RECUR360 Features

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Accounts receivable automation software can start automating all the aspects of your invoicing, payments, collections and analytics – all within one online platform.

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Settings

Automate your recurring invoicing workflow by simplifying the process, management and reporting on your monthly transactions.

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Alerts
Screenshot of Get Customer Payment Method Updated Email in RECUR360
Get Customer Payment Method Updated Email

You can add an email as a BCC on a customer’s email to get an email anytime a customer has updated their payment method.

Screenshot of Get Transaction Processing Error Email in RECUR360
Get Transaction Processing Error Email

Receive an email anytime a transaction has failed to process.

Screenshot of Get account summary email in RECUR360
Get account summary email

With this alert turned on, you will receive an email with daily, weekly, or monthly account activity.

Email and Invoice Settings
Screenshot of Customize the Subject on Customer Emails in RECUR360
Customize the Subject on Customer Emails

Customize the subject line on any email that goes out to the customer.

Screenshot of Customize your company color on emailed Invoices in RECUR360
Customize your company color on emailed Invoices

Put your company branding on invoices by customizing the primary color that will appear on customer invoices.

Screenshot of Add your company Logo to Invoices in RECUR360
Add your company Logo to Invoices

Upload your company logo and have it appear right at the top of every emailed invoice you send.

Screenshot of Create custom fields and sync with QuickBooks in RECUR360
Create custom fields and sync with QuickBooks

Select which custom fields from QuickBooks you would like to use in RECUR360.

Screenshot of Delete Item After Next Invoice in RECUR360
Delete Item After Next Invoice

Remove individual line item from invoice after the next time it processes. (Useful for one time (setup) type items.)

Screenshot of Generate Invoice ID’s and Customize in RECUR360
Generate Invoice ID’s and Customize

You can set RECUR360 to automatically generate Invoice ID’s, and customize them to your liking.

Screenshot of Choose behavior when open invoices sync into RECUR360 in RECUR360
Choose behavior when open invoices sync into RECUR360

Anytime any open invoice in QuickBooks syncs into RECUR360 that RECUR360 is not aware of, choose how to handle it.

Screenshot of Other 1 and Other 2 Field Support in RECUR360
Other 1 and Other 2 Field Support

Other 1 and Other 2 fields will sync with invoices they are applied to.

Screenshot of Show customer unapplied credits/payments in RECUR360
Show customer unapplied credits/payments

Show the customer’s unapplied credits/payments on their emailed invoice.

Screenshot of Show customer open balance in RECUR360
Show customer open balance

On a customer’s invoice, choose whether you’d like to include the customer’s total open balance.

Invoice Attachments
Screenshot of Sync Invoice Attachments From Accounting Software in RECUR360
Sync Invoice Attachments From Accounting Software

Choose if you’d like invoice attachments that have synced over to RECUR360 from QuickBooks to be included in invoice emails RECUR360 sends.

Screenshot of Hide the Sales Tax field in invoices when the Sales Tax is Zero in RECUR360
Hide the Sales Tax field in invoices when the Sales Tax is Zero

You can choose to hide the sales tax field in all emailed invoices and PDFs when the sales tax is $0.

Screenshot of Include payment authorization form in PDF in RECUR360
Include payment authorization form in PDF

Choose to include a payment authorization form to the PDF that is attached to customer invoice emails.

Screenshot of Choose to include PDF with emailed invoices in RECUR360
Choose to include PDF with emailed invoices

Choose if you’d like to include a printable PDF of your invoice with the emailed invoice.

Logins
Screenshot of User Account Security in RECUR360
User Account Security

Lock down access so your users can only see specific customers based on customer type and other criteria.

Screenshot of Set Permissions Per Login and Restrict Access in RECUR360
Set Permissions Per Login and Restrict Access

RECUR360 can have individual user logins with different security access for each login.

Screenshot of Add Multiple Logins to Your Account in RECUR360
Add Multiple Logins to Your Account

Expand your team and add in additional user logins for your RECUR360 account. These can be customized based on how much you want them to be able to control.


Invoices and Payments

Stay on top of your invoicing and billing processes with recurring invoices, recurring customer payments, and more, ensuring that your payments are always on track.

Learn more about Invoices and Payments
Automated QuickBooks Deposits
Screenshot of Automated Deposits in RECUR360
Automated Deposits

RECUR360 can automatically write RECUR360PAY deposits to QuickBooks. Enable Automated Deposits to sync RECUR360PAY deposits automatically. For QuickBooks Desktop, negative deposits will have an extra line to zero out the deposit, with a bank transfer to adjust the accounts.op, negative deposits will include an extra line to zero out the deposit, with a bank transfer written to adjust the accounts.

Screenshot of Deposit Notifications in RECUR360
Deposit Notifications

You can enable a notification to receive an email whenever a new RECUR360PAY deposit is detected by RECUR360. The email provides high-level details about the deposit(s), and you can click on any Funding ID in the Deposits Report for more information.

Screenshot of Deposits Report in RECUR360
Deposits Report

View a Deposits report in the Reports section to see information about your deposits. With the automated deposits feature enabled, you can also overwrite previous RECUR360PAY deposits in QuickBooks that have already synced to RECUR360.

Online Customer Payments
Screenshot of Process as a Single Payment if Multiple Invoices are Selected in RECUR360
Process as a Single Payment if Multiple Invoices are Selected

Have Payments that are made through the Online Payment Portal process as a single payment if multiple invoices are selected.

Screenshot of Choose if Customers Can Auto Store Their Payment Method in RECUR360
Choose if Customers Can Auto Store Their Payment Method

Allow customers to automatically store and use their payment details for future transactions to be checked by default in the Invoice Link.

Screenshot of Let Customers Make Partial Payments in RECUR360
Let Customers Make Partial Payments

Choose to let customers submit a payment for an amount that is less than the full amount due.

Screenshot of Allow Customer to View Some or All Current and Past Invoices in RECUR360
Allow Customer to View Some or All Current and Past Invoices

You can choose to let the customer see some or all of their current and past invoices when they visit the online payment portal.

Screenshot of Include pay now link in emails in RECUR360
Include pay now link in emails

You can choose to turn the online payment portal on or off. This will enable customers to pay their invoices online.

Other Invoices
Screenshot of Converted Invoices in RECUR360
Converted Invoices

You can convert a RECUR360 pending invoice so it's not pending. This will write it to QuickBooks and is useful for quotes or estimates.

Screenshot of Pending Invoices in RECUR360
Pending Invoices

When you create a new invoice, you can choose to set it to be a RECUR360 Pending Invoice so it does not sync to your accounting software until after a payment is made.

Screenshot of One Time Invoices in RECUR360
One Time Invoices

Set up a new invoice and immediately have it created, written to your accounting software , emailed, and/or paid for based on what you set it up to do.

Recurring Customer Payments
Screenshot of Link Recurring Payment to existing invoice. in RECUR360
Link Recurring Payment to existing invoice.

You can choose to link a recurring payment to an existing invoice.

Screenshot of Show Customer Remaining Balance Due as They Pay in RECUR360
Show Customer Remaining Balance Due as They Pay

After a payment is applied, show your customer the remaining amount they owe.

Screenshot of Recurring Customer Payment Plans in RECUR360
Recurring Customer Payment Plans

Let your customer pay you a pre-defined amount over a set amount of time.

Recurring Invoices
Screenshot of Customize Overdue message Based on How Many Days have Passed in RECUR360
Customize Overdue message Based on How Many Days have Passed

You can customize the generic message that gets included on overdue emails based on how many days past due it is.

Screenshot of Split Invoice and Payment Date in RECUR360
Split Invoice and Payment Date

You can choose to process a payment for a recurring invoice after a specific amount of days after the invoice date.

Screenshot of Import or Export to CSV in RECUR360
Import or Export to CSV

Import or export a list of recurring invoices from RECUR360. You can update the CSV and import back into RECUR360 to make changes.

Screenshot of Process payment no later than the last day of the month in RECUR360
Process payment no later than the last day of the month

Choose to process payment no later than the last day of the month.

Screenshot of Duplicate Recurring Invoice and All Settings for New Customer in RECUR360
Duplicate Recurring Invoice and All Settings for New Customer

Duplicate Recurring invoice and all settings for a different saved customer in your RECUR360 account.

Screenshot of Hold Emails Until RECUR360 is Synced with QuickBooks in RECUR360
Hold Emails Until RECUR360 is Synced with QuickBooks

Only send invoice emails after RECUR360 has synced the invoice with QuickBooks Desktop.

Screenshot of Add custom internal notes to an invoice in RECUR360
Add custom internal notes to an invoice

Add notes in RECUR360 to an invoice as reminders to come back to next time you edit or view the invoice.

Screenshot of Mark as to be Printed or Emailed in QuickBooks Desktop in RECUR360
Mark as to be Printed or Emailed in QuickBooks Desktop

Choose if you want to mark an invoice to be Printed or Emailed in QuickBooks Desktop.

Screenshot of Prorate or Backdate Invoices in RECUR360
Prorate or Backdate Invoices

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).

Screenshot of Auto process into QuickBooks with Invoice in RECUR360
Auto process into QuickBooks with Invoice

Process payment method selected and post to QuickBooks with invoice.


Collections

From automatically generating invoices to applying payments, RECUR360 does the heavy lifting for you, saving time and eliminating errors. Maximize your collections efficiency and accelerate cash flow with RECUR360's industry leading features.

Learn more about Collections
Automated Reminders and Notifications
Screenshot of Set a Reply-to Email Address and BCC on Customer Emails in RECUR360
Set a Reply-to Email Address and BCC on Customer Emails

Set a reply-to email address for emailed invoices. You can also choose to set a CC or BCC email address on emails.

Screenshot of Email Customer When Their Invoice is Due, Overdue, and Paid in RECUR360
Email Customer When Their Invoice is Due, Overdue, and Paid

Easily schedule automated emails to go out anytime a customer's invoice is due, overdue, or successfully paid.

Screenshot of Email Customer When Payment Fails in RECUR360
Email Customer When Payment Fails

Schedule an automated email to go out if a customer's payment method fails.

Screenshot of Email customer before payment expires in RECUR360
Email customer before payment expires

Schedule an automated email to go out right before a customer's credit card is about to expire.

Collections Center
Screenshot of Syncs with Your Accounting Software in RECUR360
Syncs with Your Accounting Software

Invoices created in other systems that post into QuickBooks or get created directly in QuickBooks will get sync'd into RECUR360 on a daily basis.

Screenshot of Schedule a Payment to be Processed in the future in RECUR360
Schedule a Payment to be Processed in the future

Set up a payment so that it's scheduled to be processed in the future.

Screenshot of Send or Schedule Email Notices for Multiple Invoices in RECUR360
Send or Schedule Email Notices for Multiple Invoices

Send or schedule email notice for multiple invoices with one click directly from Collection center screen

Enhanced Automation
Screenshot of Auto Process Payments Upon Import in RECUR360
Auto Process Payments Upon Import

Automatically email payment reminders to your customers, at a custom interval before due date.

Screenshot of Auto Email Invoices upon Import in RECUR360
Auto Email Invoices upon Import

Automatically email invoices to your customers, at any interval you want.

Screenshot of Auto Import Invoices from QuickBooks in RECUR360
Auto Import Invoices from QuickBooks

Automatically Import invoices from QuickBooks into your RECUR360 account, ready to use.

Screenshot of Auto Generate Late Fee Invoices in RECUR360
Auto Generate Late Fee Invoices

Automatically generate late fee invoices for overdue invoices, by rules that you define.

Reports
Screenshot of Scheduled Payments Report in RECUR360
Scheduled Payments Report

Use this report to view information about all upcoming scheduled payments.

Screenshot of Payment Methods Report in RECUR360
Payment Methods Report

See detail of customer payment methods including how it was added to RECUR360.

Screenshot of Payment History Report in RECUR360
Payment History Report

See all payments processed by RECUR360 for any date range

Screenshot of Payment Errors Report in RECUR360
Payment Errors Report

Use this report to view information about any payment that had an error.

Screenshot of Invoice History Report in RECUR360
Invoice History Report

Use this report to view information about invoices.

Screenshot of Invoice Errors Report in RECUR360
Invoice Errors Report

Use this report to view information about any invoice that had an error.

Screenshot of Email History Report in RECUR360
Email History Report

Use this report to view information about sent/scheduled emails.

Screenshot of Credit Memos Report in RECUR360
Credit Memos Report

Use this report to view information about credit memos that have synced to RECUR360.

Screenshot of View Customer Cards Expiring in RECUR360
View Customer Cards Expiring

Use this report to view information about credit/debit cards expiring.


Charges and Credits

Automatically generate late fees, convenience fees, and more, and apply them to invoices.

Learn more about Charges and Credits
Convenience Fees
Screenshot of Customize Convenience Fee Per Customer or Invoice in RECUR360
Customize Convenience Fee Per Customer or Invoice

You can choose to override Convenience Fees on an invoice or a customer.

Screenshot of Add Convenience Fees for Any Payment Automatically in RECUR360
Add Convenience Fees for Any Payment Automatically

Add convenience fees for Credit Cards, ACH or any invoice payment automatically when a payment is processed.

Screenshot of Set convenience fee based on flat rate or percentage in RECUR360
Set convenience fee based on flat rate or percentage

For each Fee that you setup, you can define a Flat Dollar amount or Percentage and then Apply it to one of the options.

Credit Memos and Unapplied Payments
Screenshot of Show how many Credits were used on Customer Invoice in RECUR360
Show how many Credits were used on Customer Invoice

If Credit Memos were applied to an invoice, customer will be able to see the amount applied to invoice on emailed invoice.

Screenshot of Allow customers to use credit memos on open invoices in RECUR360
Allow customers to use credit memos on open invoices

If your customer is choosing to pay online, they can use some or all of their credit memos for payment.

Screenshot of Use unused credit memos or unapplied payments as a payment in RECUR360
Use unused credit memos or unapplied payments as a payment

You can see how many unapplied payments a customer has, and choose to use them as a payment.

Late Fees
Screenshot of Enable Grace Period in RECUR360
Enable Grace Period

Enable a grace period before applying a late fee to invoices.

Screenshot of Exclude items from late fee default rules in RECUR360
Exclude items from late fee default rules

Customize your late fee so that it will not apply to an invoice if a specific item is in the customers invoice.

Screenshot of Make Late Fee Based on Invoice Total or Invoice Balance in RECUR360
Make Late Fee Based on Invoice Total or Invoice Balance

Choose whether the late fee should be based on the invoice total or the invoice balance.

Screenshot of Customize Late Fee per Customer in RECUR360
Customize Late Fee per Customer

Turn late fees on or off on a customer level.

Screenshot of Set late fee based on flat rate or percentage in RECUR360
Set late fee based on flat rate or percentage

Choose whether the late fee should be a percentage based fee, or a flat rate.

Screenshot of Auto generate late fees based on when invoice is overdue in RECUR360
Auto generate late fees based on when invoice is overdue

Choose to apply a late fee to all invoices based on if they are overdue or not.

Term Discounts
Screenshot of Customer Options in RECUR360
Customer Options

Customers can preview/receive their own discounts by paying through CC or ACH.

Screenshot of Flexible Payments in RECUR360
Flexible Payments

Record manual payments, process CC payments, or process ACH payments and have the discount apply.

Screenshot of Apply Discount to Multiple Invoices with One Payment in RECUR360
Apply Discount to Multiple Invoices with One Payment

Receive One Payment Against Multiple Invoices and Have Discounts Automatically Apply To All.