[{"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=235633346","host":"https://helpcenter.billergenie.com","body_txt":"every invoice biller genie timeline — chronological log everything happened payments applied, payment attempts, reminders sent, opt-out toggles, voids/refunds, autopay manual notes, email opens clicks. first place look need answer \"what invoice\" support questions, audit needs, troubleshooting customer's experience match expected. find open invoices \u0026gt; (or clicking number anywhere appears). detail view, scroll history / section. entries appear newest-first. entry types mean lifecycle means created either synced accounting software, manually bg, imported. timeline. updated field changed typically edit software through, bg. paid invoice's remaining balance hit $0 (a payment, multiple payments, credit memo zeroed out). sets paiddate. applied card debit made amount $x processed applied. funds available 1-2 business days. ach submitted bank. note takes 3-5 days settle can still reject window. check captured via mobile capture rdc invoice. settles pending [type] attached yet funded associated reduced funds. common payments. voided, refunded, detached previously-applied reversed. went back paiddate cleared marked paid. attempts auto pay skipped since automatic attempted [date] per day. system tried earlier today, next attempt skipped. failed - ending xxxx expired. automatically disabled customer. stored auto-disables customer) fix due date. method (ending xxxx) authorization file bank account verification holds completes. #x [reason] gateway declined returned error. reason text comes response ones insufficient funds, declined, honor. activity \"[reminder type]\" reminder sent out. type tells one cadence (upcoming due, overdue, upcoming late fee, statement). paper mail queued add-on active. opened clicked click telemetry provider (mailjet). indicates recipient least loaded images link. useful \"they saw it\" signal though 100% reliable clients block tracking pixels. bounced (soft hard) deliver. soft bounce = temporary (full inbox, server unavailable); hard permanent (bad address). bounces, customer email. per-invoice opted reminders (also will excluded reminders) someone team opt emails go specifically. (if configured) attempts. now included sending resume scheduled cadence. notes add internal recording conversations, escalations, anything else want record of. detail, note, save. appears username timestamp. internal-only (the never sees them). diagnostic patterns \"did ever receive send entries, opens/clicks. see sends opens, might spam. \"why run\" recent entry. skip/fail tell (already-attempted, expired card, authorization). \"this supposed there\" pending-payment detach entries. shows full diagnostic. going out\" record's active status. delivery diagnosis . related articles viewing attaching detaching transactions","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"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=235633346","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":1368778,"account_id":12867,"created_at":"2023-05-15T15:30:47.000Z","tag_names":["xero sync","connect xero","xero integration","xero oauth","biller genie xero","xero standard advisor","xero connection","xero troubleshooting","xero authentication unsuccessful","xero invoice errors","xero default payment account","enable payments to this account","xero clearing account","xero payment account","xero bank reconciliation","reconcile xero payments","batch deposits xero","match deposits in xero","reconcile biller genie payments"],"answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth","long_answer_sample":"Connecting Biller Genie to Xero links the two systems through Xero's secure OAuth authorization flow. Once connected, your customers and invoices stay in sync between the two systems with no manual reconciliation. This article walks through the connection, what happens during the first sync, how to manage the connection day-to-day, and how to troubl","language_id":1,"id":1956641,"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":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","name":"How to Connect Xero","votes":0,"is_published":true,"slug":"syncing-with-xero","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/syncing-with-xero?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"connecting biller genie xero links two systems xero's secure oauth authorization flow. connected, customers invoices stay sync manual reconciliation. article walks connection, happens first sync, manage connection day-to-day, troubleshoot common errors. start sign merchant portal admin user. access user account standard advisor permissions organization want sync. roles (invoice only, read only) permission authorize genie. connects becomes \"owner\" integration — later removed xero, breaks different reconnect. decide connect multiple organizations one login, choose right authorization. need refunds, sales receipts, automatic batch reconciliation feature parity quickbooks online inside abr (automatic reconciliation), bill parent, features unavailable connected xero. using know exactly supported isn't. portal, click add-ons marketplace. select accounting software category tile (or search \"xero\"). install. redirects page. connect. review requesting (read write contacts, invoices, accounts, items, payments), allow access. returns finishes, see confirmation add-on page data will available throughout portal. pulls order chart accounts revenue, expense, bank, plus types active/archived status. system items creates line needs late fees, technology refunds (if exist already). contacts (customers) active archived including bill-to ship-to addresses, email, phone, contact groups (which map customer genie). open authorised sync; subsequent syncs tracks paid, voided, deleted invoices. fees applies configured outstanding mapped segmentation. api rate-limited 60 requests per minute, paces second requests. typical hundred takes 1 3 minutes. larger company files take proportionally longer. settings anytime interacts auto-sync turn ongoing background off. on, webhooks near-real-time polling fallback runs midnight, 5 am, 11 6 pm utc. turning pauses updates systems. default payment set deposits collected payments. can sales, current asset, income \"enable payments account\" turned (many businesses use dedicated clearing this). without enabled, prompt enable try again. note bank appear list, support enabling saved default. recorded match later; \"reconciling deposits\" below. commodity code unspsc synced retention interval controls often reminds unsynced data. reconciling records collects individual applied invoice posted account. processor funds batches, deposit statement usually covers several create integration), matching screen. makes quick asset named something like \"biller clearing\" genie, (see above). every posts marked paid. appears feed, reconcile screen, tab deducts paying out, add details split transaction full amount coded account, negative expense (your accountant confirm use). reconciled, balance zero. leftover means reached yet, matched. help numbers carries processor's reference (with suffix cc ach), trace single batch. void reopens, voided never linger refresher screen itself, central . managing lets view third-party app within organization. navigation, \u0026gt; apps alongside apps. granted, last disconnect directly canonical, up-to-date instructions disconnecting go revokes token, stops install state clears side. instead (under apps), detects revocation next attempt treats disconnected. existing stays genie; new occur reconnecting originally \"owns\" connection. organization, loses authentication failing error calling getaccounts {\"type\"null,\"title\"\"forbidden\",\"status\"403,\"detail\"\"authenticationunsuccessful\"} fix it, reconnect log troubleshooting errors \"invoice # must unique\" number exists export duplicate number. options change longer conflicts. delete update starting conflict regenerate invoice. \"the discount rate '0.00' invalid\" contains item value. accept rejects export. resolve re-invoice item. discounts another way (using field line, positive nets correctly). \"to fields paid item, supply lineitemid\" occurs re-sync exported updated integration. remove unpaid, alternatively, make necessary changes manually token expired \"authentication unsuccessful\" tokens expire periodically; normally refreshes automatically. refresh fails (typically revoked permissions), breaks. \"reconnecting removed\" section above. pick recent (near-real-time) four times day. webhook missed reason, scheduled catches it. now force immediate frequently asked questions anything authorizes behalf. customers, going forward, writes (mostly fee additions) back data-flow details. selected wrong switch steps above, authorization, let login. sure selecting correct clicking stopped working check three checks (1) still showing (2) setting (3) recently yes, no. time. vice versa), first, now-disconnected system. related articles global defaults","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"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=235633346","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":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=235633346","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":323115,"account_id":12867,"created_at":"2023-05-15T17:43:00.000Z","tag_names":["export invoice pdf","download invoice pdf","invoice pdf","print invoice","save invoice as pdf","invoice theme","simple modern classic theme","biller genie pdf"],"answer_sample":"You can export an invoice as a PDF in Biller Genie. Step 1 From the main menu, cl","long_answer_sample":"You can export an invoice as a PDF in Biller Genie. Step 1 From the main menu, click on Invoices. Step 2 Click on an invoice number to view the invoice. Step 3 Once the invoice has opened, click Export to PDF. The invoice will then open in a new tab for download.","language_id":1,"id":1956780,"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":"can export invoice pdf biller genie. step 1 main menu, click on invoices. 2 click on number view invoice. 3 opened, click export pdf. will open new tab download.","name":"Export Invoice to PDF","votes":0,"is_published":true,"slug":"export-invoice-to-pdf","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/export-invoice-to-pdf?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"can export invoice pdf biller genie. step 1 main menu, click on invoices. 2 click on number view invoice. 3 opened, click export pdf. will open new tab download.","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-11-16T21:21:04.000Z","tag_names":["invoice schedule","recurring invoice","subscription invoice","auto-create invoice","monthly invoice","daily weekly monthly schedule","pause invoice schedule","cancel invoice schedule","invoice cadence","recurring billing biller genie"],"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 Customers. Step 3 Click on the Customer ID or Display Name in which you would like to create a recurring invoice schedule for.  Step 4 On the customer profile screen, you can create a new invoice schedule in multiple places.  Click the blue Inv","language_id":1,"id":2301953,"last_published_date":"July 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, customers. 3 customer id display name like create recurring invoice schedule for.  4 profile screen, can new multiple places.  blue invoices drop menu select “create schedule”.  schedules “add start customer, schedule” button bottom right corner screen.     5 “schedule invoice” screen displayed, first choose due date will clicking menu.  6 next line items want invoice.   7 added, need set often occur. daily, weekly, monthly frequency start. 8 times default, “continue canceled”, toggle setting number occurrences.  default   set number  9 final corner. 10 view schedules, navigate customer’s schedule. active customer. company “reports” selecting “schedules” report. report show actively running, “all” include completed canceled. frequently asked questions modified created yes, needs modified. modify upper corner, edit. open modifications made it. partial payment applied invoice, still modified.  deleted invoice  delete single item, black x on item.  deleted  deleted. red top screen. confirmation dialog box appear, finalize deletion. delete.  taken outside genie, marked paid  for. mark paid. ok paid.  printed give printed. export pdf exported opened printed.  possible see emailed customer  checked. timeline history activity listed chronological order.  one customers running time. modified  no, happens cancel current existing custom options receipt, net 15, 30. go require least 24 hours lead time, earliest tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, goes tomorrow repeats day month going forward.","name":"How To Create An Invoice Schedule","votes":0,"is_published":true,"slug":"how-to-create-an-invoice-schedule","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-schedule?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, customers. 3 customer id display name like create recurring invoice schedule for.  4 profile screen, can new multiple places.  blue invoices drop menu select “create schedule”.  schedules “add start customer, schedule” button bottom right corner screen.     5 “schedule invoice” screen displayed, first choose due date will clicking menu.  6 next line items want invoice.   7 added, need set often occur. daily, weekly, monthly frequency start. 8 times default, “continue canceled”, toggle setting number occurrences.  default   set number  9 final corner. 10 view schedules, navigate customer’s schedule. active customer. company “reports” selecting “schedules” report. report show actively running, “all” include completed canceled. frequently asked questions modified created yes, needs modified. modify upper corner, edit. open modifications made it. partial payment applied invoice, still modified.  deleted invoice  delete single item, black x on item.  deleted  deleted. red top screen. confirmation dialog box appear, finalize deletion. delete.  taken outside genie, marked paid  for. mark paid. ok paid.  printed give printed. export pdf exported opened printed.  possible see emailed customer  checked. timeline history activity listed chronological order.  one customers running time. modified  no, happens cancel current existing custom options receipt, net 15, 30. go require least 24 hours lead time, earliest tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, goes tomorrow repeats day month going forward.","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2024-02-21T14:44:19.000Z","tag_names":["purchases log","deals summary"],"answer_sample":"  The All Transactions Report contains a record for every payment that has been p","long_answer_sample":"  The All Transactions Report contains a record for every payment that has been processed through Biller Genie's invoicing platform (using your connected payment processing account). It will not contain transactions that were made via cash, paper check, or that were processed outside of Biller Genie.    You can access this report to: Confirm the det","language_id":1,"id":2421866,"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":"  transactions report contains record every payment processed biller genie's invoicing platform (using connected processing account). will contain made via cash, paper check, outside genie.  can access confirm details transaction detach invoice  apply standalone invoice generate receipt refund void step 1 genie portal, navigate reports \u0026gt; 2 filter sort needed.  use ‘filter date’ narrow window occurred.  dropdown right toggle approved declined transactions. click funnel column value. search bar entering data have. invoice/sales attached, hyperlink quick documents.  3 id number open record. options customer name method take view expiration date delete number(s) associated applicable, ‘detach transaction’ unlink (this payment)  ‘attach link reverse sale, 'refund' 'void' button (biller allow whichever option currently available). 'email receipt' given change email address send ‘print receipt’ print pdf copy 4 'transaction details' expand see details. 5 (optional) ach transactions, ‘'show status logs’ display ('accepted') well clearing ('paid')","name":"All Transactions Report","votes":0,"is_published":true,"slug":"all-transactions-report","first_category":"Reports \u0026 Reconciliation","categories_display_for_views":"Reports \u0026 Reconciliation","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/all-transactions-report?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"  transactions report contains record every payment processed biller genie's invoicing platform (using connected processing account). will contain made via cash, paper check, outside genie.  can access confirm details transaction detach invoice  apply standalone invoice generate receipt refund void step 1 genie portal, navigate reports \u0026gt; 2 filter sort needed.  use ‘filter date’ narrow window occurred.  dropdown right toggle approved declined transactions. click funnel column value. search bar entering data have. invoice/sales attached, hyperlink quick documents.  3 id number open record. options customer name method take view expiration date delete number(s) associated applicable, ‘detach transaction’ unlink (this payment)  ‘attach link reverse sale, 'refund' 'void' button (biller allow whichever option currently available). 'email receipt' given change email address send ‘print receipt’ print pdf copy 4 'transaction details' expand see details. 5 (optional) ach transactions, ‘'show status logs’ display ('accepted') well clearing ('paid')","categories":{"current":{"id":1368781,"name":"Reports \u0026 Reconciliation","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"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=235633346","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":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=235633346","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":1368782,"account_id":12867,"created_at":"2023-05-16T14:56:52.000Z","tag_names":["biller genie logo upload","brand color","branding setup","color picker hex","company color","customer portal branding","icon logo","invoice branding","logo","logo dimensions","logo preference","png logo","site primary color","square logo","wide logo"],"answer_sample":"Branded invoices and reminders build trust with your customers — they recognize t","long_answer_sample":"Branded invoices and reminders build trust with your customers — they recognize the email as legitimate, recognize your logo and color, and are more likely to act on it. Biller Genie's branding takes about five minutes to set up: upload one to two logos, pick a Site Primary Color, and you're done. Branding applies everywhere your customers see Bille","language_id":1,"id":1957809,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"branded invoices reminders build trust customers — recognize email legitimate, logo color, likely act it. biller genie's branding takes five minutes set upload one two logos, pick site primary done. applies everywhere see genie invoices, reminders, customer portal, hosted payment page, mobile receipt. lives control panel \u0026gt; branding. three slots wide, square, icon slots, used different places. wide most-used bare minimum. square work aspect ratio, use app. slot recommended dimensions shows 500 × 100 (51 ratio), png reminder emails, portal header, page header (11 places select \"use square\" preference setting (good real-world circular rectangular) 100, app (the next business name receipts phone) file format size tips png. jpegs keeps transparent background, looks better colored headers. match dimensions. built-in cropper, starting correctly-sized gives best result. wider 51 (very narrow), letterbox sides; narrower, top bottom. white light backgrounds best. headers light-colored. dark background safest combination. keep reasonable. 200 kb plenty bigger files slow opens portal. uploading step 1. navigate 2. want fill (wide / icon), click choose image. 3. slider crop fit inside preview box, upload. immediately refresh tab another window live. uploaded logo, lets uses page. (default) good modern especially text-heavy ones. badge, monogram, stacked design read well ratio. governed always regardless. color accent call-to-action buttons big pay now button portal), invoice header. company input field. using four methods type hex code (e.g. #265074) easiest know brand's spec. enter rgb values. hsv drag picker visually. ok picker, update save. enough contrast text. text color. yellows pale colors will make hard read. aim medium-dark website visual identity. websites publish brand style guide can pull free like colorzilla. red unless actually red-themed. associate errors. businesses look trustworthy blue, green, teal, neutral. pdfs (or square) every send. bar, button. top-left action buttons. receipt name. sender emails comes custom domain configuration, domains . related articles configure general settings writing effective","name":"Branding Setup","votes":0,"is_published":true,"slug":"branding-setup","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/branding-setup?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"branded invoices reminders build trust customers — recognize email legitimate, logo color, likely act it. biller genie's branding takes five minutes set upload one two logos, pick site primary done. applies everywhere see genie invoices, reminders, customer portal, hosted payment page, mobile receipt. lives control panel \u0026gt; branding. three slots wide, square, icon slots, used different places. wide most-used bare minimum. square work aspect ratio, use app. slot recommended dimensions shows 500 × 100 (51 ratio), png reminder emails, portal header, page header (11 places select \"use square\" preference setting (good real-world circular rectangular) 100, app (the next business name receipts phone) file format size tips png. jpegs keeps transparent background, looks better colored headers. match dimensions. built-in cropper, starting correctly-sized gives best result. wider 51 (very narrow), letterbox sides; narrower, top bottom. white light backgrounds best. headers light-colored. dark background safest combination. keep reasonable. 200 kb plenty bigger files slow opens portal. uploading step 1. navigate 2. want fill (wide / icon), click choose image. 3. slider crop fit inside preview box, upload. immediately refresh tab another window live. uploaded logo, lets uses page. (default) good modern especially text-heavy ones. badge, monogram, stacked design read well ratio. governed always regardless. color accent call-to-action buttons big pay now button portal), invoice header. company input field. using four methods type hex code (e.g. #265074) easiest know brand's spec. enter rgb values. hsv drag picker visually. ok picker, update save. enough contrast text. text color. yellows pale colors will make hard read. aim medium-dark website visual identity. websites publish brand style guide can pull free like colorzilla. red unless actually red-themed. associate errors. businesses look trustworthy blue, green, teal, neutral. pdfs (or square) every send. bar, button. top-left action buttons. receipt name. sender emails comes custom domain configuration, domains . related articles configure general settings writing effective","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1369274,"account_id":12867,"created_at":"2023-05-16T15:29:13.000Z","tag_names":["billing automation","invoice genie"],"answer_sample":"To view your account billing information, visit the billing tab within Biller Gen","long_answer_sample":"To view your account billing information, visit the billing tab within Biller Genie. To view your billing information, click on the username in the top right-hand corner, then click Billing. You can view your current Payment Method and add a new payment method. Enter your payment information. When you add a new payment method, you can choose to Set ","language_id":1,"id":1957855,"last_published_date":"May 25th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"view account billing information, visit tab within biller genie. information, click username in top right-hand corner, then click billing. can current payment method add new method. enter information. method, choose to set default and system will bill   viewing invoice \u0026amp; plan history the invoice history section, change filter to all to your open and paid invoices. section show active start date. you’ll see information previous upgrade downgrade. step 1 click number pdf version breakdown charges invoice. 2 summary page, sign corner register and/or log customer portal us.","name":"Biller Genie Billing \u0026 Subscription","votes":0,"is_published":true,"slug":"biller-genie-billing-subscription","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/biller-genie-billing-subscription?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"view account billing information, visit tab within biller genie. information, click username in top right-hand corner, then click billing. can current payment method add new method. enter information. method, choose to set default and system will bill   viewing invoice \u0026amp; plan history the invoice history section, change filter to all to your open and paid invoices. section show active start date. you’ll see information previous upgrade downgrade. step 1 click number pdf version breakdown charges invoice. 2 summary page, sign corner register and/or log customer portal us.","categories":{"current":{"id":1369274,"name":"Account \u0026 Billing","url":"/account-and-billing"}},"category_param":"account-and-billing"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-10-20T19:29:30.000Z","tag_names":["bulk import invoices","csv invoice import","import invoice playbook","invoice import","invoice import tool","invoice migration","invoice template csv","item id required invoice import","load historical invoices"],"answer_sample":"Before you start: You can import a maximum of 1,000 rows per spreadsheet.\nInvoice","long_answer_sample":"Before you start: You can import a maximum of 1,000 rows per spreadsheet.\nInvoices must be associated with customers that already exist in Biller Genie. You can import invoices with single or multiple line items. You can’t add discounts, credit memos, or negative amounts in general. Important: Invoice numbers can be duplicated if they already exist ","language_id":1,"id":2247806,"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":"start can import maximum 1,000 rows per spreadsheet. invoices must associated customers exist biller genie. single multiple line items. can’t add discounts, credit memos, negative amounts general. important invoice numbers duplicated genie, double-check exist.    prepare spreadsheet create download sample file found tool. get file, go to “invoices” and click “import invoices”. click the click to download template. double-check.csv format following columns customerid (see find customer id) invoiceno invoicedate duedate taxrate itemname itemdescription itemrate itemquantity itemamount taxable (y n) items item row various matched invoice, values match exactly id number date  due date item, quantity 1, put total manually ( spread sheet will multiplication you) new products services(items), sure genie importing. services (items) added import, “sales” used name description.  verify csv importing invoices, review information make everything looks correct. mistakes, lengthy process correct remove imported invoices. step 1 open saved check accuracy. 2 column titles 3 fill missing information, mistakes. ensure required fields data prevent skipped. 4 exceed 1000-row limit. does, split files. sign step2 to invoices and click import invoices in upper right. click choose file to upload computer. choose select open. click upload file. 5 last-chance warning dialog box pop up. proceed. 6 results displaying outcome import.  successfully and/or skipped listed. corresponding +1 skip reason.  7 ok. 8 now view inside needed updates. 9  repeat steps – imports needed. field descriptions restrictions notes yes correspond exists (how special characters asa exist\" \"–\" allowed.if once. mm/dd/yyyy tax rate left blank, 0.00 used.-numerical only.-the related greater zero, taxed regardless taxability. exactly.-if used, default.-if default. description used.- blank -numerical only.-item different change default rate. numerical only. amount only. -this charge (item x quantity)  -do include tax. y (taxable) used.-if status n value taxed. link imported.  log merchant portal. 'customers' side menu. first list. once, record drop-down bottom screen select “all”. search using top list exported clicking “export csv” button right corner. ","name":"Importing Invoices to Biller Genie","votes":0,"is_published":true,"slug":"invoiceimporttool","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/invoiceimporttool?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"start can import maximum 1,000 rows per spreadsheet. invoices must associated customers exist biller genie. single multiple line items. can’t add discounts, credit memos, negative amounts general. important invoice numbers duplicated genie, double-check exist.    prepare spreadsheet create download sample file found tool. get file, go to “invoices” and click “import invoices”. click the click to download template. double-check.csv format following columns customerid (see find customer id) invoiceno invoicedate duedate taxrate itemname itemdescription itemrate itemquantity itemamount taxable (y n) items item row various matched invoice, values match exactly id number date  due date item, quantity 1, put total manually ( spread sheet will multiplication you) new products services(items), sure genie importing. services (items) added import, “sales” used name description.  verify csv importing invoices, review information make everything looks correct. mistakes, lengthy process correct remove imported invoices. step 1 open saved check accuracy. 2 column titles 3 fill missing information, mistakes. ensure required fields data prevent skipped. 4 exceed 1000-row limit. does, split files. sign step2 to invoices and click import invoices in upper right. click choose file to upload computer. choose select open. click upload file. 5 last-chance warning dialog box pop up. proceed. 6 results displaying outcome import.  successfully and/or skipped listed. corresponding +1 skip reason.  7 ok. 8 now view inside needed updates. 9  repeat steps – imports needed. field descriptions restrictions notes yes correspond exists (how special characters asa exist\" \"–\" allowed.if once. mm/dd/yyyy tax rate left blank, 0.00 used.-numerical only.-the related greater zero, taxed regardless taxability. exactly.-if used, default.-if default. description used.- blank -numerical only.-item different change default rate. numerical only. amount only. -this charge (item x quantity)  -do include tax. y (taxable) used.-if status n value taxed. link imported.  log merchant portal. 'customers' side menu. first list. once, record drop-down bottom screen select “all”. search using top list exported clicking “export csv” button right corner. ","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2025-07-21T19:53:47.000Z","tag_names":["dual pricing customer experience","dual pricing invoice view","card price ach price","side by side pricing","cash discount checkout","dual pricing email","dual pricing receipt","customer portal dual pricing","how dual pricing looks to customer"],"answer_sample":"With Biller Genie's Dual Pricing option, your invoices and payment screens displa","long_answer_sample":"With Biller Genie's Dual Pricing option, your invoices and payment screens display both a card price and an ACH (or cash) price side-by-side. The customer sees both prices from the start — there's no popup at checkout — and they pick the payment method that matches the price they're willing to pay. This article walks through the six points where you","language_id":1,"id":3411087,"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 dual pricing option, invoices payment screens display card price ach (or cash) side-by-side. customer sees prices start — popup checkout pick method matches willing pay. article walks six points typical payment, know exactly experience. surcharging equivalent (which different flow single checkout), see experience . step 1 invoice syncs accounting software create (quickbooks online, quickbooks desktop, xero) normal price. becomes will see. genie automatically calculates applying technology fee percentage top. 2 shows side-by-side opens invoice, two clearly labeled label second depends cash labels setting (see fees account ). 3 messenger email reflects total new-invoice reminder emails sent show (the price). visible itself. 4 summary screen clicks pay, displays decision point pay option choose accordingly. 5 selects \"pay card,\" higher two) nothing else. surprise surcharge disclosure saw chose previous screen. 6 receipt chosen emailed amount actually paid card, another method. \"fee\" line item appears customer's pricing; just chose. looks inside portal logs (instead via public link), follows steps. view related articles glance reconciling","name":"What Your Customer Sees: The Dual Pricing Checkout Experience","votes":0,"is_published":true,"slug":"dual-pricing-customer-experience","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/dual-pricing-customer-experience?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's dual pricing option, invoices payment screens display card price ach (or cash) side-by-side. customer sees prices start — popup checkout pick method matches willing pay. article walks six points typical payment, know exactly experience. surcharging equivalent (which different flow single checkout), see experience . step 1 invoice syncs accounting software create (quickbooks online, quickbooks desktop, xero) normal price. becomes will see. genie automatically calculates applying technology fee percentage top. 2 shows side-by-side opens invoice, two clearly labeled label second depends cash labels setting (see fees account ). 3 messenger email reflects total new-invoice reminder emails sent show (the price). visible itself. 4 summary screen clicks pay, displays decision point pay option choose accordingly. 5 selects \"pay card,\" higher two) nothing else. surprise surcharge disclosure saw chose previous screen. 6 receipt chosen emailed amount actually paid card, another method. \"fee\" line item appears customer's pricing; just chose. looks inside portal logs (instead via public link), follows steps. view related articles glance reconciling","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2026-05-22T17:30:54.108Z","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=235633346","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":1369273,"account_id":12867,"created_at":"2023-05-15T19:02:46.000Z","tag_names":["customer portal","using customer portal","customer portal sign up","customer portal login","customer portal troubleshooting","portal access","pay invoice online","save card on file","customer self service","portal branding"],"answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of ","long_answer_sample":"The Customer Portal is the self-service web page Biller Genie gives every one of your customers. When they receive an invoice, the email contains a button that opens the portal, where they can view what they owe, pay it, save a card on file, set up autopay, request a payment plan, and download receipts and statements. This article explains what the ","language_id":1,"id":1956892,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","name":"Using the Customer Portal","votes":0,"is_published":true,"slug":"using-the-customer-portal","first_category":"The Customer Portal","categories_display_for_views":"The Customer Portal","parent_categories":[1369273],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customer-portal/using-the-customer-portal?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"customer portal self-service web page biller genie gives every one customers. receive invoice, email contains button opens portal, can view owe, pay it, save card file, set autopay, request payment plan, download receipts statements. article explains looks like, customers control features available. open invoices. clean list unpaid invoice amount, due date, button. invoice. credit card, ach (bank transfer), apm (alternative methods like paypal) depending enabled. multiple invoices once. select several open-invoice single checkout. partial amounts. enabled payments, amount total. see payments inside . bank account file. one-click reuse next payment. enroll autopay. agrees automatic charging future saved method. customer-enabled auto plan. plans, submits approve takes effect. paid receipts. full history going back joined genie. update contact info. name, address, — controllable per-customer (you decide self-edit). inviting reach access link (covered section). send separate invitation lets permanent username password. useful wants log directly, manage stored methods, want ready use first ships. find public url go add-ons → shown there. share website, signatures, anywhere else might directly. install marketplace. free, just enable account. personal [the customer] tab. never invited (or resend), click invitation. subject \"welcome portal\" includes clicks second sent confirm address. confirmation link, chosen says got verify address customer's profile matches inbox checking, look spam folder. welcome comes noreply@billergenie.com. registered check completed registration, run report. reports report fields show registration status. register create sends directly portal. behind scenes, generates secure token per customer; authenticates via token. \"permanent\" login, invite password required actions managing methods. person manages accounts (an accountant handling clients, property manager parent sub-customer setup, etc.), login customer-switcher dropdown. sub switcher works parent/sub relationships quickbooks shape experience. sign (rather relying emails), complete short sign-up flow. gets triggered experience email. locates noreply@billergenie.com \"click reset password.\" page, enters password, up. match to. choose profile. associated with; continue. records, described login. email\" verify. accept user agreement. reads immediately signed in. sign-up, return anytime logging created. troubleshooting walk four checks status \"active\" deactivated record flag. trying must exact (case-insensitive), field. fix different. add-on still showing \"installed\" marketplace accidentally uninstalled. tried \"forgot password\" fastest problems forgot-password flow reset. pass in, subscriber success error message seeing. controlling controlled two places portal-level controls sit wider customer-defaults stack setting global defaults (account-wide baseline), type (per-type overrides), overrides (one-off exceptions). available default (allow cc, allow ach, etc.). specific (turn customer, plans few, portal-specific matter actually logs live section edit email, add remove cards file change auto-pay settings enroll/unenroll autopay notification edits get notified make changes branding carries business's branding. logo, colors, business name appear header templates. configure panel \u0026gt; saves account, stays reused designate method default. pci-tokenized stores raw numbers. merchant side, record. mark outright (useful asks \"delete old file\"). happens pays details selects method) pay. processes configured gateway. marked paid, recorded sales receipt emailed customer. syncs accounting software (quickbooks online desktop magiccarpet) sync, books automatically. failure shows clear message, gateway decline, retry. merge tags personalizing invitations links sets ones drop working messenger reminders templates (so straight them), portal-invitation (when manually login). supported accounting-software integrations payment, void, refund online, (magiccarpet), xero sync side. used template {customerportallink} pay-now link. important tag meant drive {customerstatementlink} direct download/view statement. great statement reminder pull without first. (see store ), template. supports smaller {customerfirstname} name. renders \"sir/ma'am\" blank. {customerlastname} last note context regular {dbaname} dba (the know by). customer-portal pages templated messages (emails, paper mail). browse real data moment viewing, templating involved. lead inventory shared across (customer info, late fees, currency formatting rules), using frequently asked questions need registering. creation optional needed (managing viewing history). fine. https-only, (biller numbers), tokens unique expire extended inactivity. logins strong-password requirements two-factor authentication quick (1) with, (2) (paid voided session). worst case, resend manual fresh yes load exactly would. verifying everything right big batch related articles reminders,","categories":{"current":{"id":1369273,"name":"The Customer Portal","url":"/customer-portal"}},"category_param":"customer-portal"}},{"question":{"category_id":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=235633346","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":1366687,"account_id":12867,"created_at":"2026-05-26T22:54:34.243Z","tag_names":["payment location","virtual terminal name","transaction labels","payment source","payment flow","invoice checkout","statement checkout","portal invoice payment","portal bulk payment","bulk invoice payment","payment plan","recurring billing","hosted payment link","integration payment","check payment","apple pay invoice checkout","apple pay statement checkout","apple pay portal invoice payment","apple pay portal bulk payment","apple pay hosted payment link","merchant receipt","gateway transactions report","csv export of transactions","what does payment location mean","what label is on my receipt","customer portal label","scheduler label","what is bulk pay on my receipt"],"answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email y","long_answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email you receive includes a \"Payment Location\" field. That field tells you which Biller Genie flow took the payment, so you can tell at a glance whether a payment came through an invoice checkout, a Hosted Payment Link, a Payment Plan, or something else. The same value appear","language_id":1,"id":3829008,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","name":"What 'Payment Location' Means on Your Transaction Receipts","votes":0,"is_published":true,"slug":"what-payment-location-means-on-your-transaction-receipts","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/what-payment-location-means-on-your-transaction-receipts?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-16T15:17:09.000Z","tag_names":["account settings","ach web terms","auto pay terms","biller genie settings","chrome extension","configure general settings","control panel settings","email auto-pay failures","email merchant receipts","email sync notification","invoice email","invoice payment terms","merchant email","persistent filters","sync notifications setup","terms and conditions"],"answer_sample":"Your Control Panel \u0026gt; Settings page is where you set the account-level defaults","long_answer_sample":"Your Control Panel \u0026gt; Settings page is where you set the account-level defaults that apply everywhere in Biller Genie — who receives merchant notifications, which automated emails go out, the Terms \u0026amp; Conditions your customers agree to, and whether the Chrome Extension is enabled. This article walks through every field on the page, what it cont","language_id":1,"id":1957837,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"control panel \u0026gt; settings page set account-level defaults apply everywhere biller genie — receives merchant notifications, automated emails go out, terms \u0026amp; conditions customers agree to, whether chrome extension enabled. article walks every field page, controls, small gotchas catch people one. open click main menu, settings. need user superuser manager role see managing users . email address (or addresses) receive copy sales receipts customer-driven notifications example, customer updates stored payment method card file expires. gets auto-pay failure alert sync toggles enabled below. multiple recipients can enter one here. separate comma semicolon accounting@yourcompany.com, owner@yourcompany.com. list notification triggers. way send another nothing. invoice sender reminder sends. reply-to hits reply reminder, it. use real, monitored inbox (not no-reply address) reply, often questions. want sent domain (so look like come billing@yourcompany.com instead genie's envelope), custom domains enable persistent filters toggle on, column search grids (invoices, customers, transactions, etc.) remembered across sessions account. off, reset time load grid. turn frequently filter (e.g., \"always show overdue invoices type = wholesale\"). team members share account prefers start clean view. three address(es) above. processed (credit card, ach, check, manual, autopay), receipt. don't. org-level setting applies payments receipt controlled separately per-transaction \"send receipt\" checkbox payment, plus flag individual customer's record. full breakdown. successfully synced accounting software (quickbooks online, quickbooks desktop, xero) configurable number days, get email. failures commonly happen oauth connection expired password changed. configuring threshold. default \"alert 3 days without successful sync.\" change per-integration make sure save add-ons select xero). find last field, whenever automatic attempt fails (declined nsf etc.), details unnoticed. recommended keep on. failed autopay attempts notice quickly past-due invoices. pre-populates sets corresponding flows. edit match business's policies, next revert default. sees paying one-time portal via link. auto pay enrolling agrees charge automatically becomes due. ach web transaction t\u0026amp;cs bank / ach. nacha requires explicit authorization language web-channel debits customize language. tip. legal counsel review customizing phrasing general; industry (rentals, subscriptions, professional services) specific worth adding rather invoice. installed (which adds in-line buttons quick-actions online tools), shows status lets issues 90-day credential authenticate calls back genie. required first work new browser device. disable immediately invalidates credential. uninstalled device authorized lost compromised. related located elsewhere feel live actually dedicated pages quick map know branding (logo + brand color) branding. setup (reminder cadence, terms, messenger settings) defaults. welcome area hosted (fraud thresholds look/feel public page) link menu. late fees reminders add-ons, core fee manager, reminders. session timeout user-configurable. signs 25 minutes inactivity production security reasons. saving changes button. saved edited. enable/disable save. articles","name":"Configure General Settings","votes":0,"is_published":true,"slug":"configure-general-settings","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/configure-general-settings?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"control panel \u0026gt; settings page set account-level defaults apply everywhere biller genie — receives merchant notifications, automated emails go out, terms \u0026amp; conditions customers agree to, whether chrome extension enabled. article walks every field page, controls, small gotchas catch people one. open click main menu, settings. need user superuser manager role see managing users . email address (or addresses) receive copy sales receipts customer-driven notifications example, customer updates stored payment method card file expires. gets auto-pay failure alert sync toggles enabled below. multiple recipients can enter one here. separate comma semicolon accounting@yourcompany.com, owner@yourcompany.com. list notification triggers. way send another nothing. invoice sender reminder sends. reply-to hits reply reminder, it. use real, monitored inbox (not no-reply address) reply, often questions. want sent domain (so look like come billing@yourcompany.com instead genie's envelope), custom domains enable persistent filters toggle on, column search grids (invoices, customers, transactions, etc.) remembered across sessions account. off, reset time load grid. turn frequently filter (e.g., \"always show overdue invoices type = wholesale\"). team members share account prefers start clean view. three address(es) above. processed (credit card, ach, check, manual, autopay), receipt. don't. org-level setting applies payments receipt controlled separately per-transaction \"send receipt\" checkbox payment, plus flag individual customer's record. full breakdown. successfully synced accounting software (quickbooks online, quickbooks desktop, xero) configurable number days, get email. failures commonly happen oauth connection expired password changed. configuring threshold. default \"alert 3 days without successful sync.\" change per-integration make sure save add-ons select xero). find last field, whenever automatic attempt fails (declined nsf etc.), details unnoticed. recommended keep on. failed autopay attempts notice quickly past-due invoices. pre-populates sets corresponding flows. edit match business's policies, next revert default. sees paying one-time portal via link. auto pay enrolling agrees charge automatically becomes due. ach web transaction t\u0026amp;cs bank / ach. nacha requires explicit authorization language web-channel debits customize language. tip. legal counsel review customizing phrasing general; industry (rentals, subscriptions, professional services) specific worth adding rather invoice. installed (which adds in-line buttons quick-actions online tools), shows status lets issues 90-day credential authenticate calls back genie. required first work new browser device. disable immediately invalidates credential. uninstalled device authorized lost compromised. related located elsewhere feel live actually dedicated pages quick map know branding (logo + brand color) branding. setup (reminder cadence, terms, messenger settings) defaults. welcome area hosted (fraud thresholds look/feel public page) link menu. late fees reminders add-ons, core fee manager, reminders. session timeout user-configurable. signs 25 minutes inactivity production security reasons. saving changes button. saved edited. enable/disable save. articles","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":1368778,"account_id":12867,"created_at":"2026-05-24T14:51:16.328Z","tag_names":["xero features","xero limitations","xero vs quickbooks","xero feature parity","xero refunds","xero sales receipts","xero abr","xero projects","xero sub customers","xero contact groups","xero multi currency","xero draft invoice"],"answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync bet","long_answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync between the two systems automatically. That said, the Xero integration doesn't have full feature parity with Biller Genie's QuickBooks Online integration — some Biller Genie features that QBO users rely on aren't available on Xero. This article explains what syncs, what do","language_id":1,"id":3827354,"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 integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet available. depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr add-on automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","name":"Using Xero in Biller Genie","votes":0,"is_published":true,"slug":"using-xero-in-biller-genie","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/using-xero-in-biller-genie?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"biller genie integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet available. depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr add-on automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1369274,"account_id":12867,"created_at":"2026-05-21T03:59:18.236Z","tag_names":[],"answer_sample":"If Biller Genie keeps logging you out, that is intentional. We sign you out autom","long_answer_sample":"If Biller Genie keeps logging you out, that is intentional. We sign you out automatically after a period of inactivity to protect the sensitive invoice and payment data inside your account. Why this exists Biller Genie stores invoice histories, customer payment methods, and processing reports. If a user walked away from a logged-in session, anyone w","language_id":1,"id":3825112,"last_published_date":"May 25th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie keeps logging out, intentional. sign automatically period inactivity protect sensitive invoice payment data inside account. exists stores histories, customer methods, processing reports. user walked away logged-in session, anyone access device see change data. automatic session timeout standard control risk required remain compliant payments-industry security standards. can changed disabled no. session-timeout window set platform level extended per-account per-user. applies every logged faster expected two common patterns check multiple tabs devices new browser, older may end. use one active time. browser settings privacy modes clear cookies visits, look like \"constant\" logouts. try normal (non-private) confirm. recommended workflow work throughout day, leave tab focused interact periodically. resets time click, type, navigate.","name":"Why Biller Genie Logs You Out (Session Security)","votes":0,"is_published":true,"slug":"session-timeout","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/session-timeout?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"biller genie keeps logging out, intentional. sign automatically period inactivity protect sensitive invoice payment data inside account. exists stores histories, customer methods, processing reports. user walked away logged-in session, anyone access device see change data. automatic session timeout standard control risk required remain compliant payments-industry security standards. can changed disabled no. session-timeout window set platform level extended per-account per-user. applies every logged faster expected two common patterns check multiple tabs devices new browser, older may end. use one active time. browser settings privacy modes clear cookies visits, look like \"constant\" logouts. try normal (non-private) confirm. recommended workflow work throughout day, leave tab focused interact periodically. resets time click, type, navigate.","categories":{"current":{"id":1369274,"name":"Account \u0026 Billing","url":"/account-and-billing"}},"category_param":"account-and-billing"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T12:43:42.000Z","tag_names":["financing","credit cards"],"answer_sample":"Overview To allow customers to store and use Credit Card and ACH payment methods,","long_answer_sample":"Overview To allow customers to store and use Credit Card and ACH payment methods, these payment options must first be enabled in your Biller Genie account. Once enabled, customers will be able to add and manage their payment methods through the Customer Portal (if enabled), and payment options will be available on invoices.     How To Enable Credit ","language_id":1,"id":1957640,"last_published_date":"May 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"overview allow customers store use credit card ach payment methods, options must first enabled biller genie account. enabled, will able add manage methods customer portal (if enabled), available invoices.   enable payments step 1 log navigate control panel \u0026gt; defaults 2 general section, locate following settings toggle setting yes needed. click save new apply moving forward.  3 (optional – existing customers) like update current well scroll bottom page. individual customers. select appropriate name dropdown changes. ensures profiles updated reflect preferences.  important notes enabling allows pay invoices using selected methods. see defaults. invoice pages, active. still trouble unable payments, contact support team support@billergenie.com include details method attempting whether applies customers, error messages displayed providing information help assist efficiently possible.","name":"Allowing Credit Card \u0026 ACH Payments","votes":0,"is_published":true,"slug":"allowing-credit-card-ach-payments","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/allowing-credit-card-ach-payments?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"overview allow customers store use credit card ach payment methods, options must first enabled biller genie account. enabled, will able add manage methods customer portal (if enabled), available invoices.   enable payments step 1 log navigate control panel \u0026gt; defaults 2 general section, locate following settings toggle setting yes needed. click save new apply moving forward.  3 (optional – existing customers) like update current well scroll bottom page. individual customers. select appropriate name dropdown changes. ensures profiles updated reflect preferences.  important notes enabling allows pay invoices using selected methods. see defaults. invoice pages, active. still trouble unable payments, contact support team support@billergenie.com include details method attempting whether applies customers, error messages displayed providing information help assist efficiently possible.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1368784,"account_id":12867,"created_at":"2023-05-16T12:45:25.000Z","tag_names":["payment schedule","payment plan"],"answer_sample":"Overview\nPayment Schedules allow you to automatically charge a customer on a recu","long_answer_sample":"Overview\nPayment Schedules allow you to automatically charge a customer on a recurring basis.\nYou can configure the amount, frequency, duration, and receipt preferences when creating a schedule.\n   \nHow To Create a Payment Schedule\nStep 1\nLog in to your Biller Genie account.\nFrom the main menu, navigate to: Reports \u0026gt; Schedules Click Create Schedu","language_id":1,"id":1957642,"last_published_date":"July 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"overview payment schedules allow automatically charge customer recurring basis. can configure amount, frequency, duration, receipt preferences creating schedule.   create schedule step 1 log biller genie account. main menu, navigate reports \u0026gt; click 2 begin typing name customer. type, customer’s will auto-populate dropdown menu. select appropriate 3 choose preferred method schedule.  enter amount charged time runs. 4 frequency charge. examples include daily weekly monthly 5 set duration continue charging manually canceled specific number times 6 preferences. toggle settings like merchant receive fields completed, activate it. important notes must valid stored file edited section. ensure correct selected saving. first run require least 24 hours lead time, earliest date tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, runs tomorrow repeats day month going forward. still trouble unable schedule, contact support team support@billergenie.com following details error messages displayed providing information help assist efficiently possible.","name":"Create a Payment Schedule","votes":0,"is_published":true,"slug":"create-a-payment-schedule","first_category":"Features \u0026 Addons","categories_display_for_views":"Features \u0026 Addons","parent_categories":[1368784],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/features-and-addons/create-a-payment-schedule?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"overview payment schedules allow automatically charge customer recurring basis. can configure amount, frequency, duration, receipt preferences creating schedule.   create schedule step 1 log biller genie account. main menu, navigate reports \u0026gt; click 2 begin typing name customer. type, customer’s will auto-populate dropdown menu. select appropriate 3 choose preferred method schedule.  enter amount charged time runs. 4 frequency charge. examples include daily weekly monthly 5 set duration continue charging manually canceled specific number times 6 preferences. toggle settings like merchant receive fields completed, activate it. important notes must valid stored file edited section. ensure correct selected saving. first run require least 24 hours lead time, earliest date tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, runs tomorrow repeats day month going forward. still trouble unable schedule, contact support team support@billergenie.com following details error messages displayed providing information help assist efficiently possible.","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-03-08T14:41:57.000Z","tag_names":["customer payment","store payment"],"answer_sample":"Overview If you would prefer not to collect or handle a customer’s sensitive paym","long_answer_sample":"Overview If you would prefer not to collect or handle a customer’s sensitive payment information directly, you can send them a secure invitation to store their own payment method. Anytime a customer is paying one of your invoices, they have the option to store the payment method for future use (Customer-Enabled Auto Pay). Once a payment method is st","language_id":1,"id":2452987,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"overview prefer collect handle customer’s sensitive payment information directly, can send secure invitation store method. anytime customer paying one invoices, option method future use (customer-enabled auto pay). stored, details like enter yourself, refer storing credit debit card ach account securely information, follow steps below.   step 1 log biller genie account. navigate customers search invite.  2 open profile locate stored methods section. click dropdown next methods, select generate link add confirmation message will appear indicating copied. 3 paste email text another form communication directly customer. see opens contact saved pre-populate. prompted either bank (ach) card, within gateway — sent directly. optional enable pay may choose check box auto-pay transactions selected new invoices automatically charged invoice due date. used transactions. still trouble work unable method, support team support@billergenie.com include following name whether attempting error messages displayed providing help assist efficiently possible.","name":"Invite a Customer to Store a Payment Method","votes":0,"is_published":true,"slug":"invite-a-customer-to-store-a-payment-method","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/invite-a-customer-to-store-a-payment-method?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"overview prefer collect handle customer’s sensitive payment information directly, can send secure invitation store method. anytime customer paying one invoices, option method future use (customer-enabled auto pay). stored, details like enter yourself, refer storing credit debit card ach account securely information, follow steps below.   step 1 log biller genie account. navigate customers search invite.  2 open profile locate stored methods section. click dropdown next methods, select generate link add confirmation message will appear indicating copied. 3 paste email text another form communication directly customer. see opens contact saved pre-populate. prompted either bank (ach) card, within gateway — sent directly. optional enable pay may choose check box auto-pay transactions selected new invoices automatically charged invoice due date. used transactions. still trouble work unable method, support team support@billergenie.com include following name whether attempting error messages displayed providing help assist efficiently possible.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2023-05-15T18:35:19.000Z","tag_names":["bill with parent","display invoices with parent","parent customer","sub customer","sub-customer","quickbooks jobs","qbo job","qbd customer job","bill to parent","viewsubcustomersinvoices","consolidated billing","parent rollup","sub-customer email inheritance","sub customer autopay"],"answer_sample":"In QuickBooks, a customer can be set up as a sub-customer of another customer — u","long_answer_sample":"In QuickBooks, a customer can be set up as a sub-customer of another customer — useful for tracking jobs under a single account, multiple locations of one client, or a contractor doing work for a property owner. Biller Genie reads these parent/sub relationships from QuickBooks and gives you two distinct features to leverage them: Bill With Parent (r","language_id":1,"id":1956845,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"quickbooks, customer can set sub-customer another — useful tracking jobs single account, multiple locations one client, contractor work property owner. biller genie reads parent/sub relationships quickbooks gives two distinct features leverage bill parent (route sub-customer's billing parent), customer-portal experience lets portal user see, switch between, pay invoices records connected to. glance per-customer-or-per-type setting sub-customer. on, receives reminders, parent's autopay configuration drives payment, communications route parent. sub's invoice messenger , reminders auto settings get grayed take over. display per-customer toggle customer. view includes sub-customers combined list. independent turn either without other. works hood sub-customer, several pieces genie's behavior shift sub runtime messenger. send time, checks billtoqbonlineparent flag. looks uses reminder toggles decide whether send. ignored. pay. eligible autopay, system (autopay enabled, autopay-on-type, default payment method, threshold) determine charge. off, runs regardless record says. routing. still recorded database (the for), processing flow processing. payments processed using stored applies invoice. accounting software sees marked paid, coming card file. late fees. fees calculated \"owns\" overdue balance perspective), goes inheritance. methods shared automatically methods. merge just means method. file does, will fail method make sure working relying autopay. qbo qbd differ handling customer's to, persisted differently behind scenes online native \"billed with\" dropdown profile). syncs flag bi-directionally flip qbo, bg picks next sync; bg, writes back qbo. systems stay aligned automatically. desktop (magiccarpet) equivalent setting. stores locally persists across magiccarpet never read written desktop. qbd-connected customer, directly bg. nothing appears itself, qbd-side override value. practical implication expect round-trip check something off. qbd, source truth ever change projects require careful bulk changes technically hood, requires \"bill customer\" checkbox every project. use defaults surgical option push customers once, inadvertently breaks alignment cause confusing invoicing behavior. including projects; special handling.  projects, per non-project need changed, leave projects' alone. see intuit's help qbo-side requirement. management. owner parent; individual properties sub-customers. gets communications, arrangement, job billed reported separately. multi-location franchisees. franchisee corporate office handles keep per-location billing. general contractors paying subs' invoices. gc trades gc's covers trades' holding company operating entities. subsidiaries centralized decentralized point handle separately-tracked accounts, cleanest pattern. independently, let manage settings. configure system, sync, auto-pay run cover linked sub-customers' (or desktop), profile \"is sub-customer\". reads. wait sync manual sync). relationship genie, open record. pay, messenger, fields now inheriting video walkthrough short tutorial showing side setup, end step-by-step screenshots (quickbooks online) step 1. log account. 2. go sales \u0026gt; customers. 3. select whose want via 4. click edit profile. 5. section, parent, save. sync. turned inside tab, confirmation message configured ways (and optionally pay) view, access portal's top navigation. (configurable type ) mixed logs normally would. grid shows hide button collapse ones checkout. processes credited correct receipts depending sub). necessarily portal. happen together. switching person manages accounts example, manager pays bills three different llcs, separate accident logging out. customer-switching groups email address. in, active merchant's account shares logged-in user's match, navigation listing matched alphabetically. person, email, records. lists clicking switches context invoices, saved cards, configuration. share email. address, them. matching. customers, accountant clients switcher move freely. enable alone put surface one. link access. routes adds existing view. feature. email-based, parent/sub-based purely email-driven. records, separate, emails. status drive switcher. putting together common configurations buildings llc. subs building 101, 102, 103. manager. building. llc's charges building's place. result schedule b llcs llc a, b, c totally relationship. accountant's applicable (no relationship). applicable. c. needed. cadence login. independently co. co 1, payments. companies. company's cards stand own. companies' emails, accident, used. functions genie. reporting tag company; anything else. frequently asked questions charged back-invoices no. affects future retroactively charge exist unpaid picked going forward. manually-paid history touched. charged. fallback. multi-level hierarchy (grandparent → sub) model flat immediate only. \"parent\" grandparent, resolution; cascade chain. recommend hierarchies purposes level (parent predictable dropdown. (1) record's matches exactly (case-insensitive, punctuation whitespace matter), (2) (deactivated appear), (3) merchant logged in. \"display parent\" viewing historical hidden turning hides forward, delete already-issued receipts. stops seeing related articles global overrides fees, customer-enabled supported accounting-software integrations","name":"Parent and Sub Customers (including QuickBooks Jobs)","votes":0,"is_published":true,"slug":"parentsub-customer","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/parentsub-customer?from_search=235633346","host":"https://helpcenter.billergenie.com","body_txt":"quickbooks, customer can set sub-customer another — useful tracking jobs single account, multiple locations one client, contractor work property owner. biller genie reads parent/sub relationships quickbooks gives two distinct features leverage bill parent (route sub-customer's billing parent), customer-portal experience lets portal user see, switch between, pay invoices records connected to. glance per-customer-or-per-type setting sub-customer. on, receives reminders, parent's autopay configuration drives payment, communications route parent. sub's invoice messenger , reminders auto settings get grayed take over. display per-customer toggle customer. view includes sub-customers combined list. independent turn either without other. works hood sub-customer, several pieces genie's behavior shift sub runtime messenger. send time, checks billtoqbonlineparent flag. looks uses reminder toggles decide whether send. ignored. pay. eligible autopay, system (autopay enabled, autopay-on-type, default payment method, threshold) determine charge. off, runs regardless record says. routing. still recorded database (the for), processing flow processing. payments processed using stored applies invoice. accounting software sees marked paid, coming card file. late fees. fees calculated \"owns\" overdue balance perspective), goes inheritance. methods shared automatically methods. merge just means method. file does, will fail method make sure working relying autopay. qbo qbd differ handling customer's to, persisted differently behind scenes online native \"billed with\" dropdown profile). syncs flag bi-directionally flip qbo, bg picks next sync; bg, writes back qbo. systems stay aligned automatically. desktop (magiccarpet) equivalent setting. stores locally persists across magiccarpet never read written desktop. qbd-connected customer, directly bg. nothing appears itself, qbd-side override value. practical implication expect round-trip check something off. qbd, source truth ever change projects require careful bulk changes technically hood, requires \"bill customer\" checkbox every project. use defaults surgical option push customers once, inadvertently breaks alignment cause confusing invoicing behavior. including projects; special handling.  projects, per non-project need changed, leave projects' alone. see intuit's help qbo-side requirement. management. owner parent; individual properties sub-customers. gets communications, arrangement, job billed reported separately. multi-location franchisees. franchisee corporate office handles keep per-location billing. general contractors paying subs' invoices. gc trades gc's covers trades' holding company operating entities. subsidiaries centralized decentralized point handle separately-tracked accounts, cleanest pattern. independently, let manage settings. configure system, sync, auto-pay run cover linked sub-customers' (or desktop), profile \"is sub-customer\". reads. wait sync manual sync). relationship genie, open record. pay, messenger, fields now inheriting video walkthrough short tutorial showing side setup, end step-by-step screenshots (quickbooks online) step 1. log account. 2. go sales \u0026gt; customers. 3. select whose want via 4. click edit profile. 5. section, parent, save. sync. turned inside tab, confirmation message configured ways (and optionally pay) view, access portal's top navigation. (configurable type ) mixed logs normally would. grid shows hide button collapse ones checkout. processes credited correct receipts depending sub). necessarily portal. happen together. switching person manages accounts example, manager pays bills three different llcs, separate accident logging out. customer-switching groups email address. in, active merchant's account shares logged-in user's match, navigation listing matched alphabetically. person, email, records. lists clicking switches context invoices, saved cards, configuration. share email. address, them. matching. customers, accountant clients switcher move freely. enable alone put surface one. link access. routes adds existing view. feature. email-based, parent/sub-based purely email-driven. records, separate, emails. status drive switcher. putting together common configurations buildings llc. subs building 101, 102, 103. manager. building. llc's charges building's place. result schedule b llcs llc a, b, c totally relationship. accountant's applicable (no relationship). applicable. c. needed. cadence login. independently co. co 1, payments. companies. company's cards stand own. companies' emails, accident, used. functions genie. reporting tag company; anything else. frequently asked questions charged back-invoices no. affects future retroactively charge exist unpaid picked going forward. manually-paid history touched. charged. fallback. multi-level hierarchy (grandparent → sub) model flat immediate only. \"parent\" grandparent, resolution; cascade chain. recommend hierarchies purposes level (parent predictable dropdown. (1) record's matches exactly (case-insensitive, punctuation whitespace matter), (2) (deactivated appear), (3) merchant logged in. \"display parent\" viewing historical hidden turning hides forward, delete already-issued receipts. stops seeing related articles global overrides fees, customer-enabled supported accounting-software integrations","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}}]