. strongly recommend using unless robust process collecting retaining forms letting (customer portal) portal enabled, themselves, signing process. hands-off side. six-step customer-side clicks vault icon. enters info, save. guides authorization. name, last email record. reviews 5. scrolls next. 6. checks consent box, types draws signature, sign document. vault. adds skips step, saved unauthorized complete it. return finish. authorized pay source, schedule. additional required transactions download records. removing currently assigned deleted removed pay. delete disable update first. tab remove method. ways self-storage checkout. anytime pays (see customer-enabled article). invitation link. handle secure link themselves. still trouble contact support@billergenie.com include (card ach) whether used self-authorize, completed error messages displayed related articles turn connecting gateways codes explained","name":"Storing Customer Payment Methods (Cards and ACH)","votes":0,"is_published":true,"slug":"storing-payment-methods","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/storing-payment-methods?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"biller genie can securely store customers' payment methods — credit/debit cards ach bank accounts charge future invoices, set auto pay, run scheduled payments without re-collecting details time. follow merchant-side workflow, one important difference requires customer authorization (an electronic signature attestation collected outside genie). don't. article covers flow. rather enter information handling details, use customer-invitation flow instead see invite method . storing credit debit card step 1. log genie, navigate customers, open customer's profile clicking id display name. 2. click stored tab. 3. add \u0026gt; card. 4. number, expiration date, security code (cvv). address file, auto-populates. tokenized use. never stores raw number systems gateway token. (bank account) account follows first three steps explicit record showing agreed charged. supports two paths. 1 customers [select customer] account. 2 bank-account fill holder name routing type (checking savings) 3 choose authorize options. save send recommended merchants collects signed behalf. option (recommended) send. emails request. signs electronically; form genie. keep separate copy file case dispute. b self-authorize (merchant confirmation) (a form, in-person agreement, etc.), self-authorize. account, pop-up confirmation button next selecting tells obtained. ⚠ merchant liability method, responsibility document shifts you. will electronically form. dispute, return, chargeback, inquiry happens, service provider require submit proof directly. produce valid documentation, transaction may returned reversed. strongly recommend using unless robust process collecting retaining forms letting (customer portal) portal enabled, themselves, signing process. hands-off side. six-step customer-side clicks vault icon. enters info, save. guides authorization. name, last email record. reviews 5. scrolls next. 6. checks consent box, types draws signature, sign document. vault. adds skips step, saved unauthorized complete it. return finish. authorized pay source, schedule. additional required transactions download records. removing currently assigned deleted removed pay. delete disable update first. tab remove method. ways self-storage checkout. anytime pays (see customer-enabled article). invitation link. handle secure link themselves. still trouble contact support@billergenie.com include (card ach) whether used self-authorize, completed error messages displayed related articles turn connecting gateways codes explained","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"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=235633187","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":1366687,"account_id":12867,"created_at":"2024-07-03T20:15:24.000Z","tag_names":["online transactions","payment service"],"answer_sample":"Link your existing PayPal account to Biller Genie and instantly offer additional ","long_answer_sample":"Link your existing PayPal account to Biller Genie and instantly offer additional payment options in one convenient package.    PayPal Features Multiple Payment Options for Customer Use funds in their PayPal balance Pay Later (purchase is broken into payments) Venmo Convenient Checkout Once a payment method is linked to a customer's PayPal account, ","language_id":1,"id":2658199,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"link existing paypal account biller genie instantly offer additional payment options one convenient package.    features multiple customer use funds balance pay later (purchase broken payments) venmo checkout method linked customer's account, can invoice quickly without enter card/account number again. limitations integration available inside portal merchant portal, viewing statement link. fees processing charged directly recommend referencing website info details. premium apply volumes. technology charge customers credit debit cards, will used.  auto batch reconciliation compatibility genie's abr feature, want know transactions handled differently. enabled, sweep added chart accounts labeled “apm” (alternative methods). moved receivable apm account. difference create bank deposit entries. remain manually moved. need entry conjunction transferring account.  ready get started follow article installing add-on","name":"PayPal Overview","votes":0,"is_published":true,"slug":"paypal-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/paypal-overview?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"link existing paypal account biller genie instantly offer additional payment options one convenient package.    features multiple customer use funds balance pay later (purchase broken payments) venmo checkout method linked customer's account, can invoice quickly without enter card/account number again. limitations integration available inside portal merchant portal, viewing statement link. fees processing charged directly recommend referencing website info details. premium apply volumes. technology charge customers credit debit cards, will used.  auto batch reconciliation compatibility genie's abr feature, want know transactions handled differently. enabled, sweep added chart accounts labeled “apm” (alternative methods). moved receivable apm account. difference create bank deposit entries. remain manually moved. need entry conjunction transferring account.  ready get started follow article installing add-on","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1369271,"account_id":12867,"created_at":"2026-07-22T18:46:49.437Z","tag_names":["abr","arbitrate","batch reconciliation","charge back","chargeback","chargebacks","chargeback sweep","credit card dispute","dispute","leave lost","rebill invoice","record chargeback","returned payments","won chargeback"],"answer_sample":"When a cardholder disputes a settled sale, your processor pulls the money back ou","long_answer_sample":"When a cardholder disputes a settled sale, your processor pulls the money back out of your bank account. The chargeback feature in Automatic Batch Reconciliation (ABR) records that reality in your books, tracks whether you are fighting the dispute, and rebuilds the receivable if you lose but still intend to collect from your customer. Bookkeeping on","language_id":1,"id":3893601,"last_published_date":"July 27th, 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":"cardholder disputes settled sale, processor pulls money back bank account. chargeback feature automatic batch reconciliation (abr) records reality books, tracks whether fighting dispute, rebuilds receivable lose still intend collect customer. bookkeeping only. recording biller genie keeps ledger agreement bank. represent, arbitrate anything, nothing sent gateway processor. manage actual dispute process (evidence, representment, arbitration) directly payment record notifies disputed credit card sale funds (or will be) withdrawn abr assumes standard model leaves separate withdrawal, reduction daily deposit. nets chargebacks deposit instead, see reconciling netted button open transaction's detail page. available enabled required accounts mapped synced. works regardless processed sale. transaction settled, synced yet, shows stays disabled. covered multiple invoices one bulk transaction, attaches underlying transactions. choosing vs clicking gives two choices, hover tooltip explaining does. ask \"are sure\" continuing, decision final. arbitrate. accept loss. closes immediately amount written off. quickbooks journal entry debits returned payments account credits settlement (bank) account, matching withdrawal made. it. case page, resolve later. win, return you; lose, loss recorded then. parks sweep modal do-not-arbitrate choices choose arbitrate, confirmation screen reminds \"don't forget complete — submit them.\" support can download proof authorization (poa) form details page send evidence. resolving pending arbitrated appear status (the filters default). tells ended, click chargeback, either pick outcome. outcome asks final confirmation. action three resolution options won, leave lost, rebill invoice means happens won dispute; you. parking reverses debited credited. recorded. lost pursue amount. recognized posts, new pushed exists again. memos read \"invoice #… due chargeback,\" entries easy trace payment, carries debit pair per transaction. dates use moment resolved chargeback. invoice, creates line using item, net processing fee. memo reads \"rebill #…\". posts synced, syncs normal connected customer, ready pay. customer referencing original genie, flow completes full flow, initiated view takes related articles understanding handling ach rejects setting mappings balances refund (full partial)","name":"Recording Chargebacks in Biller Genie","votes":0,"is_published":true,"slug":"recording-chargebacks-in-biller-genie","first_category":"Automatic Batch Reconciliation","categories_display_for_views":"Automatic Batch Reconciliation","parent_categories":[1369271],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/automatic-batch-reconciliation/recording-chargebacks-in-biller-genie?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"cardholder disputes settled sale, processor pulls money back bank account. chargeback feature automatic batch reconciliation (abr) records reality books, tracks whether fighting dispute, rebuilds receivable lose still intend collect customer. bookkeeping only. recording biller genie keeps ledger agreement bank. represent, arbitrate anything, nothing sent gateway processor. manage actual dispute process (evidence, representment, arbitration) directly payment record notifies disputed credit card sale funds (or will be) withdrawn abr assumes standard model leaves separate withdrawal, reduction daily deposit. nets chargebacks deposit instead, see reconciling netted button open transaction's detail page. available enabled required accounts mapped synced. works regardless processed sale. transaction settled, synced yet, shows stays disabled. covered multiple invoices one bulk transaction, attaches underlying transactions. choosing vs clicking gives two choices, hover tooltip explaining does. ask \"are sure\" continuing, decision final. arbitrate. accept loss. closes immediately amount written off. quickbooks journal entry debits returned payments account credits settlement (bank) account, matching withdrawal made. it. case page, resolve later. win, return you; lose, loss recorded then. parks sweep modal do-not-arbitrate choices choose arbitrate, confirmation screen reminds \"don't forget complete — submit them.\" support can download proof authorization (poa) form details page send evidence. resolving pending arbitrated appear status (the filters default). tells ended, click chargeback, either pick outcome. outcome asks final confirmation. action three resolution options won, leave lost, rebill invoice means happens won dispute; you. parking reverses debited credited. recorded. lost pursue amount. recognized posts, new pushed exists again. memos read \"invoice #… due chargeback,\" entries easy trace payment, carries debit pair per transaction. dates use moment resolved chargeback. invoice, creates line using item, net processing fee. memo reads \"rebill #…\". posts synced, syncs normal connected customer, ready pay. customer referencing original genie, flow completes full flow, initiated view takes related articles understanding handling ach rejects setting mappings balances refund (full partial)","categories":{"current":{"id":1369271,"name":"Automatic Batch Reconciliation","url":"/automatic-batch-reconciliation"}},"category_param":"automatic-batch-reconciliation"}},{"question":{"category_id":1369271,"account_id":12867,"created_at":"2026-07-22T18:46:50.765Z","tag_names":["abr","ach clawback","ach reject","ach rejects","ach return","bank return","batch reconciliation","e-check return","nsf","post settlement return","rebill invoice","returned payment","write off"],"answer_sample":"ACH is a trust-then-verify network. A payment can be reported settled and funded,","long_answer_sample":"ACH is a trust-then-verify network. A payment can be reported settled and funded, and then bounce up to 60 days later under the banking network's return rules, for reasons like a closed account or a customer-disputed debit. When that happens, the bank pulls the money straight back out of your bank account. The ACH reject feature in Automatic Batch R","language_id":1,"id":3893602,"last_published_date":"July 27th, 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 trust-then-verify network. payment can reported settled funded, bounce 60 days later banking network's return rules, reasons like closed account customer-disputed debit. happens, bank pulls money straight back account. reject feature automatic batch reconciliation (abr) records clawback correctly quickbooks and, want, rebills customer. bookkeeping only. recording biller genie keeps ledger agreement bank; moves, nothing sent gateway. follow-up happens processor bank. covers payments returned funded. separate pre-funding rejects, rejected ever marked paid, transactions report always listed. codes themselves, see credit card codes. rejects reach experience depends gateway supported gateways automatic. learns post-settlement returns surfaces you, usually day (up day, depending gateway). appears post-funding panel automatically; choose outcome. detection funded within roughly last days, matching window. transaction page. statement tells came back, open genie. shows returned, button record it. without support yet. notifies available transaction, yet supported. adjustment directly accounting software; added time. however reaches follows identical. active, top report. work queue still need action row detected date, customer, amount, id, invoice, resolve action. bulk single full amount payment, regular rejected-transactions grid sits panel. choosing opens write rebill invoice choices described below. (in panel's window, second option currently \"reopen invoice\" \"rebill it\" tag; action.) resolved, leaves list actioned again; export csv history. required accounts items mapped synced yet, buttons disabled, link settings finish setup. reopen gateways, transaction's detail page returned. abr's module must active mapped. simply shown example notified never appears, supported, software. outcome vs modal gives two options. ask \"are sure\" continuing, decision final. off. accept loss close out. journal entry moves invoice. collect again. reversed new created entries sync software next sync. confirming touch sweep account; comes account, mirror that. one debits credits settlement (bank) books match bank's withdrawal. posts, followed using item. syncs normal connected ready pay (checking) removing original funds corresponding memo noting due customer related articles understanding chargebacks setting abr mappings balances","name":"Handling ACH Rejects After Settlement","votes":0,"is_published":true,"slug":"handling-ach-rejects-after-settlement","first_category":"Automatic Batch Reconciliation","categories_display_for_views":"Automatic Batch Reconciliation","parent_categories":[1369271],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/automatic-batch-reconciliation/handling-ach-rejects-after-settlement?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"ach trust-then-verify network. payment can reported settled funded, bounce 60 days later banking network's return rules, reasons like closed account customer-disputed debit. happens, bank pulls money straight back account. reject feature automatic batch reconciliation (abr) records clawback correctly quickbooks and, want, rebills customer. bookkeeping only. recording biller genie keeps ledger agreement bank; moves, nothing sent gateway. follow-up happens processor bank. covers payments returned funded. separate pre-funding rejects, rejected ever marked paid, transactions report always listed. codes themselves, see credit card codes. rejects reach experience depends gateway supported gateways automatic. learns post-settlement returns surfaces you, usually day (up day, depending gateway). appears post-funding panel automatically; choose outcome. detection funded within roughly last days, matching window. transaction page. statement tells came back, open genie. shows returned, button record it. without support yet. notifies available transaction, yet supported. adjustment directly accounting software; added time. however reaches follows identical. active, top report. work queue still need action row detected date, customer, amount, id, invoice, resolve action. bulk single full amount payment, regular rejected-transactions grid sits panel. choosing opens write rebill invoice choices described below. (in panel's window, second option currently \"reopen invoice\" \"rebill it\" tag; action.) resolved, leaves list actioned again; export csv history. required accounts items mapped synced yet, buttons disabled, link settings finish setup. reopen gateways, transaction's detail page returned. abr's module must active mapped. simply shown example notified never appears, supported, software. outcome vs modal gives two options. ask \"are sure\" continuing, decision final. off. accept loss close out. journal entry moves invoice. collect again. reversed new created entries sync software next sync. confirming touch sweep account; comes account, mirror that. one debits credits settlement (bank) books match bank's withdrawal. posts, followed using item. syncs normal connected ready pay (checking) removing original funds corresponding memo noting due customer related articles understanding chargebacks setting abr mappings balances","categories":{"current":{"id":1369271,"name":"Automatic Batch Reconciliation","url":"/automatic-batch-reconciliation"}},"category_param":"automatic-batch-reconciliation"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:30:53.430Z","tag_names":["automated sales tax","avalara taxjar","mark customer tax exempt","non-profit tax exempt","qbd tax exempt","qbo tax exempt","resale certificate","sales tax biller genie","sales tax wrong biller genie","tax exempt customer","tax not calculating","xero no tax"],"answer_sample":"Biller Genie doesn't compute sales tax or maintain tax-exempt status — that's ent","long_answer_sample":"Biller Genie doesn't compute sales tax or maintain tax-exempt status — that's entirely your accounting software's job. This article explains how the tax on each invoice gets there, what happens for tax-exempt customers, and what to do when the tax on a Biller Genie invoice doesn't look right. How sales tax actually works in Biller Genie Tax on an in","language_id":1,"id":3826880,"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 compute sales tax maintain tax-exempt status — entirely accounting software's job. article explains invoice gets there, happens customers, look right. actually works calculated software (quickbooks online, quickbooks desktop, xero) time created. syncs line items, subtotal, amount, total renders customer's email hosted payment page. re-calculate opinion whether applied. whatever computed shows. result, configuration rates, codes, taxable vs non-taxable customer-level status, regional rules, marketplace facilitator settings software, genie. customers \"tax-exempt\" means customer owe goods services sell typically reseller (with resale certificate), non-profit tax-exemption letter, government entity. mark online record, expand additional info section set exemption details (reason + certificate number). save. qbo will apply new invoices customer. desktop go tab code (typically \"non\" \"exempt\"). qbd xero contact's default \"no tax\" (or equivalent zero-rate tax). contact tax. marked every create sync without existing created applied retroactively update need void re-create want corrected. toggle occasionally ask \"i see field can just turn genie\" answer no, reason matters reconcile filings. suppressed thinks taxable, books authority disagree. keeping source truth one place (your software) prevents misalignment. regulatory, ui preference. right attach number, exemption, state-specific irs state audit. sub-customer \"jobs\" inherit parent qbo/qbd way reproduce inheritance logic correctly, reading reliable approach. looks wrong computed, \"the wrong\" issue invoice. fix open (use view / link available). underlying rate, (taxable instead tax-exempt), line-item code, etc. save software. wait next trigger manual add-ons). corrected amount flow customer-facing accordingly. paid original (incorrect) invoice, likely process refund difference re-invoice correct amount. edit record become inconsistent. small via transaction's action, multi-state across lines automated (economic nexus handling), use native features tax, avalara, etc.) dedicated platform like avalara taxjar integrates automatically reflects systems compute. related articles credit memos account sub connect","name":"Sales Tax and Tax-Exempt Customers in Biller Genie","votes":0,"is_published":true,"slug":"sales-tax-and-tax-exempt-customers","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/sales-tax-and-tax-exempt-customers?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"biller genie compute sales tax maintain tax-exempt status — entirely accounting software's job. article explains invoice gets there, happens customers, look right. actually works calculated software (quickbooks online, quickbooks desktop, xero) time created. syncs line items, subtotal, amount, total renders customer's email hosted payment page. re-calculate opinion whether applied. whatever computed shows. result, configuration rates, codes, taxable vs non-taxable customer-level status, regional rules, marketplace facilitator settings software, genie. customers \"tax-exempt\" means customer owe goods services sell typically reseller (with resale certificate), non-profit tax-exemption letter, government entity. mark online record, expand additional info section set exemption details (reason + certificate number). save. qbo will apply new invoices customer. desktop go tab code (typically \"non\" \"exempt\"). qbd xero contact's default \"no tax\" (or equivalent zero-rate tax). contact tax. marked every create sync without existing created applied retroactively update need void re-create want corrected. toggle occasionally ask \"i see field can just turn genie\" answer no, reason matters reconcile filings. suppressed thinks taxable, books authority disagree. keeping source truth one place (your software) prevents misalignment. regulatory, ui preference. right attach number, exemption, state-specific irs state audit. sub-customer \"jobs\" inherit parent qbo/qbd way reproduce inheritance logic correctly, reading reliable approach. looks wrong computed, \"the wrong\" issue invoice. fix open (use view / link available). underlying rate, (taxable instead tax-exempt), line-item code, etc. save software. wait next trigger manual add-ons). corrected amount flow customer-facing accordingly. paid original (incorrect) invoice, likely process refund difference re-invoice correct amount. edit record become inconsistent. small via transaction's action, multi-state across lines automated (economic nexus handling), use native features tax, avalara, etc.) dedicated platform like avalara taxjar integrates automatically reflects systems compute. related articles credit memos account sub connect","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T14:40:44.000Z","tag_names":["connecting gateway","connect credit card gateway","connect ach gateway","gateway credentials","merchant service provider","api keys","terminal id","biller genie gateway setup","allow credit card payments","allow ach payments","payment processor connection","gateway connect error","i have a cc processor","i have an ach processor"],"answer_sample":"If your merchant service provider has issued you gateway credentials, you can con","long_answer_sample":"If your merchant service provider has issued you gateway credentials, you can connect your existing payment gateway directly to your Biller Genie account. This article walks through how to connect your credit card gateway and your ACH gateway, and how to verify that payments are enabled. The process is nearly identical for both — you start in a diff","language_id":1,"id":1957784,"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":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, cliq, elavon epg, converge, authorize.net, cardpointe, usa epay, mx merchant, payroc, bank america, transit, acceptblue, others. reliafund, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. adding switching changes want switch processors, handled team methods migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","name":"Connecting Your Payment Gateways (Credit Card and ACH) to Biller Genie","votes":0,"is_published":true,"slug":"connecting-your-credit-card-gateway-to-biller-genie","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/connecting-your-credit-card-gateway-to-biller-genie?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, cliq, elavon epg, converge, authorize.net, cardpointe, usa epay, mx merchant, payroc, bank america, transit, acceptblue, others. reliafund, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. adding switching changes want switch processors, handled team methods migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-22T17:31:12.682Z","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=235633187","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":1369273,"account_id":12867,"created_at":"2023-05-15T19:02:46.000Z","tag_names":["customer portal","using customer portal","customer portal sign up","customer portal login","customer portal troubleshooting","portal access","pay invoice online","save card on file","customer self service","portal branding"],"answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of ","long_answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of your customers. When they receive an invoice, the email contains a button that opens the portal, where they can view what they owe, pay it, save a card on file, set up autopay, request a payment plan, and download receipts and statements. This article explains what the ","language_id":1,"id":1956892,"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":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","name":"Using the Customer Portal","votes":0,"is_published":true,"slug":"using-the-customer-portal","first_category":"The Customer Portal","categories_display_for_views":"The Customer Portal","parent_categories":[1369273],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customer-portal/using-the-customer-portal?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","categories":{"current":{"id":1369273,"name":"The Customer Portal","url":"/customer-portal"}},"category_param":"customer-portal"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-10-25T21:30:28.000Z","tag_names":["when will i receive my deposits","deposit timing","deposit funding timeline","credit card funding time","ach settlement","nacha settlement windows","paypal deposit timing","check funding","next day funding","same day ach","biller genie deposit timing","gateway batch cutoff","odfi settlement","bank deposit delay"],"answer_sample":"\"When will I receive my deposit\" is one of the most common questions Biller Genie","long_answer_sample":"\"When will I receive my deposit\" is one of the most common questions Biller Genie merchants ask, and the answer depends almost entirely on which payment method the customer used — not on Biller Genie itself. Biller Genie hands the transaction off to a payment processor or network the moment your customer pays; from there, the funding clock is contro","language_id":1,"id":2869891,"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":"\"when will receive deposit\" one common questions biller genie merchants ask, answer depends almost entirely payment method customer used — itself. hands transaction processor network moment pays; there, funding clock controlled gateway, card networks, nacha, paypal, depending type. article walks four types supports today, controls timeline each, look authoritative timing specific situation. short version genie's role ends gateway hand-off; everything processor's policy. today credit cards debit processed configured gateway. ach (electronic bank transfer) nacha-governed network. check via provider rails. paypal paypal's settlement system. timeline. none genie. process immediately hands. transactions fund within 24-48 hours. next-day funding, exact gateway's batch cutoff time. individually batches. daily (typically late evening eastern time, varies). captured next cycle; roll following day's batch. processors offer cutoff. same-day (for additional fee). \"high-risk\" new-merchant terms longer holds. holidays weekends. generally pauses friday-evening may show account monday tuesday. settlement. visa, mastercard, american express, discover slightly different schedules. abstract you, part shows \"around\" business day rather see cycle, authorization connection know authorized captured. actual deposit landing bank. need confirm date, portal directly. move operated nacha (the national automated clearing house association). defines windows fixed times funded banks. multiple per day, window catches. connects odfi (originating depository financial institution basically, originates behalf). rules submits nacha's windows. odfis hit day; others submit day. publishes detailed operating covering timing, return codes, obligations. source overview . high-level pattern processes defined batches throughout adds faster standard typically settles 1-2 days. (if it) can settle returns reversals follow timelines. insufficient funds account-not-found comes back 1-3 days; codes take longer. status updates vs queries update transaction, reports accepted, settled, returned, etc. funding. reported \"settled\" (cleared nacha) actually land account, odfi's posting schedule. \"biller settled yet\" normal state, bug. two separate events; gap set statuses affect invoice governed network, reflects transaction's progress real might received submitted moving accepted transmitted customer's rdfi, receiving institution) processing. paid cleared finalized. error issue stored (account closed, deleted, etc.). forward. maps is... reminders fees pending paused closed automatically resume / returned reopens enabled) reaches paid, closes syncs accounting software. stay \"catch up\" time pending. rejection fails, explained payments deposited timelines (see section above) checks ride rails behind scenes. processing working toward cycles; live, expect timing. handles outside networks. arrive balance minutes payment, become available withdraw seller-protection risk policies. current including hold periods new accounts, dispute reserves, withdrawal-to-bank money policies periodically; docs account's state. summary table type typical hours (next-day common); + days (same-day odfis) (rides rails) immediately; withdrawal policy tell date sits front chain. authorize capture post hand lose visibility side. processor, systems operate independently accurate merchant portal. real-time cutoff, schedule, details, refer published rules. paypal-specific settings help center. \"where right now\", reference number frequently asked friday tuesday pause non-banking holiday, wednesday. says empty. going (or network), posted yet. bank's batches, ach. contact takes quoted you. get maybe. talk programs. ach, ask whether support (additional apply). guidance linking verifying speeds withdrawals. use report. deposit. bulk autopay report invoices together useful cross-referencing never landed two-step (1) captured/settled activity, (2) posted, support. passed when; reach related articles recording deposits reconciling feeds understanding automatic reconciliation connecting","name":"Deposit Funding Timeframes by Payment Method","votes":0,"is_published":true,"slug":"when-will-i-receive-my-deposits","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/when-will-i-receive-my-deposits?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"\"when will receive deposit\" one common questions biller genie merchants ask, answer depends almost entirely payment method customer used — itself. hands transaction processor network moment pays; there, funding clock controlled gateway, card networks, nacha, paypal, depending type. article walks four types supports today, controls timeline each, look authoritative timing specific situation. short version genie's role ends gateway hand-off; everything processor's policy. today credit cards debit processed configured gateway. ach (electronic bank transfer) nacha-governed network. check via provider rails. paypal paypal's settlement system. timeline. none genie. process immediately hands. transactions fund within 24-48 hours. next-day funding, exact gateway's batch cutoff time. individually batches. daily (typically late evening eastern time, varies). captured next cycle; roll following day's batch. processors offer cutoff. same-day (for additional fee). \"high-risk\" new-merchant terms longer holds. holidays weekends. generally pauses friday-evening may show account monday tuesday. settlement. visa, mastercard, american express, discover slightly different schedules. abstract you, part shows \"around\" business day rather see cycle, authorization connection know authorized captured. actual deposit landing bank. need confirm date, portal directly. move operated nacha (the national automated clearing house association). defines windows fixed times funded banks. multiple per day, window catches. connects odfi (originating depository financial institution basically, originates behalf). rules submits nacha's windows. odfis hit day; others submit day. publishes detailed operating covering timing, return codes, obligations. source overview . high-level pattern processes defined batches throughout adds faster standard typically settles 1-2 days. (if it) can settle returns reversals follow timelines. insufficient funds account-not-found comes back 1-3 days; codes take longer. status updates vs queries update transaction, reports accepted, settled, returned, etc. funding. reported \"settled\" (cleared nacha) actually land account, odfi's posting schedule. \"biller settled yet\" normal state, bug. two separate events; gap set statuses affect invoice governed network, reflects transaction's progress real might received submitted moving accepted transmitted customer's rdfi, receiving institution) processing. paid cleared finalized. error issue stored (account closed, deleted, etc.). forward. maps is... reminders fees pending paused closed automatically resume / returned reopens enabled) reaches paid, closes syncs accounting software. stay \"catch up\" time pending. rejection fails, explained payments deposited timelines (see section above) checks ride rails behind scenes. processing working toward cycles; live, expect timing. handles outside networks. arrive balance minutes payment, become available withdraw seller-protection risk policies. current including hold periods new accounts, dispute reserves, withdrawal-to-bank money policies periodically; docs account's state. summary table type typical hours (next-day common); + days (same-day odfis) (rides rails) immediately; withdrawal policy tell date sits front chain. authorize capture post hand lose visibility side. processor, systems operate independently accurate merchant portal. real-time cutoff, schedule, details, refer published rules. paypal-specific settings help center. \"where right now\", reference number frequently asked friday tuesday pause non-banking holiday, wednesday. says empty. going (or network), posted yet. bank's batches, ach. contact takes quoted you. get maybe. talk programs. ach, ask whether support (additional apply). guidance linking verifying speeds withdrawals. use report. deposit. bulk autopay report invoices together useful cross-referencing never landed two-step (1) captured/settled activity, (2) posted, support. passed when; reach related articles recording deposits reconciling feeds understanding automatic reconciliation connecting","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-03-08T14:41:57.000Z","tag_names":["customer payment","store payment"],"answer_sample":"Overview If you would prefer not to collect or handle a customer’s sensitive paym","long_answer_sample":"Overview If you would prefer not to collect or handle a customer’s sensitive payment information directly, you can send them a secure invitation to store their own payment method. Anytime a customer is paying one of your invoices, they have the option to store the payment method for future use (Customer-Enabled Auto Pay). Once a payment method is st","language_id":1,"id":2452987,"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":"overview prefer collect handle customer’s sensitive payment information directly, can send secure invitation store method. anytime customer paying one invoices, option method future use (customer-enabled auto pay). stored, details like enter yourself, refer storing credit debit card ach account securely information, follow steps below.   step 1 log biller genie account. navigate customers search invite.  2 open profile locate stored methods section. click dropdown next methods, select generate link add confirmation message will appear indicating copied. 3 paste email text another form communication directly customer. see opens contact saved pre-populate. prompted either bank (ach) card, within gateway — sent directly. optional enable pay may choose check box auto-pay transactions selected new invoices automatically charged invoice due date. used transactions. still trouble work unable method, support team support@billergenie.com include following name whether attempting error messages displayed providing help assist efficiently possible.","name":"Invite a Customer to Store a Payment Method","votes":0,"is_published":true,"slug":"invite-a-customer-to-store-a-payment-method","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/invite-a-customer-to-store-a-payment-method?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"overview prefer collect handle customer’s sensitive payment information directly, can send secure invitation store method. anytime customer paying one invoices, option method future use (customer-enabled auto pay). stored, details like enter yourself, refer storing credit debit card ach account securely information, follow steps below.   step 1 log biller genie account. navigate customers search invite.  2 open profile locate stored methods section. click dropdown next methods, select generate link add confirmation message will appear indicating copied. 3 paste email text another form communication directly customer. see opens contact saved pre-populate. prompted either bank (ach) card, within gateway — sent directly. optional enable pay may choose check box auto-pay transactions selected new invoices automatically charged invoice due date. used transactions. still trouble work unable method, support team support@billergenie.com include following name whether attempting error messages displayed providing help assist efficiently possible.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-19T18:38:43.000Z","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=235633187","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":515332,"account_id":12867,"created_at":"2023-05-15T18:35:19.000Z","tag_names":["bill with parent","display invoices with parent","parent customer","sub customer","sub-customer","quickbooks jobs","qbo job","qbd customer job","bill to parent","viewsubcustomersinvoices","consolidated billing","parent rollup","sub-customer email inheritance","sub customer autopay"],"answer_sample":"In QuickBooks, a customer can be set up as a sub-customer of another customer — u","long_answer_sample":"In QuickBooks, a customer can be set up as a sub-customer of another customer — useful for tracking jobs under a single account, multiple locations of one client, or a contractor doing work for a property owner. Biller Genie reads these parent/sub relationships from QuickBooks and gives you two distinct features to leverage them: Bill With Parent (r","language_id":1,"id":1956845,"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":"quickbooks, customer can set sub-customer another — useful tracking jobs single account, multiple locations one client, contractor work property owner. biller genie reads parent/sub relationships quickbooks gives two distinct features leverage bill parent (route sub-customer's billing parent), customer-portal experience lets portal user see, switch between, pay invoices records connected to. glance per-customer-or-per-type setting sub-customer. on, receives reminders, parent's autopay configuration drives payment, communications route parent. sub's invoice messenger , reminders auto settings get grayed take over. display per-customer toggle customer. view includes sub-customers combined list. independent turn either without other. works hood sub-customer, several pieces genie's behavior shift sub runtime messenger. send time, checks billtoqbonlineparent flag. looks uses reminder toggles decide whether send. ignored. pay. eligible autopay, system (autopay enabled, autopay-on-type, default payment method, threshold) determine charge. off, runs regardless record says. routing. still recorded database (the for), processing flow processing. payments processed using stored applies invoice. accounting software sees marked paid, coming card file. late fees. fees calculated \"owns\" overdue balance perspective), goes inheritance. methods shared automatically methods. merge just means method. file does, will fail method make sure working relying autopay. qbo qbd differ handling customer's to, persisted differently behind scenes online native \"billed with\" dropdown profile). syncs flag bi-directionally flip qbo, bg picks next sync; bg, writes back qbo. systems stay aligned automatically. desktop (magiccarpet) equivalent setting. stores locally persists across magiccarpet never read written desktop. qbd-connected customer, directly bg. nothing appears itself, qbd-side override value. practical implication expect round-trip check something off. qbd, source truth ever change projects require careful bulk changes technically hood, requires \"bill customer\" checkbox every project. use defaults surgical option push customers once, inadvertently breaks alignment cause confusing invoicing behavior. including projects; special handling.  projects, per non-project need changed, leave projects' alone. see intuit's help qbo-side requirement. management. owner parent; individual properties sub-customers. gets communications, arrangement, job billed reported separately. multi-location franchisees. franchisee corporate office handles keep per-location billing. general contractors paying subs' invoices. gc trades gc's covers trades' holding company operating entities. subsidiaries centralized decentralized point handle separately-tracked accounts, cleanest pattern. independently, let manage settings. configure system, sync, auto-pay run cover linked sub-customers' (or desktop), profile \"is sub-customer\". reads. wait sync manual sync). relationship genie, open record. pay, messenger, fields now inheriting video walkthrough short tutorial showing side setup, end step-by-step screenshots (quickbooks online) step 1. log account. 2. go sales \u0026gt; customers. 3. select whose want via 4. click edit profile. 5. section, parent, save. sync. turned inside tab, confirmation message configured ways (and optionally pay) view, access portal's top navigation. (configurable type ) mixed logs normally would. grid shows hide button collapse ones checkout. processes credited correct receipts depending sub). necessarily portal. happen together. switching person manages accounts example, manager pays bills three different llcs, separate accident logging out. customer-switching groups email address. in, active merchant's account shares logged-in user's match, navigation listing matched alphabetically. person, email, records. lists clicking switches context invoices, saved cards, configuration. share email. address, them. matching. customers, accountant clients switcher move freely. enable alone put surface one. link access. routes adds existing view. feature. email-based, parent/sub-based purely email-driven. records, separate, emails. status drive switcher. putting together common configurations buildings llc. subs building 101, 102, 103. manager. building. llc's charges building's place. result schedule b llcs llc a, b, c totally relationship. accountant's applicable (no relationship). applicable. c. needed. cadence login. independently co. co 1, payments. companies. company's cards stand own. companies' emails, accident, used. functions genie. reporting tag company; anything else. frequently asked questions charged back-invoices no. affects future retroactively charge exist unpaid picked going forward. manually-paid history touched. charged. fallback. multi-level hierarchy (grandparent → sub) model flat immediate only. \"parent\" grandparent, resolution; cascade chain. recommend hierarchies purposes level (parent predictable dropdown. (1) record's matches exactly (case-insensitive, punctuation whitespace matter), (2) (deactivated appear), (3) merchant logged in. \"display parent\" viewing historical hidden turning hides forward, delete already-issued receipts. stops seeing related articles global overrides fees, customer-enabled supported accounting-software integrations","name":"Parent and Sub Customers (including QuickBooks Jobs)","votes":0,"is_published":true,"slug":"parentsub-customer","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/parentsub-customer?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"quickbooks, customer can set sub-customer another — useful tracking jobs single account, multiple locations one client, contractor work property owner. biller genie reads parent/sub relationships quickbooks gives two distinct features leverage bill parent (route sub-customer's billing parent), customer-portal experience lets portal user see, switch between, pay invoices records connected to. glance per-customer-or-per-type setting sub-customer. on, receives reminders, parent's autopay configuration drives payment, communications route parent. sub's invoice messenger , reminders auto settings get grayed take over. display per-customer toggle customer. view includes sub-customers combined list. independent turn either without other. works hood sub-customer, several pieces genie's behavior shift sub runtime messenger. send time, checks billtoqbonlineparent flag. looks uses reminder toggles decide whether send. ignored. pay. eligible autopay, system (autopay enabled, autopay-on-type, default payment method, threshold) determine charge. off, runs regardless record says. routing. still recorded database (the for), processing flow processing. payments processed using stored applies invoice. accounting software sees marked paid, coming card file. late fees. fees calculated \"owns\" overdue balance perspective), goes inheritance. methods shared automatically methods. merge just means method. file does, will fail method make sure working relying autopay. qbo qbd differ handling customer's to, persisted differently behind scenes online native \"billed with\" dropdown profile). syncs flag bi-directionally flip qbo, bg picks next sync; bg, writes back qbo. systems stay aligned automatically. desktop (magiccarpet) equivalent setting. stores locally persists across magiccarpet never read written desktop. qbd-connected customer, directly bg. nothing appears itself, qbd-side override value. practical implication expect round-trip check something off. qbd, source truth ever change projects require careful bulk changes technically hood, requires \"bill customer\" checkbox every project. use defaults surgical option push customers once, inadvertently breaks alignment cause confusing invoicing behavior. including projects; special handling.  projects, per non-project need changed, leave projects' alone. see intuit's help qbo-side requirement. management. owner parent; individual properties sub-customers. gets communications, arrangement, job billed reported separately. multi-location franchisees. franchisee corporate office handles keep per-location billing. general contractors paying subs' invoices. gc trades gc's covers trades' holding company operating entities. subsidiaries centralized decentralized point handle separately-tracked accounts, cleanest pattern. independently, let manage settings. configure system, sync, auto-pay run cover linked sub-customers' (or desktop), profile \"is sub-customer\". reads. wait sync manual sync). relationship genie, open record. pay, messenger, fields now inheriting video walkthrough short tutorial showing side setup, end step-by-step screenshots (quickbooks online) step 1. log account. 2. go sales \u0026gt; customers. 3. select whose want via 4. click edit profile. 5. section, parent, save. sync. turned inside tab, confirmation message configured ways (and optionally pay) view, access portal's top navigation. (configurable type ) mixed logs normally would. grid shows hide button collapse ones checkout. processes credited correct receipts depending sub). necessarily portal. happen together. switching person manages accounts example, manager pays bills three different llcs, separate accident logging out. customer-switching groups email address. in, active merchant's account shares logged-in user's match, navigation listing matched alphabetically. person, email, records. lists clicking switches context invoices, saved cards, configuration. share email. address, them. matching. customers, accountant clients switcher move freely. enable alone put surface one. link access. routes adds existing view. feature. email-based, parent/sub-based purely email-driven. records, separate, emails. status drive switcher. putting together common configurations buildings llc. subs building 101, 102, 103. manager. building. llc's charges building's place. result schedule b llcs llc a, b, c totally relationship. accountant's applicable (no relationship). applicable. c. needed. cadence login. independently co. co 1, payments. companies. company's cards stand own. companies' emails, accident, used. functions genie. reporting tag company; anything else. frequently asked questions charged back-invoices no. affects future retroactively charge exist unpaid picked going forward. manually-paid history touched. charged. fallback. multi-level hierarchy (grandparent → sub) model flat immediate only. \"parent\" grandparent, resolution; cascade chain. recommend hierarchies purposes level (parent predictable dropdown. (1) record's matches exactly (case-insensitive, punctuation whitespace matter), (2) (deactivated appear), (3) merchant logged in. \"display parent\" viewing historical hidden turning hides forward, delete already-issued receipts. stops seeing related articles global overrides fees, customer-enabled supported accounting-software integrations","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"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=235633187","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":515332,"account_id":12867,"created_at":"2026-05-21T03:59:46.551Z","tag_names":["per-customer overrides","customer overrides","waive next late fee","autopay one customer","customer-specific settings","override defaults","vip customer settings","turn off late fees one customer","customer-only autopay","bill with parent override","send receipts off"],"answer_sample":"Per-Customer Overrides are settings you change on one specific customer's record ","long_answer_sample":"Per-Customer Overrides are settings you change on one specific customer's record to make Biller Genie behave differently for that customer than your Customer Defaults seeded onto that customer at create time. Because defaults only run at create/import, anything you change on a customer's record at any point afterward is what's in effect for that cus","language_id":1,"id":3825118,"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":"per-customer overrides settings change one specific customer's record make biller genie behave differently customer defaults seeded onto create time. run create/import, anything point afterward effect going forward — periodically re-apply edits. mental model majority, exceptions cleanest way think genie's set match behavior want greater base treat majority customers, day out. use handle exceptions. common example charge late fees everybody, handful vips to. turn globally defaults, open vip's individually. default takes care every automatically; touch records need differ. pattern keeps account easy manage. remember configure new syncs inherit right baseline automatically, intervene real exception comes up. customize individual cautious \"save apply existing\" (and type defaults), save existing customers overwrites override customer. customizations made time, damage button can do. meaningful amount tuning place, switch + surgical \"update single setting\" option changes propagate. keep deliberate, rare reset action. find (customers tab \u0026gt; click name). edit page sections. default; others per-customer-only features global equivalent all. advanced options general-tab equivalents (payment methods, fees, partial payments, etc.) plus waive next fee grace lever. invoice messenger message types reach channels. reminders matrix messenger, scoped follow-up cadence. portal log portal. auto pay per-customer-only. enrollment, type, threshold, payment method live record; override. stored methods cards bank accounts file customer; defaults. fields look version checkboxes, toggles, dropdowns. visual \"this using default\" indicator. whatever value see active identical setting does. means whatever's wins regardless say. allow credit card payments ach apm (alternative primarily paypal today) send receipts ignore conflicts (email report) plans require checkout auto-pay bill parent (when sub-customer another) display invoices (sub-customer show parent's too) grace-period lever feature yes will skip exactly upcoming automatically back no. classic case calls say \"i'm three days, just got pulled fire-drill.\" short delay, permanently disable either. record, yes. charged skipped, flag flips standard late-fee policy. single-use waives fee. resets consistently late, either (a permanent change) design intentional grace, policy change. (per-customer only) gets overridden per \"auto pay\" toggle enrollment inherently per-customer, configuration lives record. section controls auto-charges enabled whether enrolled autopay full balance amount. charged. threshold invoice-amount cutoff (e.g. $500; bigger requires manual approval). leave blank direction \"auto-pay amount\" amount.\" closest thing \"global checkout-policy toggle, itself. forces enroll part paying first invoice. actual (type, method) sending less matrices six (upcoming payment, due, updated, statement, overdue, fee) email paper mail toggles each. lets decide receives. messaging often others, \"defaults = exceptions\" vips. long-tenured pays statement month overdue redundant. need. chronically customers. repeatedly might benefit additional touches enable email, on. channel preference. tell check mail; never paper. match. timing global, channels cadence days due date fires, soon fires vary turned message-type-on/off control logged profile update contact info, address, etc. add/remove enroll, unenroll, receive notification edits get notified matter actually in, leaving fine. lists customer, designate autopay. per-customer. workflow. sub-customer, routes communications side-effect, several sub-customer's disabled instead taken parent. mind again, become editable goes them. \"reset fields. stores like manually flip now. current customers\" easier path across pick setting, value, scope, done. works including ones pick. frequently asked questions survive sync quickbooks normal updates quickbooks-sourced data (name, genie-specific fees. overwritten qbo applies. bg remain unless explicitly ran lost overrides. undo. truly destructive design, run, previous values gone. strongly recommend switching single-setting customization place. support help reconstructing settings. versus inherited values, \"uses markers. be, (or type) separate compare. card. place add mark (if autopay). old deleted view. managed related articles supported accounting-software integrations","name":"Per-Customer Overrides for Reminders, Late Fees, and Other Features","votes":0,"is_published":true,"slug":"per-customer-overrides","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/per-customer-overrides?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"per-customer overrides settings change one specific customer's record make biller genie behave differently customer defaults seeded onto create time. run create/import, anything point afterward effect going forward — periodically re-apply edits. mental model majority, exceptions cleanest way think genie's set match behavior want greater base treat majority customers, day out. use handle exceptions. common example charge late fees everybody, handful vips to. turn globally defaults, open vip's individually. default takes care every automatically; touch records need differ. pattern keeps account easy manage. remember configure new syncs inherit right baseline automatically, intervene real exception comes up. customize individual cautious \"save apply existing\" (and type defaults), save existing customers overwrites override customer. customizations made time, damage button can do. meaningful amount tuning place, switch + surgical \"update single setting\" option changes propagate. keep deliberate, rare reset action. find (customers tab \u0026gt; click name). edit page sections. default; others per-customer-only features global equivalent all. advanced options general-tab equivalents (payment methods, fees, partial payments, etc.) plus waive next fee grace lever. invoice messenger message types reach channels. reminders matrix messenger, scoped follow-up cadence. portal log portal. auto pay per-customer-only. enrollment, type, threshold, payment method live record; override. stored methods cards bank accounts file customer; defaults. fields look version checkboxes, toggles, dropdowns. visual \"this using default\" indicator. whatever value see active identical setting does. means whatever's wins regardless say. allow credit card payments ach apm (alternative primarily paypal today) send receipts ignore conflicts (email report) plans require checkout auto-pay bill parent (when sub-customer another) display invoices (sub-customer show parent's too) grace-period lever feature yes will skip exactly upcoming automatically back no. classic case calls say \"i'm three days, just got pulled fire-drill.\" short delay, permanently disable either. record, yes. charged skipped, flag flips standard late-fee policy. single-use waives fee. resets consistently late, either (a permanent change) design intentional grace, policy change. (per-customer only) gets overridden per \"auto pay\" toggle enrollment inherently per-customer, configuration lives record. section controls auto-charges enabled whether enrolled autopay full balance amount. charged. threshold invoice-amount cutoff (e.g. $500; bigger requires manual approval). leave blank direction \"auto-pay amount\" amount.\" closest thing \"global checkout-policy toggle, itself. forces enroll part paying first invoice. actual (type, method) sending less matrices six (upcoming payment, due, updated, statement, overdue, fee) email paper mail toggles each. lets decide receives. messaging often others, \"defaults = exceptions\" vips. long-tenured pays statement month overdue redundant. need. chronically customers. repeatedly might benefit additional touches enable email, on. channel preference. tell check mail; never paper. match. timing global, channels cadence days due date fires, soon fires vary turned message-type-on/off control logged profile update contact info, address, etc. add/remove enroll, unenroll, receive notification edits get notified matter actually in, leaving fine. lists customer, designate autopay. per-customer. workflow. sub-customer, routes communications side-effect, several sub-customer's disabled instead taken parent. mind again, become editable goes them. \"reset fields. stores like manually flip now. current customers\" easier path across pick setting, value, scope, done. works including ones pick. frequently asked questions survive sync quickbooks normal updates quickbooks-sourced data (name, genie-specific fees. overwritten qbo applies. bg remain unless explicitly ran lost overrides. undo. truly destructive design, run, previous values gone. strongly recommend switching single-setting customization place. support help reconstructing settings. versus inherited values, \"uses markers. be, (or type) separate compare. card. place add mark (if autopay). old deleted view. managed related articles supported accounting-software integrations","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-30T19:22:09.540Z","tag_names":["surcharging customer experience","surcharging popup","surcharge disclosure","credit card surcharge popup","bin validation debit card","card brand compliant surcharging","surcharging receipt line item","surcharging invoice unchanged","how surcharging looks to customer"],"answer_sample":"With Biller Genie's Surcharging option, your invoices display your original price","long_answer_sample":"With Biller Genie's Surcharging option, your invoices display your original price — exactly as you created it in your accounting software. The surcharge is only disclosed and added at checkout if the customer chooses to pay by credit card. Debit and prepaid cards are protected from the surcharge automatically. This article walks through the six poin","language_id":1,"id":3832650,"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 surcharging option, invoices display original price — exactly created accounting software. surcharge disclosed added checkout customer chooses pay credit card. debit prepaid cards protected automatically. article walks six points sees typical payment, know experience. dual pricing equivalent (which different flow prices shown start, popup), see experience . step 1 invoice syncs software create normal price. genie presents applied visible point. 2 total opens invoice, number entered column, second price, nothing extra. intentional discloses fee point payment selection, itself. 3 \"new invoice\" email goes sent messenger shows yet. 4 summary screen flags credit-card possibility clicks pay, alongside available methods. option includes language indicating \"an additional may apply card transactions.\" ach (if available) clearly indicates fee. 5 popup charging card, appears outlines amount new charged. gives two choices go back switch non-surcharged method (debit, ach, cash, depending avoid accept proceed total. explicit disclosure-and-acceptance makes implementation card-brand compliant. must affirmatively can 6 receipt separate line emailed itemizes subtotal. paid transaction. customers another get just total, line. bin validation protects rules allow traditional cards. enforces automatically checking (bank identification number) applying surcharge. first 8 digits identify bank issued type (credit, debit, prepaid). enters checkout, looks either applies (credit card) skips (debit protection lets run account without accidentally debit-card compliance violation). need anything enable runs every transaction related articles technology fees glance setting reconciling","name":"What Your Customer Sees: The Surcharging Checkout Experience","votes":0,"is_published":true,"slug":"what-your-customer-sees-the-surcharging-checkout-experience","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/what-your-customer-sees-the-surcharging-checkout-experience?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's surcharging option, invoices display original price — exactly created accounting software. surcharge disclosed added checkout customer chooses pay credit card. debit prepaid cards protected automatically. article walks six points sees typical payment, know experience. dual pricing equivalent (which different flow prices shown start, popup), see experience . step 1 invoice syncs software create normal price. genie presents applied visible point. 2 total opens invoice, number entered column, second price, nothing extra. intentional discloses fee point payment selection, itself. 3 \"new invoice\" email goes sent messenger shows yet. 4 summary screen flags credit-card possibility clicks pay, alongside available methods. option includes language indicating \"an additional may apply card transactions.\" ach (if available) clearly indicates fee. 5 popup charging card, appears outlines amount new charged. gives two choices go back switch non-surcharged method (debit, ach, cash, depending avoid accept proceed total. explicit disclosure-and-acceptance makes implementation card-brand compliant. must affirmatively can 6 receipt separate line emailed itemizes subtotal. paid transaction. customers another get just total, line. bin validation protects rules allow traditional cards. enforces automatically checking (bank identification number) applying surcharge. first 8 digits identify bank issued type (credit, debit, prepaid). enters checkout, looks either applies (credit card) skips (debit protection lets run account without accidentally debit-card compliance violation). need anything enable runs every transaction related articles technology fees glance setting reconciling","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T12:43:42.000Z","tag_names":["financing","credit cards"],"answer_sample":"Overview To allow customers to store and use Credit Card and ACH payment methods,","long_answer_sample":"Overview To allow customers to store and use Credit Card and ACH payment methods, these payment options must first be enabled in your Biller Genie account. Once enabled, customers will be able to add and manage their payment methods through the Customer Portal (if enabled), and payment options will be available on invoices.     How To Enable Credit ","language_id":1,"id":1957640,"last_published_date":"May 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"overview allow customers store use credit card ach payment methods, options must first enabled biller genie account. enabled, will able add manage methods customer portal (if enabled), available invoices.   enable payments step 1 log navigate control panel \u0026gt; defaults 2 general section, locate following settings toggle setting yes needed. click save new apply moving forward.  3 (optional – existing customers) like update current well scroll bottom page. individual customers. select appropriate name dropdown changes. ensures profiles updated reflect preferences.  important notes enabling allows pay invoices using selected methods. see defaults. invoice pages, active. still trouble unable payments, contact support team support@billergenie.com include details method attempting whether applies customers, error messages displayed providing information help assist efficiently possible.","name":"Allowing Credit Card \u0026 ACH Payments","votes":0,"is_published":true,"slug":"allowing-credit-card-ach-payments","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/allowing-credit-card-ach-payments?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"overview allow customers store use credit card ach payment methods, options must first enabled biller genie account. enabled, will able add manage methods customer portal (if enabled), available invoices.   enable payments step 1 log navigate control panel \u0026gt; defaults 2 general section, locate following settings toggle setting yes needed. click save new apply moving forward.  3 (optional – existing customers) like update current well scroll bottom page. individual customers. select appropriate name dropdown changes. ensures profiles updated reflect preferences.  important notes enabling allows pay invoices using selected methods. see defaults. invoice pages, active. still trouble unable payments, contact support team support@billergenie.com include details method attempting whether applies customers, error messages displayed providing information help assist efficiently possible.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"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=235633187","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":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=235633187","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":1366687,"account_id":12867,"created_at":"2026-05-19T18:38:41.000Z","tag_names":["abr","automatic batch reconciliation","batch reconciliation","credit memo","full refund","partial refund","refund a payment","refund button disabled","refunding","refund readiness","refund receipt","reimbursement"],"answer_sample":"This article walks through refunding a payment in Biller Genie. You can issue ful","long_answer_sample":"This article walks through refunding a payment in Biller Genie. You can issue full refunds or partial refunds on Credit Card, Stored Card, and ACH transactions, and the refund automatically syncs back to your accounting software — as a refund receipt in QuickBooks Online, or as a credit memo against the customer plus a check that funds the credit me","language_id":1,"id":3821033,"last_published_date":"July 27th, 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 refunding payment biller genie. can issue full refunds partial credit card, stored ach transactions, refund automatically syncs back accounting software — receipt quickbooks online, memo customer plus check funds (the standard desktop way recording refund) (via magiccarpet). start available transaction settled. same-day yet submitted federal reserve ach, might able void instead voids instant incur fees. see vs use timing breakdown. readiness (automatic batch reconciliation) automatic reconciliation active type, genie checks books ready lets button stays disabled sweep account, settlement item mappings set synced. shows tooltip required accounts items must configured synced processing refund. allows properly sync software. manage settings link shown jump straight mapping screen, setting abr account balances. place synced, enables own. issuing merchant portal, open want click button. modal opens, defaulted instead, toggle enter amount. refunds, choose technology fees handled inclusive gets amount (you absorb fee). exclusive principal back; fee stays. review confirm. will return original method 3 5 business days. multiple transaction. cumulative total equal payment, fully refunded possible it. bulk paid invoices one transaction, single action. walkthrough. happens completes, creates matching record online created online. split line items, credited originally came (proper gaap accounting). tax amounts flow authority. id written description field cross-reference. invoice, invoice reopens. magiccarpet) applied invoice. (quickbooks refund-receipt concept, serves role.) follow gaap-correct description. delete corresponding (which support voiding records) reopen associated invoices. chart tool controls writes to. correctly, just appears right places manual needed. ride inside daily batch. refund-heavy day negative; journal entry simply flips direction (money moves bank account) still returns zero. nothing extra do, counted history grid. different voided never settles, money v3 integration bi-directional v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. late charge charges directly removing connected next software, removed automatically. applies yet. treated like duplicate accidental occasionally ends charged twice common causes double-click pay (or you) clicked slow gateway response flight. clicks produced charge. retry timeout first attempt timed side, actually succeeded gateway. follow-up resulted second + autopay collision run scheduled date, ran. identify duplicates, transactions report look two day. typically show approved. fix following above. recent gateways generally capture reliably. faqs process refund, partial, technology-fee handling, part card yes. integrations. work whether includes not. = eat fee, back. back, correctly prorates fee. long take customer's days cards, depending issuer. similar window settlement. showing quickbooks. appear within minutes. magiccarpet, cycle. v3, upgrade-path note below. default behavior push gaap). failover matched usually modified deleted related articles understanding balances","name":"How to Refund a Payment (Full or Partial)","votes":0,"is_published":true,"slug":"refund-a-payment","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/refund-a-payment?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"article walks refunding payment biller genie. can issue full refunds partial credit card, stored ach transactions, refund automatically syncs back accounting software — receipt quickbooks online, memo customer plus check funds (the standard desktop way recording refund) (via magiccarpet). start available transaction settled. same-day yet submitted federal reserve ach, might able void instead voids instant incur fees. see vs use timing breakdown. readiness (automatic batch reconciliation) automatic reconciliation active type, genie checks books ready lets button stays disabled sweep account, settlement item mappings set synced. shows tooltip required accounts items must configured synced processing refund. allows properly sync software. manage settings link shown jump straight mapping screen, setting abr account balances. place synced, enables own. issuing merchant portal, open want click button. modal opens, defaulted instead, toggle enter amount. refunds, choose technology fees handled inclusive gets amount (you absorb fee). exclusive principal back; fee stays. review confirm. will return original method 3 5 business days. multiple transaction. cumulative total equal payment, fully refunded possible it. bulk paid invoices one transaction, single action. walkthrough. happens completes, creates matching record online created online. split line items, credited originally came (proper gaap accounting). tax amounts flow authority. id written description field cross-reference. invoice, invoice reopens. magiccarpet) applied invoice. (quickbooks refund-receipt concept, serves role.) follow gaap-correct description. delete corresponding (which support voiding records) reopen associated invoices. chart tool controls writes to. correctly, just appears right places manual needed. ride inside daily batch. refund-heavy day negative; journal entry simply flips direction (money moves bank account) still returns zero. nothing extra do, counted history grid. different voided never settles, money v3 integration bi-directional v3. get functionality, need upgrade magiccarpet. reach subscriber success team subscribersuccess@billergenie.com, schedule session subscribersuccess.billergenie.com. late charge charges directly removing connected next software, removed automatically. applies yet. treated like duplicate accidental occasionally ends charged twice common causes double-click pay (or you) clicked slow gateway response flight. clicks produced charge. retry timeout first attempt timed side, actually succeeded gateway. follow-up resulted second + autopay collision run scheduled date, ran. identify duplicates, transactions report look two day. typically show approved. fix following above. recent gateways generally capture reliably. faqs process refund, partial, technology-fee handling, part card yes. integrations. work whether includes not. = eat fee, back. back, correctly prorates fee. long take customer's days cards, depending issuer. similar window settlement. showing quickbooks. appear within minutes. magiccarpet, cycle. v3, upgrade-path note below. default behavior push gaap). failover matched usually modified deleted related articles understanding balances","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-16T13:36:45.000Z","tag_names":["record deposits","reconcile bank feed","undeposited funds","qbd record deposits","qbo bank deposit","xero bank reconciliation","automatic batch reconciliation","abr","sweep account","deposit account","daily discount","monthly discount"],"answer_sample":"Recording deposits and reconciling them against your bank feed is two-thirds of c","long_answer_sample":"Recording deposits and reconciling them against your bank feed is two-thirds of closing out an accounting period. The other third — applying customer payments against invoices — is the easy half. The deposit reconciliation half is the one that eats hours of bookkeeper time every month. This article explains what's actually happening when you record ","language_id":1,"id":1957709,"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":"recording deposits reconciling bank feed two-thirds closing accounting period. third — applying customer payments invoices easy half. deposit reconciliation half one eats hours bookkeeper time every month. article explains actually happening record deposit, matters using biller genie, genie's automatic batch (abr) collapses tedious part work nothing. 1 works (the fundamentals) accrual accounting, payment touches books two distinct steps, step requirement recorded invoice sales receipt. pays, mark paid (or create receipt immediate payment). → reconciliation. tells \"this owes less just paid.\" feed. receives money (which usually happens later overnight ach, 1-2 days credit cards), lands statement needs matched payments. \"the cash physically moved customer's ours.\" reconciliations happen close period accurately. skip first customers showing balances owe. second say less) does. undeposited funds account holding register steps sits special called (sometimes \"clearing account,\" \"holding \"till\"). temporary parking spot collected yet cleared bank. typical day business takes mix types looks like software pays $500 credit-card invoice. recorded; moves funds. b $1,200 ach c writes $300 check. day-end balance $2,000 across three different transaction types. point, shows actual arriving. come lump. separate batches type, days, processor fees deducted. begins. intuit's overview quickbooks xero merchants, see central . feeds live near-live) connection software. pushes pulls) deposits, withdrawals, lists \"to review\" inbox inside books. feed, match system knows refer transaction. ai/rules auto-suggest matches, suggestions good data underneath them. bank-feed workflow, manage set rules guides; xero's flow described small tax accuracy. agree bank, filings drift reality. irs care funds; cares says. position visibility. unreconciled hide real cash. think $50k; says $42k; $8k stuck unmatched batches. fraud error detection. discipline catches missed payment, duplicate chargeback recorded. $400 compounds months. audit readiness. lenders, investors, auditors want clean monthly reconciliations. \"we're behind\" answer well. 2 without abr automated tool, you) matching hand. workflow whether desktop, online, xero, anything else screens differ. manual desktop open banking \u0026gt; make depending qbd version). screen list currently sitting funds, mixed cards, checks, manually identify subset belongs recording. hard part. \"ach $1,847.23\" scan list, find day, add up, factor fee, pick right ones sum $1,847.23. check including. click ok. screen, date. save deposit. leave appears register. repeat day. online go + new destination select included save. model little dedicated default. directly lines time. batched (multiple combining single deposit), offers \u0026amp; line multiple amount. still selecting combination split ui. painful volume. merchant 50 transactions per generates couple hundred entries week. picking daily sorting work. fees. card processors often deduct depositing net $1,000 gross $971.50 know recreate math, fee deduction separately. get wrong fails. checks settle schedules. day's might hit five needing match. errors compound. misclassify next too. bookkeepers eventually spend finding mistakes transactions. expensive. businesses pay $30-50/hour week adds thousands dollars year keep aligned 3 add-on deposit-matching automatically. core insight genie exactly expected amount will processed place. can hand pre-matched journal entry mirrors hits software's ai matches sets chart accounts install abr, creates segregated sweep type card, check, alternative-payment-method (apm, paypal) never account. default eight created apm posts individual processes. reconcile bank-type treats liquidity. rename remap mapping tool prefers names. throughout pay. processes appropriate sweep, on. linked normal. end tallies debit account, exact quickbooks' built-in sees scans transactions, finds (same amount, date, description), auto-suggests \"match\" auto-matches via done. $0 close). left exception investigation chargeback, refund sync, payment. non-zero focused open-ended hunt longer sort reconstruct processor-fee math. track days. entries. mixed-type trying figure makes line. exception-spotting superpower abr's always exactly, definition exception. runs \"what's unreconciled\" seconds look balances. scroll hundreds answer. discounting extra \"daily discount\" (deducting rather billing monthly), comes fees, fix discount instead (recommended users), disappears entirely. available magiccarpet. legacy qbdv3 integration feature parity details. invoices. time, moment pays. specifically addresses reconciliation, above. replace bookkeeper. replaces portion review exceptions, classify uncommon close. stop spending rote matching. choosing path processing handful saved low-volume month, fine probably need automation. break-even point somewhere around 30-50 month volume, starts hurt. frequently asked questions use prefer. off, syncs account; deposits. segregated-sweep-account journal-entry pattern. existing turn stay are. affects enabled full sync completed. backlog let take going forward. zero mean means something happened normal common causes chargebacks (a disputed charge pulled back), refunds synced cleanly, settle. investigate exception, phantom. yes. consistent descriptions amounts pair well rules. merchants auto-confirm rule sight, reducing click-to-match zero. customize uses , override seeded choosing. prefer fold numbering scheme. currently. built quickbooks-specific behavior. bank-reconciliation screen. picture. related articles understanding connect magiccarpet","name":"Recording Deposits and Reconciling Bank Feeds","votes":0,"is_published":true,"slug":"record-deposits-in-quickbooks-desktop","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/record-deposits-in-quickbooks-desktop?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"recording deposits reconciling bank feed two-thirds closing accounting period. third — applying customer payments invoices easy half. deposit reconciliation half one eats hours bookkeeper time every month. article explains actually happening record deposit, matters using biller genie, genie's automatic batch (abr) collapses tedious part work nothing. 1 works (the fundamentals) accrual accounting, payment touches books two distinct steps, step requirement recorded invoice sales receipt. pays, mark paid (or create receipt immediate payment). → reconciliation. tells \"this owes less just paid.\" feed. receives money (which usually happens later overnight ach, 1-2 days credit cards), lands statement needs matched payments. \"the cash physically moved customer's ours.\" reconciliations happen close period accurately. skip first customers showing balances owe. second say less) does. undeposited funds account holding register steps sits special called (sometimes \"clearing account,\" \"holding \"till\"). temporary parking spot collected yet cleared bank. typical day business takes mix types looks like software pays $500 credit-card invoice. recorded; moves funds. b $1,200 ach c writes $300 check. day-end balance $2,000 across three different transaction types. point, shows actual arriving. come lump. separate batches type, days, processor fees deducted. begins. intuit's overview quickbooks xero merchants, see central . feeds live near-live) connection software. pushes pulls) deposits, withdrawals, lists \"to review\" inbox inside books. feed, match system knows refer transaction. ai/rules auto-suggest matches, suggestions good data underneath them. bank-feed workflow, manage set rules guides; xero's flow described small tax accuracy. agree bank, filings drift reality. irs care funds; cares says. position visibility. unreconciled hide real cash. think $50k; says $42k; $8k stuck unmatched batches. fraud error detection. discipline catches missed payment, duplicate chargeback recorded. $400 compounds months. audit readiness. lenders, investors, auditors want clean monthly reconciliations. \"we're behind\" answer well. 2 without abr automated tool, you) matching hand. workflow whether desktop, online, xero, anything else screens differ. manual desktop open banking \u0026gt; make depending qbd version). screen list currently sitting funds, mixed cards, checks, manually identify subset belongs recording. hard part. \"ach $1,847.23\" scan list, find day, add up, factor fee, pick right ones sum $1,847.23. check including. click ok. screen, date. save deposit. leave appears register. repeat day. online go + new destination select included save. model little dedicated default. directly lines time. batched (multiple combining single deposit), offers \u0026amp; line multiple amount. still selecting combination split ui. painful volume. merchant 50 transactions per generates couple hundred entries week. picking daily sorting work. fees. card processors often deduct depositing net $1,000 gross $971.50 know recreate math, fee deduction separately. get wrong fails. checks settle schedules. day's might hit five needing match. errors compound. misclassify next too. bookkeepers eventually spend finding mistakes transactions. expensive. businesses pay $30-50/hour week adds thousands dollars year keep aligned 3 add-on deposit-matching automatically. core insight genie exactly expected amount will processed place. can hand pre-matched journal entry mirrors hits software's ai matches sets chart accounts install abr, creates segregated sweep type card, check, alternative-payment-method (apm, paypal) never account. default eight created apm posts individual processes. reconcile bank-type treats liquidity. rename remap mapping tool prefers names. throughout pay. processes appropriate sweep, on. linked normal. end tallies debit account, exact quickbooks' built-in sees scans transactions, finds (same amount, date, description), auto-suggests \"match\" auto-matches via done. $0 close). left exception investigation chargeback, refund sync, payment. non-zero focused open-ended hunt longer sort reconstruct processor-fee math. track days. entries. mixed-type trying figure makes line. exception-spotting superpower abr's always exactly, definition exception. runs \"what's unreconciled\" seconds look balances. scroll hundreds answer. discounting extra \"daily discount\" (deducting rather billing monthly), comes fees, fix discount instead (recommended users), disappears entirely. available magiccarpet. legacy qbdv3 integration feature parity details. invoices. time, moment pays. specifically addresses reconciliation, above. replace bookkeeper. replaces portion review exceptions, classify uncommon close. stop spending rote matching. choosing path processing handful saved low-volume month, fine probably need automation. break-even point somewhere around 30-50 month volume, starts hurt. frequently asked questions use prefer. off, syncs account; deposits. segregated-sweep-account journal-entry pattern. existing turn stay are. affects enabled full sync completed. backlog let take going forward. zero mean means something happened normal common causes chargebacks (a disputed charge pulled back), refunds synced cleanly, settle. investigate exception, phantom. yes. consistent descriptions amounts pair well rules. merchants auto-confirm rule sight, reducing click-to-match zero. customize uses , override seeded choosing. prefer fold numbering scheme. currently. built quickbooks-specific behavior. bank-reconciliation screen. picture. related articles understanding connect magiccarpet","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2024-02-14T19:34:37.000Z","tag_names":["migrating quickbooks desktop to quickbooks online","qbd to qbo","quickbooks migration","convert quickbooks desktop","quickbooks online conversion","intuit migration tool","qbo conversion","export company file","magic carpet disconnect","switch to quickbooks online","bill with parent migration","qbd qbo customer types"],"answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequent","long_answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequential decisions you'll make in your accounting setup, and we want to be candid about something up front: the conversion uses Intuit's own QuickBooks Desktop to Online migration tool, and once it runs, it's a one-way operation. Intuit doesn't offer a built-in path back to ","language_id":1,"id":2407511,"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":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using payments tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. expected needs re-applied per billing parent. enabled online; firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught still address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","name":"Migrating from QuickBooks Desktop to QuickBooks Online","votes":0,"is_published":true,"slug":"migrating-from-qb-desktop-to-qb-online","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/migrating-from-qb-desktop-to-qb-online?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using payments tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. expected needs re-applied per billing parent. enabled online; firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught still address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2023-05-16T14:54:25.000Z","tag_names":["payment sync queue","payment sync history","sync error","invoice not paid in quickbooks","qbo sync error","xero sync error","qbd web connector","dequeue payment sync","transaction has been deleted","stale object error","closed transaction cannot be edited","authentication failed","6240 qbo","5010 qbo","3120 qbd","3171 qbd","3200 qbo","reconcile biller genie quickbooks","late fee not on quickbooks invoice"],"answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in ","long_answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in Biller Genie first and then pushed back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) so your books match reality. Most of the time this push happens within a few minutes and you never have to think about it. When something goes wrong, the","language_id":1,"id":1957804,"last_published_date":"July 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. (for example, quickbooks, zero), unapplied credit trigger paid\" email. instead screen, stay clean. reflected re-sync. articles timeline activity configure general (email notification)","name":"Payment Sync Queue and History: Why Invoices Sometimes Don’t Show Paid in Your Accounting Software","votes":0,"is_published":true,"slug":"using-the-payment-sync-history-report","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/using-the-payment-sync-history-report?from_search=235633187","host":"https://helpcenter.billergenie.com","body_txt":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. (for example, quickbooks, zero), unapplied credit trigger paid\" email. instead screen, stay clean. reflected re-sync. articles timeline activity configure general (email notification)","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":"2023-10-06T23:04:38.000Z","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=235633187","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"}}]