[{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:49.289Z","tag_names":["customer says no invoice","diagnose invoice delivery","inactive customer no reminders","invoice delivery indicator","invoice email bounce","invoice email not received","invoice email troubleshoot","invoice not sending","invoice sent log","opted out reminders","reminder not sending","was invoice emailed"],"answer_sample":"\"My customer says they never received the invoice.\" It's the most common support ","long_answer_sample":"\"My customer says they never received the invoice.\" It's the most common support question in any AR workflow. This article gives you a structured way to confirm whether the email actually went out, and if it didn't, what the likely reason is. Most cases resolve in under 5 minutes once you know where to look. Step 1: Check the Invoice Timeline Open t","language_id":1,"id":3826875,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"\"my customer says never received invoice.\" common support question ar workflow. article gives structured way confirm whether email actually went out, didn't, likely reason is. cases resolve 5 minutes know look. step 1 check invoice timeline open scroll timeline. looking two types entries reminder sent — \"[reminder type]\" sent. one corresponds outbound email. / click bounce telemetry comes provider (mailjet) tells happened send. state happening sends present, opens/clicks present opened it. sometimes customers genuinely forget gentle works. opens, bounces landed spam junk. see deliverability troubleshooting . search \"biller genie\" business name folder. hard address bad. fix customer's record. conflicts soft mailbox full, server temporarily unavailable, similar. biller genie will retry next cycle. persists, treat like bounce. (no entries) out. continue 2. 2 order 1. file primary field blank, report add email; scheduled go active inactive receive reminders, statements, receipts (unless account send messages enabled control panel \u0026gt; settings). reactivate setting. 3. opted reminders look detail. \"excluded reminders\" indicator, point. show excluded entry. opt resume invoice. 4. disabled turned level maybe per-customer override vip, \"do contact\" arrangement. tab every channel toggled off, gets regardless level. 5. billed parent bill on, governed settings own. parent's configuration flowing parent. 6. \"reminders skip\" window fire schedule (x days before/after due date, cadence) configured add-ons reminders. invoice's date far future upcoming-payment configured, simply yet. cadence scheduled. 7. still pending yet synced brand-new invoices created accounting software typically take sync genie. sync, first follows immediate \"you new invoice!\" unless messenger creation. forcing right now want immediately without waiting use detail page. ad-hoc goes cc emails file. lets optionally recipient additional cc. attach extra (up 5mb; pdf, doc, docx, txt, xls, xlsx, jpg, png). logs reminder. manually stuck checked sending, contact support@billergenie.com number expecting approximate date/time team can pull mailjet delivery log attempted, delivered, bounced, blocked. related articles activity history missing","name":"Invoice Email Delivery: Confirm What Was Sent and Diagnose What Wasn’t","votes":0,"is_published":true,"slug":"my-invoices-are-not-sending-diagnose","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/my-invoices-are-not-sending-diagnose?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"\"my customer says never received invoice.\" common support question ar workflow. article gives structured way confirm whether email actually went out, didn't, likely reason is. cases resolve 5 minutes know look. step 1 check invoice timeline open scroll timeline. looking two types entries reminder sent — \"[reminder type]\" sent. one corresponds outbound email. / click bounce telemetry comes provider (mailjet) tells happened send. state happening sends present, opens/clicks present opened it. sometimes customers genuinely forget gentle works. opens, bounces landed spam junk. see deliverability troubleshooting . search \"biller genie\" business name folder. hard address bad. fix customer's record. conflicts soft mailbox full, server temporarily unavailable, similar. biller genie will retry next cycle. persists, treat like bounce. (no entries) out. continue 2. 2 order 1. file primary field blank, report add email; scheduled go active inactive receive reminders, statements, receipts (unless account send messages enabled control panel \u0026gt; settings). reactivate setting. 3. opted reminders look detail. \"excluded reminders\" indicator, point. show excluded entry. opt resume invoice. 4. disabled turned level maybe per-customer override vip, \"do contact\" arrangement. tab every channel toggled off, gets regardless level. 5. billed parent bill on, governed settings own. parent's configuration flowing parent. 6. \"reminders skip\" window fire schedule (x days before/after due date, cadence) configured add-ons reminders. invoice's date far future upcoming-payment configured, simply yet. cadence scheduled. 7. still pending yet synced brand-new invoices created accounting software typically take sync genie. sync, first follows immediate \"you new invoice!\" unless messenger creation. forcing right now want immediately without waiting use detail page. ad-hoc goes cc emails file. lets optionally recipient additional cc. attach extra (up 5mb; pdf, doc, docx, txt, xls, xlsx, jpg, png). logs reminder. manually stuck checked sending, contact support@billergenie.com number expecting approximate date/time team can pull mailjet delivery log attempted, delivered, bounced, blocked. related articles activity history missing","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T16:33:38.000Z","tag_names":["185.189.236.0","185.211.120.0","185.250.236.0","2fa email not arriving","87.253.232.0","allowlist biller genie","biller genie emails missing","biller genie sending ip ranges","email deliverability","email not received","godaddy advanced email security","google workspace allowlist","ip-based filtering","mailjet ip allowlist","merchant receipt missing","microsoft 365 allowlist","office 365 spam","proofpoint mimecast barracuda","spam filter","squarespace email allowlist","whitelist biller genie ips"],"answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't r","long_answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't reaching you or your customers, the most common cause is your email provider's spam filter rejecting or quarantining the mail before delivery. This article walks through how to recognize an IP-based delivery problem, how to allowlist Biller Genie's sending IPs at the maj","language_id":1,"id":3686011,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","name":"Email Deliverability Troubleshooting","votes":0,"is_published":true,"slug":"allowlisting-biller-genie-ips-by-email-provider","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/allowlisting-biller-genie-ips-by-email-provider?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-21T03:59:28.871Z","tag_names":["compliance","pci"],"answer_sample":"PCI (Payment Card Industry) compliance is a security standard that the credit car","long_answer_sample":"PCI (Payment Card Industry) compliance is a security standard that the credit card networks require any business accepting card payments to maintain. Every merchant must complete a PCI compliance assessment at least once a year. Who runs the PCI assessment Biller Genie does NOT host the PCI compliance portal or questionnaire for your account. The pr","language_id":1,"id":3825115,"last_published_date":"May 25th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"pci (payment card industry) compliance security standard credit networks require business accepting payments maintain. every merchant must complete assessment least year. runs biller genie host portal questionnaire account. provider set processing (your payment gateway, processor, reseller) entity sends annual reminder. provides secure self-assessment (saq). reviews validates status. received email unsure it, contact gateway processor directly. can walk saq tier applies you, questions, vulnerability scans required. built help stay pci-compliant data side (we tokenize never store raw), submission belongs merchant. related articles connecting","name":"Completing Your Annual PCI Compliance","votes":0,"is_published":true,"slug":"pci-compliance","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/pci-compliance?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"pci (payment card industry) compliance security standard credit networks require business accepting payments maintain. every merchant must complete assessment least year. runs biller genie host portal questionnaire account. provider set processing (your payment gateway, processor, reseller) entity sends annual reminder. provides secure self-assessment (saq). reviews validates status. received email unsure it, contact gateway processor directly. can walk saq tier applies you, questions, vulnerability scans required. built help stay pci-compliant data side (we tokenize never store raw), submission belongs merchant. related articles connecting","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:50.082Z","tag_names":["detach payment balance","invoice balance mismatch","invoice not closing","invoice paid in qbo not bg","invoice paid still open","partial payment invoice open","payment not synced biller genie","pending ach attached invoice","reconcile invoice biller genie","technology fee pending"],"answer_sample":"An invoice that's marked \"Paid\" in your accounting software but still shows as Op","long_answer_sample":"An invoice that's marked \"Paid\" in your accounting software but still shows as Open (or partial balance) in Biller Genie is one of the most common reconciliation puzzles. There are several specific causes — this article walks through them in the order you should check. Step 1: Confirm the actual state Open the invoice in Biller Genie. Note the Balan","language_id":1,"id":3826876,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"invoice marked \"paid\" accounting software still shows open (or partial balance) biller genie one common reconciliation puzzles. several specific causes — article walks order check. step 1 confirm actual state genie. note balance remaining, status, payment rows timeline . (qbo, qbd, xero) applied payments. mismatch will usually fall patterns below. 2 check sync queues answer working time, queues. paid open, good chance related line item like late fee technology fee) sitting error message tells exactly wrong. queue history payments back. search transaction id. listed, desc column fix (deleted invoice, closed period, expired connection, etc.). outbound items (late fees, returned-check fees) added existing accounting-software invoice. stuck can change total way makes show different balances. find either queue, underlying issue per next cycle reconcile everything automatically. continue cause pending ach attached funded yet symptom check) amount $x. unchanged. take 3-5 business days settle. funding window, records invoice's reduce reject. software, hand, may bookkeeper manually. resolution wait. settles, mark push back software. rejects, stays reminders resume (you'll see rejection entry rejected transactions report ). (surcharge / dual-pricing synced paiddate set balanceremaining negative. internally calls \"paid balance.\" customer credit card fees (surcharging dual pricing) enabled, gets runs separately. confirms fee, math looks off. wait sync. automatically reconciles item. 3 (because check, cash, external qbo/qbd/xero). timeline. syncs invoices periodically. lag qbo/xero picks hour, longer issue. trigger manual add-ons \u0026gt; minutes. showing genie, errors (reports errors) failed records. enabled email notification, received alert stale configure general settings 4 previously-applied detached detach #x #y. status. someone team (likely re-attach invoice). detaching reverses goes cleared. correct apply new original applicable. attaching 5 voided refunded $x voided, refunded, detached. reversed. restores clears paiddate. void/refund intentional. so, need collection action unintentional, contact support@billergenie.com 6 \"partially paid,\" less total. reduced balance. designed reduces close remaining 7 wrong paid. open. looking customer's invoices, overpaid unexpected applied) money landed. one. ruled persists, number, name, shows, shows. audit identify exact gap. articles activity reject codes","name":"An Invoice Is Marked Paid but Still Shows Open","votes":0,"is_published":true,"slug":"invoice-marked-paid-but-still-shows-open","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/invoice-marked-paid-but-still-shows-open?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"invoice marked \"paid\" accounting software still shows open (or partial balance) biller genie one common reconciliation puzzles. several specific causes — article walks order check. step 1 confirm actual state genie. note balance remaining, status, payment rows timeline . (qbo, qbd, xero) applied payments. mismatch will usually fall patterns below. 2 check sync queues answer working time, queues. paid open, good chance related line item like late fee technology fee) sitting error message tells exactly wrong. queue history payments back. search transaction id. listed, desc column fix (deleted invoice, closed period, expired connection, etc.). outbound items (late fees, returned-check fees) added existing accounting-software invoice. stuck can change total way makes show different balances. find either queue, underlying issue per next cycle reconcile everything automatically. continue cause pending ach attached funded yet symptom check) amount $x. unchanged. take 3-5 business days settle. funding window, records invoice's reduce reject. software, hand, may bookkeeper manually. resolution wait. settles, mark push back software. rejects, stays reminders resume (you'll see rejection entry rejected transactions report ). (surcharge / dual-pricing synced paiddate set balanceremaining negative. internally calls \"paid balance.\" customer credit card fees (surcharging dual pricing) enabled, gets runs separately. confirms fee, math looks off. wait sync. automatically reconciles item. 3 (because check, cash, external qbo/qbd/xero). timeline. syncs invoices periodically. lag qbo/xero picks hour, longer issue. trigger manual add-ons \u0026gt; minutes. showing genie, errors (reports errors) failed records. enabled email notification, received alert stale configure general settings 4 previously-applied detached detach #x #y. status. someone team (likely re-attach invoice). detaching reverses goes cleared. correct apply new original applicable. attaching 5 voided refunded $x voided, refunded, detached. reversed. restores clears paiddate. void/refund intentional. so, need collection action unintentional, contact support@billergenie.com 6 \"partially paid,\" less total. reduced balance. designed reduces close remaining 7 wrong paid. open. looking customer's invoices, overpaid unexpected applied) money landed. one. ruled persists, number, name, shows, shows. audit identify exact gap. articles activity reject codes","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T17:00:10.000Z","tag_names":["biller genie email templates","customize invoice email","dbaname merge tag","email delivery best practices","email template best practices","invoice messenger","invoice number merge tag","invoice reminder emails","merge tags","new invoice template","paid invoice template","reminder customization","spam filter avoidance","subject line best practices","transactional email"],"answer_sample":"Biller Genie's default invoice email templates are tuned for deliverability — sho","long_answer_sample":"Biller Genie's default invoice email templates are tuned for deliverability — short, transactional subject lines and clean message bodies that look like the legitimate transactional email they are, not a marketing blast. When you customize the templates, the choices you make affect whether your customer's email provider routes the message to the inb","language_id":1,"id":3686047,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's default invoice email templates tuned deliverability — short, transactional subject lines clean message bodies look like legitimate are, marketing blast. customize templates, choices make affect whether customer's provider routes inbox junk folder. article covers genie sends, good bad customization looks like, confirm changes still deliver. heads up. caps, lots !!!, words \"limited time offer\" trigger spam filters google workspace, microsoft 365, corporate gateways. avoid patterns purpose. bigger change make, higher chance lands spam. live editable inside two add-ons send behalf \u0026gt; messenger \"new invoice,\" \"paid manually-sent \"invoice\" templates. reminders \"invoice reminders\" sent schedules. template line body fields, plus header comes branding setup. lifecycle stage sends new automatically created synced accounting software. (manual send) demand click \"email\" invoice. separately can craft personal voice one-offs. based reminder schedule rules configured (days before/after due date, cadence, escalation tone). paid marked confirms customer received payment. best practices keep short 40–60 characters sweet spot. anything longer gets truncated mobile. include number match specific reference business name using {dbaname} merge tag customers recognize sender sight. use neutral, language \"invoice,\" \"payment receipt,\" \"statement,\" \"reminder.\" solid examples #{invoicenumber} excessive punctuation , $$$. caps acronym brand name. emojis friendly ones. emails them. urgency/sales \"act now,\" \"final notice,\" time,\" \"must open.\" (will hurt deliverability) pay now!!! final notice – act fast must open immediately providers analyze text. apply transactional, promotional. professional invoice-focused. lead (\"this for...\") rather warming language. standard capitalization. large blocks bold colored extra links. now button call action adding links (social media, marketing) reduces focus filters. limit repeated urgency keywords (e.g., \"overdue overdue overdue\"). one mention fine; piling flagged. want upsell share news, separate tool top template. useful tags supports bodies. most-used inserts {invoicenumber} invoice's 1024) (as displayed genie) {customername} display {invoicetotal} amount (formatted currency) {duedate} date {paymentlink} unique payment link picker editor see full list available account. defaults recommended years real-world delivery data shaped align practices. pass common spam-filter sender-reputation checks. deliver consistently across recognized major b2b mail billing email. lightly business's tone voice, add thank-you line, swap \"statement\" industry calls underlying structure intact. testing go test address (gmail, outlook, yahoo control). mirrors real sees. landed inbox, promotions. check rendered correctly (no leftover text). resolves hosted page. wait 24 hours, window delivers right. customized starts landing spam, revert previous wording. original subject/body note (or run view history it) roll back. related articles custom domains troubleshooting setup configure general settings","name":"Writing Effective Invoice Reminder Emails","votes":0,"is_published":true,"slug":"email-delivery-best-practices-for-subject-lines-and-content","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/email-delivery-best-practices-for-subject-lines-and-content?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's default invoice email templates tuned deliverability — short, transactional subject lines clean message bodies look like legitimate are, marketing blast. customize templates, choices make affect whether customer's provider routes inbox junk folder. article covers genie sends, good bad customization looks like, confirm changes still deliver. heads up. caps, lots !!!, words \"limited time offer\" trigger spam filters google workspace, microsoft 365, corporate gateways. avoid patterns purpose. bigger change make, higher chance lands spam. live editable inside two add-ons send behalf \u0026gt; messenger \"new invoice,\" \"paid manually-sent \"invoice\" templates. reminders \"invoice reminders\" sent schedules. template line body fields, plus header comes branding setup. lifecycle stage sends new automatically created synced accounting software. (manual send) demand click \"email\" invoice. separately can craft personal voice one-offs. based reminder schedule rules configured (days before/after due date, cadence, escalation tone). paid marked confirms customer received payment. best practices keep short 40–60 characters sweet spot. anything longer gets truncated mobile. include number match specific reference business name using {dbaname} merge tag customers recognize sender sight. use neutral, language \"invoice,\" \"payment receipt,\" \"statement,\" \"reminder.\" solid examples #{invoicenumber} excessive punctuation , $$$. caps acronym brand name. emojis friendly ones. emails them. urgency/sales \"act now,\" \"final notice,\" time,\" \"must open.\" (will hurt deliverability) pay now!!! final notice – act fast must open immediately providers analyze text. apply transactional, promotional. professional invoice-focused. lead (\"this for...\") rather warming language. standard capitalization. large blocks bold colored extra links. now button call action adding links (social media, marketing) reduces focus filters. limit repeated urgency keywords (e.g., \"overdue overdue overdue\"). one mention fine; piling flagged. want upsell share news, separate tool top template. useful tags supports bodies. most-used inserts {invoicenumber} invoice's 1024) (as displayed genie) {customername} display {invoicetotal} amount (formatted currency) {duedate} date {paymentlink} unique payment link picker editor see full list available account. defaults recommended years real-world delivery data shaped align practices. pass common spam-filter sender-reputation checks. deliver consistently across recognized major b2b mail billing email. lightly business's tone voice, add thank-you line, swap \"statement\" industry calls underlying structure intact. testing go test address (gmail, outlook, yahoo control). mirrors real sees. landed inbox, promotions. check rendered correctly (no leftover text). resolves hosted page. wait 24 hours, window delivers right. customized starts landing spam, revert previous wording. original subject/body note (or run view history it) roll back. related articles custom domains troubleshooting setup configure general settings","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-30T21:55:44.046Z","tag_names":["pending transactions report","in-flight ach","ach pending","ach origination","ach status log","track ach payment","ach received status","ach accepted status","ach still settling","why is invoice unpaid in quickbooks ach","reminders paused ach","late fees paused ach","ach payment timeline","ach 3 to 5 business days","is my ach payment stuck","biller genie pending report"],"answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction ","long_answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction that's currently in flight — submitted to the banking network but not yet settled. This article explains what the report tracks, what the status values mean, what happens to invoice reminders and late fees while a payment is pending, and what changes when the transactio","language_id":1,"id":3832733,"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":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","name":"Pending Transactions Report","votes":0,"is_published":true,"slug":"pending-transactions-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/pending-transactions-report?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"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=235634707","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":1366687,"account_id":12867,"created_at":"2024-01-05T20:07:36.000Z","tag_names":["check add-on","check application","check capture vs processing","check destruction","check funding timeframe","check imaging","check overview","check processing","check scanner","electronic check deposit","magtek scanner","mobile check capture","paper check retention","rdc","reliafund","remote deposit capture"],"answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic depos","long_answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic deposits without going to the bank. Checks are imaged (with a mobile camera or a desktop check scanner), submitted electronically to the banking network, and applied as payments against your customers' invoices — or recorded as standalone transactions. This article explains ","language_id":1,"id":2353820,"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":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","name":"Check Processing Overview","votes":0,"is_published":true,"slug":"rdc-remote-deposit-capture-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/rdc-remote-deposit-capture-overview?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","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=235634707","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":1366687,"account_id":12867,"created_at":"2026-05-26T22:54:34.243Z","tag_names":["payment location","virtual terminal name","transaction labels","payment source","payment flow","invoice checkout","statement checkout","portal invoice payment","portal bulk payment","bulk invoice payment","payment plan","recurring billing","hosted payment link","integration payment","check payment","apple pay invoice checkout","apple pay statement checkout","apple pay portal invoice payment","apple pay portal bulk payment","apple pay hosted payment link","merchant receipt","gateway transactions report","csv export of transactions","what does payment location mean","what label is on my receipt","customer portal label","scheduler label","what is bulk pay on my receipt"],"answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email y","long_answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email you receive includes a \"Payment Location\" field. That field tells you which Biller Genie flow took the payment, so you can tell at a glance whether a payment came through an invoice checkout, a Hosted Payment Link, a Payment Plan, or something else. The same value appear","language_id":1,"id":3829008,"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":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","name":"What 'Payment Location' Means on Your Transaction Receipts","votes":0,"is_published":true,"slug":"what-payment-location-means-on-your-transaction-receipts","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-payment-location-means-on-your-transaction-receipts?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2023-05-15T20:56:30.000Z","tag_names":["payment","billing"],"answer_sample":"Once a customer requests a payment plan, you must either approve or reject it. St","long_answer_sample":"Once a customer requests a payment plan, you must either approve or reject it. Step 1 Once the request is sent, you will receive an email notification and a message on your Biller Genie dashboard to review and approve. The subject line of the email will be “Customer _____ has requested a Payment Plan” The email will showcase the invoice numbers of t","language_id":1,"id":1957063,"last_published_date":"May 25th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer requests payment plan, must either approve reject it. step 1 request sent, will receive email notification message biller genie dashboard review approve. subject line “customer _____ requested plan” showcase invoice numbers along plan details. click link in plan. 2 view pending plans, navigate the reports drop down and selecting pending plans. can either reject or approve the generic from no-reply@billergenie.com will sent notify rejection approval.","name":"Approving or Rejecting Payment Plans","votes":0,"is_published":true,"slug":"approving-or-rejecting-payment-plans","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/approving-or-rejecting-payment-plans?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"customer requests payment plan, must either approve reject it. step 1 request sent, will receive email notification message biller genie dashboard review approve. subject line “customer _____ requested plan” showcase invoice numbers along plan details. click link in plan. 2 view pending plans, navigate the reports drop down and selecting pending plans. can either reject or approve the generic from no-reply@billergenie.com will sent notify rejection approval.","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:15.492Z","tag_names":["additional invoice recipients","biller genie cc field","cc email recipients","cc emails","cc on receipts","cc on reminders","comma separated emails","copy bookkeeper on invoices","multiple email addresses customer","send invoice to accountant"],"answer_sample":"Many customers have more than one person who should receive their invoices — an A","long_answer_sample":"Many customers have more than one person who should receive their invoices — an A/P contact in addition to the main contact, an accountant copied for record-keeping, a business owner copied on every reminder. Biller Genie supports this through the CC Emails field on each customer record. This article covers how to add CC recipients, what types of em","language_id":1,"id":3826911,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customers one person receive invoices — a/p contact addition main contact, accountant copied record-keeping, business owner every reminder. biller genie supports cc emails field customer record. article covers add recipients, types email (and receive), syncs accounting software. works two email-related fields record primary address. used address sends customer's invoices. comma-separated list additional addresses. added line shared across type per customer, applies outbound mail customer. different people types. cc'd recipients goes list. includes new invoice notifications scheduled reminders (per configuration) manually-sent (\"email invoice\" action specific invoice) paid / payment receipts autopay monthly statements (if enabled) open \u0026gt; customers. click edit. find field. addresses separated commas. example accounting@customer.com, owner@customer.com, bookkeeper@theiraccountingfirm.com update change takes effect next waiting period. software quickbooks online directions. enter shows qbo vice versa. desktop round-trips. xero xero's model handles differently; bidirectional behavior limited. syncing expected, support@billergenie.com . best practices use actually pays. portal access 2fa codes (when applicable) go recipients. want reach primary, bookkeeper ask. common ask \"please include invoices.\" exactly for. put staff \"monitor\" emails. instead, merchant-level merchant setting control panel settings. cc'ing team creates flood inbound exposes another (cleanup gets messy teammate leaves). always separate comma. semicolons spaces split separators hard cap, reasonable. 4-5 routine feels spammy increases chance marking message spam hurts deliverability everyone account. can bcc instead no. (visible email) private hidden copy, right pattern account level (which separate, internal merchant-copy address(es)) see configure general settings related articles conflicts missing copy","name":"Adding CC Email Recipients on Invoices","votes":0,"is_published":true,"slug":"cc-email-recipients-on-invoices","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/cc-email-recipients-on-invoices?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"customers one person receive invoices — a/p contact addition main contact, accountant copied record-keeping, business owner every reminder. biller genie supports cc emails field customer record. article covers add recipients, types email (and receive), syncs accounting software. works two email-related fields record primary address. used address sends customer's invoices. comma-separated list additional addresses. added line shared across type per customer, applies outbound mail customer. different people types. cc'd recipients goes list. includes new invoice notifications scheduled reminders (per configuration) manually-sent (\"email invoice\" action specific invoice) paid / payment receipts autopay monthly statements (if enabled) open \u0026gt; customers. click edit. find field. addresses separated commas. example accounting@customer.com, owner@customer.com, bookkeeper@theiraccountingfirm.com update change takes effect next waiting period. software quickbooks online directions. enter shows qbo vice versa. desktop round-trips. xero xero's model handles differently; bidirectional behavior limited. syncing expected, support@billergenie.com . best practices use actually pays. portal access 2fa codes (when applicable) go recipients. want reach primary, bookkeeper ask. common ask \"please include invoices.\" exactly for. put staff \"monitor\" emails. instead, merchant-level merchant setting control panel settings. cc'ing team creates flood inbound exposes another (cleanup gets messy teammate leaves). always separate comma. semicolons spaces split separators hard cap, reasonable. 4-5 routine feels spammy increases chance marking message spam hurts deliverability everyone account. can bcc instead no. (visible email) private hidden copy, right pattern account level (which separate, internal merchant-copy address(es)) see configure general settings related articles conflicts missing copy","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":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=235634707","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":459465,"account_id":12867,"created_at":"2026-05-22T17:30:45.131Z","tag_names":["first invoice","getting started","onboarding","save and close","save and send","qbo workflow","duplicate invoice","two emails","invoice to cash","new merchant","biller genie setup"],"answer_sample":"Biller Genie is designed to work with the accounting software you already use. Yo","long_answer_sample":"Biller Genie is designed to work with the accounting software you already use. You keep creating invoices in QuickBooks Online, QuickBooks Desktop, or Xero the same way you always have. Biller Genie syncs each invoice over and takes care of getting it to your customer, collecting payment, applying reminders if needed, and posting the payment back to","language_id":1,"id":3826871,"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 designed work accounting software use. keep creating invoices quickbooks online, desktop, xero way always have. syncs invoice takes care getting customer, collecting payment, applying reminders needed, posting payment back software. guide walks set first goes out, day-one workflow changes (in small ways) on. defaults over, configure two things. quick (under 15 minutes each) shape every sends. setting global customer — decides methods customers can use, whether autopay required, late-fee policy, go when. behavior layer. looks like columns show, template (classic / modern simple), footer message, pdf includes qr code. appearance optional useful meaningfully different groups (premium vs. standard, retail wholesale, etc.) type too. otherwise come later. day-to-day owns invoice-to-cash cycle sending invoice, taking reminding back. stops shifts matter online merchants finish qbo, click save close instead send . tells qbo email itself, creates duplicate (your get email). just saves invoice; picks next sync handles send. turn automatic emailing qbo. account settings \u0026gt; sales disable \"automatically send\" toggles. sender now. manually do, will version plus stick genie's flow desktop (magiccarpet) create magiccarpet new company file pushes genie. directly desktop. reason sender. qbd's \"send\" \"email\" actions message receives. \"two invoices\" happens gets emails, almost either (a) auto-sends still on, (b) clicked \"save close\" (c) merchant emailed accounting-software paths let sends invoice. within (qbo) scheduled (qbd), lands renders using defaults. columns, template, code (if enabled) earlier. email. contains \"view invoice\" link opens branded portal. pay card, ach, whatever allowed fire automatically. pay, schedule configured. chase manually. posts pays, processes transaction gateway quickbooks. closes systems. customize specific dialed in, find need treatment vips late fees, big one-off wants paper invoices. use per-customer overrides handle without changing larger setup, type. experiences business, logo colors. view land portal, pay. complete whole minutes. see portal full customer-facing walkthrough. frequently asked questions software, layer top replace practical change stop (save qbo). want can. open generator there. sync. yes. menu. reminder cadence applies that. never got now check three things (1) customer's correct (2) synced (look list), (3) bounce spam. bounced report flags delivery failures. long initial take usually 30 average-sized base. via depends interval (configurable, 5 minutes) size file. talk implementation contact estimate. related articles reminders, features connect","name":"Your First Invoice in Biller Genie","votes":0,"is_published":true,"slug":"your-first-invoice-in-biller-genie","first_category":"Getting Started","categories_display_for_views":"Getting Started","parent_categories":[459465],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/getting-started/your-first-invoice-in-biller-genie?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"biller genie designed work accounting software use. keep creating invoices quickbooks online, desktop, xero way always have. syncs invoice takes care getting customer, collecting payment, applying reminders needed, posting payment back software. guide walks set first goes out, day-one workflow changes (in small ways) on. defaults over, configure two things. quick (under 15 minutes each) shape every sends. setting global customer — decides methods customers can use, whether autopay required, late-fee policy, go when. behavior layer. looks like columns show, template (classic / modern simple), footer message, pdf includes qr code. appearance optional useful meaningfully different groups (premium vs. standard, retail wholesale, etc.) type too. otherwise come later. day-to-day owns invoice-to-cash cycle sending invoice, taking reminding back. stops shifts matter online merchants finish qbo, click save close instead send . tells qbo email itself, creates duplicate (your get email). just saves invoice; picks next sync handles send. turn automatic emailing qbo. account settings \u0026gt; sales disable \"automatically send\" toggles. sender now. manually do, will version plus stick genie's flow desktop (magiccarpet) create magiccarpet new company file pushes genie. directly desktop. reason sender. qbd's \"send\" \"email\" actions message receives. \"two invoices\" happens gets emails, almost either (a) auto-sends still on, (b) clicked \"save close\" (c) merchant emailed accounting-software paths let sends invoice. within (qbo) scheduled (qbd), lands renders using defaults. columns, template, code (if enabled) earlier. email. contains \"view invoice\" link opens branded portal. pay card, ach, whatever allowed fire automatically. pay, schedule configured. chase manually. posts pays, processes transaction gateway quickbooks. closes systems. customize specific dialed in, find need treatment vips late fees, big one-off wants paper invoices. use per-customer overrides handle without changing larger setup, type. experiences business, logo colors. view land portal, pay. complete whole minutes. see portal full customer-facing walkthrough. frequently asked questions software, layer top replace practical change stop (save qbo). want can. open generator there. sync. yes. menu. reminder cadence applies that. never got now check three things (1) customer's correct (2) synced (look list), (3) bounce spam. bounced report flags delivery failures. long initial take usually 30 average-sized base. via depends interval (configurable, 5 minutes) size file. talk implementation contact estimate. related articles reminders, features connect","categories":{"current":{"id":459465,"name":"Getting Started","url":"/getting-started"}},"category_param":"getting-started"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:00.638Z","tag_names":["approve payment plan","biller genie payment plan","customer payment plan request","down payment","payment plan add-on","payment plan request","payment plan workflow","pending payment plans","reject payment plan"],"answer_sample":"When a customer requests a payment plan through the customer portal, the request ","long_answer_sample":"When a customer requests a payment plan through the customer portal, the request lands in Reports \u0026gt; Pending Payment Plans for your team to approve or reject. This article covers the report itself, the approval/rejection workflow, and what happens after each. Where to find it From the main menu, click Reports \u0026gt; Pending Payment Plans. The page l","language_id":1,"id":3833020,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","name":"Pending Payment Plans","votes":0,"is_published":true,"slug":"pending-payment-plans","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/pending-payment-plans?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":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=235634707","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":1368782,"account_id":12867,"created_at":"2023-05-16T15:19:43.000Z","tag_names":["add user","add user account","biller genie roles","control panel users","disable user","granular permissions","managing users","multi user account","reactivate user","remove user","settings manager","superuser","team members biller genie","user access","user permissions","user roles"],"answer_sample":"Biller Genie supports multiple users on one account. This article covers everythi","long_answer_sample":"Biller Genie supports multiple users on one account. This article covers everything you need: adding new users, editing them, disabling them when someone leaves, the seven granular permission roles Biller Genie offers, and the constraints around the SuperUser role. All user management happens at Control Panel \u0026gt; Users. To make changes, you need th","language_id":1,"id":1957844,"last_published_date":"June 22nd, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/JT?bg=f1ba57\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/fc4f4b69f7e4a4303f236ed2e8c96854.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Juan Tobon","indexable_body":"biller genie supports multiple users one account. article covers everything need adding new users, editing them, disabling someone leaves, seven granular permission roles offers, constraints around superuser role. user management happens control panel \u0026gt; users. make changes, step 1. go click add user. 2. enter user's first name, last email address. create 3. receives confirmation address entered. link verify set password. confirm, account created log in. arrive, can resend record. login will require setting password (recommended) enabling two-factor authentication. id open record, edit. edit disable toggle (on only), (if plan includes permissions). yourself, change totp / authentication setup. username (email address) read-only every user, including one. team member's changed, workflow old — way existing flow binds human. (when leaves) member leaves company, immediately revoke access. deleted kept record historical actions (invoices payments processed etc.) still attribute correctly. update disabled immediately. active session invalidated next request genie, longer re-enabling reactivate previously back off. reactivation done superuser. settings manager intentional, prevent non-superuser cause. permissions offers roles. assigned combination them. restrictive (a dashboardviewer see dashboard nothing else); others additive (you give reportviewer + addonsconfigurator without making superuser). role grants super full access automatically another roles, view settings, branding, customer defaults, invoice defaults manage (only can). add-ons installer install uninstall marketplace. include right configure install. configurator already-installed add-ons. ones. subscription editor billing settings. viewer main summary kpis (collections, a/r aging, recent payments). report reports section (pending transactions, rejected sync errors, etc.). none day-to-day work (view customers, send invoices, process payments) elevated capabilities, baseline availability page visible premium plan, (not yourself). like contact support@billergenie.com options. constraint remove logged superuser, blocks accidental lockouts. demote exists, promote teammate first, you. security best practices person shared accounts impossible actions, locks everyone once. use blanket people genuinely account-wide bookkeeper needs dashboardviewer, especially anyone manager. per-user org-wide enforcement today, ask up. departing employees day leave. wait monthly cleanup sessions disable. audit list quarterly. check works related articles recovery codes multi-factor changing general","name":"Managing Users in Biller Genie","votes":0,"is_published":true,"slug":"managing-users-in-biller-genie","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/managing-users-in-biller-genie?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"biller genie supports multiple users one account. article covers everything need adding new users, editing them, disabling someone leaves, seven granular permission roles offers, constraints around superuser role. user management happens control panel \u0026gt; users. make changes, step 1. go click add user. 2. enter user's first name, last email address. create 3. receives confirmation address entered. link verify set password. confirm, account created log in. arrive, can resend record. login will require setting password (recommended) enabling two-factor authentication. id open record, edit. edit disable toggle (on only), (if plan includes permissions). yourself, change totp / authentication setup. username (email address) read-only every user, including one. team member's changed, workflow old — way existing flow binds human. (when leaves) member leaves company, immediately revoke access. deleted kept record historical actions (invoices payments processed etc.) still attribute correctly. update disabled immediately. active session invalidated next request genie, longer re-enabling reactivate previously back off. reactivation done superuser. settings manager intentional, prevent non-superuser cause. permissions offers roles. assigned combination them. restrictive (a dashboardviewer see dashboard nothing else); others additive (you give reportviewer + addonsconfigurator without making superuser). role grants super full access automatically another roles, view settings, branding, customer defaults, invoice defaults manage (only can). add-ons installer install uninstall marketplace. include right configure install. configurator already-installed add-ons. ones. subscription editor billing settings. viewer main summary kpis (collections, a/r aging, recent payments). report reports section (pending transactions, rejected sync errors, etc.). none day-to-day work (view customers, send invoices, process payments) elevated capabilities, baseline availability page visible premium plan, (not yourself). like contact support@billergenie.com options. constraint remove logged superuser, blocks accidental lockouts. demote exists, promote teammate first, you. security best practices person shared accounts impossible actions, locks everyone once. use blanket people genuinely account-wide bookkeeper needs dashboardviewer, especially anyone manager. per-user org-wide enforcement today, ask up. departing employees day leave. wait monthly cleanup sessions disable. audit list quarterly. check works related articles recovery codes multi-factor changing general","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:38:59.645Z","tag_names":["address conflict","confirm mailing address","paper mail add-on","paper mail conflicts","paper mail not sending","paper mail reminder not delivered","snail mail conflicts","unconfirmed address","usps validation"],"answer_sample":"The Paper Mail Conflicts report is the paper-mail counterpart to Email Conflicts ","long_answer_sample":"The Paper Mail Conflicts report is the paper-mail counterpart to Email Conflicts . It lists customers who are set up to receive invoice reminders by paper mail, who have an open invoice, but whose mailing address hasn't been confirmed — meaning Biller Genie isn't going to mail them anything until you confirm the address. When a customer appears on t","language_id":1,"id":3833019,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"paper mail conflicts report paper-mail counterpart email . lists customers set receive invoice reminders mail, open invoice, whose mailing address confirmed — meaning biller genie going anything confirm address. customer appears flagged three true least one (unpaid, hidden, pending). reminder settings turned on. delivery typically file validate usps, multiple records reconciled, field left blank. resolve conflict, go out. (if configured) continue fire normally. find main menu, click reports \u0026gt; conflicts. requires viewer role (or higher) active add-on subscription. resolving conflict report. address-resolution action. modal opens showing customer's available candidates billing record, plus usps-suggested correction tried validate. choose correct pending \"new invoice\" waiting confirmation, triggered immediately. future scheduled now flow standard cadence. neither candidate cancel modal, edit value. return confirm. saved record will offers. physical can turn specifically. tab toggle channel row. drops only. searching use search bar specific display name, business first last name. useful want whether particular list. related articles missing per-customer overrides defaults","name":"Paper Mail Conflicts","votes":0,"is_published":true,"slug":"paper-mail-conflicts","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/paper-mail-conflicts?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"paper mail conflicts report paper-mail counterpart email . lists customers set receive invoice reminders mail, open invoice, whose mailing address confirmed — meaning biller genie going anything confirm address. customer appears flagged three true least one (unpaid, hidden, pending). reminder settings turned on. delivery typically file validate usps, multiple records reconciled, field left blank. resolve conflict, go out. (if configured) continue fire normally. find main menu, click reports \u0026gt; conflicts. requires viewer role (or higher) active add-on subscription. resolving conflict report. address-resolution action. modal opens showing customer's available candidates billing record, plus usps-suggested correction tried validate. choose correct pending \"new invoice\" waiting confirmation, triggered immediately. future scheduled now flow standard cadence. neither candidate cancel modal, edit value. return confirm. saved record will offers. physical can turn specifically. tab toggle channel row. drops only. searching use search bar specific display name, business first last name. useful want whether particular list. related articles missing per-customer overrides defaults","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"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=235634707","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":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=235634707","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":1369272,"account_id":12867,"created_at":"2023-05-15T20:25:26.000Z","tag_names":["invoice messenger","invoice delivery","send invoice email","paper mail invoice","invoice updated email","invoice notification","bill with parent invoice messenger","merge tags invoice","invoice messenger settings","invoice messenger matrix"],"answer_sample":"Invoice Messenger handles the first touch with your customer when an invoice goes","long_answer_sample":"Invoice Messenger handles the first touch with your customer when an invoice goes out: emailing the invoice, mailing the invoice on paper if you've enabled paper mail, and updating the customer if the invoice changes. It's the front half of Biller Genie's customer-communication system; Reminders handles the follow-up cadence after that first touch. ","language_id":1,"id":1957013,"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":"invoice messenger handles first touch customer goes emailing invoice, mailing paper enabled mail, updating changes. front half biller genie's customer-communication system; reminders follow-up cadence touch. sends organized matrix — six message types, two channels (email mail). cell independently toggleable, can choose exactly communications go channel. upcoming payment heads-up sent due. especially useful autopay know charge hit. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email mail offered arrive next update. statement periodic listing customer's open invoices. overdue past late fee posts. vs always available genie ships invoices sender address (or custom domain set one up). requires add-on enabled, hands print-and-mail vendor puts physical mailbox within business days. type, gets both. customers reliably check \"belt suspenders\" approach. differs systems use structure serve different purposes out, updates triggers once. cadence. repeats schedule paid. may trigger time. practice, usually turn every type ever see, repeat pressure find configured layered model used everywhere global defaults baseline applied customer. control panel \u0026gt; tab. overrides per quickbooks type. per-customer specific customers. most-specific layer wins. configure first, add exceptions. starter setup service b2b businesses, works well on, off. (turn insist paper). (paper option here). accounts want hardcopy month-end statement). (enable level stubborn invoices). bill parent sub-customer parent, settings sub-customer's record grayed parent's drive sent. keeps messaging consistent actually paying. customizing content wording, branding, footer emails comes template (classic / modern simple), text, columns shown, whether pdf includes qr code. specifically, see customize . merge tags personalizing templates support placeholders like {customerfirstname} {amountdue} replaces real data out. let render correctly invoice. work mail. tag system shared contexts. information name. renders \"sir/ma'am\" blank (useful businesses). {customerbusinessname} blank. {customerdisplayname} preferred display name (combines + based set). {jobname} job title (for setups). {other} value field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency example, $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} days is. plain (negative yet messages might \"due 5 days\" phrasing). (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. particularly template. {latefee} will (currency formatted). {latefeedate} scheduled post link {customerportallink} full url portal important one-click pay-now needs. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the by). rules case-sensitive works; replace literally. single curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example send simple hi {customerfirstname}, ready. {duedate}. pay online click questions, just reply email. thanks, abc plumbing co., personalized name, number, exact amount, date, working manual editing frequently asked questions says receive look activity history shows timestamp, delivery channel used. went it, (1) file correct, (2) server bounce (check records), (3) spam folder. worst case, fire resend (see manually ). disable insists another way yes types suppressed. change settings, already-sent re-sent fires event (invoice created, updated). changing affects future updates, gone already-issued again, action. get only, record, emailed, ones paper. active. related articles using setting reminders, fees, features","name":"Invoice Messenger","votes":0,"is_published":true,"slug":"invoice-messenger","first_category":"Invoice Messenger \u0026 Reminders","categories_display_for_views":"Invoice Messenger \u0026 Reminders","parent_categories":[1369272],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoice-messenger-and-reminders/invoice-messenger?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"invoice messenger handles first touch customer goes emailing invoice, mailing paper enabled mail, updating changes. front half biller genie's customer-communication system; reminders follow-up cadence touch. sends organized matrix — six message types, two channels (email mail). cell independently toggleable, can choose exactly communications go channel. upcoming payment heads-up sent due. especially useful autopay know charge hit. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email mail offered arrive next update. statement periodic listing customer's open invoices. overdue past late fee posts. vs always available genie ships invoices sender address (or custom domain set one up). requires add-on enabled, hands print-and-mail vendor puts physical mailbox within business days. type, gets both. customers reliably check \"belt suspenders\" approach. differs systems use structure serve different purposes out, updates triggers once. cadence. repeats schedule paid. may trigger time. practice, usually turn every type ever see, repeat pressure find configured layered model used everywhere global defaults baseline applied customer. control panel \u0026gt; tab. overrides per quickbooks type. per-customer specific customers. most-specific layer wins. configure first, add exceptions. starter setup service b2b businesses, works well on, off. (turn insist paper). (paper option here). accounts want hardcopy month-end statement). (enable level stubborn invoices). bill parent sub-customer parent, settings sub-customer's record grayed parent's drive sent. keeps messaging consistent actually paying. customizing content wording, branding, footer emails comes template (classic / modern simple), text, columns shown, whether pdf includes qr code. specifically, see customize . merge tags personalizing templates support placeholders like {customerfirstname} {amountdue} replaces real data out. let render correctly invoice. work mail. tag system shared contexts. information name. renders \"sir/ma'am\" blank (useful businesses). {customerbusinessname} blank. {customerdisplayname} preferred display name (combines + based set). {jobname} job title (for setups). {other} value field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency example, $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} days is. plain (negative yet messages might \"due 5 days\" phrasing). (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. particularly template. {latefee} will (currency formatted). {latefeedate} scheduled post link {customerportallink} full url portal important one-click pay-now needs. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the by). rules case-sensitive works; replace literally. single curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example send simple hi {customerfirstname}, ready. {duedate}. pay online click questions, just reply email. thanks, abc plumbing co., personalized name, number, exact amount, date, working manual editing frequently asked questions says receive look activity history shows timestamp, delivery channel used. went it, (1) file correct, (2) server bounce (check records), (3) spam folder. worst case, fire resend (see manually ). disable insists another way yes types suppressed. change settings, already-sent re-sent fires event (invoice created, updated). changing affects future updates, gone already-issued again, action. get only, record, emailed, ones paper. active. related articles using setting reminders, fees, features","categories":{"current":{"id":1369272,"name":"Invoice Messenger \u0026 Reminders","url":"/invoice-messenger-and-reminders"}},"category_param":"invoice-messenger-and-reminders"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:06:44.000Z","tag_names":["autopay attempt log","detach payment timeline","email opened invoice","invoice activity","invoice event log","invoice history","invoice opt out reminders","invoice timeline","mailjet open click","reminder sent log","when was invoice sent","who paid invoice"],"answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything ","long_answer_sample":"Every invoice in Biller Genie has a Timeline — a chronological log of everything that's happened to it: payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay attempts, manual notes, and email opens and clicks. The Timeline is the first place to look when you need to answer \"what happened with this invoice?\" — fo","language_id":1,"id":1956817,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","name":"Invoice Timeline and Activity History","votes":0,"is_published":true,"slug":"view-invoice-timeline","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/view-invoice-timeline?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:13:18.000Z","tag_names":["send invoice manually","immediate reminder","send reminder now","resend invoice email","send invoice to alternate email","ad-hoc invoice email","invoice email override"],"answer_sample":"Biller Genie sends invoices automatically through Invoice Messenger when an invoi","long_answer_sample":"Biller Genie sends invoices automatically through Invoice Messenger when an invoice first syncs in and through Reminders on the cadence you've configured. But sometimes you want to send an invoice on demand — a customer asks for a copy, a reminder didn't reach them, or you want to test what an invoice looks like before a big batch goes out. The manu","language_id":1,"id":1956821,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie sends invoices automatically invoice messenger first syncs reminders cadence configured. sometimes want send demand — customer asks copy, reminder reach them, test looks like big batch goes out. manual action covers cases. use requests copy. \"can resend last month's invoice\" fire send. verify like. draft address sees final. one-off communication specific customer. without changing global everyone else. replace bounced email. original bounced, can correct email trigger fresh manually open genie. find via list (invoices tab), searching name, directly number. click top page. choose recipients. default customer's billing email; edit one (without record), add cc addresses, verification. delivery channel email, paper mail (if add-on ), both. optionally customize subject body records invoice's activity history. gets sent delivers receive template, branding, one-click portal access link. pdf attachment latest version (so updated since send, reflects updates). emails fix bounces, surfaces two places history shows bounce record underlying smtp error. bounces report reports \u0026gt; see every recent across invoices. record, address, return corrected address. sending multiple (bulk send) need group example, month-end customers, resending problem bulk view portal, navigate search keyword filters (customer type, date range, status) narrow filtered want, list. dialog, changes apply batch, per-customer. merge tags work individual sends, still personalized message. queues list, sequentially. repeat different batches (e.g. net 30 60). frequently asked questions will start no. separate . schedule keeps running based due copy reset schedule. go quickbooks infrastructure. online desktop get involved intentional, cause duplicate-email problems qbo's \"save send\" qbd features. reply yes replies business's reply-to (or custom domain configured). way regular paid paid, replaced receipt. longer needs receipt payment made. related articles using create","name":"How to Send an Invoice Manually","votes":0,"is_published":true,"slug":"how-to-send-an-invoice-manually","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/how-to-send-an-invoice-manually?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"biller genie sends invoices automatically invoice messenger first syncs reminders cadence configured. sometimes want send demand — customer asks copy, reminder reach them, test looks like big batch goes out. manual action covers cases. use requests copy. \"can resend last month's invoice\" fire send. verify like. draft address sees final. one-off communication specific customer. without changing global everyone else. replace bounced email. original bounced, can correct email trigger fresh manually open genie. find via list (invoices tab), searching name, directly number. click top page. choose recipients. default customer's billing email; edit one (without record), add cc addresses, verification. delivery channel email, paper mail (if add-on ), both. optionally customize subject body records invoice's activity history. gets sent delivers receive template, branding, one-click portal access link. pdf attachment latest version (so updated since send, reflects updates). emails fix bounces, surfaces two places history shows bounce record underlying smtp error. bounces report reports \u0026gt; see every recent across invoices. record, address, return corrected address. sending multiple (bulk send) need group example, month-end customers, resending problem bulk view portal, navigate search keyword filters (customer type, date range, status) narrow filtered want, list. dialog, changes apply batch, per-customer. merge tags work individual sends, still personalized message. queues list, sequentially. repeat different batches (e.g. net 30 60). frequently asked questions will start no. separate . schedule keeps running based due copy reset schedule. go quickbooks infrastructure. online desktop get involved intentional, cause duplicate-email problems qbo's \"save send\" qbd features. reply yes replies business's reply-to (or custom domain configured). way regular paid paid, replaced receipt. longer needs receipt payment made. related articles using create","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"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=235634707","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":1368781,"account_id":12867,"created_at":"2024-08-23T19:34:37.000Z","tag_names":["returned","emails","soft bounce","hard bounce"],"answer_sample":"  By regularly referencing the Bounced Email Report, you can quickly identify and","long_answer_sample":"  By regularly referencing the Bounced Email Report, you can quickly identify and address invalid email addresses in your customer database. This proactive approach not only reduces delays in invoice delivery it also ensures that customers receive their payment reminders, which are proven to drive prompt payment. Here are a few key benefits of utili","language_id":1,"id":2790154,"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":"  regularly referencing bounced email report, can quickly identify address invalid addresses customer database. proactive approach reduces delays invoice delivery ensures customers receive payment reminders, proven drive prompt payment. key benefits utilizing reports timely payments resend invoices valid minimize delays. improved relationships demonstrate reliability professionalism ensuring clear communication. cost efficiency save time resources reducing follow-ups undelivered invoices. step 1 open report biller genie portal, navigate \u0026gt; emails 2 review errors within see records outgoing failed. error messages vary, will usually give description failed, “invalid address.\" address, click customer's ‘display name’ 3 make corrections record, ‘edit’ necessary address. 4 send manual number related manually customer, necessary. otherwise, upcoming receipts, communications scheduled, corrected","name":"Bounced Email Report","votes":0,"is_published":true,"slug":"bounced-email-report","first_category":"Reports \u0026 Reconciliation","categories_display_for_views":"Reports \u0026 Reconciliation","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/bounced-email-report?from_search=235634707","host":"https://helpcenter.billergenie.com","body_txt":"  regularly referencing bounced email report, can quickly identify address invalid addresses customer database. proactive approach reduces delays invoice delivery ensures customers receive payment reminders, proven drive prompt payment. key benefits utilizing reports timely payments resend invoices valid minimize delays. improved relationships demonstrate reliability professionalism ensuring clear communication. cost efficiency save time resources reducing follow-ups undelivered invoices. step 1 open report biller genie portal, navigate \u0026gt; emails 2 review errors within see records outgoing failed. error messages vary, will usually give description failed, “invalid address.\" address, click customer's ‘display name’ 3 make corrections record, ‘edit’ necessary address. 4 send manual number related manually customer, necessary. otherwise, upcoming receipts, communications scheduled, corrected","categories":{"current":{"id":1368781,"name":"Reports \u0026 Reconciliation","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}}]