[{"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=235670801","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":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=235670801","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":"2024-08-27T19:58:39.000Z","tag_names":["unapproved","declined"],"answer_sample":"  The Rejected Transactions report contains ACH (Automated Clearing House) transa","long_answer_sample":"  The Rejected Transactions report contains ACH (Automated Clearing House) transactions that were not successfully processed. These rejections can occur for a variety of reasons, and the report provides detailed information about each rejected transaction. In this article, we'll help you to: Understand which transactions failed\nUse the rejection cod","language_id":1,"id":2794045,"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":"  rejected transactions report contains ach (automated clearing house) successfully processed. rejections can occur variety reasons, provides detailed information transaction. article, help understand failed use rejection codes resolve issues customer navigate unpaid invoices reattempt payment step 1 open biller genie portal, reports \u0026gt; 2 review determine next steps. associated payments will still status (we mark paid clears) continue send reminders may setup. 3 issue cases, need contacted issue. add funds account contact bank grant authorization debit provide alternate correct typo routing number article credit card reject reasons. 4 corrective action taken, reattempted. original invoice make method another sending one-time reminder needs resent","name":"Rejected Transactions","votes":0,"is_published":true,"slug":"rejected-transactions","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/rejected-transactions?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"  rejected transactions report contains ach (automated clearing house) successfully processed. rejections can occur variety reasons, provides detailed information transaction. article, help understand failed use rejection codes resolve issues customer navigate unpaid invoices reattempt payment step 1 open biller genie portal, reports \u0026gt; 2 review determine next steps. associated payments will still status (we mark paid clears) continue send reminders may setup. 3 issue cases, need contacted issue. add funds account contact bank grant authorization debit provide alternate correct typo routing number article credit card reject reasons. 4 corrective action taken, reattempted. original invoice make method another sending one-time reminder needs resent","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=235670801","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":515332,"account_id":12867,"created_at":"2026-05-22T17:31:13.566Z","tag_names":["customer no longer active","deactivate customer","delete customer biller genie","inactive customer","reactivate customer","remove customer biller genie","send messages to inactive customers","soft delete customer","stop sending reminders one customer","sub-customer auto-flip bill with parent"],"answer_sample":"\"Deactivating\" a customer is the cleanest way to handle end-of-relationship situa","long_answer_sample":"\"Deactivating\" a customer is the cleanest way to handle end-of-relationship situations — when you're no longer doing business with someone and you want them off your active customer list, out of your reminder runs, and out of your reports going forward. It is not the right tool for \"I just want to stop sending payment reminders on one open invoice\" ","language_id":1,"id":3826908,"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":"\"deactivating\" customer cleanest way handle end-of-relationship situations — longer business someone want active list, reminder runs, reports going forward. right tool \"i just stop sending payment reminders one open invoice\" write past-due balance.\" article covers situations, explains exactly deactivation (and do) can use confidently call. heads up. true delete customers biller genie. deactivating sets inactive soft state stops outbound activity preserves historical record (invoices, payments, notes). reactivated time. truly removed, need accounting software (quickbooks online, quickbooks desktop, xero), will propagate genie via sync hidden. goal billing, first billing customer\" fit deactivation. three correct paths depending actually stop. pick matches situation. to... chasing specific invoice off, mark uncollectible, refund duplicate, etc. void, delete, software. closed/written-off within minutes. 90% \"stop billing\" handled. emails permanently keeping otherwise (e.g. pays paper check emails) customer's \u0026gt; edit, turn send toggle, save. future specifically reports, portal. opt / late fees receipts without changing customer-wide settings invoice, click modify, toggle behaviors disabled off). reading options still deactivate entirely example, genuinely gone severed relationship read on. customers. edit. (red). update customer. now inactive. change immediate. set inactive, immediately email invoices. payments. paper-mail mail add-on enabled. autopay charges invoices (autopay attempts skipped customers). ends toggle. history. invoices, transactions, notes, audit trail preserved. close zero remain existing balance. see a/r aging report. closed, take action (void accounting-software sync. add new xero, continue trigger autopay. block manual actions. process manually merchant flag automation, access. revoke portal access, retain it. revoke, access record. side effect parent automatically un-link sub-customers bill turned on, flips every affected sub-customer. deactivation, sub-customer goes back billed independently (with email, stored method, behavior extent sub configured). later reactivate parent, re-enable resume rolling . escape hatch messages merchant-wide setting called ignores reminders, receipts, meaning receive like do. skip applies; messaging overridden. uncommon. case collect legacy actively serve, new-business pipeline.\" situation \"deactivated accident, keep flowing,\" instead. reactivating record, active, resumes immediately. previously deactivated auto-flipped sub-customers' subs re-enabled reactivation one-way. deleting expose remove xero). transactions void/delete next flagged hidden removed list. practical purposes, enough almost think stays filtered default customer-list view. related articles per-customer overrides fees, features merging duplicate records","name":"Deactivating a Customer","votes":0,"is_published":true,"slug":"deleting-or-deactivating-a-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/deleting-or-deactivating-a-customer?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"\"deactivating\" customer cleanest way handle end-of-relationship situations — longer business someone want active list, reminder runs, reports going forward. right tool \"i just stop sending payment reminders one open invoice\" write past-due balance.\" article covers situations, explains exactly deactivation (and do) can use confidently call. heads up. true delete customers biller genie. deactivating sets inactive soft state stops outbound activity preserves historical record (invoices, payments, notes). reactivated time. truly removed, need accounting software (quickbooks online, quickbooks desktop, xero), will propagate genie via sync hidden. goal billing, first billing customer\" fit deactivation. three correct paths depending actually stop. pick matches situation. to... chasing specific invoice off, mark uncollectible, refund duplicate, etc. void, delete, software. closed/written-off within minutes. 90% \"stop billing\" handled. emails permanently keeping otherwise (e.g. pays paper check emails) customer's \u0026gt; edit, turn send toggle, save. future specifically reports, portal. opt / late fees receipts without changing customer-wide settings invoice, click modify, toggle behaviors disabled off). reading options still deactivate entirely example, genuinely gone severed relationship read on. customers. edit. (red). update customer. now inactive. change immediate. set inactive, immediately email invoices. payments. paper-mail mail add-on enabled. autopay charges invoices (autopay attempts skipped customers). ends toggle. history. invoices, transactions, notes, audit trail preserved. close zero remain existing balance. see a/r aging report. closed, take action (void accounting-software sync. add new xero, continue trigger autopay. block manual actions. process manually merchant flag automation, access. revoke portal access, retain it. revoke, access record. side effect parent automatically un-link sub-customers bill turned on, flips every affected sub-customer. deactivation, sub-customer goes back billed independently (with email, stored method, behavior extent sub configured). later reactivate parent, re-enable resume rolling . escape hatch messages merchant-wide setting called ignores reminders, receipts, meaning receive like do. skip applies; messaging overridden. uncommon. case collect legacy actively serve, new-business pipeline.\" situation \"deactivated accident, keep flowing,\" instead. reactivating record, active, resumes immediately. previously deactivated auto-flipped sub-customers' subs re-enabled reactivation one-way. deleting expose remove xero). transactions void/delete next flagged hidden removed list. practical purposes, enough almost think stays filtered default customer-list view. related articles per-customer overrides fees, features merging duplicate records","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-11-14T21:15:02.000Z","tag_names":["create invoice","new invoice biller genie","add invoice","invoice line items","invoice due date","invoice memo","invoice in biller genie","manual invoice creation"],"answer_sample":"Biller Genie is designed to work alongside the accounting software you're already","long_answer_sample":"Biller Genie is designed to work alongside the accounting software you're already using — most of the time, invoices are created in QuickBooks (or Xero) and sync into Biller Genie automatically. But Biller Genie can also create invoices directly when you don't have your accounting software handy or when you need to bill a one-off customer quickly. T","language_id":1,"id":2297802,"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 designed work alongside accounting software using — time, invoices created quickbooks (or xero) sync automatically. can create directly handy need bill one-off customer quickly. article walks paths. come pulls two sources, end place software. online, desktop (via magiccarpet ), xero. new next sync, sent, paid, reconciled genie. invoice genie, synced back sales receipt journal entry. flows systems way qbo qbd directly. either path produces result tracked goes messenger . best practice merchants, creating cleanest path. records, item catalog, tax rates, accounts there. connected, every automatically double entry, opportunity drift systems. online use \"save close,\" send\" qbo, finish save close. tells email itself, creates duplicate syncs sends it. want handle send, manually merchants find easier just always close let sending. merchant portal, click left nav. invoice. pick customer. start typing customer's name; shows matches list. exist yet, first will add line items. set quantity amount per item. number, date, due date. auto-suggests override optional po custom message, memo. flow receives finalize based settings. work-in-progress without sending yet draft status holds gets shown columns, footer text, template (classic / modern simple), pdf formatting defaults includes payment qr code (if enabled), branding, one-click portal access link body. configure control panel \u0026gt; whether qbo/qbd uses look. default save, fires immediately within seconds. send manual action different email, cc additional addresses, paper mail addition email. hold (see ) ready. editing voiding sent open edit. updates trigger updated message knows changed. applies outstanding balance immediately. error needs canceled, void page. software, reminders stop firing. refunding paid) refund record saved method credited. frequently asked questions show yes. invoice, entry (depending configuration). sees yes inline. made mistake sent. fix edit small (a wrong amount, typo memo). communication turned on. large (wrong customer, altogether), one cleaner trying massively rewrite existing record. bulk-create genie's strength processing scale bulk software's bulk-invoice features rest. genie-created invoicing, reach subscribersuccess guidance right approach volume. related articles setting","name":"How To Create An Invoice","votes":0,"is_published":true,"slug":"how-to-create-an-invoice","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-create-an-invoice?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"biller genie designed work alongside accounting software using — time, invoices created quickbooks (or xero) sync automatically. can create directly handy need bill one-off customer quickly. article walks paths. come pulls two sources, end place software. online, desktop (via magiccarpet ), xero. new next sync, sent, paid, reconciled genie. invoice genie, synced back sales receipt journal entry. flows systems way qbo qbd directly. either path produces result tracked goes messenger . best practice merchants, creating cleanest path. records, item catalog, tax rates, accounts there. connected, every automatically double entry, opportunity drift systems. online use \"save close,\" send\" qbo, finish save close. tells email itself, creates duplicate syncs sends it. want handle send, manually merchants find easier just always close let sending. merchant portal, click left nav. invoice. pick customer. start typing customer's name; shows matches list. exist yet, first will add line items. set quantity amount per item. number, date, due date. auto-suggests override optional po custom message, memo. flow receives finalize based settings. work-in-progress without sending yet draft status holds gets shown columns, footer text, template (classic / modern simple), pdf formatting defaults includes payment qr code (if enabled), branding, one-click portal access link body. configure control panel \u0026gt; whether qbo/qbd uses look. default save, fires immediately within seconds. send manual action different email, cc additional addresses, paper mail addition email. hold (see ) ready. editing voiding sent open edit. updates trigger updated message knows changed. applies outstanding balance immediately. error needs canceled, void page. software, reminders stop firing. refunding paid) refund record saved method credited. frequently asked questions show yes. invoice, entry (depending configuration). sees yes inline. made mistake sent. fix edit small (a wrong amount, typo memo). communication turned on. large (wrong customer, altogether), one cleaner trying massively rewrite existing record. bulk-create genie's strength processing scale bulk software's bulk-invoice features rest. genie-created invoicing, reach subscribersuccess guidance right approach volume. related articles setting","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-21T03:53:43.248Z","tag_names":["resync all","full history resync","initiate full history resync","enqueue autopay transactions","send paid reminders","reason for resync","qbo resync","qbd resync","sync all data","extraordinary resync","subscriber success resync","data correction sync","accounting software resync"],"answer_sample":"A Full History Resync (sometimes called \"Resync All\") is an extraordinary action ","long_answer_sample":"A Full History Resync (sometimes called \"Resync All\") is an extraordinary action that re-pulls every record from your accounting software into Biller Genie from scratch. It's not part of normal sync operations — it's a tool reserved for specific recovery scenarios like cleaning up after a data correction in QuickBooks that didn't propagate, recoveri","language_id":1,"id":3825104,"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":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in check time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop contact immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","name":"Initiating a Full History Resync (Resync All)","votes":0,"is_published":true,"slug":"resync-all-enqueue-autopay-toggle","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/resync-all-enqueue-autopay-toggle?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in check time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop contact immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"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=235670801","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":323115,"account_id":12867,"created_at":"2023-11-21T21:00:34.000Z","tag_names":["draft invoice","pending invoice","invoice not yet synced","ispending","save invoice as draft","unsent invoice","invoice queue","draft mode invoice"],"answer_sample":"Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the l","long_answer_sample":"Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the left side menu, then click Create an Invoice. Step 3 The New Invoice screen opens. You can update which columns are available on the new invoice from the invoice default settings in the control panel. If multiple columns are being used, the screen size may require scroll","language_id":1,"id":2306296,"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":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, create invoice. 3 new invoice screen opens. can update columns available default settings control panel. multiple used, size may require scrolling view item details. 4 add customer clicking drop-down field +add button quickly yet exist genie.   note clicked, will open screen. created, taken back selected.  5 now selected, choose date, due number (if applicable). automatically next sequential number. 6 arrow product/service name existing item. needed exist, scroll bottom blue line one needs added limit items red -clear lines remove empty going used. added, list. 7 marked taxable, tax rate required finalize save drag reorganize nine-square side. 8 everything correct, gold draft right corner draft. saved draft, sent messenger viewable portal.  9 drafted invoice, navigate wish finalize. modify upper corner. select edit. 10 make changes completed, customer. finished continue making later. ","name":"How To Create A Draft Invoice","votes":0,"is_published":true,"slug":"how-to-create-a-draft-invoice","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-create-a-draft-invoice?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, create invoice. 3 new invoice screen opens. can update columns available default settings control panel. multiple used, size may require scrolling view item details. 4 add customer clicking drop-down field +add button quickly yet exist genie.   note clicked, will open screen. created, taken back selected.  5 now selected, choose date, due number (if applicable). automatically next sequential number. 6 arrow product/service name existing item. needed exist, scroll bottom blue line one needs added limit items red -clear lines remove empty going used. added, list. 7 marked taxable, tax rate required finalize save drag reorganize nine-square side. 8 everything correct, gold draft right corner draft. saved draft, sent messenger viewable portal.  9 drafted invoice, navigate wish finalize. modify upper corner. select edit. 10 make changes completed, customer. finished continue making later. ","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T17:39:14.000Z","tag_names":["delete in accounting software","delete invoice","delete invoice biller genie","hidden flag invoice","hide invoice","invoice came back","invoice resurrects","remove invoice","remove invoice from biller genie","soft delete invoice","undelete invoice","void invoice quickbooks","write off invoice"],"answer_sample":"Biller Genie has a Delete action on every invoice, and merchants reach for it whe","long_answer_sample":"Biller Genie has a Delete action on every invoice, and merchants reach for it when they want to \"make this invoice go away.\" This article is about what that button actually does (and doesn't do), why it isn't usually the right tool, and what you should do instead depending on your situation. Heads up. The Delete button in Biller Genie is a local hid","language_id":1,"id":1956777,"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 delete action every invoice, merchants reach want \"make invoice go away.\" article button actually (and do), usually right tool, instead depending situation. heads up. local hide. removes views accounting software (quickbooks online, quickbooks desktop, xero). still exists books, affects a/r aging qbo/xero, will resurrect next time edited software. \"gone\" gone — read way. way handle pick path matches happen to... cancel entirely customer never billed, billed error, duplicate another qbo qbd let unpaid (more menu \u0026gt; delete). xero lets void awaiting-payment invoice. change syncs within minutes disappears systems cleanly. partially paid full preserves audit trail (the $0) reverse payment refuse anyway linked payment. stop chasing keep receivable books (write-off uncollectible) write action; uses credit memo bad debt item; note. keeps tax line; sees closed stops reminders/autopay/late fees automatically. sending reminders one leave open click \"opt reminders.\" stays open, autopay attempts (if configured), out. reversible can opt back in. hide view temporarily sort something use genie's (described below) understand local-only inside genie, deleting flips single hidden flag record. effects grid showing genie. scheduled stop. emails paper mail it. configured, charge tried. late fee accrual stops. already-accrued stay new ones added. owed, aging. warn attached payments. payments applied locally surface warning. record unaffected longer associated anything visible merchant. stick. (or anyone) edits trivial like updating sync flip reappear resume reminder/autopay/late-fee processing too. want) invoices invoices. delete. confirm. immediately. \"show deleted invoices\" toggle merchant portal. hidden, come recovering error make small edit (touch field, save). resurface find either genie), contact support@billergenie.com number locate help restore related articles timeline activity history deactivating refund","name":"Delete Invoices: What the Button Actually Does","votes":0,"is_published":true,"slug":"delete-invoices","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/delete-invoices?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"biller genie delete action every invoice, merchants reach want \"make invoice go away.\" article button actually (and do), usually right tool, instead depending situation. heads up. local hide. removes views accounting software (quickbooks online, quickbooks desktop, xero). still exists books, affects a/r aging qbo/xero, will resurrect next time edited software. \"gone\" gone — read way. way handle pick path matches happen to... cancel entirely customer never billed, billed error, duplicate another qbo qbd let unpaid (more menu \u0026gt; delete). xero lets void awaiting-payment invoice. change syncs within minutes disappears systems cleanly. partially paid full preserves audit trail (the $0) reverse payment refuse anyway linked payment. stop chasing keep receivable books (write-off uncollectible) write action; uses credit memo bad debt item; note. keeps tax line; sees closed stops reminders/autopay/late fees automatically. sending reminders one leave open click \"opt reminders.\" stays open, autopay attempts (if configured), out. reversible can opt back in. hide view temporarily sort something use genie's (described below) understand local-only inside genie, deleting flips single hidden flag record. effects grid showing genie. scheduled stop. emails paper mail it. configured, charge tried. late fee accrual stops. already-accrued stay new ones added. owed, aging. warn attached payments. payments applied locally surface warning. record unaffected longer associated anything visible merchant. stick. (or anyone) edits trivial like updating sync flip reappear resume reminder/autopay/late-fee processing too. want) invoices invoices. delete. confirm. immediately. \"show deleted invoices\" toggle merchant portal. hidden, come recovering error make small edit (touch field, save). resurface find either genie), contact support@billergenie.com number locate help restore related articles timeline activity history deactivating refund","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:54.108Z","tag_names":["send reminder with attachment","attach file invoice reminder","qbo attachment sync","include on send qbo","show attachments to reminders","invoice attachment biller genie","auto-attach invoice pdf","mailjet 14.5 mb attachment limit","qbo include on send flag","qbd no attachment sync","xero no attachment sync","manual reminder attach file","invoice supporting documents"],"answer_sample":"Biller Genie can attach files to outbound invoice reminder emails so your custome","long_answer_sample":"Biller Genie can attach files to outbound invoice reminder emails so your customers receive supporting documents along with the invoice. There are three ways it happens: (1) the invoice PDF itself attached automatically, (2) QuickBooks Online attachments synced and attached automatically, and (3) one-off files attached manually when you send an imme","language_id":1,"id":3826881,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie can attach files outbound invoice reminder emails customers receive supporting documents along invoice. three ways happens (1) pdf attached automatically, (2) quickbooks online attachments synced (3) one-off manually send immediate reminder. article covers plus need stay permanently record. automatically ride use online, syncs qbo includes emails. document (pdf, image, etc.) check \"include send\" option attachment, pulls next sync every flag on-switch turned on. file including reminders, first thing check. view, find attachment row, click dropdown, toggle save. picks up. genie-side whether reminders controlled show setting control panel \u0026gt; defaults. (the default accounts), qbo-synced off, still include total size limit ~14.5 mb email providers cap big be. genie's service (mailjet) enforces 14.5 per — combined together. add that, skips attaching sends without goes out; just attachments). seeing missing one specific invoice, qbo. desktop xero automatic accounting software from. xero, stored invoices systems included reminders. manual paths merchants. integration, see connect . auto-attaching separately sync, turn on, gets fresh copy current work, syncing qbo, biller-genie-generated rendered pdf. useful want printable rather relying pay now link. sending / flow (also called \"immediate reminder\" \"send manually\") field. sent future open invoices. (or depending variant). picker dialog files. optionally adjust recipient list (to cc), send. supported types per-file max 5 mb. allowed extensions pdf, doc, docx, txt, xls, xlsx, jpg, png. multiple single reminder, subject limit. recommended pattern merchants, cleanest workflow (it's source truth anyway). make sure checked emailed. \"show reminders\" scheduled will automatically. never qbd merchants (which sync), send, put link shared (google drive, dropbox) memo appears itself. customer portal email-send-time feature shown page inside portal. logs directly (rather clicking email), needs access demand, host somewhere accessible memo. related articles defaults notes memos","name":"Attaching Files to Invoice Reminders","votes":0,"is_published":true,"slug":"adding-attachments-to-invoices","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/adding-attachments-to-invoices?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"biller genie can attach files outbound invoice reminder emails customers receive supporting documents along invoice. three ways happens (1) pdf attached automatically, (2) quickbooks online attachments synced (3) one-off manually send immediate reminder. article covers plus need stay permanently record. automatically ride use online, syncs qbo includes emails. document (pdf, image, etc.) check \"include send\" option attachment, pulls next sync every flag on-switch turned on. file including reminders, first thing check. view, find attachment row, click dropdown, toggle save. picks up. genie-side whether reminders controlled show setting control panel \u0026gt; defaults. (the default accounts), qbo-synced off, still include total size limit ~14.5 mb email providers cap big be. genie's service (mailjet) enforces 14.5 per — combined together. add that, skips attaching sends without goes out; just attachments). seeing missing one specific invoice, qbo. desktop xero automatic accounting software from. xero, stored invoices systems included reminders. manual paths merchants. integration, see connect . auto-attaching separately sync, turn on, gets fresh copy current work, syncing qbo, biller-genie-generated rendered pdf. useful want printable rather relying pay now link. sending / flow (also called \"immediate reminder\" \"send manually\") field. sent future open invoices. (or depending variant). picker dialog files. optionally adjust recipient list (to cc), send. supported types per-file max 5 mb. allowed extensions pdf, doc, docx, txt, xls, xlsx, jpg, png. multiple single reminder, subject limit. recommended pattern merchants, cleanest workflow (it's source truth anyway). make sure checked emailed. \"show reminders\" scheduled will automatically. never qbd merchants (which sync), send, put link shared (google drive, dropbox) memo appears itself. customer portal email-send-time feature shown page inside portal. logs directly (rather clicking email), needs access demand, host somewhere accessible memo. related articles defaults notes memos","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":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=235670801","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":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=235670801","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":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=235670801","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":"2023-05-15T21:22:32.000Z","tag_names":["reminders","using reminders","reminder cadence","overdue reminders","payment due","upcoming payment","statement","merge tags","invoice messenger","escalation sequence","dunning","late fee reminder","reminder schedule","disable reminders","attach pdf"],"answer_sample":"Reminders are the automatic follow-up communications Biller Genie sends to your c","long_answer_sample":"Reminders are the automatic follow-up communications Biller Genie sends to your customers between the time an invoice goes out and the time it's paid. They're the engine that \"chases\" payments on your behalf — and the reason most Biller Genie merchants get paid significantly faster than they used to. This article explains how reminders work, what ea","language_id":1,"id":1957096,"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":"reminders automatic follow-up communications biller genie sends customers time invoice goes paid. engine \"chases\" payments behalf — reason merchants get paid significantly faster used to. article explains work, reminder type for, configure them. fit genie's messaging model two flavors customer communication messenger first touch. (and updates changes). (this article) cadence. repeats together cover whole life invoice. gets customer's hands; keeps top mind. six types organized message types, purpose. can turn one off, choose whether deliver email, paper mail, both. exact timing set globally configuration page. upcoming payment heads-up sent due. especially useful businesses offer terms (net 15, net 30) want encourage pay early, autopay appreciate charge hits. overdo early-warning touch usually plenty; starts feel like nagging. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email only. statement periodic summary listing open invoices document. overdue past workhorse system. run recurring cadence core collections process. see escalation-sequence pattern below. late fee posts, giving chance kicks in. mail delivered always available. requires add-on . enabled type, reliably check email. installing add-on. brand-new account install takes ten seconds. step 1. add-ons marketplace genie, go marketplace, select category, click reminders. 2. tile. now shows ready configure. next section find configured three levels layered everywhere global defaults baseline every customer. once. overrides quickbooks (e.g. wholesale fewer retail). per-customer specific send vip touches; chronically more). most-specific layer wins. says \"statement on\" override turns statements. configuring (how days fires, soon etc.) page control panel \u0026gt; trigger schedule. fire due, itself); others schedule repeat n days). save. new applies point forward. global, channels change account. vary per turned delivery (email / mail) active \"message less\" pattern. practical start balanced works service b2b 3 date, update, month, (for accounts only). below; part spend tuning. 1 day adjust based fits policy. tune aggressive feels pushy; gentle ignored. watch overlap multiple schedules collide example, lands ends emails you, reads overzealous collections. setting cadence, walk couple sample timelines (day 0, 5, 30…) make sure scheduled day. unavoidable, stagger two. building escalation sequence effective single repeating tiered messages escalate tone channel older. tier block age range, matches serious situation become. common four-tier 0 60 friendly nudges, \"just reminder, please chance.\" 7-14 days. 2 120 firmer reminders, still \"your contact resolve this.\" add 90-day mark tangible escalation. 7-10 180 final notice. + mail. \"this hear may referred collections.\" 7 4 180+ either \"account suspended collections\" notice, stop sending route whichever schedule, subject line, body content. let opt later tiers never threaten everyone assumes genuinely delinquent unresponsive. long-standing who've simply slow will damage relationship. use exempt a-list tiers, carry friendlier 1/2 instead. merge tags personalizing templates support placeholders {customerfirstname} {amountdue} replaces real data out. template render correctly work information name. renders \"sir/ma'am\" name file (useful businesses). {customerbusinessname} business blank. {customerdisplayname} preferred display (combines set). {jobname} job title sub-customer setups). {other} value custom field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} is. plain 42). negative yet. (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. {latefee} applied (currency formatted). {latefeedate} post link {customerportallink} full url portal drop give one-click pay-now link. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the know by). tag rules case-sensitive works; replace literally. curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example simple scales across hi {customerfirstname}, remains unpaid. online thanks, abc plumbing co., personalized name, number, amount, late, manual editing disable need just customer, per-invoice opt-out portal, navigate reach record tab. modify confirmation banner appears. re-enabling path currently opted settings sparingly (customer → overrides) handles \"stop noise\" scenarios cleanly. statements behave little differently invoice, has, (typically month). config last month. recipient view links place, them, download pdf copy. partial within payments, directly view. apply paid, pro-rated customer-record off-schedule invoices, one-off immediately. calls asking complete picture. vs. individual pick strategy often crosses \"too email.\" monthly prefer consolidated view; retail time. attach default, rather whose ap teams archive pdfs toggle attachment yes. save settings. forward includes addition asks receiving sometimes ask redundant, quiet. oblige instead, want. patterns quiet pays consistently. statement, payment, fee. keep loop something lapses. everything except bare minimum. due; repeated follow-ups. entirely, prefers physical (with ). majority benefit exceptions. behavior genie; broader playbook. interact status future automatically. reduce outstanding getting nudges fully voided refunded generating voided/refunded amount. skipped (via waive flag) remind about. frequently asked questions automated sender address (or domain up) look correspondence company. notice automated. replies reply reply-to back genie. expected five causes (1) (check record), (2) fire, (3) bounced invalid, (4) disabled, (5) setting. actually right without changing yes itself, send. manually flow. preview looks option type. real-data receive. related articles fees, features using","name":"Using Reminders","votes":0,"is_published":true,"slug":"using-reminders","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/using-reminders?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"reminders automatic follow-up communications biller genie sends customers time invoice goes paid. engine \"chases\" payments behalf — reason merchants get paid significantly faster used to. article explains work, reminder type for, configure them. fit genie's messaging model two flavors customer communication messenger first touch. (and updates changes). (this article) cadence. repeats together cover whole life invoice. gets customer's hands; keeps top mind. six types organized message types, purpose. can turn one off, choose whether deliver email, paper mail, both. exact timing set globally configuration page. upcoming payment heads-up sent due. especially useful businesses offer terms (net 15, net 30) want encourage pay early, autopay appreciate charge hits. overdo early-warning touch usually plenty; starts feel like nagging. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email only. statement periodic summary listing open invoices document. overdue past workhorse system. run recurring cadence core collections process. see escalation-sequence pattern below. late fee posts, giving chance kicks in. mail delivered always available. requires add-on . enabled type, reliably check email. installing add-on. brand-new account install takes ten seconds. step 1. add-ons marketplace genie, go marketplace, select category, click reminders. 2. tile. now shows ready configure. next section find configured three levels layered everywhere global defaults baseline every customer. once. overrides quickbooks (e.g. wholesale fewer retail). per-customer specific send vip touches; chronically more). most-specific layer wins. says \"statement on\" override turns statements. configuring (how days fires, soon etc.) page control panel \u0026gt; trigger schedule. fire due, itself); others schedule repeat n days). save. new applies point forward. global, channels change account. vary per turned delivery (email / mail) active \"message less\" pattern. practical start balanced works service b2b 3 date, update, month, (for accounts only). below; part spend tuning. 1 day adjust based fits policy. tune aggressive feels pushy; gentle ignored. watch overlap multiple schedules collide example, lands ends emails you, reads overzealous collections. setting cadence, walk couple sample timelines (day 0, 5, 30…) make sure scheduled day. unavoidable, stagger two. building escalation sequence effective single repeating tiered messages escalate tone channel older. tier block age range, matches serious situation become. common four-tier 0 60 friendly nudges, \"just reminder, please chance.\" 7-14 days. 2 120 firmer reminders, still \"your contact resolve this.\" add 90-day mark tangible escalation. 7-10 180 final notice. + mail. \"this hear may referred collections.\" 7 4 180+ either \"account suspended collections\" notice, stop sending route whichever schedule, subject line, body content. let opt later tiers never threaten everyone assumes genuinely delinquent unresponsive. long-standing who've simply slow will damage relationship. use exempt a-list tiers, carry friendlier 1/2 instead. merge tags personalizing templates support placeholders {customerfirstname} {amountdue} replaces real data out. template render correctly work information name. renders \"sir/ma'am\" name file (useful businesses). {customerbusinessname} business blank. {customerdisplayname} preferred display (combines set). {jobname} job title sub-customer setups). {other} value custom field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} is. plain 42). negative yet. (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. {latefee} applied (currency formatted). {latefeedate} post link {customerportallink} full url portal drop give one-click pay-now link. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the know by). tag rules case-sensitive works; replace literally. curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example simple scales across hi {customerfirstname}, remains unpaid. online thanks, abc plumbing co., personalized name, number, amount, late, manual editing disable need just customer, per-invoice opt-out portal, navigate reach record tab. modify confirmation banner appears. re-enabling path currently opted settings sparingly (customer → overrides) handles \"stop noise\" scenarios cleanly. statements behave little differently invoice, has, (typically month). config last month. recipient view links place, them, download pdf copy. partial within payments, directly view. apply paid, pro-rated customer-record off-schedule invoices, one-off immediately. calls asking complete picture. vs. individual pick strategy often crosses \"too email.\" monthly prefer consolidated view; retail time. attach default, rather whose ap teams archive pdfs toggle attachment yes. save settings. forward includes addition asks receiving sometimes ask redundant, quiet. oblige instead, want. patterns quiet pays consistently. statement, payment, fee. keep loop something lapses. everything except bare minimum. due; repeated follow-ups. entirely, prefers physical (with ). majority benefit exceptions. behavior genie; broader playbook. interact status future automatically. reduce outstanding getting nudges fully voided refunded generating voided/refunded amount. skipped (via waive flag) remind about. frequently asked questions automated sender address (or domain up) look correspondence company. notice automated. replies reply reply-to back genie. expected five causes (1) (check record), (2) fire, (3) bounced invalid, (4) disabled, (5) setting. actually right without changing yes itself, send. manually flow. preview looks option type. real-data receive. related articles fees, features using","categories":{"current":{"id":1369272,"name":"Invoice Messenger \u0026 Reminders","url":"/invoice-messenger-and-reminders"}},"category_param":"invoice-messenger-and-reminders"}},{"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=235670801","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":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=235670801","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":1368782,"account_id":12867,"created_at":"2023-05-15T19:13:44.000Z","tag_names":["biller genie","email domains"],"answer_sample":"A custom email domain lets Biller Genie send invoice emails from your domain (for","long_answer_sample":"A custom email domain lets Biller Genie send invoice emails from your domain (for example, billing@yourcompany.com) instead of the default Biller Genie envelope. Your customers see your business name in their inbox, and your emails are far more likely to land in the inbox instead of the spam folder. Setting this up takes about 15 to 30 minutes and r","language_id":1,"id":1956921,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"custom email domain lets biller genie send invoice emails (for example, billing@yourcompany.com) instead default envelope. customers see business name inbox, far likely land inbox spam folder. setting takes 15 30 minutes requires editing records provider (the company registered — godaddy, cloudflare, wix, squarespace, bluehost, network solutions, etc.). walks add, built-in verification panel tells piece place. technical setup need developer never edited dns before, can feel intimidating. steps written non-technical users, rather handle yourself, article whoever manages (your web designer, person, provider's support team). add three short text take there. start yourcompany.com). free webmail addresses like gmail, yahoo, outlook.com used own. access domain. usually \"dns,\" \"dns records,\" \"zone editor,\" \"manage dns\" section provider. signed merchant portal admin user. willing wait. changes propagate sometimes 24 hours. three-step genie's wizard steps, order choose tell want from. validate ownership prove adding single txt record. set (spf dkim) two providers (gmail, outlook, etc.) authorized behalf. step attempt validation button. click times penalty re-checking. 1 portal, open add-ons marketplace install enter just www, http//. save. advances 2. 2 proves belongs asking small record owner add. copy value shown wizard. values specific look different examples below. new browser tab log management page. (if know are, instructions below.) settings type / host content ttl leave (or hour 3600 seconds asked) save back genie, validation. might work first try normal across internet, fails time, wait 5 again. still hours, troubleshooting 3 spf dkim security standards apple mail, use verify actually came says correctly biggest factor whether versus sends mailjet , outbound partner. mail behalf (sender policy framework) servers allowed wizard, value. will something v=spf1 includespf.mailjet.com go check (a root starts v=spf1) one yet @ (which means domain) genie. edit it. existing senders authorized. create second per spec, break authentication everyone. currently service (google workspace, microsoft 365, e-commerce platform, etc.), probably listing services. combine record's sure how, ask team. (domainkeys identified mail) adds cryptographic signature outgoing altered transit mailjet._domainkey.yourcompany.com long string letters numbers typically several hundred characters. entire block. provider, (often mailjet._domainkey auto-appends string) wrap quotes fine (older godaddy interfaces, solutions) automatically double around values. automatically, them. failing validation, wrapping manually last resort. managed exact navigation depends direct links major documentation appear \"records.\" allow propagate. cloudflare zone. \"proxy status\" (gray cloud) proxied verification. wix → advanced records. supports wix-managed domains. squarespace domains settings. squarespace-managed require connected dns. bluehost manage reseller accounts ticket solutions account hours solutions. listed offer admin. find it, contact domain's dns, got originally bought sender registrar. icann lookup understanding status dashboard complete, page shows rows ownership, spf, dkim. row indicator showing corresponding correctly. ok  green place found validated  red verified yet. right (give time propagate), missing. ran all. often saved, added wrong error exists match expects. typo, truncated, conflicting red, message indicator. exactly off. verifying re-checking re-check schedule. runs green later flip red made re-verify refresh status. common reasons someone changed removed without realizing migrated carried over. another marketing platform) overwrote merging outage applied system change. every case, fix correct drift, issues \"not found\" exist confirm saved show confirmation save; separate \"apply\" \"publish\" step. make multiple easy one. propagation instant. pass found, team live. \"error\" may allowed. includes includespf.mailjet.com. typos. mistakes missing prefix, suffix, extra space quote middle. (name = bare domain), subdomain. long. copied clipboard interactions truncate strings. name. auto-appended (some full mailjet._domainkey.yourcompany.com). asks value, in. doesn't, out. either way, opposite. landing dashboard. significantly reduces deliverability. give days. reputation builds time. hit 4 weeks. recipient's uses enterprise filter proofpoint mimecast, barracuda, recipient safelist sending platform. services stricter rules gmail outlook hold review regardless spf/dkim avoid spam-trigger words subject lines body. generic \"pay invoice\" tends deliver better \"urgent final notice.\" almost different. search help center \"add record\" canonical guide. all, hosts website. faqs yahoo no. control outlook.com, hotmail) let configuration 10 waits propagation, merchants fully within hour. affect regular (biller provider) continues normally \"only domain\" callout above. change address yes. form update reply-to stay comfortable reach everything need. team, support@biller-genie.com visit techsupport.billergenie.com additional resources. using related run example locations franchise accounts), shared account. copied, (\"from\") articles messenger delivery best practices allowlisting ips (ip-based filtering)","name":"Custom Email Domains in Biller Genie","votes":0,"is_published":true,"slug":"using-custom-email-domains-with-biller-genie","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/using-custom-email-domains-with-biller-genie?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"custom email domain lets biller genie send invoice emails (for example, billing@yourcompany.com) instead default envelope. customers see business name inbox, far likely land inbox spam folder. setting takes 15 30 minutes requires editing records provider (the company registered — godaddy, cloudflare, wix, squarespace, bluehost, network solutions, etc.). walks add, built-in verification panel tells piece place. technical setup need developer never edited dns before, can feel intimidating. steps written non-technical users, rather handle yourself, article whoever manages (your web designer, person, provider's support team). add three short text take there. start yourcompany.com). free webmail addresses like gmail, yahoo, outlook.com used own. access domain. usually \"dns,\" \"dns records,\" \"zone editor,\" \"manage dns\" section provider. signed merchant portal admin user. willing wait. changes propagate sometimes 24 hours. three-step genie's wizard steps, order choose tell want from. validate ownership prove adding single txt record. set (spf dkim) two providers (gmail, outlook, etc.) authorized behalf. step attempt validation button. click times penalty re-checking. 1 portal, open add-ons marketplace install enter just www, http//. save. advances 2. 2 proves belongs asking small record owner add. copy value shown wizard. values specific look different examples below. new browser tab log management page. (if know are, instructions below.) settings type / host content ttl leave (or hour 3600 seconds asked) save back genie, validation. might work first try normal across internet, fails time, wait 5 again. still hours, troubleshooting 3 spf dkim security standards apple mail, use verify actually came says correctly biggest factor whether versus sends mailjet , outbound partner. mail behalf (sender policy framework) servers allowed wizard, value. will something v=spf1 includespf.mailjet.com go check (a root starts v=spf1) one yet @ (which means domain) genie. edit it. existing senders authorized. create second per spec, break authentication everyone. currently service (google workspace, microsoft 365, e-commerce platform, etc.), probably listing services. combine record's sure how, ask team. (domainkeys identified mail) adds cryptographic signature outgoing altered transit mailjet._domainkey.yourcompany.com long string letters numbers typically several hundred characters. entire block. provider, (often mailjet._domainkey auto-appends string) wrap quotes fine (older godaddy interfaces, solutions) automatically double around values. automatically, them. failing validation, wrapping manually last resort. managed exact navigation depends direct links major documentation appear \"records.\" allow propagate. cloudflare zone. \"proxy status\" (gray cloud) proxied verification. wix → advanced records. supports wix-managed domains. squarespace domains settings. squarespace-managed require connected dns. bluehost manage reseller accounts ticket solutions account hours solutions. listed offer admin. find it, contact domain's dns, got originally bought sender registrar. icann lookup understanding status dashboard complete, page shows rows ownership, spf, dkim. row indicator showing corresponding correctly. ok  green place found validated  red verified yet. right (give time propagate), missing. ran all. often saved, added wrong error exists match expects. typo, truncated, conflicting red, message indicator. exactly off. verifying re-checking re-check schedule. runs green later flip red made re-verify refresh status. common reasons someone changed removed without realizing migrated carried over. another marketing platform) overwrote merging outage applied system change. every case, fix correct drift, issues \"not found\" exist confirm saved show confirmation save; separate \"apply\" \"publish\" step. make multiple easy one. propagation instant. pass found, team live. \"error\" may allowed. includes includespf.mailjet.com. typos. mistakes missing prefix, suffix, extra space quote middle. (name = bare domain), subdomain. long. copied clipboard interactions truncate strings. name. auto-appended (some full mailjet._domainkey.yourcompany.com). asks value, in. doesn't, out. either way, opposite. landing dashboard. significantly reduces deliverability. give days. reputation builds time. hit 4 weeks. recipient's uses enterprise filter proofpoint mimecast, barracuda, recipient safelist sending platform. services stricter rules gmail outlook hold review regardless spf/dkim avoid spam-trigger words subject lines body. generic \"pay invoice\" tends deliver better \"urgent final notice.\" almost different. search help center \"add record\" canonical guide. all, hosts website. faqs yahoo no. control outlook.com, hotmail) let configuration 10 waits propagation, merchants fully within hour. affect regular (biller provider) continues normally \"only domain\" callout above. change address yes. form update reply-to stay comfortable reach everything need. team, support@biller-genie.com visit techsupport.billergenie.com additional resources. using related run example locations franchise accounts), shared account. copied, (\"from\") articles messenger delivery best practices allowlisting ips (ip-based filtering)","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-08-29T18:38:03.000Z","tag_names":["global transactions","overseas remittances"],"answer_sample":"  The acceptance of payments from international customers is supported by Biller ","long_answer_sample":"  The acceptance of payments from international customers is supported by Biller Genie but there are some limitations to be aware of which we will discuss in this article.   Card Payments Authorization and Settlement: Biller Genie supports authorization and settlement in the same currency.  U.S. based merchants: Customers will be charged in USD and ","language_id":1,"id":2796176,"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":"  acceptance payments international customers supported biller genie limitations aware will discuss article. card authorization settlement supports currency.  u.s. based merchants charged usd processor settle account.  canada receive cad deposits cad.  outside country see equivalent amount local currency may fees bank transaction. compatibility invoice automation tool payment interface processor, meaning control types can accept merchant account. experience issues accepting cards, contact ensure account gateway support payments.  visa, mastercard, networks typically charge additional (cross border) transactions. average rate cards higher domestic cards. consult specifics charge. fraud prevention tools avs (address verification service) always work addresses, controls limited. use caution shipping items internationally. value (cvv) still foreign chargeback management transactions risk chargebacks. familiarize process manage disputes effectively. ach accepted accounts. processed member banks nacha (national automated clearing house association), u.s.-based organization manages electronic system united states. oversees rules regulations governing transactions, ensuring security efficiency. result, originator (the person business sending payment) receiver receiving must accounts banks.","name":"International Payments","votes":0,"is_published":true,"slug":"international-payments","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/international-payments?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"  acceptance payments international customers supported biller genie limitations aware will discuss article. card authorization settlement supports currency.  u.s. based merchants charged usd processor settle account.  canada receive cad deposits cad.  outside country see equivalent amount local currency may fees bank transaction. compatibility invoice automation tool payment interface processor, meaning control types can accept merchant account. experience issues accepting cards, contact ensure account gateway support payments.  visa, mastercard, networks typically charge additional (cross border) transactions. average rate cards higher domestic cards. consult specifics charge. fraud prevention tools avs (address verification service) always work addresses, controls limited. use caution shipping items internationally. value (cvv) still foreign chargeback management transactions risk chargebacks. familiarize process manage disputes effectively. ach accepted accounts. processed member banks nacha (national automated clearing house association), u.s.-based organization manages electronic system united states. oversees rules regulations governing transactions, ensuring security efficiency. result, originator (the person business sending payment) receiver receiving must accounts banks.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1369274,"account_id":12867,"created_at":"2026-05-22T17:30:44.561Z","tag_names":["2fa","2fa setup","authenticator app","biller genie 2fa","mfa","pci compliance login","secure login","session timeout","totp","two factor authentication"],"answer_sample":"Multi-factor authentication (MFA) adds a second layer of security to your Biller ","long_answer_sample":"Multi-factor authentication (MFA) adds a second layer of security to your Biller Genie sign-in. The primary method is an authenticator app (Google Authenticator, Microsoft Authenticator, Authy, etc.) using a time-based one-time password, or TOTP. If you have not set up the authenticator app or you lose access to it, Biller Genie can fall back to an ","language_id":1,"id":3826870,"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":"multi-factor authentication (mfa) adds second layer security biller genie sign-in. primary method authenticator app (google authenticator, microsoft authy, etc.) using time-based one-time password, totp. set lose access it, can fall back email-based secure link. guide walks setting happens device, recovery codes keep locked out. matters account holds sensitive invoice records, customers' stored payment methods, reports use reconcile bank. someone got see it. mfa blocks path requiring proof — code device physically hold letting in. processes payment-card data follows standards required every business handles card payments (pci dss). view move money one standards. turning user simplest thing customers protected. two ways verifies (recommended) 6-digit generated phone 1password, etc.). refreshes 30 seconds. pci guidance considers strongest. email link (fallback) yet temporarily send profile. click instead entering code. fallback path, everyday path. save plus strongest setup. meant one-off recovery, daily sign-ins. sign genie. name top-right corner open profile (account settings → profile). find two-factor button details page. step 1 scan qr \"add account\" \"scan code\" function. point setup scan, page shows manual key type 2 enter verification will start displaying current submit. 3 codes. display 10 single-use (formatted xxxxx-xxxxx). copy download text file store somewhere safe. once. confirm next sign-in onward, ask authenticator-app password. close built-in way get reinstall app. treat like backup key. storage best-practices regenerate needed. signing show prompt. app, entry, signed rest session. new triggers fresh \"remember browser days\" option, design stolen able skip future login. unavailable common scenarios forward still phone, just working time-based, out-of-sync clock break them. make sure date time automatic (network time). wait 30-second tick try freshly displayed lost replaced saved prompt sign-in, switch \"use instead\" codes, works soon in, either intentional, since otherwise protecting anything. support@billergenie.com address. support verify identity (business information, recent numbers, call owner) resetting account. plan taking day. uses enabled admin reset sends asking sender subject mentions verification. validity valid minutes. delivery usually minute. slower providers (outlook particular) take 5 secure-link arrive work checks order. reason merchants reach login issues. three batch incoming mail deliveries several check spam, junk, promotions folder. automated senders sometimes land outside main inbox. correct. resend screen. profile, necessarily originally with. typo, need update (or contact support). provider blocking senders. allowlisting rules include sending domain. ips specific records add. old expires; sent. refresh request another. sent side and, needed, fallback. log 25 minutes signs automatically inactivity. platform level applies extended individual user. inactivity timer resets click, type, navigate inside actively application, logged timeout fires input alongside controls session starts, ends. together idle sessions misused shared unattended devices. more, logs (session security) . frequently asked questions apps standard totp google bitwarden, duo, password managers feature. require pick whichever trust. positioned fallback, gives faster, day-to-day flow comfortable email, today, recommend favors. turn technically yes, strongly leaving on. insurance, payments-industry compliance reviews, rely system data. causing workflow problem, often (email allowlisting, update, re-enrollment) solves without disabling protection. account-wide enforcement roadmap. today enables cleanest workaround part onboarding checklist add verifying identity. avoid future, best-practices. yes. section, \"regenerate codes\" option. replaces unused previous stop working. always ones immediately. full related articles changing completing annual editing company address,","name":"Setting Up Two-Factor Authentication on Your Biller Genie Account","votes":0,"is_published":true,"slug":"setting-up-two-factor-authentication","first_category":"Account \u0026 Billing","categories_display_for_views":"Account \u0026 Billing","parent_categories":[1369274],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/account-and-billing/setting-up-two-factor-authentication?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"multi-factor authentication (mfa) adds second layer security biller genie sign-in. primary method authenticator app (google authenticator, microsoft authy, etc.) using time-based one-time password, totp. set lose access it, can fall back email-based secure link. guide walks setting happens device, recovery codes keep locked out. matters account holds sensitive invoice records, customers' stored payment methods, reports use reconcile bank. someone got see it. mfa blocks path requiring proof — code device physically hold letting in. processes payment-card data follows standards required every business handles card payments (pci dss). view move money one standards. turning user simplest thing customers protected. two ways verifies (recommended) 6-digit generated phone 1password, etc.). refreshes 30 seconds. pci guidance considers strongest. email link (fallback) yet temporarily send profile. click instead entering code. fallback path, everyday path. save plus strongest setup. meant one-off recovery, daily sign-ins. sign genie. name top-right corner open profile (account settings → profile). find two-factor button details page. step 1 scan qr \"add account\" \"scan code\" function. point setup scan, page shows manual key type 2 enter verification will start displaying current submit. 3 codes. display 10 single-use (formatted xxxxx-xxxxx). copy download text file store somewhere safe. once. confirm next sign-in onward, ask authenticator-app password. close built-in way get reinstall app. treat like backup key. storage best-practices regenerate needed. signing show prompt. app, entry, signed rest session. new triggers fresh \"remember browser days\" option, design stolen able skip future login. unavailable common scenarios forward still phone, just working time-based, out-of-sync clock break them. make sure date time automatic (network time). wait 30-second tick try freshly displayed lost replaced saved prompt sign-in, switch \"use instead\" codes, works soon in, either intentional, since otherwise protecting anything. support@billergenie.com address. support verify identity (business information, recent numbers, call owner) resetting account. plan taking day. uses enabled admin reset sends asking sender subject mentions verification. validity valid minutes. delivery usually minute. slower providers (outlook particular) take 5 secure-link arrive work checks order. reason merchants reach login issues. three batch incoming mail deliveries several check spam, junk, promotions folder. automated senders sometimes land outside main inbox. correct. resend screen. profile, necessarily originally with. typo, need update (or contact support). provider blocking senders. allowlisting rules include sending domain. ips specific records add. old expires; sent. refresh request another. sent side and, needed, fallback. log 25 minutes signs automatically inactivity. platform level applies extended individual user. inactivity timer resets click, type, navigate inside actively application, logged timeout fires input alongside controls session starts, ends. together idle sessions misused shared unattended devices. more, logs (session security) . frequently asked questions apps standard totp google bitwarden, duo, password managers feature. require pick whichever trust. positioned fallback, gives faster, day-to-day flow comfortable email, today, recommend favors. turn technically yes, strongly leaving on. insurance, payments-industry compliance reviews, rely system data. causing workflow problem, often (email allowlisting, update, re-enrollment) solves without disabling protection. account-wide enforcement roadmap. today enables cleanest workaround part onboarding checklist add verifying identity. avoid future, best-practices. yes. section, \"regenerate codes\" option. replaces unused previous stop working. always ones immediately. full related articles changing completing annual editing company address,","categories":{"current":{"id":1369274,"name":"Account \u0026 Billing","url":"/account-and-billing"}},"category_param":"account-and-billing"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2023-05-16T13:36:45.000Z","tag_names":["record deposits","reconcile bank feed","undeposited funds","qbd record deposits","qbo bank deposit","xero bank reconciliation","automatic batch reconciliation","abr","sweep account","deposit account","daily discount","monthly discount"],"answer_sample":"Recording deposits and reconciling them against your bank feed is two-thirds of c","long_answer_sample":"Recording deposits and reconciling them against your bank feed is two-thirds of closing out an accounting period. The other third — applying customer payments against invoices — is the easy half. The deposit reconciliation half is the one that eats hours of bookkeeper time every month. This article explains what's actually happening when you record ","language_id":1,"id":1957709,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"recording deposits reconciling bank feed two-thirds closing accounting period. third — applying customer payments invoices easy half. deposit reconciliation half one eats hours bookkeeper time every month. article explains actually happening record deposit, matters using biller genie, genie's automatic batch (abr) collapses tedious part work nothing. 1 works (the fundamentals) accrual accounting, payment touches books two distinct steps, step requirement recorded invoice sales receipt. pays, mark paid (or create receipt immediate payment). → reconciliation. tells \"this owes less just paid.\" feed. receives money (which usually happens later overnight ach, 1-2 days credit cards), lands statement needs matched payments. \"the cash physically moved customer's ours.\" reconciliations happen close period accurately. skip first customers showing balances owe. second say less) does. undeposited funds account holding register steps sits special called (sometimes \"clearing account,\" \"holding \"till\"). temporary parking spot collected yet cleared bank. typical day business takes mix types looks like software pays $500 credit-card invoice. recorded; moves funds. b $1,200 ach c writes $300 check. day-end balance $2,000 across three different transaction types. point, shows actual arriving. come lump. separate batches type, days, processor fees deducted. begins. intuit's overview quickbooks xero merchants, see central . feeds live near-live) connection software. pushes pulls) deposits, withdrawals, lists \"to review\" inbox inside books. feed, match system knows refer transaction. ai/rules auto-suggest matches, suggestions good data underneath them. bank-feed workflow, manage set rules guides; xero's flow described small tax accuracy. agree bank, filings drift reality. irs care funds; cares says. position visibility. unreconciled hide real cash. think $50k; says $42k; $8k stuck unmatched batches. fraud error detection. discipline catches missed payment, duplicate chargeback recorded. $400 compounds months. audit readiness. lenders, investors, auditors want clean monthly reconciliations. \"we're behind\" answer well. 2 without abr automated tool, you) matching hand. workflow whether desktop, online, xero, anything else screens differ. manual desktop open banking \u0026gt; make depending qbd version). screen list currently sitting funds, mixed cards, checks, manually identify subset belongs recording. hard part. \"ach $1,847.23\" scan list, find day, add up, factor fee, pick right ones sum $1,847.23. check including. click ok. screen, date. save deposit. leave appears register. repeat day. online go + new destination select included save. model little dedicated default. directly lines time. batched (multiple combining single deposit), offers \u0026amp; line multiple amount. still selecting combination split ui. painful volume. merchant 50 transactions per generates couple hundred entries week. picking daily sorting work. fees. card processors often deduct depositing net $1,000 gross $971.50 know recreate math, fee deduction separately. get wrong fails. checks settle schedules. day's might hit five needing match. errors compound. misclassify next too. bookkeepers eventually spend finding mistakes transactions. expensive. businesses pay $30-50/hour week adds thousands dollars year keep aligned 3 add-on deposit-matching automatically. core insight genie exactly expected amount will processed place. can hand pre-matched journal entry mirrors hits software's ai matches sets chart accounts install abr, creates segregated sweep type card, check, alternative-payment-method (apm, paypal) never account. default eight created apm posts individual processes. reconcile bank-type treats liquidity. rename remap mapping tool prefers names. throughout pay. processes appropriate sweep, on. linked normal. end tallies debit account, exact quickbooks' built-in sees scans transactions, finds (same amount, date, description), auto-suggests \"match\" auto-matches via done. $0 close). left exception investigation chargeback, refund sync, payment. non-zero focused open-ended hunt longer sort reconstruct processor-fee math. track days. entries. mixed-type trying figure makes line. exception-spotting superpower abr's always exactly, definition exception. runs \"what's unreconciled\" seconds look balances. scroll hundreds answer. discounting extra \"daily discount\" (deducting rather billing monthly), comes fees, fix discount instead (recommended users), disappears entirely. available magiccarpet. legacy qbdv3 integration feature parity details. invoices. time, moment pays. specifically addresses reconciliation, above. replace bookkeeper. replaces portion review exceptions, classify uncommon close. stop spending rote matching. choosing path processing handful saved low-volume month, fine probably need automation. break-even point somewhere around 30-50 month volume, starts hurt. frequently asked questions use prefer. off, syncs account; deposits. segregated-sweep-account journal-entry pattern. existing turn stay are. affects enabled full sync completed. backlog let take going forward. zero mean means something happened normal common causes chargebacks (a disputed charge pulled back), refunds synced cleanly, settle. investigate exception, phantom. yes. consistent descriptions amounts pair well rules. merchants auto-confirm rule sight, reducing click-to-match zero. customize uses , override seeded choosing. prefer fold numbering scheme. currently. built quickbooks-specific behavior. bank-reconciliation screen. picture. related articles understanding connect magiccarpet","name":"Recording Deposits and Reconciling Bank Feeds","votes":0,"is_published":true,"slug":"record-deposits-in-quickbooks-desktop","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/record-deposits-in-quickbooks-desktop?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"recording deposits reconciling bank feed two-thirds closing accounting period. third — applying customer payments invoices easy half. deposit reconciliation half one eats hours bookkeeper time every month. article explains actually happening record deposit, matters using biller genie, genie's automatic batch (abr) collapses tedious part work nothing. 1 works (the fundamentals) accrual accounting, payment touches books two distinct steps, step requirement recorded invoice sales receipt. pays, mark paid (or create receipt immediate payment). → reconciliation. tells \"this owes less just paid.\" feed. receives money (which usually happens later overnight ach, 1-2 days credit cards), lands statement needs matched payments. \"the cash physically moved customer's ours.\" reconciliations happen close period accurately. skip first customers showing balances owe. second say less) does. undeposited funds account holding register steps sits special called (sometimes \"clearing account,\" \"holding \"till\"). temporary parking spot collected yet cleared bank. typical day business takes mix types looks like software pays $500 credit-card invoice. recorded; moves funds. b $1,200 ach c writes $300 check. day-end balance $2,000 across three different transaction types. point, shows actual arriving. come lump. separate batches type, days, processor fees deducted. begins. intuit's overview quickbooks xero merchants, see central . feeds live near-live) connection software. pushes pulls) deposits, withdrawals, lists \"to review\" inbox inside books. feed, match system knows refer transaction. ai/rules auto-suggest matches, suggestions good data underneath them. bank-feed workflow, manage set rules guides; xero's flow described small tax accuracy. agree bank, filings drift reality. irs care funds; cares says. position visibility. unreconciled hide real cash. think $50k; says $42k; $8k stuck unmatched batches. fraud error detection. discipline catches missed payment, duplicate chargeback recorded. $400 compounds months. audit readiness. lenders, investors, auditors want clean monthly reconciliations. \"we're behind\" answer well. 2 without abr automated tool, you) matching hand. workflow whether desktop, online, xero, anything else screens differ. manual desktop open banking \u0026gt; make depending qbd version). screen list currently sitting funds, mixed cards, checks, manually identify subset belongs recording. hard part. \"ach $1,847.23\" scan list, find day, add up, factor fee, pick right ones sum $1,847.23. check including. click ok. screen, date. save deposit. leave appears register. repeat day. online go + new destination select included save. model little dedicated default. directly lines time. batched (multiple combining single deposit), offers \u0026amp; line multiple amount. still selecting combination split ui. painful volume. merchant 50 transactions per generates couple hundred entries week. picking daily sorting work. fees. card processors often deduct depositing net $1,000 gross $971.50 know recreate math, fee deduction separately. get wrong fails. checks settle schedules. day's might hit five needing match. errors compound. misclassify next too. bookkeepers eventually spend finding mistakes transactions. expensive. businesses pay $30-50/hour week adds thousands dollars year keep aligned 3 add-on deposit-matching automatically. core insight genie exactly expected amount will processed place. can hand pre-matched journal entry mirrors hits software's ai matches sets chart accounts install abr, creates segregated sweep type card, check, alternative-payment-method (apm, paypal) never account. default eight created apm posts individual processes. reconcile bank-type treats liquidity. rename remap mapping tool prefers names. throughout pay. processes appropriate sweep, on. linked normal. end tallies debit account, exact quickbooks' built-in sees scans transactions, finds (same amount, date, description), auto-suggests \"match\" auto-matches via done. $0 close). left exception investigation chargeback, refund sync, payment. non-zero focused open-ended hunt longer sort reconstruct processor-fee math. track days. entries. mixed-type trying figure makes line. exception-spotting superpower abr's always exactly, definition exception. runs \"what's unreconciled\" seconds look balances. scroll hundreds answer. discounting extra \"daily discount\" (deducting rather billing monthly), comes fees, fix discount instead (recommended users), disappears entirely. available magiccarpet. legacy qbdv3 integration feature parity details. invoices. time, moment pays. specifically addresses reconciliation, above. replace bookkeeper. replaces portion review exceptions, classify uncommon close. stop spending rote matching. choosing path processing handful saved low-volume month, fine probably need automation. break-even point somewhere around 30-50 month volume, starts hurt. frequently asked questions use prefer. off, syncs account; deposits. segregated-sweep-account journal-entry pattern. existing turn stay are. affects enabled full sync completed. backlog let take going forward. zero mean means something happened normal common causes chargebacks (a disputed charge pulled back), refunds synced cleanly, settle. investigate exception, phantom. yes. consistent descriptions amounts pair well rules. merchants auto-confirm rule sight, reducing click-to-match zero. customize uses , override seeded choosing. prefer fold numbering scheme. currently. built quickbooks-specific behavior. bank-reconciliation screen. picture. related articles understanding connect magiccarpet","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":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=235670801","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":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=235670801","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":323115,"account_id":12867,"created_at":"2023-05-16T13:11:26.000Z","tag_names":["apply payment to invoice","invoice payment guardrails","attach transaction","detach transaction","deposit before invoice","standalone transaction attach","virtual terminal deposit","payment page deposit","manually attach payment","reassign payment biller genie","attach customer mismatch","when not to use attach detach","sync queue diagnose"],"answer_sample":"Biller Genie has Attach and Detach actions on every transaction. They let you man","long_answer_sample":"Biller Genie has Attach and Detach actions on every transaction. They let you manually associate a one-time payment with an invoice, or disassociate one. Both are last-resort tools. The accounting-software sync is the right place to fix invoice/payment mismatches in almost every case — this article exists for the small number of situations where dir","language_id":1,"id":1957669,"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 attach detach actions every transaction. let manually associate one-time payment invoice, disassociate one. last-resort tools. accounting-software sync right place fix invoice/payment mismatches almost case — article exists small number situations direct attach/detach genuinely move, steer away isn't. use sparingly. manual bypass normal flow can leave accounting software disagreeing paid. reaching either action, read section instead. using want paid invoice without first running software, better path take deposit apply later see \"the attach\" below. deposit, cleanest attaching transaction deposit-then-invoice workflow collect customer (a retainer, upfront amount) corresponding exists. records standalone later, work done generated sitting unattached action link two. initial virtual terminal process directly genie's in-person phone-taken payment. hosted page send capture requiring invoice. produces genie. eventually shows (synced created manually), open click came showing open, always attach. check stuck queue error resolve will correctly own. pending status waiting ach/check settlement wait it'll automatically funded. applied different help source-of-truth qbo/xero wrong association. fallback diagnosis confirms never auto-match enqueued narrow limited one legitimate scenario need perform currently associated another record, intend record resulting entry manually. example refund blocked still attached partially payment, refund, adjustment systems reflect state. now-deleted free handle situation outside sync. just \"this invoice,\" (delete propagate). detach-then-re-attach inside creates window two disagree, may reconcile cleanly. step 1. go reports \u0026gt; transactions search id. 2. found, offers option it. 3. pick confirm select correct drop-down list validates amount (it must less equal balance unless partial payments allowed exactly balance) enqueues push back via queue. flips now unattached, reverts invoice's history. remember undo pushed software. reversal qbo/xero/qbd. guardrails enforces merchant account. validation exceed remaining (biller subtracts un-funded checking). funded-only non-ach funded attached. ach pending; rejected voided blocked. customer-match enforce transaction's matches customer. technically a's b's careful feature, missing guardrail. bulk pay restriction part group detached individually. plan tied separate handling accept attach/detach. related articles marked history outbound timeline activity","name":"Attaching and Detaching Transactions","votes":0,"is_published":true,"slug":"attach-invoice-to-transaction","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/attach-invoice-to-transaction?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"biller genie attach detach actions every transaction. let manually associate one-time payment invoice, disassociate one. last-resort tools. accounting-software sync right place fix invoice/payment mismatches almost case — article exists small number situations direct attach/detach genuinely move, steer away isn't. use sparingly. manual bypass normal flow can leave accounting software disagreeing paid. reaching either action, read section instead. using want paid invoice without first running software, better path take deposit apply later see \"the attach\" below. deposit, cleanest attaching transaction deposit-then-invoice workflow collect customer (a retainer, upfront amount) corresponding exists. records standalone later, work done generated sitting unattached action link two. initial virtual terminal process directly genie's in-person phone-taken payment. hosted page send capture requiring invoice. produces genie. eventually shows (synced created manually), open click came showing open, always attach. check stuck queue error resolve will correctly own. pending status waiting ach/check settlement wait it'll automatically funded. applied different help source-of-truth qbo/xero wrong association. fallback diagnosis confirms never auto-match enqueued narrow limited one legitimate scenario need perform currently associated another record, intend record resulting entry manually. example refund blocked still attached partially payment, refund, adjustment systems reflect state. now-deleted free handle situation outside sync. just \"this invoice,\" (delete propagate). detach-then-re-attach inside creates window two disagree, may reconcile cleanly. step 1. go reports \u0026gt; transactions search id. 2. found, offers option it. 3. pick confirm select correct drop-down list validates amount (it must less equal balance unless partial payments allowed exactly balance) enqueues push back via queue. flips now unattached, reverts invoice's history. remember undo pushed software. reversal qbo/xero/qbd. guardrails enforces merchant account. validation exceed remaining (biller subtracts un-funded checking). funded-only non-ach funded attached. ach pending; rejected voided blocked. customer-match enforce transaction's matches customer. technically a's b's careful feature, missing guardrail. bulk pay restriction part group detached individually. plan tied separate handling accept attach/detach. related articles marked history outbound timeline activity","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-02-15T17:51:54.000Z","tag_names":["allow partial payments check","biller genie native invoice","check amount validation","check invoice matching","check search criteria","check sync accounting","match check to invoice","multi-invoice check","partial payments check","processing a check","qbo check sync","quickbooks check","standalone check","standalone check transaction","virtual terminal check","xero check sync"],"answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit","long_answer_sample":"Once a check has been captured with either Mobile Check Capture or Remote Deposit Capture (RDC), it sits in the Add-On view waiting to be processed. Processing means matching the captured check to a specific invoice — or recording it as a standalone transaction not tied to an invoice — and submitting the payment to the banking network. This article ","language_id":1,"id":2410793,"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 captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","name":"Processing a Check: Matching, Standalone, and Sync","votes":0,"is_published":true,"slug":"processing-a-check","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/processing-a-check?from_search=235670801","host":"https://helpcenter.billergenie.com","body_txt":"check captured either mobile capture remote deposit (rdc), sits add-on view waiting processed. processing means matching specific invoice — recording standalone transaction tied submitting payment banking network. article explains search works, partial-payment rules are, use check, processed checks sync back accounting software. yet, see capturing magtek reader . conceptual overview live captured-but-not-yet-processed visible page (the queue shared rdc) add-ons \u0026gt; rdc shows places. whoever processes person deliberately separate steps scanning can done one staff member invoices another (often someone access). step 1. page, locate click process. 2. field find customer pay. process submit transaction. customer/invoice works form free-text matches input multiple fields account. type name biller genie searches across customer-name file first name, last display genie, business customer's appears connected software (quickbooks online, quickbooks desktop, xero whichever use). partial work. number invoice's reference displayed genie. amount total, paid toward invoice, current remaining balance. $250 balance $250, searching 250 will it. must compare select single apply to, validates rule depends allow payments setting (on record, invoice). less equal underpayments allowed; overpayments rejected. exactly underpayments, overpayments. covers customer), sum selected invoices' balances exactly, regardless setting. level, allowing (not invoice) correspond maybe deposit, one-off retainer, something invoiced yet instead. form, leave set \"standalone transaction\" rather picking customer/invoice. work like virtual terminal records payment, captures funds, treats deposit. linked invoice. important associated nothing mark file. show bank statement (and genie's transactions report), need record manually sales receipt income entry. want sync, create accounting-software behavior originated created qbo / qbd synced genie) settles, pushes closes automatically. biller-genie-native directly software) applied updates inside exist software, there. (no noted above, sync. manually. submit, taken details full void (if still within window) print email image now pending report working network (typically 3–5 days). rejects, moves rejected reopens collection. checks, return capture. trouble search, validation rejecting appear expected, contact support@billergenie.com applicable) whether via error messages related articles ach credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}}]