Credit Memos and Unapplied Payments
Unused credit memos or unapplied payments can be used as a payment towards an existing invoice. Customers can also pay online using their credit memos and unapplied payments.
Create late fees based on a percentage or a flat rate. Automatically apply them to past due invoices. Choose when to send overdue notices, define fees, and more.
Provide a discount to your customers if they fully pay off their Invoices within a set number of days after the Invoice date, which will appear as a Credit Memo in QuickBooks.
Create convenience fees and auto apply them to invoices. Define which item to use in QuickBooks when a fee is enabled. Choose to apply it to Credit Card, ACH, or all transactions.
Automated Reminders and Notifications
Sync your invoices that have open balances into RECUR360 from your accounting software. Schedule automated reminders to be emailed for due or past due invoices and more.
The Collections Center syncs all Open Invoices from your accounting software so that you can manage and schedule collections or past due notifications all from one dashboard.
Easily generate detailed reports to see history of invoices paid and expired credit cards. View future scheduled payments that will process on Recurring Payments.
Create seamless automation for processing payments, sending emails in batch, applying late fees and credits, and following up collections all in one customizable platform.
RECUR360 replaces your Memorized Invoices and Recurring Payments in QuickBooks Desktop or Sales Receipts in QuickBooks Online, and allows you to manage them in one place.
Recurring Customer Payments
Manage recurring payments and create payment plans, quickly and easily send your customer an emailed receipts, and auto post into QuickBooks as an Unapplied Payment.
Online Customer Payments
Let your customers pay their invoices through our customizable online payment portal. They can view past invoices, pay multiple at once, or even pay a partial amount.
RECUR360 offers multiple ways to manage your invoices. Send one-time invoices, create RECUR360 pending invoices, and you can even use our system to manage quotes or estimates.
Customize your emailed invoices to include everything you need them to. Choose to include a PDF invoice in custom emails, add a payment authorization form, and more.
Email and Invoice Settings
Customize your invoices by adding your logo and fine-tune the content, formatting, and delivery timing. You have the control to make tailor your invoices to perfection.
Create logins for each of your staff, allowing them to access the same RECUR360 account. Specify different permissions per login, allowing one admin to always be in control.
Set up custom emails that can be automated to send to yourself to alert you of specific actions taken by your customers or useful information about recent invoices and payments.
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.
Powerful credit card and ACH payment processing built just for RECUR360, with some of the lowest fees.
Build great integrations for your software with our API, documentation, and integrations.
Invoice management software like RECUR360 can help you take control of all the tasks involved with managing customer's subscriptions.
Franchise Royalty Automation
Auto calculate royalties, late fees, payments, and more by integrating your Franchise Operating System with RECUR360.
Check out the API
Looking to create your own integration? Check out the RECUR360 API.
We're always busy adding new features to the platform. Check out what we've most recently released.
Learn more about how you can set up the platform to work just the way you need it to.
Our knowledgebase includes articles and tutorials you can read to learn more about how to get the most out of your experience.
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