[{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-05-15T18:13:18.000Z","tag_names":["send invoice manually","immediate reminder","send reminder now","resend invoice email","send invoice to alternate email","ad-hoc invoice email","invoice email override"],"answer_sample":"Biller Genie sends invoices automatically through Invoice Messenger when an invoi","long_answer_sample":"Biller Genie sends invoices automatically through Invoice Messenger when an invoice first syncs in and through Reminders on the cadence you've configured. But sometimes you want to send an invoice on demand — a customer asks for a copy, a reminder didn't reach them, or you want to test what an invoice looks like before a big batch goes out. The manu","language_id":1,"id":1956821,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie sends invoices automatically invoice messenger first syncs reminders cadence configured. sometimes want send demand — customer asks copy, reminder reach them, test looks like big batch goes out. manual action covers cases. use requests copy. \"can resend last month's invoice\" fire send. verify like. draft address sees final. one-off communication specific customer. without changing global everyone else. replace bounced email. original bounced, can correct email trigger fresh manually open genie. find via list (invoices tab), searching name, directly number. click top page. choose recipients. default customer's billing email; edit one (without record), add cc addresses, verification. delivery channel email, paper mail (if add-on ), both. optionally customize subject body records invoice's activity history. gets sent delivers receive template, branding, one-click portal access link. pdf attachment latest version (so updated since send, reflects updates). emails fix bounces, surfaces two places history shows bounce record underlying smtp error. bounces report reports \u0026gt; see every recent across invoices. record, address, return corrected address. sending multiple (bulk send) need group example, month-end customers, resending problem bulk view portal, navigate search keyword filters (customer type, date range, status) narrow filtered want, list. dialog, changes apply batch, per-customer. merge tags work individual sends, still personalized message. queues list, sequentially. repeat different batches (e.g. net 30 60). frequently asked questions will start no. separate . schedule keeps running based due copy reset schedule. go quickbooks infrastructure. online desktop get involved intentional, cause duplicate-email problems qbo's \"save send\" qbd features. reply yes replies business's reply-to (or custom domain configured). way regular paid paid, replaced receipt. longer needs receipt payment made. related articles using create","name":"How to Send an Invoice Manually","votes":0,"is_published":true,"slug":"how-to-send-an-invoice-manually","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/how-to-send-an-invoice-manually?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"biller genie sends invoices automatically invoice messenger first syncs reminders cadence configured. sometimes want send demand — customer asks copy, reminder reach them, test looks like big batch goes out. manual action covers cases. use requests copy. \"can resend last month's invoice\" fire send. verify like. draft address sees final. one-off communication specific customer. without changing global everyone else. replace bounced email. original bounced, can correct email trigger fresh manually open genie. find via list (invoices tab), searching name, directly number. click top page. choose recipients. default customer's billing email; edit one (without record), add cc addresses, verification. delivery channel email, paper mail (if add-on ), both. optionally customize subject body records invoice's activity history. gets sent delivers receive template, branding, one-click portal access link. pdf attachment latest version (so updated since send, reflects updates). emails fix bounces, surfaces two places history shows bounce record underlying smtp error. bounces report reports \u0026gt; see every recent across invoices. record, address, return corrected address. sending multiple (bulk send) need group example, month-end customers, resending problem bulk view portal, navigate search keyword filters (customer type, date range, status) narrow filtered want, list. dialog, changes apply batch, per-customer. merge tags work individual sends, still personalized message. queues list, sequentially. repeat different batches (e.g. net 30 60). frequently asked questions will start no. separate . schedule keeps running based due copy reset schedule. go quickbooks infrastructure. online desktop get involved intentional, cause duplicate-email problems qbo's \"save send\" qbd features. reply yes replies business's reply-to (or custom domain configured). way regular paid paid, replaced receipt. longer needs receipt payment made. related articles using create","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"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":"August 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":"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=236871485","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":1368781,"account_id":12867,"created_at":"2026-05-22T17:31:22.180Z","tag_names":["auto-send reports","biller genie reporting","custom reports","export schedule csv","pdf export biller genie","persistent filters report","recurring report email","report builder","reports api access","scheduled report email","workaround scheduled reports"],"answer_sample":"A common ask from finance teams adopting Biller Genie: \"Can I build a custom repo","long_answer_sample":"A common ask from finance teams adopting Biller Genie: \"Can I build a custom report?\" or \"Can I schedule a report to email itself every Monday morning?\" Here's an honest current-state answer to both, what we offer today instead, and how to request these features formally. Current state: not in product today Feature\nAvailable? Custom report builder (","language_id":1,"id":3826919,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"common ask finance teams adopting biller genie \"can build custom report\" schedule report email every monday morning\" honest current-state answer both, offer today instead, request features formally. current state product feature available builder (drag-and-drop columns, filters, saved views) auto-send reports (e.g. csv monday) pdf export (csv/excel only) api access data partial — see public api, webhooks, zapier manual individual yes button per-column filtering sorting works (the workarounds) manually button. apply filters first, get (technically .xlsx filename content csv; spreadsheet apps open cleanly). recurring reporting needs (weekly a/r aging, monthly transaction summary), pair calendar reminder team. elegant works. filter existing specific view lot \"custom actually combinations reports. examples \"overdue invoices customer type\" grid status = overdue, sort customer. \"all ach payments last month\" transactions, date range + payment type ach. \"failed autopay attempts week\" auto-pay declines report, decline date. turn persistent control panel \u0026gt; settings, setup remembered across sessions configure general settings . use accounting software's broader financial (p\u0026amp;l, balance sheet, aging customers, sales item / category class), software (quickbooks online, quickbooks desktop, xero) powerful native does. syncs software, top qbo/qbd/xero reflects everything flowed genie. larger merchants operational workflow pull period-end qbo/xero. sophisticated connect via data-warehouse bi cases, provides read subset data. endpoint set limited (customers, receipts, tax rates) actively expanding surface based demand; shape unlock need you, tell us. scheduled exports roadmap frequently requested. hear customers higher prioritize. put record submit case \"i want weekly emailed 60 days late\") concrete scenarios design. team adopt paid add-on upgrade, mention weighs prioritization. related articles support (persistent filters)","name":"Custom Reports, Auto-Send, and Scheduled Exports: Current Status","votes":0,"is_published":true,"slug":"auto-send-reports-export-scheduling","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/auto-send-reports-export-scheduling?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"common ask finance teams adopting biller genie \"can build custom report\" schedule report email every monday morning\" honest current-state answer both, offer today instead, request features formally. current state product feature available builder (drag-and-drop columns, filters, saved views) auto-send reports (e.g. csv monday) pdf export (csv/excel only) api access data partial — see public api, webhooks, zapier manual individual yes button per-column filtering sorting works (the workarounds) manually button. apply filters first, get (technically .xlsx filename content csv; spreadsheet apps open cleanly). recurring reporting needs (weekly a/r aging, monthly transaction summary), pair calendar reminder team. elegant works. filter existing specific view lot \"custom actually combinations reports. examples \"overdue invoices customer type\" grid status = overdue, sort customer. \"all ach payments last month\" transactions, date range + payment type ach. \"failed autopay attempts week\" auto-pay declines report, decline date. turn persistent control panel \u0026gt; settings, setup remembered across sessions configure general settings . use accounting software's broader financial (p\u0026amp;l, balance sheet, aging customers, sales item / category class), software (quickbooks online, quickbooks desktop, xero) powerful native does. syncs software, top qbo/qbd/xero reflects everything flowed genie. larger merchants operational workflow pull period-end qbo/xero. sophisticated connect via data-warehouse bi cases, provides read subset data. endpoint set limited (customers, receipts, tax rates) actively expanding surface based demand; shape unlock need you, tell us. scheduled exports roadmap frequently requested. hear customers higher prioritize. put record submit case \"i want weekly emailed 60 days late\") concrete scenarios design. team adopt paid add-on upgrade, mention weighs prioritization. related articles support (persistent filters)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1369272,"account_id":12867,"created_at":"2023-05-15T20:25:26.000Z","tag_names":["invoice messenger","invoice delivery","send invoice email","paper mail invoice","invoice updated email","invoice notification","bill with parent invoice messenger","merge tags invoice","invoice messenger settings","invoice messenger matrix"],"answer_sample":"Invoice Messenger handles the first touch with your customer when an invoice goes","long_answer_sample":"Invoice Messenger handles the first touch with your customer when an invoice goes out: emailing the invoice, mailing the invoice on paper if you've enabled paper mail, and updating the customer if the invoice changes. It's the front half of Biller Genie's customer-communication system; Reminders handles the follow-up cadence after that first touch. ","language_id":1,"id":1957013,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"invoice messenger handles first touch customer goes emailing invoice, mailing paper enabled mail, updating changes. front half biller genie's customer-communication system; reminders follow-up cadence touch. sends organized matrix — six message types, two channels (email mail). cell independently toggleable, can choose exactly communications go channel. upcoming payment heads-up sent due. especially useful autopay know charge hit. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email mail offered arrive next update. statement periodic listing customer's open invoices. overdue past late fee posts. vs always available genie ships invoices sender address (or custom domain set one up). requires add-on enabled, hands print-and-mail vendor puts physical mailbox within business days. type, gets both. customers reliably check \"belt suspenders\" approach. differs systems use structure serve different purposes out, updates triggers once. cadence. repeats schedule paid. may trigger time. practice, usually turn every type ever see, repeat pressure find configured layered model used everywhere global defaults baseline applied customer. control panel \u0026gt; tab. overrides per quickbooks type. per-customer specific customers. most-specific layer wins. configure first, add exceptions. starter setup service b2b businesses, works well on, off. (turn insist paper). (paper option here). accounts want hardcopy month-end statement). (enable level stubborn invoices). bill parent sub-customer parent, settings sub-customer's record grayed parent's drive sent. keeps messaging consistent actually paying. customizing content wording, branding, footer emails comes template (classic / modern simple), text, columns shown, whether pdf includes qr code. specifically, see customize . merge tags personalizing templates support placeholders like {customerfirstname} {amountdue} replaces real data out. let render correctly invoice. work mail. tag system shared contexts. information name. renders \"sir/ma'am\" blank (useful businesses). {customerbusinessname} blank. {customerdisplayname} preferred display name (combines + based set). {jobname} job title (for setups). {other} value field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency example, $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} days is. plain (negative yet messages might \"due 5 days\" phrasing). (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. particularly template. {latefee} will (currency formatted). {latefeedate} scheduled post link {customerportallink} full url portal important one-click pay-now needs. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the by). rules case-sensitive works; replace literally. single curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example send simple hi {customerfirstname}, ready. {duedate}. pay online click questions, just reply email. thanks, abc plumbing co., personalized name, number, exact amount, date, working manual editing frequently asked questions says receive look activity history shows timestamp, delivery channel used. went it, (1) file correct, (2) server bounce (check records), (3) spam folder. worst case, fire resend (see manually ). disable insists another way yes types suppressed. change settings, already-sent re-sent fires event (invoice created, updated). changing affects future updates, gone already-issued again, action. get only, record, emailed, ones paper. active. related articles using setting reminders, fees, features","name":"Invoice Messenger","votes":0,"is_published":true,"slug":"invoice-messenger","first_category":"Invoice Messenger \u0026 Reminders","categories_display_for_views":"Invoice Messenger \u0026 Reminders","parent_categories":[1369272],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoice-messenger-and-reminders/invoice-messenger?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"invoice messenger handles first touch customer goes emailing invoice, mailing paper enabled mail, updating changes. front half biller genie's customer-communication system; reminders follow-up cadence touch. sends organized matrix — six message types, two channels (email mail). cell independently toggleable, can choose exactly communications go channel. upcoming payment heads-up sent due. especially useful autopay know charge hit. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email mail offered arrive next update. statement periodic listing customer's open invoices. overdue past late fee posts. vs always available genie ships invoices sender address (or custom domain set one up). requires add-on enabled, hands print-and-mail vendor puts physical mailbox within business days. type, gets both. customers reliably check \"belt suspenders\" approach. differs systems use structure serve different purposes out, updates triggers once. cadence. repeats schedule paid. may trigger time. practice, usually turn every type ever see, repeat pressure find configured layered model used everywhere global defaults baseline applied customer. control panel \u0026gt; tab. overrides per quickbooks type. per-customer specific customers. most-specific layer wins. configure first, add exceptions. starter setup service b2b businesses, works well on, off. (turn insist paper). (paper option here). accounts want hardcopy month-end statement). (enable level stubborn invoices). bill parent sub-customer parent, settings sub-customer's record grayed parent's drive sent. keeps messaging consistent actually paying. customizing content wording, branding, footer emails comes template (classic / modern simple), text, columns shown, whether pdf includes qr code. specifically, see customize . merge tags personalizing templates support placeholders like {customerfirstname} {amountdue} replaces real data out. let render correctly invoice. work mail. tag system shared contexts. information name. renders \"sir/ma'am\" blank (useful businesses). {customerbusinessname} blank. {customerdisplayname} preferred display name (combines + based set). {jobname} job title (for setups). {other} value field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency example, $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} days is. plain (negative yet messages might \"due 5 days\" phrasing). (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. particularly template. {latefee} will (currency formatted). {latefeedate} scheduled post link {customerportallink} full url portal important one-click pay-now needs. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the by). rules case-sensitive works; replace literally. single curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example send simple hi {customerfirstname}, ready. {duedate}. pay online click questions, just reply email. thanks, abc plumbing co., personalized name, number, exact amount, date, working manual editing frequently asked questions says receive look activity history shows timestamp, delivery channel used. went it, (1) file correct, (2) server bounce (check records), (3) spam folder. worst case, fire resend (see manually ). disable insists another way yes types suppressed. change settings, already-sent re-sent fires event (invoice created, updated). changing affects future updates, gone already-issued again, action. get only, record, emailed, ones paper. active. related articles using setting reminders, fees, features","categories":{"current":{"id":1369272,"name":"Invoice Messenger \u0026 Reminders","url":"/invoice-messenger-and-reminders"}},"category_param":"invoice-messenger-and-reminders"}},{"question":{"category_id":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=236871485","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":1368778,"account_id":12867,"created_at":"2026-05-21T03:53:43.248Z","tag_names":["resync all","full history resync","initiate full history resync","enqueue autopay transactions","send paid reminders","reason for resync","qbo resync","qbd resync","sync all data","extraordinary resync","subscriber success resync","data correction sync","accounting software resync"],"answer_sample":"A Full History Resync (sometimes called \"Resync All\") is an extraordinary action ","long_answer_sample":"A Full History Resync (sometimes called \"Resync All\") is an extraordinary action that re-pulls every record from your accounting software into Biller Genie from scratch. It's not part of normal sync operations — it's a tool reserved for specific recovery scenarios like cleaning up after a data correction in QuickBooks that didn't propagate, recoveri","language_id":1,"id":3825104,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in check time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop contact immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","name":"Initiating a Full History Resync (Resync All)","votes":0,"is_published":true,"slug":"resync-all-enqueue-autopay-toggle","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/resync-all-enqueue-autopay-toggle?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"full history resync (sometimes called \"resync all\") extraordinary action re-pulls every record accounting software biller genie scratch. part normal sync operations — tool reserved specific recovery scenarios like cleaning data correction quickbooks propagate, recovering corrupted state, finishing cleanup desktop online migration. initiate without talking subscriber success first touches account. used unnecessarily, can unintended side effects (notifications going out, autopay charges firing, audit-log noise). triggering one, reach email subscribersuccess@billergenie.com walk situation. confirm right \"i think need resync\" cases turn solvable one. corrected directly genie. edits normally; something team sure correct, forces re-pull align. recently completed migration noticed records look misaligned, targeted re-anchor everything converted stale state. rare possible usually account disconnected reconnected multiple times, long period failed syncs. handful invoices off. per-invoice manual syncs almost always faster safer touching everything. customer's payment post correctly. investigate transaction; entire troubleshooting error. diagnose underlying cause first; broken just re-runs sync. will \"speed things up.\" won't. it'll add load queue may delay routine button visible merchant users superuser role, accounts feature enabled settings. see default gated admins working success. add-on page, expected either run temporarily grant access guidance. (when access) portal, navigate add-ons \u0026gt; (or desktop). scroll bottom settings panel. click resync. confirmation modal opens. configure options (see next section). type reason text area (required, max 500 characters lands audit log). start. runs background. activity latest results panel progresses, notification completes. three exposes controls. one changes happens resync, pick deliberately send paid reminders closed imports marked software. default, paid-confirmation emails customer notified time, re-sending feels confusing. (default recommended) updates invoice status silently. customer-facing sent. sends gets resyncs leave off; re-send confirmations. enqueue transactions quickbooks. match eligibility criteria customers (autopay enabled, eligible method file, meets threshold). toggle controls whether get added queue. (default) updated nothing triggered processes path single-invoice bulk depending apply per customer. common source \"a charged card\" support tickets, defaults safety measure. specifically want trigger (for example, payment-method retry). required free-text field (max characters) describe initiating log needs later. write specific. \"cleanup\" help anyone \"re-pulling 2026-05-22 batch x\" kind detail pays someone six months now asks run. two toggles across accounts, design. intended opt-in check time change requires admin box behaviors wanted. queues pull (customers, invoices, line items, payments, etc.). re-imported re-linked existing accounting-software id. id exists sides, updated; not, created. continues alongside. block adds entry captures including user initiated it, text, timestamp. completion signaled page. watch notifications left on, whose update email. unintended, customer-experience problem. via during/after refund-the-customer depth substantial work slightly slower duration experience; bank feed reconciliation impact use automatic , historical deposits re-trigger abr journal entries. coordinate bookkeeper might create confusion. frequently asked questions happened. yes behavior. refreshes enqueueing unless explicitly opt checking transactions. wanted time. ran card got charged. happen opted refreshed enqueued path. off, turns on. make merchants, expose setting flip default. take depends size file volume data. small complete minutes; larger years hour more. background wait cancel mid-flight portal. started realize stop contact immediately side. fire reminder schedules continue affect overdue upcoming-payment reminders, follow schedule. related articles outbound page thresholds grouped customer-enabled auto pay","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:38:59.645Z","tag_names":["address conflict","confirm mailing address","paper mail add-on","paper mail conflicts","paper mail not sending","paper mail reminder not delivered","snail mail conflicts","unconfirmed address","usps validation"],"answer_sample":"The Paper Mail Conflicts report is the paper-mail counterpart to Email Conflicts ","long_answer_sample":"The Paper Mail Conflicts report is the paper-mail counterpart to Email Conflicts . It lists customers who are set up to receive invoice reminders by paper mail, who have an open invoice, but whose mailing address hasn't been confirmed — meaning Biller Genie isn't going to mail them anything until you confirm the address. When a customer appears on t","language_id":1,"id":3833019,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"paper mail conflicts report paper-mail counterpart email . lists customers set receive invoice reminders mail, open invoice, whose mailing address confirmed — meaning biller genie going anything confirm address. customer appears flagged three true least one (unpaid, hidden, pending). reminder settings turned on. delivery typically file validate usps, multiple records reconciled, field left blank. resolve conflict, go out. (if configured) continue fire normally. find main menu, click reports \u0026gt; conflicts. requires viewer role (or higher) active add-on subscription. resolving conflict report. address-resolution action. modal opens showing customer's available candidates billing record, plus usps-suggested correction tried validate. choose correct pending \"new invoice\" waiting confirmation, triggered immediately. future scheduled now flow standard cadence. neither candidate cancel modal, edit value. return confirm. saved record will offers. physical can turn specifically. tab toggle channel row. drops only. searching use search bar specific display name, business first last name. useful want whether particular list. related articles missing per-customer overrides defaults","name":"Paper Mail Conflicts","votes":0,"is_published":true,"slug":"paper-mail-conflicts","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/paper-mail-conflicts?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"paper mail conflicts report paper-mail counterpart email . lists customers set receive invoice reminders mail, open invoice, whose mailing address confirmed — meaning biller genie going anything confirm address. customer appears flagged three true least one (unpaid, hidden, pending). reminder settings turned on. delivery typically file validate usps, multiple records reconciled, field left blank. resolve conflict, go out. (if configured) continue fire normally. find main menu, click reports \u0026gt; conflicts. requires viewer role (or higher) active add-on subscription. resolving conflict report. address-resolution action. modal opens showing customer's available candidates billing record, plus usps-suggested correction tried validate. choose correct pending \"new invoice\" waiting confirmation, triggered immediately. future scheduled now flow standard cadence. neither candidate cancel modal, edit value. return confirm. saved record will offers. physical can turn specifically. tab toggle channel row. drops only. searching use search bar specific display name, business first last name. useful want whether particular list. related articles missing per-customer overrides defaults","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2023-05-16T12:52:44.000Z","tag_names":["storing payment methods","store credit card","store ach","tokenize card","ach authorization","electronic ach authorization","save and send ach","self-authorize ach","merchant liability ach","customer portal vault","add stored card","add ach account","remove stored payment method","biller genie vault","authorize ach"],"answer_sample":"Biller Genie can securely store your customers' payment methods — both credit/deb","long_answer_sample":"Biller Genie can securely store your customers' payment methods — both credit/debit cards and ACH bank accounts — so you can charge them on future invoices, set up Auto Pay, or run scheduled payments without re-collecting payment details each time. Cards and ACH follow the same merchant-side workflow, with one important difference: ACH requires cust","language_id":1,"id":1957650,"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 can securely store customers' payment methods — credit/debit cards ach bank accounts charge future invoices, set auto pay, run scheduled payments without re-collecting details time. follow merchant-side workflow, one important difference requires customer authorization (an electronic signature attestation collected outside genie). don't. article covers flow. rather enter information handling details, use customer-invitation flow instead see invite method . storing credit debit card step 1. log genie, navigate customers, open customer's profile clicking id display name. 2. click stored tab. 3. add \u0026gt; card. 4. number, expiration date, security code (cvv). address file, auto-populates. tokenized use. never stores raw number systems gateway token. (bank account) account follows first three steps explicit record showing agreed charged. supports two paths. 1 customers [select customer] account. 2 bank-account fill holder name routing type (checking savings) 3 choose authorize options. save send recommended merchants collects signed behalf. option (recommended) send. emails request. signs electronically; form genie. keep separate copy file case dispute. b self-authorize (merchant confirmation) (a form, in-person agreement, etc.), self-authorize. account, pop-up confirmation button next selecting tells obtained. ⚠ merchant liability method, responsibility document shifts you. will electronically form. dispute, return, chargeback, inquiry happens, service provider require submit proof directly. produce valid documentation, transaction may returned reversed. strongly recommend using unless robust process collecting retaining forms letting (customer portal) portal enabled, themselves, signing process. hands-off side. six-step customer-side clicks vault icon. enters info, save. guides authorization. name, last email record. reviews 5. scrolls next. 6. checks consent box, types draws signature, sign document. vault. adds skips step, saved unauthorized complete it. return finish. authorized pay source, schedule. additional required transactions download records. removing currently assigned deleted removed pay. delete disable update first. tab remove method. ways self-storage checkout. anytime pays (see customer-enabled article). invitation link. handle secure link themselves. still trouble contact support@billergenie.com include (card ach) whether used self-authorize, completed error messages displayed related articles turn connecting gateways codes explained","name":"Storing Customer Payment Methods (Cards and ACH)","votes":0,"is_published":true,"slug":"storing-payment-methods","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/storing-payment-methods?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"biller genie can securely store customers' payment methods — credit/debit cards ach bank accounts charge future invoices, set auto pay, run scheduled payments without re-collecting details time. follow merchant-side workflow, one important difference requires customer authorization (an electronic signature attestation collected outside genie). don't. article covers flow. rather enter information handling details, use customer-invitation flow instead see invite method . storing credit debit card step 1. log genie, navigate customers, open customer's profile clicking id display name. 2. click stored tab. 3. add \u0026gt; card. 4. number, expiration date, security code (cvv). address file, auto-populates. tokenized use. never stores raw number systems gateway token. (bank account) account follows first three steps explicit record showing agreed charged. supports two paths. 1 customers [select customer] account. 2 bank-account fill holder name routing type (checking savings) 3 choose authorize options. save send recommended merchants collects signed behalf. option (recommended) send. emails request. signs electronically; form genie. keep separate copy file case dispute. b self-authorize (merchant confirmation) (a form, in-person agreement, etc.), self-authorize. account, pop-up confirmation button next selecting tells obtained. ⚠ merchant liability method, responsibility document shifts you. will electronically form. dispute, return, chargeback, inquiry happens, service provider require submit proof directly. produce valid documentation, transaction may returned reversed. strongly recommend using unless robust process collecting retaining forms letting (customer portal) portal enabled, themselves, signing process. hands-off side. six-step customer-side clicks vault icon. enters info, save. guides authorization. name, last email record. reviews 5. scrolls next. 6. checks consent box, types draws signature, sign document. vault. adds skips step, saved unauthorized complete it. return finish. authorized pay source, schedule. additional required transactions download records. removing currently assigned deleted removed pay. delete disable update first. tab remove method. ways self-storage checkout. anytime pays (see customer-enabled article). invitation link. handle secure link themselves. still trouble contact support@billergenie.com include (card ach) whether used self-authorize, completed error messages displayed related articles turn connecting gateways codes explained","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:13.566Z","tag_names":["customer no longer active","deactivate customer","delete customer biller genie","inactive customer","reactivate customer","remove customer biller genie","send messages to inactive customers","soft delete customer","stop sending reminders one customer","sub-customer auto-flip bill with parent"],"answer_sample":"\"Deactivating\" a customer is the cleanest way to handle end-of-relationship situa","long_answer_sample":"\"Deactivating\" a customer is the cleanest way to handle end-of-relationship situations — when you're no longer doing business with someone and you want them off your active customer list, out of your reminder runs, and out of your reports going forward. It is not the right tool for \"I just want to stop sending payment reminders on one open invoice\" ","language_id":1,"id":3826908,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"\"deactivating\" customer cleanest way handle end-of-relationship situations — longer business someone want active list, reminder runs, reports going forward. right tool \"i just stop sending payment reminders one open invoice\" write past-due balance.\" article covers situations, explains exactly deactivation (and do) can use confidently call. heads up. true delete customers biller genie. deactivating sets inactive soft state stops outbound activity preserves historical record (invoices, payments, notes). reactivated time. truly removed, need accounting software (quickbooks online, quickbooks desktop, xero), will propagate genie via sync hidden. goal billing, first billing customer\" fit deactivation. three correct paths depending actually stop. pick matches situation. to... chasing specific invoice off, mark uncollectible, refund duplicate, etc. void, delete, software. closed/written-off within minutes. 90% \"stop billing\" handled. emails permanently keeping otherwise (e.g. pays paper check emails) customer's \u0026gt; edit, turn send toggle, save. future specifically reports, portal. opt / late fees receipts without changing customer-wide settings invoice, click modify, toggle behaviors disabled off). reading options still deactivate entirely example, genuinely gone severed relationship read on. customers. edit. (red). update customer. now inactive. change immediate. set inactive, immediately email invoices. payments. paper-mail mail add-on enabled. autopay charges invoices (autopay attempts skipped customers). ends toggle. history. invoices, transactions, notes, audit trail preserved. close zero remain existing balance. see a/r aging report. closed, take action (void accounting-software sync. add new xero, continue trigger autopay. block manual actions. process manually merchant flag automation, access. revoke portal access, retain it. revoke, access record. side effect parent automatically un-link sub-customers bill turned on, flips every affected sub-customer. deactivation, sub-customer goes back billed independently (with email, stored method, behavior extent sub configured). later reactivate parent, re-enable resume rolling . escape hatch messages merchant-wide setting called ignores reminders, receipts, meaning receive like do. skip applies; messaging overridden. uncommon. case collect legacy actively serve, new-business pipeline.\" situation \"deactivated accident, keep flowing,\" instead. reactivating record, active, resumes immediately. previously deactivated auto-flipped sub-customers' subs re-enabled reactivation one-way. deleting expose remove xero). transactions void/delete next flagged hidden removed list. practical purposes, enough almost think stays filtered default customer-list view. related articles per-customer overrides fees, features merging duplicate records","name":"Deactivating a Customer","votes":0,"is_published":true,"slug":"deleting-or-deactivating-a-customer","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/deleting-or-deactivating-a-customer?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"\"deactivating\" customer cleanest way handle end-of-relationship situations — longer business someone want active list, reminder runs, reports going forward. right tool \"i just stop sending payment reminders one open invoice\" write past-due balance.\" article covers situations, explains exactly deactivation (and do) can use confidently call. heads up. true delete customers biller genie. deactivating sets inactive soft state stops outbound activity preserves historical record (invoices, payments, notes). reactivated time. truly removed, need accounting software (quickbooks online, quickbooks desktop, xero), will propagate genie via sync hidden. goal billing, first billing customer\" fit deactivation. three correct paths depending actually stop. pick matches situation. to... chasing specific invoice off, mark uncollectible, refund duplicate, etc. void, delete, software. closed/written-off within minutes. 90% \"stop billing\" handled. emails permanently keeping otherwise (e.g. pays paper check emails) customer's \u0026gt; edit, turn send toggle, save. future specifically reports, portal. opt / late fees receipts without changing customer-wide settings invoice, click modify, toggle behaviors disabled off). reading options still deactivate entirely example, genuinely gone severed relationship read on. customers. edit. (red). update customer. now inactive. change immediate. set inactive, immediately email invoices. payments. paper-mail mail add-on enabled. autopay charges invoices (autopay attempts skipped customers). ends toggle. history. invoices, transactions, notes, audit trail preserved. close zero remain existing balance. see a/r aging report. closed, take action (void accounting-software sync. add new xero, continue trigger autopay. block manual actions. process manually merchant flag automation, access. revoke portal access, retain it. revoke, access record. side effect parent automatically un-link sub-customers bill turned on, flips every affected sub-customer. deactivation, sub-customer goes back billed independently (with email, stored method, behavior extent sub configured). later reactivate parent, re-enable resume rolling . escape hatch messages merchant-wide setting called ignores reminders, receipts, meaning receive like do. skip applies; messaging overridden. uncommon. case collect legacy actively serve, new-business pipeline.\" situation \"deactivated accident, keep flowing,\" instead. reactivating record, active, resumes immediately. previously deactivated auto-flipped sub-customers' subs re-enabled reactivation one-way. deleting expose remove xero). transactions void/delete next flagged hidden removed list. practical purposes, enough almost think stays filtered default customer-list view. related articles per-customer overrides fees, features merging duplicate records","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"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=236871485","host":"https://helpcenter.billergenie.com","body_txt":"\"my customer says never received invoice.\" common support question ar workflow. article gives structured way confirm whether email actually went out, didn't, likely reason is. cases resolve 5 minutes know look. step 1 check invoice timeline open scroll timeline. looking two types entries reminder sent — \"[reminder type]\" sent. one corresponds outbound email. / click bounce telemetry comes provider (mailjet) tells happened send. state happening sends present, opens/clicks present opened it. sometimes customers genuinely forget gentle works. opens, bounces landed spam junk. see deliverability troubleshooting . search \"biller genie\" business name folder. hard address bad. fix customer's record. conflicts soft mailbox full, server temporarily unavailable, similar. biller genie will retry next cycle. persists, treat like bounce. (no entries) out. continue 2. 2 order 1. file primary field blank, report add email; scheduled go active inactive receive reminders, statements, receipts (unless account send messages enabled control panel \u0026gt; settings). reactivate setting. 3. opted reminders look detail. \"excluded reminders\" indicator, point. show excluded entry. opt resume invoice. 4. disabled turned level maybe per-customer override vip, \"do contact\" arrangement. tab every channel toggled off, gets regardless level. 5. billed parent bill on, governed settings own. parent's configuration flowing parent. 6. \"reminders skip\" window fire schedule (x days before/after due date, cadence) configured add-ons reminders. invoice's date far future upcoming-payment configured, simply yet. cadence scheduled. 7. still pending yet synced brand-new invoices created accounting software typically take sync genie. sync, first follows immediate \"you new invoice!\" unless messenger creation. forcing right now want immediately without waiting use detail page. ad-hoc goes cc emails file. lets optionally recipient additional cc. attach extra (up 5mb; pdf, doc, docx, txt, xls, xlsx, jpg, png). logs reminder. manually stuck checked sending, contact support@billergenie.com number expecting approximate date/time team can pull mailjet delivery log attempted, delivered, bounced, blocked. related articles activity history missing","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-02-09T16:33:38.000Z","tag_names":["185.189.236.0","185.211.120.0","185.250.236.0","2fa email not arriving","87.253.232.0","allowlist biller genie","biller genie emails missing","biller genie sending ip ranges","email deliverability","email not received","godaddy advanced email security","google workspace allowlist","ip-based filtering","mailjet ip allowlist","merchant receipt missing","microsoft 365 allowlist","office 365 spam","proofpoint mimecast barracuda","spam filter","squarespace email allowlist","whitelist biller genie ips"],"answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't r","long_answer_sample":"If Biller Genie's invoice reminders, receipts, or autopay-failure alerts aren't reaching you or your customers, the most common cause is your email provider's spam filter rejecting or quarantining the mail before delivery. This article walks through how to recognize an IP-based delivery problem, how to allowlist Biller Genie's sending IPs at the maj","language_id":1,"id":3686011,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","name":"Email Deliverability Troubleshooting","votes":0,"is_published":true,"slug":"allowlisting-biller-genie-ips-by-email-provider","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/allowlisting-biller-genie-ips-by-email-provider?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's invoice reminders, receipts, autopay-failure alerts reaching customers, common cause email provider's spam filter rejecting quarantining mail delivery. article walks recognize ip-based delivery problem, allowlist sending ips major providers, escalate genie support. problem outbound customers (not inbound you), right fix usually custom domain — see domains . focuses problems emails staff inbox blocked. can affected sends merchant copies sales receipts auto-pay failure sync (accounting software disconnected) customer-driven notifications (card updated, card expired) password reset two-factor authentication users system-generated reports scheduled signs blocking stopped receiving settings changed genie. 2fa code arrive log (and truly missing). get others don't. hosting provider mentions \"advanced security,\" \"third-party sender filtering,\" \"outbound relay protection.\" folder shows zero matching messages rejected gateway, delivered spam. ip ranges transactional mailjet. allow security system, four below. simplest approach smtp inbound-connection level bypasses scoring, rate limiting, reputation filtering addresses specifically, without changing defaults sender. range (cidr) 87.253.232.0/21 185.189.236.0/22 185.211.120.0/22 185.250.236.0/22 accepts sender-domain allowlists, additionally mailjet.com billergenie.com belt-and-suspenders coverage. allowlisting layer reliable two. provider-specific instructions google workspace (gmail) sign admin.google.com admin. go apps \u0026gt; gmail spam, phishing malware. locate add (request support) and/or billergenie.com. save. changes propagate hour. microsoft 365 / outlook defender portal admin global \u0026amp; collaboration policies rules threat anti-spam policies. edit default connection policy. allowed addresses. alternatively, policy, senders. save wait 30 minutes propagation. godaddy (advanced security) godaddy's advanced reason third-party missing mailbox. email.secureserver.net open block lists. list, plus provided check quarantine anything previously held senders now release. squarespace (google hood) squarespace's provisioned via workspace, steps credentials domain. access, contact support either grant run change behalf. providers (proofpoint, mimecast, barracuda, cisco, on-prem exchange) enterprise gateways feature. location varies ask team gateway's confirming successful genie, trigger known example, send test reminder yourself, request logging back in, use \"resend confirmation email\" button user record. quarantine) within 5 minutes. still missing, pull mailjet send. will tell accepted, bounced, soft-bounced, blocked destination server's response message identifies blocker. assistance required generally require access console. merchants themselves. console, forward person whoever manages domain's console take 10-15 copy paste administrator. gives everything need. hi, please following gateway (invoices, codes, account notifications) reliably possible, filtering, bypassed place, let know confirm receipt email. thank you. trouble allowlisted support@billergenie.com (merchant alerts, etc.) approximate timestamp arrived recipient address whether successfully handed was. related articles writing effective configure general","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-22T17:31:15.492Z","tag_names":["additional invoice recipients","biller genie cc field","cc email recipients","cc emails","cc on receipts","cc on reminders","comma separated emails","copy bookkeeper on invoices","multiple email addresses customer","send invoice to accountant"],"answer_sample":"Many customers have more than one person who should receive their invoices — an A","long_answer_sample":"Many customers have more than one person who should receive their invoices — an A/P contact in addition to the main contact, an accountant copied for record-keeping, a business owner copied on every reminder. Biller Genie supports this through the CC Emails field on each customer record. This article covers how to add CC recipients, what types of em","language_id":1,"id":3826911,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customers one person receive invoices — a/p contact addition main contact, accountant copied record-keeping, business owner every reminder. biller genie supports cc emails field customer record. article covers add recipients, types email (and receive), syncs accounting software. works two email-related fields record primary address. used address sends customer's invoices. comma-separated list additional addresses. added line shared across type per customer, applies outbound mail customer. different people types. cc'd recipients goes list. includes new invoice notifications scheduled reminders (per configuration) manually-sent (\"email invoice\" action specific invoice) paid / payment receipts autopay monthly statements (if enabled) open \u0026gt; customers. click edit. find field. addresses separated commas. example accounting@customer.com, owner@customer.com, bookkeeper@theiraccountingfirm.com update change takes effect next waiting period. software quickbooks online directions. enter shows qbo vice versa. desktop round-trips. xero xero's model handles differently; bidirectional behavior limited. syncing expected, support@billergenie.com . best practices use actually pays. portal access 2fa codes (when applicable) go recipients. want reach primary, bookkeeper ask. common ask \"please include invoices.\" exactly for. put staff \"monitor\" emails. instead, merchant-level merchant setting control panel settings. cc'ing team creates flood inbound exposes another (cleanup gets messy teammate leaves). always separate comma. semicolons spaces split separators hard cap, reasonable. 4-5 routine feels spammy increases chance marking message spam hurts deliverability everyone account. can bcc instead no. (visible email) private hidden copy, right pattern account level (which separate, internal merchant-copy address(es)) see configure general settings related articles conflicts missing copy","name":"Adding CC Email Recipients on Invoices","votes":0,"is_published":true,"slug":"cc-email-recipients-on-invoices","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/cc-email-recipients-on-invoices?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"customers one person receive invoices — a/p contact addition main contact, accountant copied record-keeping, business owner every reminder. biller genie supports cc emails field customer record. article covers add recipients, types email (and receive), syncs accounting software. works two email-related fields record primary address. used address sends customer's invoices. comma-separated list additional addresses. added line shared across type per customer, applies outbound mail customer. different people types. cc'd recipients goes list. includes new invoice notifications scheduled reminders (per configuration) manually-sent (\"email invoice\" action specific invoice) paid / payment receipts autopay monthly statements (if enabled) open \u0026gt; customers. click edit. find field. addresses separated commas. example accounting@customer.com, owner@customer.com, bookkeeper@theiraccountingfirm.com update change takes effect next waiting period. software quickbooks online directions. enter shows qbo vice versa. desktop round-trips. xero xero's model handles differently; bidirectional behavior limited. syncing expected, support@billergenie.com . best practices use actually pays. portal access 2fa codes (when applicable) go recipients. want reach primary, bookkeeper ask. common ask \"please include invoices.\" exactly for. put staff \"monitor\" emails. instead, merchant-level merchant setting control panel settings. cc'ing team creates flood inbound exposes another (cleanup gets messy teammate leaves). always separate comma. semicolons spaces split separators hard cap, reasonable. 4-5 routine feels spammy increases chance marking message spam hurts deliverability everyone account. can bcc instead no. (visible email) private hidden copy, right pattern account level (which separate, internal merchant-copy address(es)) see configure general settings related articles conflicts missing copy","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2026-05-21T03:59:46.551Z","tag_names":["per-customer overrides","customer overrides","waive next late fee","autopay one customer","customer-specific settings","override defaults","vip customer settings","turn off late fees one customer","customer-only autopay","bill with parent override","send receipts off"],"answer_sample":"Per-Customer Overrides are settings you change on one specific customer's record ","long_answer_sample":"Per-Customer Overrides are settings you change on one specific customer's record to make Biller Genie behave differently for that customer than your Customer Defaults seeded onto that customer at create time. Because defaults only run at create/import, anything you change on a customer's record at any point afterward is what's in effect for that cus","language_id":1,"id":3825118,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"per-customer overrides settings change one specific customer's record make biller genie behave differently customer defaults seeded onto create time. run create/import, anything point afterward effect going forward — periodically re-apply edits. mental model majority, exceptions cleanest way think genie's set match behavior want greater base treat majority customers, day out. use handle exceptions. common example charge late fees everybody, handful vips to. turn globally defaults, open vip's individually. default takes care every automatically; touch records need differ. pattern keeps account easy manage. remember configure new syncs inherit right baseline automatically, intervene real exception comes up. customize individual cautious \"save apply existing\" (and type defaults), save existing customers overwrites override customer. customizations made time, damage button can do. meaningful amount tuning place, switch + surgical \"update single setting\" option changes propagate. keep deliberate, rare reset action. find (customers tab \u0026gt; click name). edit page sections. default; others per-customer-only features global equivalent all. advanced options general-tab equivalents (payment methods, fees, partial payments, etc.) plus waive next fee grace lever. invoice messenger message types reach channels. reminders matrix messenger, scoped follow-up cadence. portal log portal. auto pay per-customer-only. enrollment, type, threshold, payment method live record; override. stored methods cards bank accounts file customer; defaults. fields look version checkboxes, toggles, dropdowns. visual \"this using default\" indicator. whatever value see active identical setting does. means whatever's wins regardless say. allow credit card payments ach apm (alternative primarily paypal today) send receipts ignore conflicts (email report) plans require checkout auto-pay bill parent (when sub-customer another) display invoices (sub-customer show parent's too) grace-period lever feature yes will skip exactly upcoming automatically back no. classic case calls say \"i'm three days, just got pulled fire-drill.\" short delay, permanently disable either. record, yes. charged skipped, flag flips standard late-fee policy. single-use waives fee. resets consistently late, either (a permanent change) design intentional grace, policy change. (per-customer only) gets overridden per \"auto pay\" toggle enrollment inherently per-customer, configuration lives record. section controls auto-charges enabled whether enrolled autopay full balance amount. charged. threshold invoice-amount cutoff (e.g. $500; bigger requires manual approval). leave blank direction \"auto-pay amount\" amount.\" closest thing \"global checkout-policy toggle, itself. forces enroll part paying first invoice. actual (type, method) sending less matrices six (upcoming payment, due, updated, statement, overdue, fee) email paper mail toggles each. lets decide receives. messaging often others, \"defaults = exceptions\" vips. long-tenured pays statement month overdue redundant. need. chronically customers. repeatedly might benefit additional touches enable email, on. channel preference. tell check mail; never paper. match. timing global, channels cadence days due date fires, soon fires vary turned message-type-on/off control logged profile update contact info, address, etc. add/remove enroll, unenroll, receive notification edits get notified matter actually in, leaving fine. lists customer, designate autopay. per-customer. workflow. sub-customer, routes communications side-effect, several sub-customer's disabled instead taken parent. mind again, become editable goes them. \"reset fields. stores like manually flip now. current customers\" easier path across pick setting, value, scope, done. works including ones pick. frequently asked questions survive sync quickbooks normal updates quickbooks-sourced data (name, genie-specific fees. overwritten qbo applies. bg remain unless explicitly ran lost overrides. undo. truly destructive design, run, previous values gone. strongly recommend switching single-setting customization place. support help reconstructing settings. versus inherited values, \"uses markers. be, (or type) separate compare. card. place add mark (if autopay). old deleted view. managed related articles supported accounting-software integrations","name":"Per-Customer Overrides for Reminders, Late Fees, and Other Features","votes":0,"is_published":true,"slug":"per-customer-overrides","first_category":"Customers \u0026 Jobs","categories_display_for_views":"Customers \u0026 Jobs","parent_categories":[515332],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/customers/per-customer-overrides?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"per-customer overrides settings change one specific customer's record make biller genie behave differently customer defaults seeded onto create time. run create/import, anything point afterward effect going forward — periodically re-apply edits. mental model majority, exceptions cleanest way think genie's set match behavior want greater base treat majority customers, day out. use handle exceptions. common example charge late fees everybody, handful vips to. turn globally defaults, open vip's individually. default takes care every automatically; touch records need differ. pattern keeps account easy manage. remember configure new syncs inherit right baseline automatically, intervene real exception comes up. customize individual cautious \"save apply existing\" (and type defaults), save existing customers overwrites override customer. customizations made time, damage button can do. meaningful amount tuning place, switch + surgical \"update single setting\" option changes propagate. keep deliberate, rare reset action. find (customers tab \u0026gt; click name). edit page sections. default; others per-customer-only features global equivalent all. advanced options general-tab equivalents (payment methods, fees, partial payments, etc.) plus waive next fee grace lever. invoice messenger message types reach channels. reminders matrix messenger, scoped follow-up cadence. portal log portal. auto pay per-customer-only. enrollment, type, threshold, payment method live record; override. stored methods cards bank accounts file customer; defaults. fields look version checkboxes, toggles, dropdowns. visual \"this using default\" indicator. whatever value see active identical setting does. means whatever's wins regardless say. allow credit card payments ach apm (alternative primarily paypal today) send receipts ignore conflicts (email report) plans require checkout auto-pay bill parent (when sub-customer another) display invoices (sub-customer show parent's too) grace-period lever feature yes will skip exactly upcoming automatically back no. classic case calls say \"i'm three days, just got pulled fire-drill.\" short delay, permanently disable either. record, yes. charged skipped, flag flips standard late-fee policy. single-use waives fee. resets consistently late, either (a permanent change) design intentional grace, policy change. (per-customer only) gets overridden per \"auto pay\" toggle enrollment inherently per-customer, configuration lives record. section controls auto-charges enabled whether enrolled autopay full balance amount. charged. threshold invoice-amount cutoff (e.g. $500; bigger requires manual approval). leave blank direction \"auto-pay amount\" amount.\" closest thing \"global checkout-policy toggle, itself. forces enroll part paying first invoice. actual (type, method) sending less matrices six (upcoming payment, due, updated, statement, overdue, fee) email paper mail toggles each. lets decide receives. messaging often others, \"defaults = exceptions\" vips. long-tenured pays statement month overdue redundant. need. chronically customers. repeatedly might benefit additional touches enable email, on. channel preference. tell check mail; never paper. match. timing global, channels cadence days due date fires, soon fires vary turned message-type-on/off control logged profile update contact info, address, etc. add/remove enroll, unenroll, receive notification edits get notified matter actually in, leaving fine. lists customer, designate autopay. per-customer. workflow. sub-customer, routes communications side-effect, several sub-customer's disabled instead taken parent. mind again, become editable goes them. \"reset fields. stores like manually flip now. current customers\" easier path across pick setting, value, scope, done. works including ones pick. frequently asked questions survive sync quickbooks normal updates quickbooks-sourced data (name, genie-specific fees. overwritten qbo applies. bg remain unless explicitly ran lost overrides. undo. truly destructive design, run, previous values gone. strongly recommend switching single-setting customization place. support help reconstructing settings. versus inherited values, \"uses markers. be, (or type) separate compare. card. place add mark (if autopay). old deleted view. managed related articles supported accounting-software integrations","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2026-05-22T17:30:54.960Z","tag_names":["autopay receipt","customer receipt","email merchant receipts","merchant receipt","multiple recipient receipts","paid invoice email","receipt branding","receipt for ach","receipts biller genie","receipt timing","resend receipt","route receipts to accountant","send receipts","suppress receipts","transaction receipt"],"answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer r","long_answer_sample":"Every payment processed through Biller Genie can produce two emails: a customer receipt (the person who paid) and a merchant receipt (your own staff inbox). Whether each one actually goes out is controlled by three independent toggles. This article walks through the toggles, when receipts fire, and how to route them. When receipts fire Receipts fire","language_id":1,"id":3826882,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"every payment processed biller genie can produce two emails customer receipt (the person paid) merchant (your staff inbox). whether one actually goes controlled three independent toggles. article walks toggles, receipts fire, route them. fire transaction creation time — moment successfully authorizes writes record. true manual one-off payments (virtual terminal, processing invoice portal) customer-driven (paying portal via link) autopay charges bulk pay flows captured checks (rdc mobile check capture) paypal wait funding. ach takes 3–5 business days settle, sent day created. later rejects, follow-up \"receipt cancellation\" email instead, reopens rejection appears rejected transactions report . toggles decide sending decided control different scope toggle set controls org level panel \u0026gt; settings \"email receipts\" copy ever account. record \"send specific gets receipt. per form receipt\" checkbox sends (overrides customer-level setting downward suppress single payment). copies require valid recipient file needs least address field settings. customer's contact turned receipts. address(es) page. accepts multiple addresses separated commas semicolons list receives routing inboxes native way send inbox example, say credit card billing@ operations@.\" all-or-nothing. need split, common workarounds distribution like billing@yourcompany.com, use rules provider (gmail filters, outlook rules) split inbound stream based subject line body content. alias (gmail's + aliases, fan-out provider) there. paid working together per-customer flag default new customers. explicitly told want high-volume b2b whose accounting team data software sync instead. per-transaction form. defaults flag. useful suppression e.g., refunding duplicate charge notified separately, internal write-off. send, must process email, regardless branding logo site primary color configured setup share template differences salutation. sender's name come custom domain , envelope better deliverability trust. scenarios \"this open off. will still receive reminders (a type) post-payment suppressed. \"my flooded either turn settings, add filter auto-archives folder (so searchable main inside covers information, case prefer look demand. \"i go accountant\" accountant's comma-separated email. going forward. \"a says get order checked ask spam/junk search \"biller genie\" inbox. missing, see troubleshooting support@billergenie.com name, date, amount pull mailjet delivery log. resend (or invoice's list), click resend-receipt action detail alternate point original recipient's changed. related articles configure general domains","name":"Receipts in Biller Genie — Customer and Merchant Copy","votes":0,"is_published":true,"slug":"receipts-customer-and-merchant-copy","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/receipts-customer-and-merchant-copy?from_search=236871485","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":1366687,"account_id":12867,"created_at":"2023-06-21T14:57:46.000Z","tag_names":["ach reject 72 hours","ach reject reconciliation","ach return code list","ach return codes","autopay disabled","autopay turn off ach reject","credit card chargeback","credit card decline","expired card autopay","invoice reopened after reject","nacha return codes","pending transactions report","post-settlement reject","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","reconcile ach reject accounting software","rejected transactions report","unauthorized ach return","why was my ach rejected"],"answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NAC","long_answer_sample":"When an ACH payment is rejected, the receiving bank sends back a standardized NACHA return code (R01, R02, R29, etc.) that tells the originating bank why. Credit card transactions have their own decline reasons and chargeback codes from the card brands. This article explains how rejects work, how Biller Genie handles them, which return codes trigger","language_id":1,"id":2017193,"last_published_date":"August 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":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","name":"ACH and Credit Card Reject Codes: How They Work in Biller Genie","votes":0,"is_published":true,"slug":"ach-and-credit-card-rejection-codes","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/ach-and-credit-card-rejection-codes?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"ach payment rejected, receiving bank sends back standardized nacha return code (r01, r02, r29, etc.) tells originating why. credit card transactions decline reasons chargeback codes brands. article explains rejects work, biller genie handles them, trigger automatically remove method, find rejected account, reconcile reject arrives settled. works (in brief) move network operated (the national automated clearing house association). transaction passes two banks — odfi (originating depository financial institution, merchant deposits) rdfi (receiving customer's account lives). defines fixed daily settlement windows clear banks. returns happen within 72 hours submitted. checks routing number, authorization, either accepts entry r-code. smaller set \"consumer-authorization\" primarily r05, r07, r10, r11, r51 can returned 60 calendar days original tied customer disputing authorization rather account-mechanics check. corporate (r29) must banking days. specific see gateway- processor-specific. different gateways report underlying slightly strings short descriptions. maps gateway's raw standard recording it, portal match table exactly, reason. category behavior same. receives gateway associated invoice reopens collection. reminders resume invoice's normal schedule. late fees resume, enabled. history added noting (see next section), removes stored disables autopay prevent happening scheduled charge. disable mean longer usable closed, number invalid, holder died, flagged formally revoked authorization. below, method profile. turns flag. email in-app notification know needs follow-up. autopay-disabling r02 closed r03 / unable locate r04 invalid structure r13 r14 representative payee deceased continue r15 beneficiary r16 frozen per ofac r20 non-transaction r28 check digit error r29 advises authorized r30 participant truncation program r44 individual id (enr) (such r01 insufficient funds, r07 revoked, r08 stop payment, r10 originator authorized) auto-disable autopay. often recoverable may funds time charge runs, temporary, etc. leaves on. want manually one rejects, turn auto pay . full reference complete list codes. prefixed autopay-disable icon repeated context. title description enough cover debit. account. bank. format r05 unauthorized consumer debit authorize r06 requested return. withdrew prior placed transaction. r09 uncollected collected available. known receiver's r11 terms falls outside parameters. r12 sold another dfi transferred institution. no. incorrect. died. deceased. ofac. r17 file record edit criteria suspicious information. r18 improper effective date invalid. r19 amount field dollar contains errors. type process kind r21 company identification r22 r23 receiver refused recipient payment. r24 duplicate previous entry. r25 addenda additional-data section r26 mandatory required missing r27 trace wrong. participating truncation. r31 permissible allowed circumstances. r32 non-settlement settle. r33 xck check-related r34 limited participation status. r35 improper. r36 r37 source document presented r38 issued document. r39 r40 enr enrollment returned. r41 r42 information r43 r45 name r46 indicator designation r47 enrollment. r50 state law affecting rck acceptance prevents conversion. ineligible item related conversion ineligible. r52 item. r53 versions simultaneously. r61 misrouted sent wrong r62 erroneous reversing incorrectly reverses r67 r68 untimely submitted timeframe. r69 data processing r70 accepted originator. r71 dishonored incorrectly. r72 late. r73 timely deadline. r74 corrected corrects earlier r75 legitimate, duplicate. r76 errors found r77 non-acceptance reversal r80 iat coding international transfer r81 non-participant program. r82 foreign r83 settle settlement. r84 processed r85 coded outbound int'l nacha's authoritative documentation, operating rules declines chargebacks use above. separate kinds negative outcomes moment charging (insufficient credit, do-not-honor, expired card, fraud-rule trigger, etc.). usually retry issue resolved. exact reason text comes processor varies troubleshooting declined common ones. disputes issuer fact. dispute investigated. handled processor's (not genie); get real-time signal occurred. genie's cards narrower attempt fails (biller detects locally expiration date), disabled timeline added. run again. either. decide chargebacked billed again, manually. finding reports three help track pending yet queue in-flight payments still arrive. walkthrough. every came code, along itself. (cc ach, statuses) place audit view. settled arrive initial paid status consumer-authorization (r05, r51) come later, important reported paid, stops polling updates it. later notifies post-settlement (typically portal), will show accounting software though pulled happens, need books steps cases. reconciling failed re-fail. 1 period open cleanest fix software, matched void delete let sync. reopens, period. 2 locked (a gaap practice), go it'll break month. instead, leave alone current create expense (or vendor check) reflects pulling back. day performing action. appropriate a/r line item, memo traceable. new customer, amount, dated today, marked due receipt. add like \"re-bill #\u0026lt;number\u0026gt; \u0026lt;date\u0026gt; (code \u0026lt;rxx\u0026gt;)\" (and you) for. flows unpaid invoice. managing across multiple customers period, internal batch involves nets zero given bank-statement reach support guidance setting up. trouble trying understand seeing above, contact support@billergenie.com include whether arrived articles storing methods (cards ach) deposit funding timeframes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"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=236871485","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":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=236871485","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":1368784,"account_id":12867,"created_at":"2024-03-11T14:50:45.000Z","tag_names":["self-pay","user-driven"],"answer_sample":"Overview When a customer pays an invoice online, Biller Genie provides options th","long_answer_sample":"Overview When a customer pays an invoice online, Biller Genie provides options that allow them to securely store their payment information and manage future payments. During checkout, customers may see two optional settings that make future transactions easier and more secure.     Option 1: Store Payment Method for Future Use When this option is sel","language_id":1,"id":2455043,"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":"overview customer pays invoice online, biller genie provides options allow securely store payment information manage future payments. checkout, customers may see two optional settings make transactions easier secure.   option 1 method use selected stored gateway. last four digits card bank account visible within genie. can used either merchant apply upcoming invoices. secure way save without needing collect again. 2 enable auto pay selects auto-pay will automatically charged charge occur based configuration (typically shortly created trigger date). additional action required unless needs updated. ideal expect recurring ongoing open invoices like currently invoice, send link add method. refer invite important notes methods tokenized maintained limited details (such digits) update remove time portal, enabled. still trouble unable contact support team support@billergenie.com include following number type (card ach) error messages displayed providing help assist efficiently possible.","name":"Customer-Enabled Auto Pay","votes":0,"is_published":true,"slug":"customer-enabled-auto-pay","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/customer-enabled-auto-pay?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"overview customer pays invoice online, biller genie provides options allow securely store payment information manage future payments. checkout, customers may see two optional settings make transactions easier secure.   option 1 method use selected stored gateway. last four digits card bank account visible within genie. can used either merchant apply upcoming invoices. secure way save without needing collect again. 2 enable auto pay selects auto-pay will automatically charged charge occur based configuration (typically shortly created trigger date). additional action required unless needs updated. ideal expect recurring ongoing open invoices like currently invoice, send link add method. refer invite important notes methods tokenized maintained limited details (such digits) update remove time portal, enabled. still trouble unable contact support team support@billergenie.com include following number type (card ach) error messages displayed providing help assist efficiently possible.","categories":{"current":{"id":1368784,"name":"Features \u0026 Addons","url":"/features-and-addons"}},"category_param":"features-and-addons"}},{"question":{"category_id":1369272,"account_id":12867,"created_at":"2023-05-15T21:22:32.000Z","tag_names":["reminders","using reminders","reminder cadence","overdue reminders","payment due","upcoming payment","statement","merge tags","invoice messenger","escalation sequence","dunning","late fee reminder","reminder schedule","disable reminders","attach pdf"],"answer_sample":"Reminders are the automatic follow-up communications Biller Genie sends to your c","long_answer_sample":"Reminders are the automatic follow-up communications Biller Genie sends to your customers between the time an invoice goes out and the time it's paid. They're the engine that \"chases\" payments on your behalf — and the reason most Biller Genie merchants get paid significantly faster than they used to. This article explains how reminders work, what ea","language_id":1,"id":1957096,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"reminders automatic follow-up communications biller genie sends customers time invoice goes paid. engine \"chases\" payments behalf — reason merchants get paid significantly faster used to. article explains work, reminder type for, configure them. fit genie's messaging model two flavors customer communication messenger first touch. (and updates changes). (this article) cadence. repeats together cover whole life invoice. gets customer's hands; keeps top mind. six types organized message types, purpose. can turn one off, choose whether deliver email, paper mail, both. exact timing set globally configuration page. upcoming payment heads-up sent due. especially useful businesses offer terms (net 15, net 30) want encourage pay early, autopay appreciate charge hits. overdo early-warning touch usually plenty; starts feel like nagging. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email only. statement periodic summary listing open invoices document. overdue past workhorse system. run recurring cadence core collections process. see escalation-sequence pattern below. late fee posts, giving chance kicks in. mail delivered always available. requires add-on . enabled type, reliably check email. installing add-on. brand-new account install takes ten seconds. step 1. add-ons marketplace genie, go marketplace, select category, click reminders. 2. tile. now shows ready configure. next section find configured three levels layered everywhere global defaults baseline every customer. once. overrides quickbooks (e.g. wholesale fewer retail). per-customer specific send vip touches; chronically more). most-specific layer wins. says \"statement on\" override turns statements. configuring (how days fires, soon etc.) page control panel \u0026gt; trigger schedule. fire due, itself); others schedule repeat n days). save. new applies point forward. global, channels change account. vary per turned delivery (email / mail) active \"message less\" pattern. practical start balanced works service b2b 3 date, update, month, (for accounts only). below; part spend tuning. 1 day adjust based fits policy. tune aggressive feels pushy; gentle ignored. watch overlap multiple schedules collide example, lands ends emails you, reads overzealous collections. setting cadence, walk couple sample timelines (day 0, 5, 30…) make sure scheduled day. unavoidable, stagger two. building escalation sequence effective single repeating tiered messages escalate tone channel older. tier block age range, matches serious situation become. common four-tier 0 60 friendly nudges, \"just reminder, please chance.\" 7-14 days. 2 120 firmer reminders, still \"your contact resolve this.\" add 90-day mark tangible escalation. 7-10 180 final notice. + mail. \"this hear may referred collections.\" 7 4 180+ either \"account suspended collections\" notice, stop sending route whichever schedule, subject line, body content. let opt later tiers never threaten everyone assumes genuinely delinquent unresponsive. long-standing who've simply slow will damage relationship. use exempt a-list tiers, carry friendlier 1/2 instead. merge tags personalizing templates support placeholders {customerfirstname} {amountdue} replaces real data out. template render correctly work information name. renders \"sir/ma'am\" name file (useful businesses). {customerbusinessname} business blank. {customerdisplayname} preferred display (combines set). {jobname} job title sub-customer setups). {other} value custom field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} is. plain 42). negative yet. (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. {latefee} applied (currency formatted). {latefeedate} post link {customerportallink} full url portal drop give one-click pay-now link. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the know by). tag rules case-sensitive works; replace literally. curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example simple scales across hi {customerfirstname}, remains unpaid. online thanks, abc plumbing co., personalized name, number, amount, late, manual editing disable need just customer, per-invoice opt-out portal, navigate reach record tab. modify confirmation banner appears. re-enabling path currently opted settings sparingly (customer → overrides) handles \"stop noise\" scenarios cleanly. statements behave little differently invoice, has, (typically month). config last month. recipient view links place, them, download pdf copy. partial within payments, directly view. apply paid, pro-rated customer-record off-schedule invoices, one-off immediately. calls asking complete picture. vs. individual pick strategy often crosses \"too email.\" monthly prefer consolidated view; retail time. attach default, rather whose ap teams archive pdfs toggle attachment yes. save settings. forward includes addition asks receiving sometimes ask redundant, quiet. oblige instead, want. patterns quiet pays consistently. statement, payment, fee. keep loop something lapses. everything except bare minimum. due; repeated follow-ups. entirely, prefers physical (with ). majority benefit exceptions. behavior genie; broader playbook. interact status future automatically. reduce outstanding getting nudges fully voided refunded generating voided/refunded amount. skipped (via waive flag) remind about. frequently asked questions automated sender address (or domain up) look correspondence company. notice automated. replies reply reply-to back genie. expected five causes (1) (check record), (2) fire, (3) bounced invalid, (4) disabled, (5) setting. actually right without changing yes itself, send. manually flow. preview looks option type. real-data receive. related articles fees, features using","name":"Using Reminders","votes":0,"is_published":true,"slug":"using-reminders","first_category":"Invoice Messenger \u0026 Reminders","categories_display_for_views":"Invoice Messenger \u0026 Reminders","parent_categories":[1369272],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoice-messenger-and-reminders/using-reminders?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"reminders automatic follow-up communications biller genie sends customers time invoice goes paid. engine \"chases\" payments behalf — reason merchants get paid significantly faster used to. article explains work, reminder type for, configure them. fit genie's messaging model two flavors customer communication messenger first touch. (and updates changes). (this article) cadence. repeats together cover whole life invoice. gets customer's hands; keeps top mind. six types organized message types, purpose. can turn one off, choose whether deliver email, paper mail, both. exact timing set globally configuration page. upcoming payment heads-up sent due. especially useful businesses offer terms (net 15, net 30) want encourage pay early, autopay appreciate charge hits. overdo early-warning touch usually plenty; starts feel like nagging. due invoice's date. updated existing changed (line item edited, amount adjusted, date moved). email only. statement periodic summary listing open invoices document. overdue past workhorse system. run recurring cadence core collections process. see escalation-sequence pattern below. late fee posts, giving chance kicks in. mail delivered always available. requires add-on . enabled type, reliably check email. installing add-on. brand-new account install takes ten seconds. step 1. add-ons marketplace genie, go marketplace, select category, click reminders. 2. tile. now shows ready configure. next section find configured three levels layered everywhere global defaults baseline every customer. once. overrides quickbooks (e.g. wholesale fewer retail). per-customer specific send vip touches; chronically more). most-specific layer wins. says \"statement on\" override turns statements. configuring (how days fires, soon etc.) page control panel \u0026gt; trigger schedule. fire due, itself); others schedule repeat n days). save. new applies point forward. global, channels change account. vary per turned delivery (email / mail) active \"message less\" pattern. practical start balanced works service b2b 3 date, update, month, (for accounts only). below; part spend tuning. 1 day adjust based fits policy. tune aggressive feels pushy; gentle ignored. watch overlap multiple schedules collide example, lands ends emails you, reads overzealous collections. setting cadence, walk couple sample timelines (day 0, 5, 30…) make sure scheduled day. unavoidable, stagger two. building escalation sequence effective single repeating tiered messages escalate tone channel older. tier block age range, matches serious situation become. common four-tier 0 60 friendly nudges, \"just reminder, please chance.\" 7-14 days. 2 120 firmer reminders, still \"your contact resolve this.\" add 90-day mark tangible escalation. 7-10 180 final notice. + mail. \"this hear may referred collections.\" 7 4 180+ either \"account suspended collections\" notice, stop sending route whichever schedule, subject line, body content. let opt later tiers never threaten everyone assumes genuinely delinquent unresponsive. long-standing who've simply slow will damage relationship. use exempt a-list tiers, carry friendlier 1/2 instead. merge tags personalizing templates support placeholders {customerfirstname} {amountdue} replaces real data out. template render correctly work information name. renders \"sir/ma'am\" name file (useful businesses). {customerbusinessname} business blank. {customerdisplayname} preferred display (combines set). {jobname} job title sub-customer setups). {other} value custom field. {invoicenumber} number. {invoicedate} (mm/dd/yyyy). {duedate} balance remaining, formatted currency $1,234.56). statements, total instead {ponumber} po number (empty none). {invoicedayslate} is. plain 42). negative yet. (conditional) fees merchant qualifies. otherwise empty strings, safely include double \"with fee\" \"without variants. {latefee} applied (currency formatted). {latefeedate} post link {customerportallink} full url portal drop give one-click pay-now link. {customerstatementlink} direct download/view statement. {dbaname} business's dba (the know by). tag rules case-sensitive works; replace literally. curly braces ({{...}}) square brackets ([...]) supported. dates hardcoded mm/dd/yyyy format uses locale's symbol formatting. merge-tag example simple scales across hi {customerfirstname}, remains unpaid. online thanks, abc plumbing co., personalized name, number, amount, late, manual editing disable need just customer, per-invoice opt-out portal, navigate reach record tab. modify confirmation banner appears. re-enabling path currently opted settings sparingly (customer → overrides) handles \"stop noise\" scenarios cleanly. statements behave little differently invoice, has, (typically month). config last month. recipient view links place, them, download pdf copy. partial within payments, directly view. apply paid, pro-rated customer-record off-schedule invoices, one-off immediately. calls asking complete picture. vs. individual pick strategy often crosses \"too email.\" monthly prefer consolidated view; retail time. attach default, rather whose ap teams archive pdfs toggle attachment yes. save settings. forward includes addition asks receiving sometimes ask redundant, quiet. oblige instead, want. patterns quiet pays consistently. statement, payment, fee. keep loop something lapses. everything except bare minimum. due; repeated follow-ups. entirely, prefers physical (with ). majority benefit exceptions. behavior genie; broader playbook. interact status future automatically. reduce outstanding getting nudges fully voided refunded generating voided/refunded amount. skipped (via waive flag) remind about. frequently asked questions automated sender address (or domain up) look correspondence company. notice automated. replies reply reply-to back genie. expected five causes (1) (check record), (2) fire, (3) bounced invalid, (4) disabled, (5) setting. actually right without changing yes itself, send. manually flow. preview looks option type. real-data receive. related articles fees, features using","categories":{"current":{"id":1369272,"name":"Invoice Messenger \u0026 Reminders","url":"/invoice-messenger-and-reminders"}},"category_param":"invoice-messenger-and-reminders"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-11-14T21:15:02.000Z","tag_names":["create invoice","new invoice biller genie","add invoice","invoice line items","invoice due date","invoice memo","invoice in biller genie","manual invoice creation"],"answer_sample":"Biller Genie is designed to work alongside the accounting software you're already","long_answer_sample":"Biller Genie is designed to work alongside the accounting software you're already using — most of the time, invoices are created in QuickBooks (or Xero) and sync into Biller Genie automatically. But Biller Genie can also create invoices directly when you don't have your accounting software handy or when you need to bill a one-off customer quickly. T","language_id":1,"id":2297802,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie designed work alongside accounting software using — time, invoices created quickbooks (or xero) sync automatically. can create directly handy need bill one-off customer quickly. article walks paths. come pulls two sources, end place software. online, desktop (via magiccarpet ), xero. new next sync, sent, paid, reconciled genie. invoice genie, synced back sales receipt journal entry. flows systems way qbo qbd directly. either path produces result tracked goes messenger . best practice merchants, creating cleanest path. records, item catalog, tax rates, accounts there. connected, every automatically double entry, opportunity drift systems. online use \"save close,\" send\" qbo, finish save close. tells email itself, creates duplicate syncs sends it. want handle send, manually merchants find easier just always close let sending. merchant portal, click left nav. invoice. pick customer. start typing customer's name; shows matches list. exist yet, first will add line items. set quantity amount per item. number, date, due date. auto-suggests override optional po custom message, memo. flow receives finalize based settings. work-in-progress without sending yet draft status holds gets shown columns, footer text, template (classic / modern simple), pdf formatting defaults includes payment qr code (if enabled), branding, one-click portal access link body. configure control panel \u0026gt; whether qbo/qbd uses look. default save, fires immediately within seconds. send manual action different email, cc additional addresses, paper mail addition email. hold (see ) ready. editing voiding sent open edit. updates trigger updated message knows changed. applies outstanding balance immediately. error needs canceled, void page. software, reminders stop firing. refunding paid) refund record saved method credited. frequently asked questions show yes. invoice, entry (depending configuration). sees yes inline. made mistake sent. fix edit small (a wrong amount, typo memo). communication turned on. large (wrong customer, altogether), one cleaner trying massively rewrite existing record. bulk-create genie's strength processing scale bulk software's bulk-invoice features rest. genie-created invoicing, reach subscribersuccess guidance right approach volume. related articles setting","name":"How To Create An Invoice","votes":0,"is_published":true,"slug":"how-to-create-an-invoice","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/how-to-create-an-invoice?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"biller genie designed work alongside accounting software using — time, invoices created quickbooks (or xero) sync automatically. can create directly handy need bill one-off customer quickly. article walks paths. come pulls two sources, end place software. online, desktop (via magiccarpet ), xero. new next sync, sent, paid, reconciled genie. invoice genie, synced back sales receipt journal entry. flows systems way qbo qbd directly. either path produces result tracked goes messenger . best practice merchants, creating cleanest path. records, item catalog, tax rates, accounts there. connected, every automatically double entry, opportunity drift systems. online use \"save close,\" send\" qbo, finish save close. tells email itself, creates duplicate syncs sends it. want handle send, manually merchants find easier just always close let sending. merchant portal, click left nav. invoice. pick customer. start typing customer's name; shows matches list. exist yet, first will add line items. set quantity amount per item. number, date, due date. auto-suggests override optional po custom message, memo. flow receives finalize based settings. work-in-progress without sending yet draft status holds gets shown columns, footer text, template (classic / modern simple), pdf formatting defaults includes payment qr code (if enabled), branding, one-click portal access link body. configure control panel \u0026gt; whether qbo/qbd uses look. default save, fires immediately within seconds. send manual action different email, cc additional addresses, paper mail addition email. hold (see ) ready. editing voiding sent open edit. updates trigger updated message knows changed. applies outstanding balance immediately. error needs canceled, void page. software, reminders stop firing. refunding paid) refund record saved method credited. frequently asked questions show yes. invoice, entry (depending configuration). sees yes inline. made mistake sent. fix edit small (a wrong amount, typo memo). communication turned on. large (wrong customer, altogether), one cleaner trying massively rewrite existing record. bulk-create genie's strength processing scale bulk software's bulk-invoice features rest. genie-created invoicing, reach subscribersuccess guidance right approach volume. related articles setting","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":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=236871485","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":"2024-02-14T19:34:37.000Z","tag_names":["migrating quickbooks desktop to quickbooks online","qbd to qbo","quickbooks migration","convert quickbooks desktop","quickbooks online conversion","intuit migration tool","qbo conversion","export company file","magic carpet disconnect","switch to quickbooks online","bill with parent migration","qbd qbo customer types"],"answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequent","long_answer_sample":"Moving from QuickBooks Desktop to QuickBooks Online is one of the most consequential decisions you'll make in your accounting setup, and we want to be candid about something up front: the conversion uses Intuit's own QuickBooks Desktop to Online migration tool, and once it runs, it's a one-way operation. Intuit doesn't offer a built-in path back to ","language_id":1,"id":2407511,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using payments tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. expected needs re-applied per billing parent. enabled online; firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught still address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","name":"Migrating from QuickBooks Desktop to QuickBooks Online","votes":0,"is_published":true,"slug":"migrating-from-qb-desktop-to-qb-online","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/migrating-from-qb-desktop-to-qb-online?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"moving quickbooks desktop online one consequential decisions make accounting setup, want candid something front conversion uses intuit's migration tool, runs, one-way operation. intuit offer built-in path back successful conversion. biller genie limitation — tool works. that, strongly recommend reaching genie's subscriber success team start. helped merchants can walk right sequence side switch lands cleanly. book call subscribersuccess.billergenie.com email subscribersuccess@billergenie.com run talk start undo inside quickbooks. matters running ready leave account half-migrated state painful clean up. 15-minute pre-flight usually saves hours post-conversion troubleshooting. actually happening two distinct parts, helps understand separately part desktop, company → export file online. reads file, translates schema, uploads account. stores mapping table links every old record new id. loaded, connect genie. first sync online, automatically use relink customer, invoice, item, id historical data stays intact just points instead going forward. relinking reason convert without losing invoice history, customer records, payment data. sequencing ids fresh complete, means time finishes days weeks later. anything prepare unglamorous prep work. difference surfaces problems guidance lays file-health requirements detail see article switching guide . cover items sure healthy verify rebuild utilities reports issues, immediately integrity errors cleanly often become obvious file. backup utility keep somewhere safe; complete pre-conversion state. update latest maintenance release. help desktop. requires recent check size. target limit (around 4 million transaction targets editions). press f2 (or ctrl+1) count. limit, condense converting. single-user mode. it. save things carry comprehensive total. printed, saved, screenshot survive (per transfers ) sales tax print liability revenue summary reports. need online's setup matches had. bank credit card reconciliations reconcile date reconciliation history transfer cleanly; reference next reconciliation. custom templates forms bring estimate over. take screenshots examples; template system. saved transfer. pdf recreate. feed connections transfer; re-link employee details (if payroll) profiles payroll separate workflow pay records may manual attachments pdfs images attached download important plan around features work differently concepts direct equivalents. handle \"bill parent\" sub-customer billing; concept. sub-customers bill parent (and autopay), set projects require across flat contacts, review them. sub customers affects behavior post-conversion. types map types. built type defaults , write convert. recreate matching contact groups reapply configuration migration. multi-currency. multi-currency works multiple currencies, support specifically inventory. track inventory advanced (assemblies, average cost, units measure), expect spend reconfiguring model simpler. fields. fields heavily, document converting decide whether field, class, tag. active subscription country canadian account, example. blank near-blank overwrites existing customers, items, invoices keep, admin access note 60-day window limits conversions 60 created older days, subscription. full (biller included) calls. following order prevents states. step 1 final genie, go add-ons \u0026gt; click now. wait complete. makes payment, change captured runs. 2 turn messenger reminders conversion, re-sync re-send notifications received paid. verified. 3 disconnect magiccarpet application windows machine, three dots connection select unlink frees authorization fight clear, return marketplace, uninstall. open mode, get started. choose either (full migration) (selective). pick unless specific filter. sign prompted destination. export. runs conversion; medium-sized files takes anywhere 15 minutes hours. watch confirmation do_not_reply@intuit.com. \"complete setup\" link finalize option edition include tool. ask specialist additional tooling available. 5 connecting plugging in, sanity-check converted list count spot-check 5-10 accurate balances info. chart accounts names match. opening key (ar, ap, bank, equity) balances. tie out. ones enabled. explains setting detail. center automated rates. phase. fix issues directly reconnecting gets picked automatically; will cleanup side. 6 marketplace software install. shows migration-attestation modal asking confirm completed box continue connect. company. authorize kicks immediately. magic sync, invoices, ids. status. ended successfully, now linked 7 reconfigure configurations re-set configured types, (as groups) each. auto rules autopay methods present re-enable needed. gateway authorization. different entity using payments tokens stored connected settings. projects. sub-customers/projects appropriate. routes parent's method child's integrations. feeds reconnected scratch. recording deposits reconciling 8 verified confident duplicate fire, checking activity communications resume looks fall categories. hit them, reach seen sort show customer. investigate per-record. wrong amount. indicates issue. try bulk; let look pattern first. expected needs re-applied per billing parent. enabled online; firing / left turned soon. pause settle, resume. frequently asked questions like one-way. verification re-enabling sends caught still address lose no. payments, stay intact. relinks via table, past references rightworks flow, happens rightworks-hosted application. anymore connects oauth directly, app required. uninstall session accountant depends file's complexity. clean, small standard self-converted. complex inventory, multi-currency, fields, large counts benefit way, please loop side, coordinate long actual depending entire end-to-end (prep, verification, reconnection) half day longer. low-activity trying mid-migration. stop fails harder diagnose data-recovery options. advise known problems. related articles reliability syncs fail customer-enabled","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2023-05-16T14:54:25.000Z","tag_names":["payment sync queue","payment sync history","sync error","invoice not paid in quickbooks","qbo sync error","xero sync error","qbd web connector","dequeue payment sync","transaction has been deleted","stale object error","closed transaction cannot be edited","authentication failed","6240 qbo","5010 qbo","3120 qbd","3171 qbd","3200 qbo","reconcile biller genie quickbooks","late fee not on quickbooks invoice","payments needing resolution","re-queue payment","dismiss payment","payment withheld from sync"],"answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in ","long_answer_sample":"When a customer pays an invoice through Biller Genie, the payment is recorded in Biller Genie first and then pushed back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) so your books match reality. Most of the time this push happens within a few minutes and you never have to think about it. When something goes wrong, the","language_id":1,"id":1957804,"last_published_date":"August 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":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","name":"Payment Sync Queue and History: Why Invoices Sometimes Don’t Show Paid in Your Accounting Software","votes":0,"is_published":true,"slug":"using-the-payment-sync-history-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/using-the-payment-sync-history-report?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"customer pays invoice biller genie, payment recorded genie first pushed back accounting software (quickbooks online, quickbooks desktop, xero) books match reality. time push happens within minutes never think it. something goes wrong, ends sync queue error message — will continue show unpaid resolve report check whenever clearly paid still showing open xero. nine times ten answer here, tells exactly fix. matters reconciliation pain integrated a/r workflow comes one system other. took money great accountant opens next morning sees open. two systems disagree. now phone call. genie's \"this payment\" surface. every entry represents transaction landed failed post software. fix, fix underlying cause (or determine way), click dequeue remove queue. that, agree again. find main menu, reports \u0026gt; history. page panels (top) payments currently stuck. daily action list. history (bottom) either synced successfully dequeued. useful audit forensics. requires viewer role higher) see managing users . column shows id links details genie. tracing processed. associated with. amount dollar trying sync. created enqueued (= processed bg). last attempt tried payment. empty, row retried yet. recent queue, failing repeatedly. accounts receivable account to. \"a/r found.\" desc returned single wrong. actions button appears least made. removes retry. \"dequeue, retry\" below. actually works (and retries fire) soon added background process runs schedule tries queued online xero 5 minutes. desktop 2 web connector actively running merchant's machine. syncs, moves panel status \"synced.\" fails, stays timestamp updates, gets new message. keep retrying fixed retry budget gives n attempts (except specific cases, noted below). common messages patterns often. exact wording directly software's api response passes minimal translation full available. \"transaction deleted\" / \"object found\" \"stale reference\" means customer) supposed applied deleted apply code 6240 610; 3120; \"invoice valid status.\" safely issue purely accounting-software side. deletion intentional want either, dequeue. accidental need books, recreate software, manually (biller re-attempt different original gone). auto-detects case (error 3120) and, 3 retries, automatically dequeues row. move without anything. \"payment greater invoice's current balance\" someone another balance less apply. records exist money. applied. duplicate (cash posted + bg-processed payment), delete manual let bg's correctly. (your business kept purpose), accept bg live bg, object error\" object\" edited moment 5010. benign catalog. cycle (5 later qbo/xero) updated succeed. persists across multiple cycles, escalate support else may going on. \"closed edited\" period locked containing closed (the month/quarter/year). refuses modify period. 6000 transaction\" detail; 3171. temporarily reopen (settings settings advanced close qbo; edit preferences closing date qbd), sync, re-close (without unlocking period) \"authentication failed\" \"authorization \"authenticationunsuccessful\" connection disconnected oauth token expired, revoked, integration unlinked. 3200. reconnect go add-ons, entry, disconnect connect again). resume syncing cycle. email notifications enabled control settings, likely got alert already. \"timeout only) computer respond fast enough, cancelled request. usually transient. first, confirm machine use is, just wait (2 minutes) try again, checks whether anyway previous retrying. repeated timeouts row, restart application. \"validation error(s) ...\" (xero rejected several reasons spelled colon. variants modification voided deleted. above. exceeds outstanding balance-mismatch case. 'xyz' longer matches re-select account. \"in order xero, default name 'sales' 'enable accounts' option switched required\" chart payments-enabled sales set place can via api. accounts. create named \"sales\" turn \"enable account\" option. save. (you'll reconcile affected surfaces informational only, auto-retried error.) dequeue, important. permanently marked \"not synced.\" dequeueing right (e.g., bookkeeper found hand). permanent (invoice purpose; it; etc.). decided particular temporary (\"stale object,\" timeout, etc.) authentication failure clears itself. understand contact support@billergenie.com dequeued, own. automatic rules auto-dequeues cases take (3120), deleted, point older 365 days cleanup 900 retires year-old rows. \"automatically dequeued due age\" make (status = synced). researching old ever pushed; final reason). auditing known outage related queues outbound covers line items (late fees, technology fees) existing invoices. workflow, data. voids flow separate sibling report. refund refunds back. pro tip weekly review non-empty end-of-month, almost certainly states vs 5-minute friday catches problems month-end reports. completed days, get alert. needing resolution sometimes deliberately holds instead sending usual settled applying ach overpay pushing leave unapplied credit sitting customer, send second paid\" email. top history, reason shown. captured hand-off paused, waits decide. to-do link straight panel, timeline withheld sits held choose options dismiss hand simply pushed. leaves panel. re-queue all. choosing reminder first. order. refused closed. bring change come re-queue. through, closes sides, disappears closed, voided, charged back, returned. refunded ach, finish settling rather re-queueing articles activity configure general (email notification)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"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=236871485","host":"https://helpcenter.billergenie.com","body_txt":"quickbooks, customer can set sub-customer another — useful tracking jobs single account, multiple locations one client, contractor work property owner. biller genie reads parent/sub relationships quickbooks gives two distinct features leverage bill parent (route sub-customer's billing parent), customer-portal experience lets portal user see, switch between, pay invoices records connected to. glance per-customer-or-per-type setting sub-customer. on, receives reminders, parent's autopay configuration drives payment, communications route parent. sub's invoice messenger , reminders auto settings get grayed take over. display per-customer toggle customer. view includes sub-customers combined list. independent turn either without other. works hood sub-customer, several pieces genie's behavior shift sub runtime messenger. send time, checks billtoqbonlineparent flag. looks uses reminder toggles decide whether send. ignored. pay. eligible autopay, system (autopay enabled, autopay-on-type, default payment method, threshold) determine charge. off, runs regardless record says. routing. still recorded database (the for), processing flow processing. payments processed using stored applies invoice. accounting software sees marked paid, coming card file. late fees. fees calculated \"owns\" overdue balance perspective), goes inheritance. methods shared automatically methods. merge just means method. file does, will fail method make sure working relying autopay. qbo qbd differ handling customer's to, persisted differently behind scenes online native \"billed with\" dropdown profile). syncs flag bi-directionally flip qbo, bg picks next sync; bg, writes back qbo. systems stay aligned automatically. desktop (magiccarpet) equivalent setting. stores locally persists across magiccarpet never read written desktop. qbd-connected customer, directly bg. nothing appears itself, qbd-side override value. practical implication expect round-trip check something off. qbd, source truth ever change projects require careful bulk changes technically hood, requires \"bill customer\" checkbox every project. use defaults surgical option push customers once, inadvertently breaks alignment cause confusing invoicing behavior. including projects; special handling.  projects, per non-project need changed, leave projects' alone. see intuit's help qbo-side requirement. management. owner parent; individual properties sub-customers. gets communications, arrangement, job billed reported separately. multi-location franchisees. franchisee corporate office handles keep per-location billing. general contractors paying subs' invoices. gc trades gc's covers trades' holding company operating entities. subsidiaries centralized decentralized point handle separately-tracked accounts, cleanest pattern. independently, let manage settings. configure system, sync, auto-pay run cover linked sub-customers' (or desktop), profile \"is sub-customer\". reads. wait sync manual sync). relationship genie, open record. pay, messenger, fields now inheriting video walkthrough short tutorial showing side setup, end step-by-step screenshots (quickbooks online) step 1. log account. 2. go sales \u0026gt; customers. 3. select whose want via 4. click edit profile. 5. section, parent, save. sync. turned inside tab, confirmation message configured ways (and optionally pay) view, access portal's top navigation. (configurable type ) mixed logs normally would. grid shows hide button collapse ones checkout. processes credited correct receipts depending sub). necessarily portal. happen together. switching person manages accounts example, manager pays bills three different llcs, separate accident logging out. customer-switching groups email address. in, active merchant's account shares logged-in user's match, navigation listing matched alphabetically. person, email, records. lists clicking switches context invoices, saved cards, configuration. share email. address, them. matching. customers, accountant clients switcher move freely. enable alone put surface one. link access. routes adds existing view. feature. email-based, parent/sub-based purely email-driven. records, separate, emails. status drive switcher. putting together common configurations buildings llc. subs building 101, 102, 103. manager. building. llc's charges building's place. result schedule b llcs llc a, b, c totally relationship. accountant's applicable (no relationship). applicable. c. needed. cadence login. independently co. co 1, payments. companies. company's cards stand own. companies' emails, accident, used. functions genie. reporting tag company; anything else. frequently asked questions charged back-invoices no. affects future retroactively charge exist unpaid picked going forward. manually-paid history touched. charged. fallback. multi-level hierarchy (grandparent → sub) model flat immediate only. \"parent\" grandparent, resolution; cascade chain. recommend hierarchies purposes level (parent predictable dropdown. (1) record's matches exactly (case-insensitive, punctuation whitespace matter), (2) (deactivated appear), (3) merchant logged in. \"display parent\" viewing historical hidden turning hides forward, delete already-issued receipts. stops seeing related articles global overrides fees, customer-enabled supported accounting-software integrations","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2024-01-05T20:07:36.000Z","tag_names":["check add-on","check application","check capture vs processing","check destruction","check funding timeframe","check imaging","check overview","check processing","check scanner","electronic check deposit","magtek scanner","mobile check capture","paper check retention","rdc","reliafund","remote deposit capture"],"answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic depos","long_answer_sample":"Check Processing in Biller Genie lets you turn paper checks into electronic deposits without going to the bank. Checks are imaged (with a mobile camera or a desktop check scanner), submitted electronically to the banking network, and applied as payments against your customers' invoices — or recorded as standalone transactions. This article explains ","language_id":1,"id":2353820,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","name":"Check Processing Overview","votes":0,"is_published":true,"slug":"rdc-remote-deposit-capture-overview","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/rdc-remote-deposit-capture-overview?from_search=236871485","host":"https://helpcenter.billergenie.com","body_txt":"check processing biller genie lets turn paper checks electronic deposits without going bank. imaged (with mobile camera desktop scanner), submitted electronically banking network, applied payments customers' invoices — recorded standalone transactions. article explains feature works conceptually, takes enable account, expect funding timeframes paper-check retention. capturing two separate steps important thing understand payment asynchronous steps. can done person time, different people times care. capture means producing digital image front back submitting genie. phone tablet (mobile capture), browser uploads saved file, dedicated magtek scanner connected computer (remote deposit capture, rdc). process matching captured specific invoice (or recording transaction tied invoice) network. practice, one staff member desk scan every comes in, accounting match scanned right later. single sitting. captured-but-unprocessed sit add-on view them. mechanics, see reader . matching/processing step, matching, standalone, sync traditional work processing, physically transported bank branch stuffed atm envelope), enter clearing process. move funds clear stack visits lose visibility will actually available. rdc business never leave office. (front back) replaces physical check. genie's partner, reliafund, submits network way ach submitted. deposited standard settlement timelines. produces record includes routing number account (read micr line) amount entered setting add-on. enabling one-time setup applying reliafund (the processor handles submission). step 1. log navigate add-ons marketplace. 2. select category search \"check processing.\" click tile. 3. continue need processing. 4. complete application form submit. receive email link finalize application. 5. approved, send second login credentials. notified credentials created. cases, team automatically connect behalf return \u0026gt; connected, done. yet gateway. 6. pick method. start scanning checks, either (phone, tablet, upload) remote (magtek scanner). comparison install follows transactions funded within 3–5 days, depending merchant service provider policies. window, appears pending report suppresses reminders late fees associated period. processed rejects submission (returned customer's bank), reopens surfaces rejection rejected storing destroying imaging deposit, original longer active record. banks processors still retain short period case needs researched, destroy securely. three things matter storage, retention period, destruction. keep secure area limited employee traffic customer traffic. limit access it. locked drawer filing cabinet back-office usually sufficient. industry guidance least 20 90 calendar days posted account. exact window inside range business, long enough research image-quality issues pull needed. passed, securely beyond recovery. cross-cut diamond-cut shredder standard. loose put regular trash recycling. trouble questions help connecting contact support@billergenie.com whether received method plan use rdc) error messages displayed related articles credit card reject codes","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}}]