[{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-22T17:31:22.180Z","tag_names":["auto-send reports","biller genie reporting","custom reports","export schedule csv","pdf export biller genie","persistent filters report","recurring report email","report builder","reports api access","scheduled report email","workaround scheduled reports"],"answer_sample":"A common ask from finance teams adopting Biller Genie: \"Can I build a custom repo","long_answer_sample":"A common ask from finance teams adopting Biller Genie: \"Can I build a custom report?\" or \"Can I schedule a report to email itself every Monday morning?\" Here's an honest current-state answer to both, what we offer today instead, and how to request these features formally. Current state: not in product today Feature\nAvailable? Custom report builder (","language_id":1,"id":3826919,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"common ask finance teams adopting biller genie \"can build custom report\" schedule report email every monday morning\" honest current-state answer both, offer today instead, request features formally. current state product feature available builder (drag-and-drop columns, filters, saved views) auto-send reports (e.g. csv monday) pdf export (csv/excel only) api access data partial — see public api, webhooks, zapier manual individual yes button per-column filtering sorting works (the workarounds) manually button. apply filters first, get (technically .xlsx filename content csv; spreadsheet apps open cleanly). recurring reporting needs (weekly a/r aging, monthly transaction summary), pair calendar reminder team. elegant works. filter existing specific view lot \"custom actually combinations reports. examples \"overdue invoices customer type\" grid status = overdue, sort customer. \"all ach payments last month\" transactions, date range + payment type ach. \"failed autopay attempts week\" auto-pay declines report, decline date. turn persistent control panel \u0026gt; settings, setup remembered across sessions configure general settings . use accounting software's broader financial (p\u0026amp;l, balance sheet, aging customers, sales item / category class), software (quickbooks online, quickbooks desktop, xero) powerful native does. syncs software, top qbo/qbd/xero reflects everything flowed genie. larger merchants operational workflow pull period-end qbo/xero. sophisticated connect via data-warehouse bi cases, provides read subset data. endpoint set limited (customers, receipts, tax rates) actively expanding surface based demand; shape unlock need you, tell us. scheduled exports roadmap frequently requested. hear customers higher prioritize. put record submit case \"i want weekly emailed 60 days late\") concrete scenarios design. team adopt paid add-on upgrade, mention weighs prioritization. related articles support (persistent filters)","name":"Custom Reports, Auto-Send, and Scheduled Exports: Current Status","votes":0,"is_published":true,"slug":"auto-send-reports-export-scheduling","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/auto-send-reports-export-scheduling?from_search=235634499","host":"https://helpcenter.billergenie.com","body_txt":"common ask finance teams adopting biller genie \"can build custom report\" schedule report email every monday morning\" honest current-state answer both, offer today instead, request features formally. current state product feature available builder (drag-and-drop columns, filters, saved views) auto-send reports (e.g. csv monday) pdf export (csv/excel only) api access data partial — see public api, webhooks, zapier manual individual yes button per-column filtering sorting works (the workarounds) manually button. apply filters first, get (technically .xlsx filename content csv; spreadsheet apps open cleanly). recurring reporting needs (weekly a/r aging, monthly transaction summary), pair calendar reminder team. elegant works. filter existing specific view lot \"custom actually combinations reports. examples \"overdue invoices customer type\" grid status = overdue, sort customer. \"all ach payments last month\" transactions, date range + payment type ach. \"failed autopay attempts week\" auto-pay declines report, decline date. turn persistent control panel \u0026gt; settings, setup remembered across sessions configure general settings . use accounting software's broader financial (p\u0026amp;l, balance sheet, aging customers, sales item / category class), software (quickbooks online, quickbooks desktop, xero) powerful native does. syncs software, top qbo/qbd/xero reflects everything flowed genie. larger merchants operational workflow pull period-end qbo/xero. sophisticated connect via data-warehouse bi cases, provides read subset data. endpoint set limited (customers, receipts, tax rates) actively expanding surface based demand; shape unlock need you, tell us. scheduled exports roadmap frequently requested. hear customers higher prioritize. put record submit case \"i want weekly emailed 60 days late\") concrete scenarios design. team adopt paid add-on upgrade, mention weighs prioritization. related articles support (persistent filters)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:01.513Z","tag_names":["cancel schedule","export schedules csv","invoice schedule list","next run date","occurrences remaining","pause schedule","payment schedule list","recurring schedules list","running schedules","schedules report"],"answer_sample":"The Schedules report is your one-stop view of every recurring schedule on your ac","long_answer_sample":"The Schedules report is your one-stop view of every recurring schedule on your account — both Invoice Schedules (which auto-create new invoices on a cadence) and Payment Schedules (which auto-charge a stored payment method on a cadence, often as part of an approved payment plan). Use this report to spot anything that's run off the rails, to pause or","language_id":1,"id":3833021,"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":"schedules report one-stop view every recurring schedule account — invoice (which auto-create new invoices cadence) payment auto-charge stored method cadence, often part approved plan). use spot anything run rails, pause resume schedules, confirm coming next. find main menu, click reports \u0026gt; schedules. default shows running uncheck \"running only\" top right see including paused completed ones. column id internal id. open details. type (creates run) (charges run). typically attached plan. status (active will fire next due date), cancelled (paused via action fire), (ran configured number occurrences done). plan plan, links description free-text setup. customer belongs (only shown account-wide view; hidden viewing specific record). frequency daily, weekly, monthly. amount per-run amount. start date first run. charge / creation fire. azure-scheduled job runs approximately 800 1000 pm et today one windows. x y (z remaining) finite ∞ indefinite filtering searching checkbox (top right) defaults checked. include search box matches description, customer, frequency, useful finding know roughly charges. per-column filters grid header row. pausing (cancelling) schedule. schedule's flips (biller genie's ui uses \"cancelled\" label though technically underlying database state paused), future stop firing. resume, resume. next-run recompute based original cadence. editing edited place. change amount, schedule, existing create corrected settings. (the ones backing plans) edit details edit. creating dropdown page set charges method. retainers, deposits, subscriptions one-off recurring. requires add-on installed account. step-by-step. exporting export csv page. respects current running-only setting want file named schedules.xlsx. related articles pending plans storing methods","name":"Schedules: List View","votes":0,"is_published":true,"slug":"schedules-list-view","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/schedules-list-view?from_search=235634499","host":"https://helpcenter.billergenie.com","body_txt":"schedules report one-stop view every recurring schedule account — invoice (which auto-create new invoices cadence) payment auto-charge stored method cadence, often part approved plan). use spot anything run rails, pause resume schedules, confirm coming next. find main menu, click reports \u0026gt; schedules. default shows running uncheck \"running only\" top right see including paused completed ones. column id internal id. open details. type (creates run) (charges run). typically attached plan. status (active will fire next due date), cancelled (paused via action fire), (ran configured number occurrences done). plan plan, links description free-text setup. customer belongs (only shown account-wide view; hidden viewing specific record). frequency daily, weekly, monthly. amount per-run amount. start date first run. charge / creation fire. azure-scheduled job runs approximately 800 1000 pm et today one windows. x y (z remaining) finite ∞ indefinite filtering searching checkbox (top right) defaults checked. include search box matches description, customer, frequency, useful finding know roughly charges. per-column filters grid header row. pausing (cancelling) schedule. schedule's flips (biller genie's ui uses \"cancelled\" label though technically underlying database state paused), future stop firing. resume, resume. next-run recompute based original cadence. editing edited place. change amount, schedule, existing create corrected settings. (the ones backing plans) edit details edit. creating dropdown page set charges method. retainers, deposits, subscriptions one-off recurring. requires add-on installed account. step-by-step. exporting export csv page. respects current running-only setting want file named schedules.xlsx. related articles pending plans storing methods","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"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=235634499","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":1368781,"account_id":12867,"created_at":"2026-05-31T02:38:58.745Z","tag_names":["autopay decline reasons","auto-pay declines","autopay failures","autopay report","biller genie autopay failed","do not honor","expired card autopay disabled","gateway decline","insufficient funds autopay"],"answer_sample":"The Auto-Pay Declines report is the single place where every declined automatic-p","long_answer_sample":"The Auto-Pay Declines report is the single place where every declined automatic-payment attempt across your account is logged. Use it as your daily punch list — every entry here is an open invoice that tried to auto-charge and didn't go through, which means you have a customer to follow up with. Where to find it From the main menu, click Reports \u0026gt","language_id":1,"id":3833018,"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":"auto-pay declines report single place every declined automatic-payment attempt across account logged. use daily punch list — entry open invoice tried auto-charge go through, means customer follow with. find main menu, click reports \u0026gt; declines. need user viewer (or higher) role see managing users . entries appear biller genie logs new row time automatic payment declined. common reasons insufficient funds ach debit card rejected customer's balance. / honor issuing bank without specific reason. expired stored file past expiration date. auto-disables autopay happens. closed invalid method longer valid (closed account, replaced number). gateway error communication temporary issue (uncommon; usually self-resolves). exact decline reason whatever returned. full ach-specific return codes (r01-r85), credit reject column shows id event's internal id. mostly support reference. display name name. jump record. details compound cell number (links invoice), company name, first/last gateway. date failed happened. filtering sorting header sort. filter beneath narrowing useful spotting trends like \"every week funds.\" page sizes range 10 all. exporting csv export top page. download named autopayreport.xlsx (it's inside .xlsx-named spreadsheet apps correctly either way). right action depends reach customer. retry manually days, send link pay another way. next scheduled happens standard cadence (typically reminder cycle). auto-disabled. update via portal invite store method). dead. replace it. self-resolves cycle. repeated identical errors, contact support@billergenie.com related articles transactions storing methods customer-enabled auto","name":"Auto-Pay Declines Report","votes":0,"is_published":true,"slug":"auto-pay-declines-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/auto-pay-declines-report?from_search=235634499","host":"https://helpcenter.billergenie.com","body_txt":"auto-pay declines report single place every declined automatic-payment attempt across account logged. use daily punch list — entry open invoice tried auto-charge go through, means customer follow with. find main menu, click reports \u0026gt; declines. need user viewer (or higher) role see managing users . entries appear biller genie logs new row time automatic payment declined. common reasons insufficient funds ach debit card rejected customer's balance. / honor issuing bank without specific reason. expired stored file past expiration date. auto-disables autopay happens. closed invalid method longer valid (closed account, replaced number). gateway error communication temporary issue (uncommon; usually self-resolves). exact decline reason whatever returned. full ach-specific return codes (r01-r85), credit reject column shows id event's internal id. mostly support reference. display name name. jump record. details compound cell number (links invoice), company name, first/last gateway. date failed happened. filtering sorting header sort. filter beneath narrowing useful spotting trends like \"every week funds.\" page sizes range 10 all. exporting csv export top page. download named autopayreport.xlsx (it's inside .xlsx-named spreadsheet apps correctly either way). right action depends reach customer. retry manually days, send link pay another way. next scheduled happens standard cadence (typically reminder cycle). auto-disabled. update via portal invite store method). dead. replace it. self-resolves cycle. repeated identical errors, contact support@billergenie.com related articles transactions storing methods customer-enabled auto","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}}]