[{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-09-30T23:16:53.092Z","tag_names":["token importer","token import","import tokens","import saved cards","import stored cards","import bank accounts","import ach","migrate cards","migrate payment methods","sola","sola payments","nmi","acceptblue","authorize.net","fortis","elavon","stored payment methods","vault import","tokin importer"],"answer_sample":"If your customers already have cards or bank accounts saved in your payment gatew","long_answer_sample":"If your customers already have cards or bank accounts saved in your payment gateway, the Token Importer brings them into Biller Genie. Each imported payment method is saved to the customer you choose, and your customer does not have to enter it again. Which gateways support it Credit card: Sola, NMI, AcceptBlue, Authorize.Net, Fortis and Elavon EPG.","language_id":1,"id":3960469,"last_published_date":"September 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":"customers cards bank accounts saved payment gateway, token importer brings biller genie. imported method customer choose, enter again. gateways support credit card sola, nmi, acceptblue, authorize.net, fortis elavon epg. ach authorize.net fortis. gateway must connected activated genie first. see connecting (credit ach) . separately, gateway. start need user role can configure add-ons. add import method. choose token. account go add-ons \u0026gt; processing cards, accounts. open panel. asks methods lists created date, type, name, address id. find click import. use info details genie, select customer. now shows customer's profile. appear list, nothing twice. sola know send card's first digits routing number fetches return them, sola's reason, stays list. say whether personal business. checking, savings marks savings. page note change type. belongs business, edit business older show day opened list date saved. record billing street zip, uses zip missing invalid expiration listed. update reopen importer. refreshes every 30 minutes. added moment ago may take minutes appear. nmi accounts, type filled checking needs holder (personal business). still stuck contact support@billergenie.com name related articles storing (cards allowing \u0026amp; payments","name":"Importing Saved Cards and Bank Accounts from Your Payment Gateway (Token Importer)","votes":0,"is_published":true,"slug":"importing-saved-cards-and-bank-accounts-from-your-payment-gateway-token-importer","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/importing-saved-cards-and-bank-accounts-from-your-payment-gateway-token-importer?from_search=240951739","host":"https://helpcenter.billergenie.com","body_txt":"customers cards bank accounts saved payment gateway, token importer brings biller genie. imported method customer choose, enter again. gateways support credit card sola, nmi, acceptblue, authorize.net, fortis elavon epg. ach authorize.net fortis. gateway must connected activated genie first. see connecting (credit ach) . separately, gateway. start need user role can configure add-ons. add import method. choose token. account go add-ons \u0026gt; processing cards, accounts. open panel. asks methods lists created date, type, name, address id. find click import. use info details genie, select customer. now shows customer's profile. appear list, nothing twice. sola know send card's first digits routing number fetches return them, sola's reason, stays list. say whether personal business. checking, savings marks savings. page note change type. belongs business, edit business older show day opened list date saved. record billing street zip, uses zip missing invalid expiration listed. update reopen importer. refreshes every 30 minutes. added moment ago may take minutes appear. nmi accounts, type filled checking needs holder (personal business). still stuck contact support@billergenie.com name related articles storing (cards allowing \u0026amp; payments","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T14:40:44.000Z","tag_names":["connecting gateway","connect credit card gateway","connect ach gateway","gateway credentials","merchant service provider","api keys","terminal id","biller genie gateway setup","allow credit card payments","allow ach payments","payment processor connection","gateway connect error","i have a cc processor","i have an ach processor"],"answer_sample":"If your merchant service provider has issued you gateway credentials, you can con","long_answer_sample":"If your merchant service provider has issued you gateway credentials, you can connect your existing payment gateway directly to your Biller Genie account. This article walks through how to connect your credit card gateway and your ACH gateway, and how to verify that payments are enabled. The process is nearly identical for both — you start in a diff","language_id":1,"id":1957784,"last_published_date":"September 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":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, cliq, elavon epg, converge, authorize.net, cardpointe, usa epay, mx merchant, payroc, bank america, transit, acceptblue, others. reliafund, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. bringing saved methods over. customers' cards accounts fortis import them. see importing (token importer) . adding switching changes want switch processors, handled team migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","name":"Connecting Your Payment Gateways (Credit Card and ACH) to Biller Genie","votes":0,"is_published":true,"slug":"connecting-your-credit-card-gateway-to-biller-genie","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/connecting-your-credit-card-gateway-to-biller-genie?from_search=240951739","host":"https://helpcenter.billergenie.com","body_txt":"merchant service provider issued gateway credentials, can connect existing payment directly biller genie account. article walks credit card ach gateway, verify payments enabled. process nearly identical — start different menu payment-type toggle, connection steps same. credentials ready. come usually api keys, terminal ids, connection-specific values. login username password. confirm account configured use. options shown vary provider. separately both. lives add-ons credentials. step 1 navigate right processing log \u0026gt; 2 click \"i processor\" tile page, continue appropriate cc 3 select list varies sure option pick, contact proceeding. 4 enter provided connect. unique credential requirements fields like numbers, vendor ids. tip entering make extra spaces key. trailing whitespace common source errors happens easily copying pasting 5 type enabled connecting, control panel customer defaults toggle set yes allow both, toggles yes. supported gateways processors supports range gateways. specific depends sola, fortis, nmi, cliq, elavon epg, converge, authorize.net, cardpointe, usa epay, mx merchant, payroc, bank america, transit, acceptblue, others. reliafund, feature support gateway. every stored cards, apple pay, surcharging (and whether bg-managed gateway-managed), token import, third-party sales receipts, surcharge state caps differ. need, support@billergenie.com name asking about. bringing saved methods over. customers' cards accounts fortis import them. see importing (token importer) . adding switching changes want switch processors, handled team migrate cleanly in-flight transactions land should. still trouble unable include trying confirmation connecting card, ach, error messages related articles allowing \u0026amp; troubleshooting declined technology fees dual pricing glance storing (cards ach)","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":1369271,"account_id":12867,"created_at":"2026-07-22T18:46:47.465Z","tag_names":["abr","batch history","batch reconciliation","hosted payment page","pending sync","reconcile batches","sweep account","sweep balance","sync error","third party sales receipt","transaction linking","unlinked transactions","virtual terminal","ach batch detail","ach batch transactions"],"answer_sample":"The Batch History screen is the diagnostic heart of Automatic Batch Reconciliatio","long_answer_sample":"The Batch History screen is the diagnostic heart of Automatic Batch Reconciliation (ABR). It shows every settled batch, lets you expand a batch into its individual transactions, and tells you exactly which transactions to look at when your sweep account does not return to zero. The batch grid Each payment type's module shows its own Batch History gr","language_id":1,"id":3893599,"last_published_date":"September 10th, 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":"batch history screen diagnostic heart automatic reconciliation (abr). shows every settled batch, lets expand individual transactions, tells exactly transactions look sweep account return zero. grid payment type's module grid. see id settle date gross amount (plus fee net columns credit card merchants daily discount) counts sales refunds status pill, plus confirm action waiting entry statuses move pending (daily discount batches fee) \u0026gt; sync syncing synced, error (red pill) journal post. retries automatically normal cycle. can filter all, sync, error. two quick notes voided payments never appear settles. ride inside day's batch. refund-heavy day total negative; simply flips direction still zeroes out. expanding click transactions. rows matching record biller genie show blue invoice # link opens directly; exists, falls back receipt, transaction itself. gateway txn column older batches. per-transaction detail appears created going forward. installed, supported linking, will expanded. expected, defect. four states, plain language checked independent links gateway's reference match accounting receipt synced quickbooks present missing, gives possible states state means fully linked yes reconciled end end. nothing do. third-party sale originated gateway, genie, carries quickbooks. exists typical causes virtual terminal sale, hosted page detached invoice. swept money, ever offset sweep, amount. unlinked (shown red \"unlinked\"). deposit includes money booked anywhere, leaves negative balance. makes visible glance row carried quickbooks, behind payment-only state. hit zero puts takes sides agree, lands balance single health check grey good. least one recent linked. triage pill orange instead grey. open history, batches, classify suspect using table above. fix gateway. book (or receipt) source. reached resolve example reattaching recording payment, gets offsetting entry. usually fine, actually synced. properly linked, returns ach built genie's funded records, construction. provides detail, enriches display changes linking. available acceptblue, authorize.net, cardpointe, fortis, nmi, reliafund usaepay. usaepay applies september 10, 2026 onward; earlier stay summary only. details hide none. related articles understanding setting abr mappings balances entries report processing matching, standalone,","name":"Reading Your Batch History: Transaction Linking and Your Sweep Balance","votes":0,"is_published":true,"slug":"batch-history-transaction-linking-and-sweep-balance","first_category":"Automatic Batch Reconciliation","categories_display_for_views":"Automatic Batch Reconciliation","parent_categories":[1369271],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/automatic-batch-reconciliation/batch-history-transaction-linking-and-sweep-balance?from_search=240951739","host":"https://helpcenter.billergenie.com","body_txt":"batch history screen diagnostic heart automatic reconciliation (abr). shows every settled batch, lets expand individual transactions, tells exactly transactions look sweep account return zero. grid payment type's module grid. see id settle date gross amount (plus fee net columns credit card merchants daily discount) counts sales refunds status pill, plus confirm action waiting entry statuses move pending (daily discount batches fee) \u0026gt; sync syncing synced, error (red pill) journal post. retries automatically normal cycle. can filter all, sync, error. two quick notes voided payments never appear settles. ride inside day's batch. refund-heavy day total negative; simply flips direction still zeroes out. expanding click transactions. rows matching record biller genie show blue invoice # link opens directly; exists, falls back receipt, transaction itself. gateway txn column older batches. per-transaction detail appears created going forward. installed, supported linking, will expanded. expected, defect. four states, plain language checked independent links gateway's reference match accounting receipt synced quickbooks present missing, gives possible states state means fully linked yes reconciled end end. nothing do. third-party sale originated gateway, genie, carries quickbooks. exists typical causes virtual terminal sale, hosted page detached invoice. swept money, ever offset sweep, amount. unlinked (shown red \"unlinked\"). deposit includes money booked anywhere, leaves negative balance. makes visible glance row carried quickbooks, behind payment-only state. hit zero puts takes sides agree, lands balance single health check grey good. least one recent linked. triage pill orange instead grey. open history, batches, classify suspect using table above. fix gateway. book (or receipt) source. reached resolve example reattaching recording payment, gets offsetting entry. usually fine, actually synced. properly linked, returns ach built genie's funded records, construction. provides detail, enriches display changes linking. available acceptblue, authorize.net, cardpointe, fortis, nmi, reliafund usaepay. usaepay applies september 10, 2026 onward; earlier stay summary only. details hide none. related articles understanding setting abr mappings balances entries report processing matching, standalone,","categories":{"current":{"id":1369271,"name":"Automatic Batch Reconciliation","url":"/automatic-batch-reconciliation"}},"category_param":"automatic-batch-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-22T17:31:01.931Z","tag_names":["contactless transactions","mobile payments"],"answer_sample":"Apple Pay lets your customers pay an invoice in one tap using the card stored in ","long_answer_sample":"Apple Pay lets your customers pay an invoice in one tap using the card stored in their Apple Wallet, with no typing of card numbers. It is available now in Biller Genie on supported payment gateways. Where customers see it\nWhen a customer opens their invoice on a supported Apple device (iPhone, iPad, or Safari on a Mac) and has a card in Apple Walle","language_id":1,"id":3826894,"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":"apple pay lets customers invoice one tap using card stored wallet, typing numbers. available now biller genie supported payment gateways. see customer opens device (iphone, ipad, safari mac) button appears automatically alongside usual bank options. shows portal, paying single multiple invoices (bulk pay) statement links sent devices browsers support (for example chrome windows, android phone), simply appear pays normally would. nothing set beyond wallet. gateways authorize.net nmi supported. (including elavon epg) yet runs existing gateway deposits account payments. processing rates unchanged. turn self-serve setting account. enabled per genie. like customers, contact will enable gateway. enabled, eligible automatically. changes reminders needed. refunds voids transactions void refund exactly screen. uses device-specific number, last four digits shown wallet's number rather physical card, match record. google wallets first digital wallet yet. article updated options added.","name":"Apple Pay, Google Pay, and Digital Wallets in Biller Genie","votes":0,"is_published":true,"slug":"apple-pay-google-pay-digital-wallets","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/apple-pay-google-pay-digital-wallets?from_search=240951739","host":"https://helpcenter.billergenie.com","body_txt":"apple pay lets customers invoice one tap using card stored wallet, typing numbers. available now biller genie supported payment gateways. see customer opens device (iphone, ipad, safari mac) button appears automatically alongside usual bank options. shows portal, paying single multiple invoices (bulk pay) statement links sent devices browsers support (for example chrome windows, android phone), simply appear pays normally would. nothing set beyond wallet. gateways authorize.net nmi supported. (including elavon epg) yet runs existing gateway deposits account payments. processing rates unchanged. turn self-serve setting account. enabled per genie. like customers, contact will enable gateway. enabled, eligible automatically. changes reminders needed. refunds voids transactions void refund exactly screen. uses device-specific number, last four digits shown wallet's number rather physical card, match record. google wallets first digital wallet yet. article updated options added.","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}}]