[{"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=235634810","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":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=235634810","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":1368781,"account_id":12867,"created_at":"2024-08-23T19:34:37.000Z","tag_names":["returned","emails","soft bounce","hard bounce"],"answer_sample":"  By regularly referencing the Bounced Email Report, you can quickly identify and","long_answer_sample":"  By regularly referencing the Bounced Email Report, you can quickly identify and address invalid email addresses in your customer database. This proactive approach not only reduces delays in invoice delivery it also ensures that customers receive their payment reminders, which are proven to drive prompt payment. Here are a few key benefits of utili","language_id":1,"id":2790154,"last_published_date":"May 21st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"  regularly referencing bounced email report, can quickly identify address invalid addresses customer database. proactive approach reduces delays invoice delivery ensures customers receive payment reminders, proven drive prompt payment. key benefits utilizing reports timely payments resend invoices valid minimize delays. improved relationships demonstrate reliability professionalism ensuring clear communication. cost efficiency save time resources reducing follow-ups undelivered invoices. step 1 open report biller genie portal, navigate \u0026gt; emails 2 review errors within see records outgoing failed. error messages vary, will usually give description failed, “invalid address.\" address, click customer's ‘display name’ 3 make corrections record, ‘edit’ necessary address. 4 send manual number related manually customer, necessary. otherwise, upcoming receipts, communications scheduled, corrected","name":"Bounced Email Report","votes":0,"is_published":true,"slug":"bounced-email-report","first_category":"Reports \u0026 Reconciliation","categories_display_for_views":"Reports \u0026 Reconciliation","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/bounced-email-report?from_search=235634810","host":"https://helpcenter.billergenie.com","body_txt":"  regularly referencing bounced email report, can quickly identify address invalid addresses customer database. proactive approach reduces delays invoice delivery ensures customers receive payment reminders, proven drive prompt payment. key benefits utilizing reports timely payments resend invoices valid minimize delays. improved relationships demonstrate reliability professionalism ensuring clear communication. cost efficiency save time resources reducing follow-ups undelivered invoices. step 1 open report biller genie portal, navigate \u0026gt; emails 2 review errors within see records outgoing failed. error messages vary, will usually give description failed, “invalid address.\" address, click customer's ‘display name’ 3 make corrections record, ‘edit’ necessary address. 4 send manual number related manually customer, necessary. otherwise, upcoming receipts, communications scheduled, corrected","categories":{"current":{"id":1368781,"name":"Reports \u0026 Reconciliation","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":515332,"account_id":12867,"created_at":"2023-05-16T14:44:49.000Z","tag_names":["add email customer","biller genie email conflicts","customer missing email","customer no email open invoice","email conflicts","email conflicts report","ignore conflicts","paper-only customer","sub-customer email inherit parent","walk-in customer no email"],"answer_sample":"Biller Genie's automation runs on email — invoices, reminders, receipts, and paym","long_answer_sample":"Biller Genie's automation runs on email — invoices, reminders, receipts, and payment links all reach your customers by email. When a customer record doesn't have an email address but does have an open invoice, that customer effectively sits silently on your A/R with no way for Biller Genie to chase them. The Email Conflicts report surfaces every cus","language_id":1,"id":1957791,"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 automation runs email — invoices, reminders, receipts, payment links reach customers email. customer record address open invoice, effectively sits silently a/r way genie chase them. conflicts report surfaces every state one place can fix batches, explicitly mark \"i'll never customer\" stop appearing list. \"email conflicts\" actually flags appears three true customer's primary field blank (no file all). least invoice remaining balance. ignore toggle (you marked \"skip list\"). invoices either, appear list missing actively blocking collection. flag. specifically flag duplicates (same multiple customers), mismatches accounting software, bounced emails, whose emails rejected inbox. delivery-side issues, see deliverability troubleshooting . find reports \u0026gt; main menu. page two grids need added. ignored intentionally \"no expected\" via toggle. adding directly fastest path navigate time. grid, customer. actions column, click add enter add. updates immediately, drops list, next scheduled reminder will go new change syncs back software sync cycle. sub-customer prompt (a job quickbooks, parent), parent file, modal offer reuse parent's instead. common case parent/sub setups time person pays right contact sub. use copy it; type different contact. ignoring genuinely walk-in cash customers, team contacts phone paper mail, internal-billing-only accounts sent real recipient. those, report. moves grid stays there. ever later, independent want re-included active (or remove circumstances change). default paper-only filling one, flip customers. control panel defaults, scroll toggle, set on, save defaults added point forward start matches reality. default-off setting (the out-of-the-box behavior) businesses know fixing matters it. reminders (there's recipient). statements reason. paid mail (and add-on enabled), still side. autopay (if configured) attempts run. practically, email-only unchased weekly review healthy habit ar team. get practical ways collect call reliable high-value accounts. happy give receiving reminders. check software. might quickbooks/xero synced wrong field). source system tools use. crm, scheduling e-signature systems often doesn't. make required intake forms going gap stops growing. related articles cc recipients global sub","name":"Email Conflicts: Customers Missing an Email Address","votes":0,"is_published":true,"slug":"solve-email-conflicts","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/solve-email-conflicts?from_search=235634810","host":"https://helpcenter.billergenie.com","body_txt":"biller genie's automation runs email — invoices, reminders, receipts, payment links reach customers email. customer record address open invoice, effectively sits silently a/r way genie chase them. conflicts report surfaces every state one place can fix batches, explicitly mark \"i'll never customer\" stop appearing list. \"email conflicts\" actually flags appears three true customer's primary field blank (no file all). least invoice remaining balance. ignore toggle (you marked \"skip list\"). invoices either, appear list missing actively blocking collection. flag. specifically flag duplicates (same multiple customers), mismatches accounting software, bounced emails, whose emails rejected inbox. delivery-side issues, see deliverability troubleshooting . find reports \u0026gt; main menu. page two grids need added. ignored intentionally \"no expected\" via toggle. adding directly fastest path navigate time. grid, customer. actions column, click add enter add. updates immediately, drops list, next scheduled reminder will go new change syncs back software sync cycle. sub-customer prompt (a job quickbooks, parent), parent file, modal offer reuse parent's instead. common case parent/sub setups time person pays right contact sub. use copy it; type different contact. ignoring genuinely walk-in cash customers, team contacts phone paper mail, internal-billing-only accounts sent real recipient. those, report. moves grid stays there. ever later, independent want re-included active (or remove circumstances change). default paper-only filling one, flip customers. control panel defaults, scroll toggle, set on, save defaults added point forward start matches reality. default-off setting (the out-of-the-box behavior) businesses know fixing matters it. reminders (there's recipient). statements reason. paid mail (and add-on enabled), still side. autopay (if configured) attempts run. practically, email-only unchased weekly review healthy habit ar team. get practical ways collect call reliable high-value accounts. happy give receiving reminders. check software. might quickbooks/xero synced wrong field). source system tools use. crm, scheduling e-signature systems often doesn't. make required intake forms going gap stops growing. related articles cc recipients global sub","categories":{"current":{"id":515332,"name":"Customers \u0026 Jobs","url":"/customers"}},"category_param":"customers"}},{"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=235634810","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":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=235634810","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":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=235634810","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":1366687,"account_id":12867,"created_at":"2023-06-21T14:57:46.000Z","tag_names":["ach return codes","nacha return codes","r01 insufficient funds","r02 account closed","r03 no account","r10 not authorized","r29 corporate not authorized","autopay disabled","autopay turn off ach reject","credit card decline","credit card chargeback","post-settlement reject","ach reject reconciliation","pending transactions report","rejected transactions report","ach return code list","why was my ach rejected","expired card autopay","invoice reopened after reject","ach reject 72 hours","unauthorized ach return","reconcile ach reject accounting software"],"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":"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":"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=235634810","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":1368778,"account_id":12867,"created_at":"2026-05-24T14:51:16.328Z","tag_names":["xero features","xero limitations","xero vs quickbooks","xero feature parity","xero refunds","xero sales receipts","xero abr","xero projects","xero sub customers","xero contact groups","xero multi currency","xero draft invoice"],"answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync bet","long_answer_sample":"Biller Genie integrates with Xero so your customers and invoices stay in sync between the two systems automatically. That said, the Xero integration doesn't have full feature parity with Biller Genie's QuickBooks Online integration — some Biller Genie features that QBO users rely on aren't available on Xero. This article explains what syncs, what do","language_id":1,"id":3827354,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"biller genie integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet available. depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr add-on automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","name":"Using Xero in Biller Genie","votes":0,"is_published":true,"slug":"using-xero-in-biller-genie","first_category":"Accounting Software","categories_display_for_views":"Accounting Software","parent_categories":[1368778],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/accounting-software/using-xero-in-biller-genie?from_search=235634810","host":"https://helpcenter.billergenie.com","body_txt":"biller genie integrates xero customers invoices stay sync two systems automatically. said, integration full feature parity genie's quickbooks online — features qbo users rely available xero. article explains syncs, doesn't, manual workflows use automated. syncs share customer invoice data. table shows flows data → (contacts) ✓ ⚠ fees (late fees, technology added line items) items / system created chart accounts ✗ modified email addresses contact groups types synced payments payment records indirect (biller marks paid via fee/payment line) refunds sales receipts several work supported account connected important workflow, plan around limitation consider instead. workaround (credit memo sync) issue refund genie, record manually automatic batch reconciliation (abr) reconcile bank deposits (immediate-payment docs) immediate instead bill parent (parent pays sub-customer) manage sub-customer's billing individually sub-customers hierarchy limited projects appear sub-customers; see \"projects\" section auto-sync toggle ui webhook-driven real-time custom fields xero's built-in history resync (one-click) support auto open button (jump source) new tab attachment forwarding add attachments directly gap exists online's api exposes richer set entities (refund receipt, sub-customer hierarchy) map cleanly features. document model simpler example, treats just rather separate type. gaps technical (no equivalent), scope built version yet). matters complete integration. recording voids void transaction merchant, still back. keep books accurate, log locate for. click remove payment. reopens original outstanding balance. want fully credit customer, create note refunded amount apply (or leave account). known limitation. roadmap yet available. depend sync, better fit. \"sales receipt\" type calls receipt (an immediate-payment document) regular gets day issued. result similar; different. need syncing behavior (a distinct entity accounting software), option. xero, every paid; sales-receipt books. abr add-on automatically reconciles deposit batches feed online. merchants connected, removed add-ons marketplace entirely, automated reconciliation, feed, find deposit, match batch. \"bulk autopay\" report included makes easier. (xero's sub-customers) called projects. project linked (customer). projects, contact. relationship one level deep sub-projects supported. list syncing. show info icon next name. hovering name refers \"sub-customers,\" regardless whether creating tab. project. select (customer) associate dropdown. details save. runs (typically within seconds webhook, scheduled polling sync), appears associated must first. changing project's always contact; exist own. move different go overview. three-dot menu edit. dropdown save change. updates parent. limitations detached requires billing, reminders, autopay managed record. only. display works deep. turn contact, contact's portal view includes projects' invoices. . grouped contacts (wholesale, retail, etc.), can defaults them) sync. multi-currency supports invoicing certain plans, currently expose handling merchants. organization uses multiple currencies, amounts raw numbers without currency conversion cause inaccurate totals reporting genie. single-currency organizations fine. draft three statuses draft, authorised, paid. authorised (and later paid, voided, deleted) drafts skipped considered \"real\" vice versa), check invoice's status approve moves authorised. tax handles differently qbo, item explicit code. inferred posts taxable\" applies configured rate means calculated total per-line codes ui. late inherit setting fine-grained control per item, configure frequently asked questions showing recorded gateway), \"recording xero\" above. get or, critical switch (which abr). pay sub-customers' online-only feature. (sub-customer) autopay, reminders independently route parent's method. settings page. list, project, it. per-customer overrides things like configuration. optimized pattern picks up. primarily double-check appearing expected verify (draft vs. authorised) disconnect losing yes. disconnecting removes ↔ authorization leaves already-synced receive reconnect. related articles connect sub","categories":{"current":{"id":1368778,"name":"Accounting Software","url":"/accounting-software"}},"category_param":"accounting-software"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:00.638Z","tag_names":["approve payment plan","biller genie payment plan","customer payment plan request","down payment","payment plan add-on","payment plan request","payment plan workflow","pending payment plans","reject payment plan"],"answer_sample":"When a customer requests a payment plan through the customer portal, the request ","long_answer_sample":"When a customer requests a payment plan through the customer portal, the request lands in Reports \u0026gt; Pending Payment Plans for your team to approve or reject. This article covers the report itself, the approval/rejection workflow, and what happens after each. Where to find it From the main menu, click Reports \u0026gt; Pending Payment Plans. The page l","language_id":1,"id":3833020,"last_published_date":"May 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","name":"Pending Payment Plans","votes":0,"is_published":true,"slug":"pending-payment-plans","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/pending-payment-plans?from_search=235634810","host":"https://helpcenter.billergenie.com","body_txt":"customer requests payment plan portal, request lands reports \u0026gt; pending plans team approve reject. article covers report itself, approval/rejection workflow, happens each. find main menu, click plans. page lists every currently status — meaning submitted waiting decision. shows see approved, rejected, completed plans, open record look section. column id internal id. plan's details page. business name request. amount offering approval time. always \"pending\" report. reviewing invoice(s) covers. proposed terms payment, recurring installment amount, frequency (typically monthly), number installments, start date. stored method specified installments. reject action buttons (visible status). approving approve. biller genie several things one step processes immediately customer's method. applied invoice(s). creates schedule remaining scheduled will charge automatically configured frequency. emails plan-approved confirmation schedule. flips approved status. drops list. fails process time, stays error fix underlying issue (often card file needs updating) try again. rejecting flipped rejected receives notification email. remain continue follow normal reminder cadence. common reasons fit policy, history failed payments, prefer negotiate different directly. built-in counter-offer flow; negotiated decline conversation outside genie, can manually create needed. customers submit option appear two must true add-on installed account. allow enabled level either default (set defaults ) per-customer override. eligible sees \"request plan\" invoices. fill terms, save method, submit. submission appears related articles global type overrides using portal","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1366687,"account_id":12867,"created_at":"2026-05-26T22:54:34.243Z","tag_names":["payment location","virtual terminal name","transaction labels","payment source","payment flow","invoice checkout","statement checkout","portal invoice payment","portal bulk payment","bulk invoice payment","payment plan","recurring billing","hosted payment link","integration payment","check payment","apple pay invoice checkout","apple pay statement checkout","apple pay portal invoice payment","apple pay portal bulk payment","apple pay hosted payment link","merchant receipt","gateway transactions report","csv export of transactions","what does payment location mean","what label is on my receipt","customer portal label","scheduler label","what is bulk pay on my receipt"],"answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email y","long_answer_sample":"Every time a customer pays you through Biller Genie, the merchant receipt email you receive includes a \"Payment Location\" field. That field tells you which Biller Genie flow took the payment, so you can tell at a glance whether a payment came through an invoice checkout, a Hosted Payment Link, a Payment Plan, or something else. The same value appear","language_id":1,"id":3829008,"last_published_date":"May 26th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","name":"What 'Payment Location' Means on Your Transaction Receipts","votes":0,"is_published":true,"slug":"what-payment-location-means-on-your-transaction-receipts","first_category":"Payment Acceptance","categories_display_for_views":"Payment Acceptance","parent_categories":[1366687],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/payment-acceptance/what-payment-location-means-on-your-transaction-receipts?from_search=235634810","host":"https://helpcenter.billergenie.com","body_txt":"every time customer pays biller genie, merchant receipt email receive includes \"payment location\" field. field tells genie flow took payment, can tell glance whether payment came invoice checkout, hosted link, plan, something else. value appears \"virtual terminal\" column gateway-transactions report csv export report, whatever label see exported transaction history. location emails. line pays. gateway transactions report. shows row transaction. exports. value. means plain language inside portal specific invoice. bulk covered multiple invoices once. sales entered standalone (no involved). virtual terminal manually using addon. check processed check-processing flow. auto-pay ran automatic file one customers. plan installment active set customer. recurring billing pure recurring-billing stored method (not part plan). checkout paid public link sent them, without logging portal. statement in. logged statements shared. apple pay used sheet pay. sheet. integration originated connected practice-management vertical (such theramanager). third party synced third-party accounting system. process itself. labels work whenever completes sheet, prefixed \"apple \" payments apart typed-card applies five flows. older looking history predates labels, may different values rows — reflect looked like taken. keep original will updated. going forward, new stamped table above. corresponds current naming (and variant those), depending scheduler qdpm page frequently asked questions customers no. copy receipt. include it. difference \"invoice checkout\" \"portal payment\" directly first plan\" \"recurring billing\" structured (for example, four installments $250 months). true subscription-style charge regular schedule defined end date. \"integration mean integration, theramanager another business-application supports. yes. uses receipts screen. related articles void refund (full partial) refunds voids turn auto feature utilization","categories":{"current":{"id":1366687,"name":"Payment Acceptance","url":"/payment-acceptance"}},"category_param":"payment-acceptance"}},{"question":{"category_id":323115,"account_id":12867,"created_at":"2023-11-16T21:21:04.000Z","tag_names":["invoice schedule","recurring invoice","subscription invoice","auto-create invoice","monthly invoice","daily weekly monthly schedule","pause invoice schedule","cancel invoice schedule","invoice cadence","recurring billing biller genie"],"answer_sample":"Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the l","long_answer_sample":"Step 1 Login into the Biller Genie Merchant Portal. Step 2 Click Add-ons in the left side menu, then click Customers. Step 3 Click on the Customer ID or Display Name in which you would like to create a recurring invoice schedule for.  Step 4 On the customer profile screen, you can create a new invoice schedule in multiple places.  Click the blue Inv","language_id":1,"id":2301953,"last_published_date":"July 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, customers. 3 customer id display name like create recurring invoice schedule for.  4 profile screen, can new multiple places.  blue invoices drop menu select “create schedule”.  schedules “add start customer, schedule” button bottom right corner screen.     5 “schedule invoice” screen displayed, first choose due date will clicking menu.  6 next line items want invoice.   7 added, need set often occur. daily, weekly, monthly frequency start. 8 times default, “continue canceled”, toggle setting number occurrences.  default   set number  9 final corner. 10 view schedules, navigate customer’s schedule. active customer. company “reports” selecting “schedules” report. report show actively running, “all” include completed canceled. frequently asked questions modified created yes, needs modified. modify upper corner, edit. open modifications made it. partial payment applied invoice, still modified.  deleted invoice  delete single item, black x on item.  deleted  deleted. red top screen. confirmation dialog box appear, finalize deletion. delete.  taken outside genie, marked paid  for. mark paid. ok paid.  printed give printed. export pdf exported opened printed.  possible see emailed customer  checked. timeline history activity listed chronological order.  one customers running time. modified  no, happens cancel current existing custom options receipt, net 15, 30. go require least 24 hours lead time, earliest tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, goes tomorrow repeats day month going forward.","name":"How To Create An Invoice Schedule","votes":0,"is_published":true,"slug":"how-to-create-an-invoice-schedule","first_category":"Invoices \u0026 Items","categories_display_for_views":"Invoices \u0026 Items","parent_categories":[323115],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/invoices/how-to-create-an-invoice-schedule?from_search=235634810","host":"https://helpcenter.billergenie.com","body_txt":"step 1 login biller genie merchant portal. 2 click add-ons left side menu, customers. 3 customer id display name like create recurring invoice schedule for.  4 profile screen, can new multiple places.  blue invoices drop menu select “create schedule”.  schedules “add start customer, schedule” button bottom right corner screen.     5 “schedule invoice” screen displayed, first choose due date will clicking menu.  6 next line items want invoice.   7 added, need set often occur. daily, weekly, monthly frequency start. 8 times default, “continue canceled”, toggle setting number occurrences.  default   set number  9 final corner. 10 view schedules, navigate customer’s schedule. active customer. company “reports” selecting “schedules” report. report show actively running, “all” include completed canceled. frequently asked questions modified created yes, needs modified. modify upper corner, edit. open modifications made it. partial payment applied invoice, still modified.  deleted invoice  delete single item, black x on item.  deleted  deleted. red top screen. confirmation dialog box appear, finalize deletion. delete.  taken outside genie, marked paid  for. mark paid. ok paid.  printed give printed. export pdf exported opened printed.  possible see emailed customer  checked. timeline history activity listed chronological order.  one customers running time. modified  no, happens cancel current existing custom options receipt, net 15, 30. go require least 24 hours lead time, earliest tomorrow. same-day scheduling intentionally allowed. pick tomorrow's recurrence, goes tomorrow repeats day month going forward.","categories":{"current":{"id":323115,"name":"Invoices \u0026 Items","url":"/invoices"}},"category_param":"invoices"}},{"question":{"category_id":1368781,"account_id":12867,"created_at":"2026-05-30T21:55:44.046Z","tag_names":["pending transactions report","in-flight ach","ach pending","ach origination","ach status log","track ach payment","ach received status","ach accepted status","ach still settling","why is invoice unpaid in quickbooks ach","reminders paused ach","late fees paused ach","ach payment timeline","ach 3 to 5 business days","is my ach payment stuck","biller genie pending report"],"answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction ","long_answer_sample":"The Pending Transactions report shows every ACH and electronic check transaction that's currently in flight — submitted to the banking network but not yet settled. This article explains what the report tracks, what the status values mean, what happens to invoice reminders and late fees while a payment is pending, and what changes when the transactio","language_id":1,"id":3832733,"last_published_date":"May 30th, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","name":"Pending Transactions Report","votes":0,"is_published":true,"slug":"pending-transactions-report","first_category":"Reports \u0026 Dashboards","categories_display_for_views":"Reports \u0026 Dashboards","parent_categories":[1368781],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/reports-and-reconciliation/pending-transactions-report?from_search=235634810","host":"https://helpcenter.billergenie.com","body_txt":"pending transactions report shows every ach electronic check transaction currently flight — submitted banking network yet settled. article explains tracks, status values mean, happens invoice reminders late fees payment pending, changes settles successfully rejects. transactions. covers (remote deposit capture mobile capture). go settlement window. credit card clear synchronously, state track. combined view (cc, ach, check) see . find biller genie dashboard, navigate reports \u0026gt; lists finished journey network. \"pending\" means unlike cards, payments real time. move operated nacha, stays still transit banks. tracks two statuses received moving system. accepted transmitted customer's bank (the rdfi receiving depository financial institution) processing. either statuses. leaves reaches one terminal states paid cleared. finalized. error (or returned nacha reject code) clear. codes full code reference. complete within 3-5 business days submission. funding timeframes method breakdown timing varies. details page logs origination history clicking row opens transaction's page, can log change recorded since submitted, timestamps. source truth \"where right now cycle\" useful customer asks \"did yet\" investigating longer expected. status, associated treated in-progress, past due. automatically suppresses automated invoice. otherwise due due) based terms, send \"your overdue\" email flight. fees. enabled, added pending. acting good faith waiting unfair marks closed. pushes connected accounting software (quickbooks online, quickbooks desktop, xero) books match. removes appears finalized payment. stay \"catch up\" time rejects return (error status), reopens collection. resumes invoice's normal schedule. enabled. adds rejected code. certain (account closed, invalid account, deceased, etc.), stored disables autopay list important backfill. sitting several days, going forward retroactively apply period picks back \"current\" rather \"as never paused.\" day-to-day uses through\" open report, customer, page. \"why look unpaid says paid\" cleared yet. will sync paid. \"how money now\" total amount expected near-term pipeline (within day window). \"is stuck\" 5 transition happened stalled. frequently asked questions showing reached syncs settles. wait leave report. manually mark no. updates gateway overriding push ultimately fails let cycle. get owe flight, sending confusing (they paid; just settling). resume later days' worth reject, period. need fee window, add manual line item reopened ever synchronously moment approved (and immediately paid) declined. in-between cards. related articles storing methods (cards ach)","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":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"],"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":"July 1st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"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. (for example, quickbooks, zero), unapplied credit trigger paid\" email. instead screen, stay clean. reflected re-sync. articles timeline 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=235634810","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. (for example, quickbooks, zero), unapplied credit trigger paid\" email. instead screen, stay clean. reflected re-sync. articles timeline 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":1368781,"account_id":12867,"created_at":"2026-05-31T02:39:02.419Z","tag_names":["2500 qbo","3171 qbd period locked","5010 qbo stale","6070 qbo","6240 qbo deleted","append line item failed","bg late fee item inactive","dequeue line item sync","invoice update sync failed","late fee not synced","outbound sync queue","qbo line item error","reconcile fees biller genie","returned check fee","surcharge not on quickbooks invoice","technology fee not synced","xero validation error"],"answer_sample":"The Outbound Sync Queue covers the same problem space as the Payment Sync Queue —","long_answer_sample":"The Outbound Sync Queue covers the same problem space as the Payment Sync Queue — Biller Genie trying to push changes back to your accounting software (QuickBooks Online, QuickBooks Desktop, or Xero) and something going wrong — except this queue is specifically about line items that need to be added to existing invoices. The two most common cases: a","language_id":1,"id":3833022,"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":"outbound sync queue covers problem space payment — biller genie trying push changes back accounting software (quickbooks online, quickbooks desktop, xero) something going wrong except specifically line items need added existing invoices. two common cases late fee assessed needs original invoice qbo/xero, technology (surcharge / dual pricing fee) applied time appended. report matters shows side missing software, answer lives. model every row collected append books, error message tells fix. find main menu, click reports \u0026gt; queue. page panels (top) currently stuck. daily action list. history (bottom) either synced successfully dequeued. ends genie's manager add-on invoice. appended books reflect it. customer paid credit card surcharging on, surcharge dual-pricing gets item flow back. returned check ach fees rejects, returned-check item. updates biller-genie-local software. note payments (not items) different see . work way cover kinds changes. column id links underlying transaction, invoice, record depending type. deleted invoices, falls plain text. do. example updated 1024 - (or \"sync ...\" side). created entry created. last attempt tried recent still queue, failing repeatedly. desc useful wrong. actions dequeue button rows link removes retry. retries background jobs run schedule online xero 5 minutes. desktop 2 minutes web connector running. fixed retry budget gives n attempts qbo keeps retrying long there. one exception fail \"invoice closed\" (code 3171) auto-dequeue 3 retries, assumption period reopened. stale (over 365 days old) get auto-dequeued 900 \"automatically dequeued due age.\" messages fix \"make sure [late fee] active account\" means adds invoices using dedicated bg software's products \u0026amp; services deleted, renamed, set inactive code 2500. open re-activate settings services. \"bg fee\" fee,\" it, toggle on. lists item, right-click edit, uncheck \"item inactive.\" chart accounts inventory items). account/item, status active. re-activating, next cycle picks queued automatically dequeue. \"the contains invalid format quantity unit price (rate) field\" bad math times equal amount, fields format. 6070. fine; accept try update. qbo. look line. whose × match unusual characters. save. up. \"transaction deleted\" \"object found\" add 6240; 3120; valid modification.\" recreate let line, dequeue, recorded appear qbo/xero manually want systems match. auto-dequeues failed retries. \"stale object\" reference\" edited moment 5010. transient. wait cycle. self-resolves. \"closed transaction edited\" locked containing closed. allow modification including adding 6000; 3171. reopen briefly run, re-close specific make historical remains records show (bg assumes period). \"authentication failed\" oauth disconnect connection broken 3200; \"authenticationunsuccessful\" \"forbidden.\" reconnect add-ons. resume \"account 'xyz' code\" (xero only) account maps longer exists renamed. go add-ons review mapping fee. re-select correct xero, save, will heads permanently. never makes onto accounting-software moves panel timeline \"manually page.\" dequeueing right move already. deliberately voided closed permanently disagree invoice's total this). transient errors (stale object, timeout) inactive\" item; clears itself. authentication failures reconnect; anything fully understand contact support@billergenie.com first. can totals tracks higher amount. mostly fine occasional one-off issues become real reconciliation headache happens frequently example, base lots getting deactivated. recommendation weekly. consistently growing sign things attention (1) configuration issue (fee deactivated, tight, integration disconnected), (2) strategy adjustment. related articles marked configure general (email notification) overview integrations","name":"Outbound Sync Queue: When Late Fees and Technology Fees Don’t Sync","votes":0,"is_published":true,"slug":"outbound-sync-queue","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/outbound-sync-queue?from_search=235634810","host":"https://helpcenter.billergenie.com","body_txt":"outbound sync queue covers problem space payment — biller genie trying push changes back accounting software (quickbooks online, quickbooks desktop, xero) something going wrong except specifically line items need added existing invoices. two common cases late fee assessed needs original invoice qbo/xero, technology (surcharge / dual pricing fee) applied time appended. report matters shows side missing software, answer lives. model every row collected append books, error message tells fix. find main menu, click reports \u0026gt; queue. page panels (top) currently stuck. daily action list. history (bottom) either synced successfully dequeued. ends genie's manager add-on invoice. appended books reflect it. customer paid credit card surcharging on, surcharge dual-pricing gets item flow back. returned check ach fees rejects, returned-check item. updates biller-genie-local software. note payments (not items) different see . work way cover kinds changes. column id links underlying transaction, invoice, record depending type. deleted invoices, falls plain text. do. example updated 1024 - (or \"sync ...\" side). created entry created. last attempt tried recent still queue, failing repeatedly. desc useful wrong. actions dequeue button rows link removes retry. retries background jobs run schedule online xero 5 minutes. desktop 2 minutes web connector running. fixed retry budget gives n attempts qbo keeps retrying long there. one exception fail \"invoice closed\" (code 3171) auto-dequeue 3 retries, assumption period reopened. stale (over 365 days old) get auto-dequeued 900 \"automatically dequeued due age.\" messages fix \"make sure [late fee] active account\" means adds invoices using dedicated bg software's products \u0026amp; services deleted, renamed, set inactive code 2500. open re-activate settings services. \"bg fee\" fee,\" it, toggle on. lists item, right-click edit, uncheck \"item inactive.\" chart accounts inventory items). account/item, status active. re-activating, next cycle picks queued automatically dequeue. \"the contains invalid format quantity unit price (rate) field\" bad math times equal amount, fields format. 6070. fine; accept try update. qbo. look line. whose × match unusual characters. save. up. \"transaction deleted\" \"object found\" add 6240; 3120; valid modification.\" recreate let line, dequeue, recorded appear qbo/xero manually want systems match. auto-dequeues failed retries. \"stale object\" reference\" edited moment 5010. transient. wait cycle. self-resolves. \"closed transaction edited\" locked containing closed. allow modification including adding 6000; 3171. reopen briefly run, re-close specific make historical remains records show (bg assumes period). \"authentication failed\" oauth disconnect connection broken 3200; \"authenticationunsuccessful\" \"forbidden.\" reconnect add-ons. resume \"account 'xyz' code\" (xero only) account maps longer exists renamed. go add-ons review mapping fee. re-select correct xero, save, will heads permanently. never makes onto accounting-software moves panel timeline \"manually page.\" dequeueing right move already. deliberately voided closed permanently disagree invoice's total this). transient errors (stale object, timeout) inactive\" item; clears itself. authentication failures reconnect; anything fully understand contact support@billergenie.com first. can totals tracks higher amount. mostly fine occasional one-off issues become real reconciliation headache happens frequently example, base lots getting deactivated. recommendation weekly. consistently growing sign things attention (1) configuration issue (fee deactivated, tight, integration disconnected), (2) strategy adjustment. related articles marked configure general (email notification) overview integrations","categories":{"current":{"id":1368781,"name":"Reports \u0026 Dashboards","url":"/reports-and-reconciliation"}},"category_param":"reports-and-reconciliation"}},{"question":{"category_id":1368782,"account_id":12867,"created_at":"2023-05-15T19:13:44.000Z","tag_names":["biller genie","email domains"],"answer_sample":"A custom email domain lets Biller Genie send invoice emails from your domain (for","long_answer_sample":"A custom email domain lets Biller Genie send invoice emails from your domain (for example, billing@yourcompany.com) instead of the default Biller Genie envelope. Your customers see your business name in their inbox, and your emails are far more likely to land in the inbox instead of the spam folder. Setting this up takes about 15 to 30 minutes and r","language_id":1,"id":1956921,"last_published_date":"July 31st, 2026","last_published_avatar":"\u003cimg class=\"avatar circle\" width=\"96\" height=\"96\" style=\"background: url(\u0026quot;/initials_avatars/TA?bg=e0633a\u0026amp;s=192\u0026amp;fg=fff\u0026quot;) 0% 0% / 96px 96px;\" src=\"https://secure.gravatar.com/avatar/841e7ea85ebda058cdd7ee30638e7bee.png?s=96\u0026amp;d=blank\" /\u003e","last_published_user_name":"Thomas Aronica","indexable_body":"custom email domain lets biller genie send invoice emails (for example, billing@yourcompany.com) instead default envelope. customers see business name inbox, far likely land inbox spam folder. setting takes 15 30 minutes requires editing records provider (the company registered — godaddy, cloudflare, wix, squarespace, bluehost, network solutions, etc.). walks add, built-in verification panel tells piece place. technical setup need developer never edited dns before, can feel intimidating. steps written non-technical users, rather handle yourself, article whoever manages (your web designer, person, provider's support team). add three short text take there. start yourcompany.com). free webmail addresses like gmail, yahoo, outlook.com used own. access domain. usually \"dns,\" \"dns records,\" \"zone editor,\" \"manage dns\" section provider. signed merchant portal admin user. willing wait. changes propagate sometimes 24 hours. three-step genie's wizard steps, order choose tell want from. validate ownership prove adding single txt record. set (spf dkim) two providers (gmail, outlook, etc.) authorized behalf. step attempt validation button. click times penalty re-checking. 1 portal, open add-ons marketplace install enter just www, http//. save. advances 2. 2 proves belongs asking small record owner add. copy value shown wizard. values specific look different examples below. new browser tab log management page. (if know are, instructions below.) settings type / host content ttl leave (or hour 3600 seconds asked) save back genie, validation. might work first try normal across internet, fails time, wait 5 again. still hours, troubleshooting 3 spf dkim security standards apple mail, use verify actually came says correctly biggest factor whether versus sends mailjet , outbound partner. mail behalf (sender policy framework) servers allowed wizard, value. will something v=spf1 includespf.mailjet.com go check (a root starts v=spf1) one yet @ (which means domain) genie. edit it. existing senders authorized. create second per spec, break authentication everyone. currently service (google workspace, microsoft 365, e-commerce platform, etc.), probably listing services. combine record's sure how, ask team. (domainkeys identified mail) adds cryptographic signature outgoing altered transit mailjet._domainkey.yourcompany.com long string letters numbers typically several hundred characters. entire block. provider, (often mailjet._domainkey auto-appends string) wrap quotes fine (older godaddy interfaces, solutions) automatically double around values. automatically, them. failing validation, wrapping manually last resort. managed exact navigation depends direct links major documentation appear \"records.\" allow propagate. cloudflare zone. \"proxy status\" (gray cloud) proxied verification. wix → advanced records. supports wix-managed domains. squarespace domains settings. squarespace-managed require connected dns. bluehost manage reseller accounts ticket solutions account hours solutions. listed offer admin. find it, contact domain's dns, got originally bought sender registrar. icann lookup understanding status dashboard complete, page shows rows ownership, spf, dkim. row indicator showing corresponding correctly. ok  green place found validated  red verified yet. right (give time propagate), missing. ran all. often saved, added wrong error exists match expects. typo, truncated, conflicting red, message indicator. exactly off. verifying re-checking re-check schedule. runs green later flip red made re-verify refresh status. common reasons someone changed removed without realizing migrated carried over. another marketing platform) overwrote merging outage applied system change. every case, fix correct drift, issues \"not found\" exist confirm saved show confirmation save; separate \"apply\" \"publish\" step. make multiple easy one. propagation instant. pass found, team live. \"error\" may allowed. includes includespf.mailjet.com. typos. mistakes missing prefix, suffix, extra space quote middle. (name = bare domain), subdomain. long. copied clipboard interactions truncate strings. name. auto-appended (some full mailjet._domainkey.yourcompany.com). asks value, in. doesn't, out. either way, opposite. landing dashboard. significantly reduces deliverability. give days. reputation builds time. hit 4 weeks. recipient's uses enterprise filter proofpoint mimecast, barracuda, recipient safelist sending platform. services stricter rules gmail outlook hold review regardless spf/dkim avoid spam-trigger words subject lines body. generic \"pay invoice\" tends deliver better \"urgent final notice.\" almost different. search help center \"add record\" canonical guide. all, hosts website. faqs yahoo no. control outlook.com, hotmail) let configuration 10 waits propagation, merchants fully within hour. affect regular (biller provider) continues normally \"only domain\" callout above. change address yes. form update reply-to stay comfortable reach everything need. team, support@biller-genie.com visit techsupport.billergenie.com additional resources. using related run example locations franchise accounts), shared account. copied, (\"from\") articles messenger delivery best practices allowlisting ips (ip-based filtering)","name":"Custom Email Domains in Biller Genie","votes":0,"is_published":true,"slug":"using-custom-email-domains-with-biller-genie","first_category":"Control Panel \u0026 Settings","categories_display_for_views":"Control Panel \u0026 Settings","parent_categories":[1368782],"is_internal":false,"is_private":false,"extra_categories":[],"url":"/settings-and-account/using-custom-email-domains-with-biller-genie?from_search=235634810","host":"https://helpcenter.billergenie.com","body_txt":"custom email domain lets biller genie send invoice emails (for example, billing@yourcompany.com) instead default envelope. customers see business name inbox, far likely land inbox spam folder. setting takes 15 30 minutes requires editing records provider (the company registered — godaddy, cloudflare, wix, squarespace, bluehost, network solutions, etc.). walks add, built-in verification panel tells piece place. technical setup need developer never edited dns before, can feel intimidating. steps written non-technical users, rather handle yourself, article whoever manages (your web designer, person, provider's support team). add three short text take there. start yourcompany.com). free webmail addresses like gmail, yahoo, outlook.com used own. access domain. usually \"dns,\" \"dns records,\" \"zone editor,\" \"manage dns\" section provider. signed merchant portal admin user. willing wait. changes propagate sometimes 24 hours. three-step genie's wizard steps, order choose tell want from. validate ownership prove adding single txt record. set (spf dkim) two providers (gmail, outlook, etc.) authorized behalf. step attempt validation button. click times penalty re-checking. 1 portal, open add-ons marketplace install enter just www, http//. save. advances 2. 2 proves belongs asking small record owner add. copy value shown wizard. values specific look different examples below. new browser tab log management page. (if know are, instructions below.) settings type / host content ttl leave (or hour 3600 seconds asked) save back genie, validation. might work first try normal across internet, fails time, wait 5 again. still hours, troubleshooting 3 spf dkim security standards apple mail, use verify actually came says correctly biggest factor whether versus sends mailjet , outbound partner. mail behalf (sender policy framework) servers allowed wizard, value. will something v=spf1 includespf.mailjet.com go check (a root starts v=spf1) one yet @ (which means domain) genie. edit it. existing senders authorized. create second per spec, break authentication everyone. currently service (google workspace, microsoft 365, e-commerce platform, etc.), probably listing services. combine record's sure how, ask team. (domainkeys identified mail) adds cryptographic signature outgoing altered transit mailjet._domainkey.yourcompany.com long string letters numbers typically several hundred characters. entire block. provider, (often mailjet._domainkey auto-appends string) wrap quotes fine (older godaddy interfaces, solutions) automatically double around values. automatically, them. failing validation, wrapping manually last resort. managed exact navigation depends direct links major documentation appear \"records.\" allow propagate. cloudflare zone. \"proxy status\" (gray cloud) proxied verification. wix → advanced records. supports wix-managed domains. squarespace domains settings. squarespace-managed require connected dns. bluehost manage reseller accounts ticket solutions account hours solutions. listed offer admin. find it, contact domain's dns, got originally bought sender registrar. icann lookup understanding status dashboard complete, page shows rows ownership, spf, dkim. row indicator showing corresponding correctly. ok  green place found validated  red verified yet. right (give time propagate), missing. ran all. often saved, added wrong error exists match expects. typo, truncated, conflicting red, message indicator. exactly off. verifying re-checking re-check schedule. runs green later flip red made re-verify refresh status. common reasons someone changed removed without realizing migrated carried over. another marketing platform) overwrote merging outage applied system change. every case, fix correct drift, issues \"not found\" exist confirm saved show confirmation save; separate \"apply\" \"publish\" step. make multiple easy one. propagation instant. pass found, team live. \"error\" may allowed. includes includespf.mailjet.com. typos. mistakes missing prefix, suffix, extra space quote middle. (name = bare domain), subdomain. long. copied clipboard interactions truncate strings. name. auto-appended (some full mailjet._domainkey.yourcompany.com). asks value, in. doesn't, out. either way, opposite. landing dashboard. significantly reduces deliverability. give days. reputation builds time. hit 4 weeks. recipient's uses enterprise filter proofpoint mimecast, barracuda, recipient safelist sending platform. services stricter rules gmail outlook hold review regardless spf/dkim avoid spam-trigger words subject lines body. generic \"pay invoice\" tends deliver better \"urgent final notice.\" almost different. search help center \"add record\" canonical guide. all, hosts website. faqs yahoo no. control outlook.com, hotmail) let configuration 10 waits propagation, merchants fully within hour. affect regular (biller provider) continues normally \"only domain\" callout above. change address yes. form update reply-to stay comfortable reach everything need. team, support@biller-genie.com visit techsupport.billergenie.com additional resources. using related run example locations franchise accounts), shared account. copied, (\"from\") articles messenger delivery best practices allowlisting ips (ip-based filtering)","categories":{"current":{"id":1368782,"name":"Control Panel \u0026 Settings","url":"/settings-and-account"}},"category_param":"settings-and-account"}}]