All Transactions Report
Table of Contents
The All Transactions Report contains a record for every payment that has been processed through Biller Genie's invoicing platform (using your connected payment processing account). It will not contain transactions that were made via cash, paper check, or that were processed outside of Biller Genie.
You can access this report to:
- Confirm the details of a transaction
- Detach a transaction from an invoice
- Apply a standalone transaction to an invoice
- Generate a receipt for a transaction
- Refund or Void a transaction
Step 1
In the Biller Genie portal, navigate to Reports > All Transactions
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Step 2
Filter and sort as needed.
- Use ‘Filter By Date’ to narrow the window of when the transaction occurred.
- Use the dropdown on the right to toggle between Approved and Declined transactions.
- Click the funnel on any column to sort by that value.
- Use the search bar by entering any transaction data you already have.
Not all transactions will have an invoice/sales receipt attached, but those that do will have a hyperlink for quick access of those documents.

Step 3
Click the ID number to open the transaction record.
Transaction record options:
- Click the customer name to open their customer record
- Click the payment method will take you to the payment method record where you can view the expiration date and delete the record
- Click the invoice number(s) to view the associated invoice
- When applicable, click ‘Detach Transaction’ to unlink the invoice and the payment (this will not refund the payment)
- When applicable, click ‘Attach Transaction’ to link an invoice to the payment
- To reverse the sale, click the 'Refund' or 'Void' button (Biller Genie will allow whichever option is currently available).
- Click 'Email Receipt' to be given the option to change the email address and then send a receipt via email
- Click ‘Print Receipt’ to print the receipt or generate a PDF copy

Step 4
Click 'Transaction Details' to expand the window and see more transaction details.

Step 5 (Optional)
For ACH transactions, click ‘'Show Status Logs’ to display both the payment date ('Accepted') as well as the clearing date ('Paid')
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