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Grow your business and save time with RECUR360's advanced features for invoicing, payments, and collecitons. Both Standard and Advanced features are included in our standard plan. Don't see what you're looking for here? We love working on new integrations and features, tell us what you're looking for and we'll do our best to make it happen!
| Name | Level | Description | Where to find it | Date | Version |
|---|---|---|---|---|---|
| Open Invoice Sync - AutoPay | Advanced | Anytime any open invoice in QuickBooks syncs into RECUR360 that RECUR360 is not aware of, perform the following action: Only if the customer on the invoice is set to AutoPay Authorized, automatically take the most recently added payment method of the customer on the invoice and automatically process a payment for the balance of the invoice with that payment method. A payment will be written to QuickBooks and the customer will be emailed based on the options below. If the customer has no payment method added, no payment will be processed. You can edit the AutoPay Authorization on any customer, or if a customer ever chooses to store their payment method and enables autopay in their email payment link, it would also be enabled.
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Settings / Account | 2020/2/2 | Online & Desktop |
| Open Invoice Sync - Auto Email | Advanced | Anytime any open invoice in QuickBooks syncs into RECUR360 that RECUR360 is not aware of, perform the following action: Automatically Send One Invoice Email Immediately (If the Invoice is Unpaid) | Settings / Account | 2020/2/2 | Online & Desktop |
| Open Invoice Sync - Auto Schedule Email | Advanced | Anytime any open invoice in QuickBooks syncs into RECUR360 that RECUR360 is not aware of, perform the following action: Automatically Schedule Invoice/Invoice Due Email(s) For Later (If the Invoice is Unpaid) | Settings / Account | 2020/2/2 | Online & Desktop |
| Invoice # Generation | Standard | Have RECUR360 generate invoice numbers? By enabling this, RECUR360 will auto-generate invoice numbers/write them to QuickBooks. You will be able to choose a starting number and optional prefix. For every invoice going forward, RECUR360 will increment this starting number and assign it to the invoice. If you fill in an optional prefix, that will be used at the start of every invoice # (e.g. R360-10000, where 'R360' is the prefix). | Settings / Account | 2020/2/2 | Online & Desktop |
| Recurring Invoice Settings | Standard | Default Interval: Whenever you create a brand new Recurring Invoice or if you create a Recurring Invoice from an invoice, the interval will be automatically filled in with whatever you set here. | Settings / Account | 2019/12/9 | Online & Desktop |
| General Settings | Standard | Email customer when credit card is X Month(s) or Day(s) prior to expiring. Only customers with cards linked to an active transaction will be notified. Customers will be emailed every X days until they update their information. | Settings / Account | 2019/12/9 | Online & Desktop |
| Disable Automatic Daily Push | Standard | Disable the automatic daily push of RECUR360 Recurring Invoices and Recurring Payments. You will have to manually use the 'Push Transactions' button in the side menu in order for those transactions to process. *Be aware that if you pass multiple recurring transaction periods without pushing the button, when you do push that button, your recurring transactions will run multiple times to return to the present. | Settings / Account | 2019/1/7 | Desktop Only |
| Bill with Customer | Standard | If the Bill with customer checkbox is not checked, any invoices for jobs/child customers will only email the top parent customer and set the billing address on the PDF to the top parent customer's billing address. If this is checked, it would only use the email address/billing address on the job/child customer. | Settings / Account | 2019/9/3 | Online Only |
| Prevent Duplicates | Standard | Prevent Duplicates from being entered based on: Display Name; Account Number (Desktop Only) | Settings / Account | 2019/10/22 | Online & Desktop |
| Required Fields | Standard | Require data to be entered in: First Name; Last Name; Phone Number; Email Address; Company Name; Account Number (Desktop Only); Billing Address; Shipping Address; Billing City; Shipping City; Billing State; Shipping State; Billing Zip Code; Shipping Zip Code; Billing Country; Shipping Country | Settings / Account | 2019/9/3 | Online & Desktop |
| Sync All QuickBooks Invoices | Standard | One Time Sync of all QuickBooks Historical invoices | Settings / Account | 2019/2/19 | Online & Desktop |
| Reply To Email Address | Standard | Email address you would like as the reply-to for any emails sent out. This will also be used as the email address displayed on emails/pdfs sent by your account. | Settings / Email | --- | Online & Desktop |
| BCC Email Address | Standard | Blind CC an email address on all outgoing emails sent by RECUR360 | Settings / Email | --- | Online & Desktop |
| Primary Color | Standard | Primary Color - change color of the background banner at top & bottom of all emails | Settings / Email | --- | Online & Desktop |
| Company Logo | Standard | Company Logo - upload a copy of your logo to the send on emails and shown on the Pay Online page | Settings / Email | --- | Online & Desktop |
| Hide Item Name/Number | Standard | Hide item name/number form invoice lines in emails/pdfs and only show description | Settings / Email | 2018/10/1 | Online & Desktop |
| Hide Invoice Lines | Standard | Hide invoice lines from the email that gets sent and only include them in the PDF attached to the email | Settings / Email | 2019/7/10 | Online & Desktop |
| Hold emails | Standard | Only send invoice emails after RECUR360 has synced the invoice with QuickBooks Desktop. If you enable this, any time an invoice email is supposed to send, such as when a recurring invoice processes, it will not send the email until after the invoice has synced with QuickBooks Desktop. At that point it will send out the email. This will allow for your emails to have the QuickBooks generated Invoice # on them for your clients to be able to reference. Any overdue notices also would not send until after the invoice has already synced with QuickBooks Desktop | Settings / Email | 2019/3/26 | Desktop Only |
| Service Date | Standard | Include the Service Date column for invoice lines in emails/pdfs. | Settings / Email | 2019/2/19 | Online & Desktop |
| Sales Tax | Standard | Hide the Sales Tax field in the emails and PDFs when the Sales Tax is $0. This is useful if you calculate taxes as a line item on the invoice rather than using QuickBooks's tax fields. | Settings / Email | 2019/1/7 | Online Only |
| Hide RECUR360 invoice number | Standard | Hide the RECUR360 Invoice # from Emails/PDFs. | Settings / Email | 2019/7/10 | Online & Desktop |
| PDF Settings | Standard | Show Credit Card Authorization on Payment Authorization Form | Settings / Email | 2017/5/1 | Online & Desktop |
| Show Empty Billing Address | Standard | Show Credit Card Authorization on Payment Authorization Form | Settings / Email | 2018/12/2 | Online & Desktop |
| Invoice Link Settings | Standard | Show Invoice Link on Emails | Settings / Email | 2018/7/17 | Online & Desktop |
| Invoice Link Settings | Standard | Checkbox for customers to automatically store and use their payment details for future transactions to be checked by default in the Invoice Link | Settings / Email | 2019/1/7 | Online & Desktop |
| Invoice Link Settings | Standard | All open invoices to be selected by default for your customers when they visit their email payment link. | Settings / Email | 2019/12/9 | Online & Desktop |
| Invoice Link Settings | Standard | Allow Customers to View Past Invoices in their Invoice Link | Settings / Email | 2018/10/1 | Online & Desktop |
| Invoice Link Settings | Standard | Only Display Past Invoices On or After certain date(Leave Blank to Show All) | Settings / Email | 2018/10/1 | Online & Desktop |
| Invoice Link Settings | Standard | Link Text to display as hyperlink in emails | Settings / Email | 2019/7/10 | Online & Desktop |
| Invoice Link Settings | Standard | Card Payment processor used in Pay Online link | Settings / Email | 2019/7/10 | Online & Desktop |
| Invoice Link Settings | Standard | ACH Processor used in Pay Online link | Settings / Email | 2018/1/31 | Online & Desktop |
| Templates | Standard | Modify text for email messages sent by RECUR360 for: Invoice Due Message; Invoice Paid Message; Invoice Overdue Message; Recurring Payment Message; Payment Failure Message | Settings / Email | --- | Online & Desktop |
| Payment Processors | Standard | Connect to any of these Payment processors (multiple processor connections allowed): RECUR360 Payments; Authorize.net; Elavon; Intuit, Stripe; USAePay | Settings / Payment Processors | --- | Online & Desktop |
| Account Email Summary | Standard | Daily, Weekly or Monthly account activity summary email | Settings / Notifications | 2019/7/10 | Online & Desktop |
| Customer Payment Method Updated Emails | Standard | Customer Payment Method Updated Email | Settings / Notifications | 2018/2/20 | Online & Desktop |
| BCC Emails | Standard | BCC Email for user login to receive copy of emails sent to customers for: Invoice Due Emails; Invoice Payment Succeeded Emails; Invoice Payment Failed Emails; Invoice Overdue Emails; Customer Emails; Customer Credit Card Expiring Emails | Settings / Notifications | 2019/9/3 | Online & Desktop |
| Dashboard | Standard | See dollar value of open invoices, Invoices created & payments processed based on period selected (Daily, Weekly, Monthly). Also view quantity of emails sent by RECUR360 | Dashboard | 2019/12/9 | Online & Desktop |
| Dashboard | Standard | Activity Graph: See invoices and payments graphed by 3 options: Daily; Weekly; Monthly | Dashboard | 2019/12/9 | Online & Desktop |
| Dashboard | Standard | Recent RECUR360 activity - see recent emails sent, invoices created & payments processed | Dashboard | 2019/12/9 | Online & Desktop |
| Duplicate | Standard | Duplicate Recurring invoice and all settings for different customer | Recurring Invoices | 2018/3/29 | Online & Desktop |
| Interval | Standard | Flexible interval options including: Daily; Weekly; Monthly; (Monthly every (1-5) day of week; Yearly | Recurring Invoices | --- | Online & Desktop |
| Template Name | Standard | Name for recurring invoice (can be used to search/filter) | Recurring Invoices | --- | Online & Desktop |
| Description | Standard | Internal description - does not show on recurring invoice or post to QuickBooks | Recurring Invoices | --- | Online & Desktop |
| Start Date | Standard | Set begin date for recurring invoice | Recurring Invoices | --- | Online & Desktop |
| End | Standard | Automatically End Recurring payment on a specific date, or after X occurrences | Recurring Invoices | --- | Online & Desktop |
| Terms | Standard | Import from QuickBooks. Used to calculate due date of invoice | Recurring Invoices | --- | Online & Desktop |
| Class | Standard | Invoice class | Recurring Invoices | 2018/4/30 | Desktop Only |
| Account | Standard | Specify Accounts Receivable to post invoice into QuickBooks (used for Canadian Multi Currency) | Recurring Invoices | --- | Desktop Only |
| Rep | Standard | Sales Rep (list imported from QuickBooks) for invoice | Recurring Invoices | --- | Desktop Only |
| Location | Standard | Location for Invoice | Recurring Invoices | --- | Online Plus Only |
| Send OverDue Notice Email | Standard | Set overdue notice to be automatically emailed if invoice has not been paid with flexible scheduling | Recurring Invoices | 2018/2/20 | Online & Desktop |
| Date Description Variables | Advanced | Use dynamic date variables in line item or Message description on invoice | Recurring Invoices | 2018/10/1 | Online & Desktop |
| Delete Item After Next Invoice | Standard | Remove individual line item from invoice after the next time it processes. (Useful for one time (setup) type items.) | Recurring Invoices | 2018/7/17 | Online & Desktop |
| Message | Standard | Customer Message that will show in body of email sent to customer by RECUR360. For QBO this field also writes to the Memo area of the invoice (below standard message). | Recurring Invoices | --- | Online & Desktop |
| Automatically Process Payment | Standard | Process payment method selected and post to QuickBooks with invoice | Recurring Invoices | --- | Online & Desktop |
| Process Payment x days after invoice | Advanced | Automatically process payment x days after invoice and post to QuickBooks (linked to invoice) | Recurring Invoices | 2018/2/20 | Online & Desktop |
| Process Payment on last day of the month | Advanced | Checkbox to process payment no later than the last day of the month | Recurring Invoices | 2018/2/20 | Online & Desktop |
| Generate Invoice with manual payment | Standard | Process manual payment with invoice and post to QuickBooks (useful for customers who pay cash, or direct transfer) | Recurring Invoices | 2018/10/1 | Online & Desktop |
| Prorated Invoicing | Advanced | Create invoice today for prorated (backdated) portion of Interval. Each item on the recurring invoice can be selected to be excluded from proration (full price) | Recurring Invoices | 2018/4/30 | Online & Desktop |
| Email Recurring Invoice from RECUR360 | Standard | Invoice will be emailed from RECUR360 | Recurring Invoices | --- | Online & Desktop |
| Mark Invoice As To Be Printed in QuickBooks | Standard | Invoice will be marked as To Be Emailed in QuickBooks | Recurring Invoices | 2018/3/29 | Online & Desktop |
| Mark Invoice As To Be Emailed in QuickBooks | Standard | Invoice will be marked as To Be Printed in QuickBooks. | Recurring Invoices | --- | Online & Desktop |
| Permission Details | Advanced | See and change who is set as the "creator" of recurring invoice (for permission/security purposes). | Recurring Invoices | 2019/9/3 | Online & Desktop |
| Invoice | Standard | Link Recurring Payment to existing invoice. Payment will link to invoice when posted to QuickBooks. Also provides option to automatically stop processing payments when invoice is paid in full | Recurring Payments | 2017/10/30 | Online & Desktop |
| Interval | Standard | Flexable interval options including: Daily; Weekly; Monthly; (Montlhy every (1-5) day of week; Yearly | Recurring Payments | 2017/10/30 | Online & Desktop |
| Description | Standard | Internal description - does not show on recurring payment or post to QuickBooks | Recurring Payments | 2017/10/30 | Online & Desktop |
| Start Date | Standard | Set begin date for recurring payment | Recurring Payments | 2017/10/30 | Online & Desktop |
| End | Standard | Automatically End Recurring payment on a specific date, or after X occurrences | Recurring Payments | 2017/10/30 | Online & Desktop |
| Create New Invoice | Advanced | Create single invoice to be posted to QuickBooks right away | Collection Center | 2019/9/3 | Online & Desktop |
| Edit Invoice | Standard | Edit invoice and post changes to QuickBooks | Collection Center | 2019/9/3 | Online & Desktop |
| Void Invoice | Standard | Void the invoice in QuickBooks | Collection Center | 2019/7/10 | Online & Desktop |
| Send Email | Standard | Send or schedule email notice directly from Collection center screen | Collection Center | --- | Online & Desktop |
| Multi Select Email | Advanced | Send or schedule email notice for multiple invoices with one click directly from Collection center screen | Collection Center | --- | Online & Desktop |
| Process Payment | Standard | Process payment for individual invoice | Collection Center | 2017/10/3 | Online & Desktop |
| Schedule Payment for future date | Advanced | Schedule payment to be processed in the future | Collection Center | 2019/10/22 | Online & Desktop |
| Process Partial Payment | Advanced | Process payment for less than full amount of invoice | Collection Center | 2019/3/26 | Online & Desktop |
| Filter by Location | Advanced | Filter invoices by Location | Collection Center | --- | Online Only |
| RECUR360 Open Balance | Standard | See total balance due by this customer | Customers | --- | Online & Desktop |
| Email History | Standard | View history of all emails sent to customer by RECUR360. Also see Status of email (Dropped, Bounced, Delivered, Opened, Clicked) with date | Customers | --- | Online & Desktop |
| Recent Invoices | Standard | See Customer invoices whether they were created in RECUR360 or QuickBooks along with their payment status | Customers | --- | Online & Desktop |
| Recurring Invoices | Standard | See all Recurring Invoices for customer | Customers | --- | Online & Desktop |
| Recurring Payments | Standard | See all Recurring Payments for customer | Customers | --- | Online & Desktop |
| Parent/Job Setup | Standard | Ability to link customer to parent or create job from customer | Customers | 2019/9/3 | Desktop Only |
| Pay online payment method restriction | Standard | Restrict if customer can pay via credit card, ACH or both when using the pay online link | Customers | 2018/10/1 | Online & Desktop |
| Store multiple payment methods | Standard | Store multiple payment methods | Customers | --- | Online & Desktop |
| AutoPay | Standard | Authorize AutoPay to process payment automatically when invoices for this customer are imported from QuickBooks | Customers | 2019/2/5 | Online & Desktop |
| Permission Details | Standard | See and change who is set as the "creator" of customer (for permission/security purposes). | Customers | 2019/2/5 | Online & Desktop |
| Invoice History | Standard | See all invoices based on a date range with option to show invoices created by QuickBooks | Reports | --- | Online & Desktop |
| Invoice Errors | Standard | See invoice errors related to payment processing | Reports | --- | Online & Desktop |
| Cards Expiring | Standard | See customer credit cards expiring before a certain date | Reports | --- | Online & Desktop |
| Payment History | Standard | See all payments processed by RECUR360 for a date range | Reports | --- | Online & Desktop |
| Email History | Standard | See history of emails sent by RECUR360 for date range | Reports | --- | Online & Desktop |
| Scheduled Payments | Standard | See upcoming scheduled payments | Reports | 2018/2/20 | Online & Desktop |
| Recurring Invoice Lines | Standard | See detail of recurring invoice lines by date range (based on next recur period for invoice) | Reports | 2019/12/9 | Online & Desktop |
| Payment Methods | Standard | See detail of customer payment methods including how it was added to RECUR360 | Reports | --- | Online & Desktop |
| Intuit ACH History | Standard | See Intuit ACH funding status for payments processed by RECUR360 | Reports | 2019/2/19 | Intuit Processor Setup Only |
| Sections | Advanced | Limit the sections of RECUR360 the user login can access or give full access | Logins | 2019/9/3 | Online & Desktop |
| Customers | Advanced | Restrict login access to Customers based on if they are listed as creator, or if by Customer Type (or Sales Rep for QB Desktop) | Logins | 2019/9/3 | Online & Desktop |
| Invoices | Advanced | Restrict login access to Invoices based on if they are listed as creator, or if by Location (QBO) or Class and/or Sales Rep for (QB Desktop) | Logins | 2019/9/3 | Online & Desktop |
| Recurring Invoices | Advanced | Restrict login access to Recurring Invoices based on if they are listed as creator, or if by Location (QBO) or Class and/or Sales Rep for (QB Desktop) | Logins | 2019/9/3 | Online & Desktop |
| Recurring Payments | Advanced | Restrict login access to Recurring Payments they have created for customers and invoices they have access to | Logins | 2019/9/3 | Online & Desktop |
| Items | Advanced | Restrict login access to Items based on if they match or don't match selected items | Logins | 2019/9/3 | Online & Desktop |
| Terms | Advanced | Restrict login access to Terms based on if they match/don't match selected list | Logins | 2019/9/3 | Online & Desktop |
| Classes | Advanced | Restrict login access to Classes based on if they match/don't match selected list | Logins | 2019/9/3 | Online & Desktop |
| Locations | Advanced | Restrict login access to Locations based on if they match/don't match selected list | Logins | 2019/9/3 | Online & Desktop |
| Reps | Advanced | Restrict login access to Sales Reps based on if they match/don't match selected list | Logins | 2019/9/3 | Desktop Only |
| Accounts | Advanced | Restrict login access to A/R Accounts based on if they match/don't match selected list | Logins | 2019/9/3 | Desktop Only |
| Payment Collection | Advanced | Restrict login access to Payment Processing based on all payment capabilities, if they are existing payments, or no payment processing. You can also hide the customer email payment link from Customer Details | Logins | 2019/9/3 | Online & Desktop |
| Default Terms | Advanced | Set as the default Term when user creates new Invoice, Recurring invoice or Customer | Logins | 2019/9/3 | Online & Desktop |
| Default Location | Advanced | Set as the default Location when user creates new Invoice, Recurring invoice or Customer | Logins | 2019/9/3 | Online Only |
| Default Invoice Class | Advanced | Set as the default Invoice Class when user creates new Invoice, Recurring invoice or Customer | Logins | 2019/9/3 | Desktop Only |
| Default Account | Advanced | Set as the default A/R Account when user creates new Invoice, Recurring invoice or Customer | Logins | 2019/9/3 | Desktop Only |
| Default Rep | Advanced | Set as the default Sales Rep when user creates new Invoice, Recurring invoice or Customer | Logins | 2019/9/3 | Desktop Only |
| Late Fee | Advanced | Automatically generate late fee invoices whenever invoices become overdue. | Settings / Account | 2020/4/22 | Online & Desktop |
| Disable Customer Link | Advanced | You can now disable the Email Payment link on a per-customer basis | Customers | 2020/4/22 | Online & Desktop |
| Account Balance | Standard | Show Customer Account Balance on emails | Settings / Email | 2020/4/22 | Online & Desktop |
| Do Not Include PDF with Email | Standard | Exclude the PDF attachment from being sent with emails | Settings / Email | 2020/4/22 | Online & Desktop |
| Default Billing/Shipping Country | Standard | You can specify the default billing and shipping countries for new customers | Settings / Account | 2020/4/22 | Online & Desktop |
| QuickBooks Custom Fields | Advanced | Invoice custom fields | Settings / Account | 2020/5/2 | Online & Desktop |
| Invoice Lines Report | Standard | Shows all invoice line items for a date range | Reports | 2020/5/2 | Online & Desktop |
| Payment Errors Report | Standard | Payment processing errors by date range | Reports | 2020/5/2 | Online & Desktop |
| Prevent Partial Payments | Standard | Turn off the ability for customers to make partial payments using the pay online link | Settings / Email | 2020/5/2 | Online & Desktop |
| Rearrange Invoice/Recurring Invoice Lines | Standard | Drag line items within an invoice or recurring invoice to rearrange the order | Recurring Invoices | 2020/5/2 | Online & Desktop |
| Stripe Update | Standard | Updated Stripe processor to use latest API | Settings / Payment Processors | 2020/5/2 | Online & Desktop |
| Payment History | Standard | Updated to show invoice date and payment method details | Reports | 2020/5/2 | Online & Desktop |
| Payment Details | Standard | You can view how many recurring invoices or recurring payments a payment method is linked to | Customers | 2020/5/2 | Online & Desktop |
| Quick Edit | Standard | During Quick edit you can now update terms | Recurring Invoices | 2020/5/2 | Online & Desktop |
| View Creator | Standard | In Recurring Invoices, Recurring Payments, Invoices or Customers every login can now see who created that object. | Recurring Invoices | 2020/5/2 | Online & Desktop |
| Invoice Due Date | Standard | Set Due Date for one time invoice | Collection Center | 2020/7/6 | Online & Desktop |
| Service Date | Standard | Show Service Date column when creating or editing recurring (or single) invoices | Recurring Invoices | 2020/7/6 | Online & Desktop |
| RECUR360 Payments ACH sync | Standard | Sync ACH status with RECUR360 Payments and take an action based on funding status | Settings / Payment Processors | 2020/7/6 | Online & Desktop |
| Disable Automated Open Invoice Emails | Advanced | Disable the automatic open invoice email when invoices sync form QuickBooks on a specific Customer | Customers | 2020/7/6 | Online & Desktop |
| Automated Imported Invoice Email Settings | Advanced | Choose customer types to exclude them from automated imported invoice emails | Settings / Email | 2020/7/6 | Online & Desktop |
| RECUR360 Pending Invoice | Advanced | Choose customer types to exclude them from automated imported invoice emails | Invoice Center | 2020/9/21 | Online & Desktop |
| Invoice Center | Standard | Shows all regular and pending invoices regardless of payment status | Invoice Center | 2020/9/21 | Online & Desktop |
| Parent Customer Payments | Standard | Parent Customers can pay for child/job customer invoices | Settings / Payments | 2020/9/21 | Online & Desktop |
| Process Payment on Due Date | Standard | You can now set a recurring invoice to automatically process payment on the invoice due date | Recurring Invoices | 2020/9/21 | Online & Desktop |
| Cancel All Pending Emails | Standard | Option to cancel all future pending emails | Reports | 2020/9/21 | Online & Desktop |
| Default Recurring Invoice Start Date | Standard | Control the default start date that is used when creating new recurring invoices | Recurring Invoices | 2020/9/21 | Online & Desktop |
| Convenience Fee | Advanced | Add convenience fees for Credit Cards, ACH or any invoice payment automatically when a payment is processed | Settings / Account | 2020/11/21 | Online & Desktop |
| Open Invoice Processing | Advanced | Automatically process payment when invoices with a balance due sync in from QuickBooks and the customer is set to AutoPay | Settings / Account | 2020/11/21 | Online & Desktop |
| Invoice Copying | Standard | Make a copy of an existing invoice | Invoice Center | 2021/1/10 | Online & Desktop |
| Customizable Overdue Notice Emails | Standard | Customize the generic overdue message based on the number of days the invoice is overdue | Settings / Email | 2021/1/10 | Online & Desktop |
| Quickbooks Attachment Sync | Advanced | QBO invoice attachments can sync in and attach to emails | Settings / Email | 2021/3/22 | Online Only |
| AvaTax Integration | Advanced | Integrate with AvaTax to calculate sales tax | Settings / Integrations | 2021/7/5 | Online & Desktop |
| Smarty Streets | Standard | Integration with Smarty Streets to populate City and State in either billing or shipping addresses | Settings / Integrations | 2021/7/5 | Online & Desktop |
| ACH Sync NSF Invoice | Advanced | Automatically create an NSF invoice if an ACH payment is charged back (only supported processors) | Settings / Payments | 2021/7/5 | Online & Desktop |
| Limit Invoices on Customer Payment Lin | Standard | Limit what invoices can be viewed by customers in the pay online link by Payment Terms, Location, Customer Type | Settings / Email | 2021/7/5 | Online & Desktop |
| Payment Lines Detail | Standard | The Payment section of an invoice now shows the Payment Date; Reference number & amount of each payment made against that invoice. | Invoice Center | 2021/10/11 | Online & Desktop |
| Show QB Payment History | Standard | Payment History Report has a dropdown to show Payment amount as it was processed in Recur360, or as it shows in QuickBooks. | Reports | 2021/10/11 | Online & Desktop |
| Process Single Payment | Advanced | Have Payments that are made through the Pay Online link process as a single payment if multiple invoices are selected. | Settings / Email | 2021/10/11 | Online & Desktop |
| Custom Invoice Email Recipients | Standard | Email invoices to addresses other than those that are saved on the customer record | Collection Center | 2021/10/11 | Online & Desktop |
| Show Pending Invoice on Dashboard | Standard | Include Pending invoices in the Dashboard totals and graphs | Dashboard | 2021/10/11 | Online & Desktop |
| Collection Center Show Pending Invoices | Standard | Choose to show All invoices; Pending Invoices or Posted Invoices in the Collection Center | Collection Center | 2021/10/11 | Online & Desktop |
| Show Child/Job Invoices on Customer | Standard | From a Customer Invoices screen you may choose to show all Invoices; only Parent invoices; or only Chilld/Job Invoices | Customers | 2021/10/11 | Online & Desktop |
| Custom Email Subject Line | Standard | Customize the Subject and Greeting on customer emails, and add dynamic variables. | Settings / Email | 2022/12/7 | Online & Desktop |
| Credit Memos/Unapplied Payments | Standard | Sync Credit Memos and unapplied Payments from QuickBooks and apply to invoices. | Settings / Email | 2022/3/10 | Online & Desktop |
| Credit Memos Report | Standard | Shows Credit Memos that have synced into RECUR360 and any Invoices they may be linked to. | Reports | 2022/3/10 | Online & Desktop |
| Customer Unapplied Credits/Payments | Standard | View the total value of all unapplied Credits/Payments applicable to the customer that RECUR360 is aware of | Customers | 2022/3/10 | Online & Desktop |
| Credit Memos on Invoices | Standard | If Credit Memos were applied to an invoice, customer will be able to see the amount applied to invoice on emailed invoice. | Settings / Email | 2022/3/10 | Online & Desktop |
| Other 1 and Other 2 Field Support | Standard | Other 1 and Other 2 fields will sync with invoices they are applied to. | Settings / Email | 2022/3/10 | Desktop Only |