Accounts receivable automation software can start automating all the aspects of your invoicing, payments, collections and analytics – all within one online platform.Try it Free
Automate your recurring invoicing workflow by simplifying the process, management and reporting on your monthly transactions.Learn more about Settings
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.
Receive an email anytime a transaction has failed to process.
With this alert turned on, you will receive an email with daily, weekly, or monthly account activity.
Customize the subject line on any email that goes out to the customer.
Put your company branding on invoices by customizing the primary color that will appear on customer invoices.
Upload your company logo and have it appear right at the top of every emailed invoice you send.
Select which custom fields from QuickBooks you would like to use in RECUR360.
Remove individual line item from invoice after the next time it processes. (Useful for one time (setup) type items.)
You can set RECUR360 to automatically generate Invoice ID’s, and customize them to your liking.
Anytime any open invoice in QuickBooks syncs into RECUR360 that RECUR360 is not aware of, choose how to handle it.
Other 1 and Other 2 fields will sync with invoices they are applied to.
Show the customer’s unapplied credits/payments on their emailed invoice.
On a customer’s invoice, choose whether you’d like to include the customer’s total open balance.
Choose if you’d like invoice attachments that have synced over to RECUR360 from QuickBooks to be included in invoice emails RECUR360 sends.
You can choose to hide the sales tax field in all emailed invoices and PDFs when the sales tax is $0.
Choose to include a payment authorization form to the PDF that is attached to customer invoice emails.
Choose if you’d like to include a printable PDF of your invoice with the emailed invoice.
Lock down access so your users can only see specific customers based on customer type and other criteria.
RECUR360 can have individual user logins with different security access for each login.
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.
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
Have Payments that are made through the Online Payment Portal process as a single payment if multiple invoices are selected.
Allow customers to automatically store and use their payment details for future transactions to be checked by default in the Invoice Link.
Choose to let customers submit a payment for an amount that is less than the full amount due.
You can choose to let the customer see some or all of their current and past invoices when they visit the online payment portal.
You can choose to turn the online payment portal on or off. This will enable customers to pay their invoices online.
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.
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.
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.
You can choose to link a recurring payment to an existing invoice.
After a payment is applied, show your customer the remaining amount they owe.
Let your customer pay you a pre-defined amount over a set amount of time.
You can customize the generic message that gets included on overdue emails based on how many days past due it is.
You can choose to process a payment for a recurring invoice after a specific amount of days after the invoice date.
Import or export a list of recurring invoices from RECUR360. You can update the CSV and import back into RECUR360 to make changes.
Choose to process payment no later than the last day of the month.
Duplicate Recurring invoice and all settings for a different saved customer in your RECUR360 account.
Only send invoice emails after RECUR360 has synced the invoice with QuickBooks Desktop.
Add notes in RECUR360 to an invoice as reminders to come back to next time you edit or view the invoice.
Choose if you want to mark an invoice to be Printed or Emailed in QuickBooks Desktop.
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).
Process payment method selected and post to QuickBooks with invoice.
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
Set a reply-to email address for emailed invoices. You can also choose to set a CC or BCC email address on emails.
Easily schedule automated emails to go out anytime a customer's invoice is due, overdue, or successfully paid.
Schedule an automated email to go out if a customer's payment method fails.
Schedule an automated email to go out right before a customer's credit card is about to expire.
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.
Set up a payment so that it's scheduled to be processed in the future.
Send or schedule email notice for multiple invoices with one click directly from Collection center screen
Automatically email payment reminders to your customers, at a custom interval before due date.
Automatically email invoices to your customers, at any interval you want.
Automatically Import invoices from QuickBooks into your RECUR360 account, ready to use.
Automatically generate late fee invoices for overdue invoices, by rules that you define.
Use this report to view information about all upcoming scheduled payments.
See detail of customer payment methods including how it was added to RECUR360.
See all payments processed by RECUR360 for any date range
Use this report to view information about any payment that had an error.
Use this report to view information about invoices.
Use this report to view information about any invoice that had an error.
Use this report to view information about sent/scheduled emails.
Use this report to view information about credit memos that have synced to RECUR360.
Use this report to view information about credit/debit cards expiring.
Automatically generate late fees, convenience fees, and more, and apply them to invoices.Learn more about Charges and Credits
You can choose to override Convenience Fees on an invoice or a customer.
Add convenience fees for Credit Cards, ACH or any invoice payment automatically when a payment is processed.
For each Fee that you setup, you can define a Flat Dollar amount or Percentage and then Apply it to one of the options.
If Credit Memos were applied to an invoice, customer will be able to see the amount applied to invoice on emailed invoice.
If your customer is choosing to pay online, they can use some or all of their credit memos for payment.
You can see how many unapplied payments a customer has, and choose to use them as a payment.
Enable a grace period before applying a late fee to invoices.
Customize your late fee so that it will not apply to an invoice if a specific item is in the customers invoice.
Choose whether the late fee should be based on the invoice total or the invoice balance.
Turn late fees on or off on a customer level.
Choose whether the late fee should be a percentage based fee, or a flat rate.
Choose to apply a late fee to all invoices based on if they are overdue or not.
Customers can preview/receive their own discounts by paying through CC or ACH.
Record manual payments, process CC payments, or process ACH payments and have the discount apply.
Receive One Payment Against Multiple Invoices and Have Discounts Automatically Apply To All.