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RECUR360 is a web based platform that automatically generates Invoices and Payments, posts those transactions into QuickBooks Desktop or Online and emails the customer a copy of the receipt.
RECUR360 was created to simplify how a company creates and manages Recurring Invoices and Payments
RECUR360 will automatically begin processing the day's transactions at 2:01 AM CT daily.
For PCI compliance and general security RECUR360 DOES NOT store any Credit Card or Banking data in our system. When entering it into a Customer Account we encrypt the information and pass it directly to the Credit Card Processor. The processor then write's back an encrypted token to RECUR360 linking the Customer information to the record with the processor and that is used as the link for processing.
RECUR360 will then show the last 4 digits of the Credit Card or Bank account for reference.
In order to change Credit Card or Bank information under a customer you need to delete the old payment method and add in a new method which will then be encrypted and passed to the processor and back.
Yes you can store multiple credit cards or multiple bank accounts within any customer.
There is no limit in RECUR360 for the number of customers or transactions.
You can create as many recurring transactions per customer as you wish.
For every Recurring Invoice in RECUR360 you can set the recur interval, number of times to recur until it stops or to stop recurring on a certain date.
RECUR360 will still process the Invoice and post it to QuickBooks. The Customer will be emailed the Invoice and state that the Payment Failed. The Invoice will show under Reports for Invoice Errors and have a Process Payment now button for you to try and reprocess the payment at a later date.
We have three email templates that you can customize the verbiage on. The intent is to keep them very simple. If you need to send a more elaborate email or template you can generate and email that from QuickBooks.
If you disconnect your QuickBooks Desktop or Online data file from RECUR360 all Customers, History and Recurring transactions will be deleted from our system.
Contact us if you need to do this so you don't lose any data!
RECUR360 connects directly with QuickBooks Online via the web API. When an Invoice or Payment is generated in RECUR360 it will write those transactions over to QuickBooks Online immediately. RECUR360 will then also search QuickBooks Online for any changes to Customer or transactions created from RECUR360. Otherwise once daily RECUR360 will automatically sync with QuickBooks Online.
RECUR360 connects with QuickBooks Desktop via the QuickBooks Web Connector. Built into the QuickBooks Web Connector is a setting to schedule the sync every 30 minutes or more, or to Manually sync upon request. When transactions are created in RECUR360 or changes or additions to customers, they are written into the sync log and will sit there until the QuickBooks Web Connector runs again.
There is a Push Transactions button in the left card that will manually process any Transactions waiting to process for that day, if they have not processed already, i.e., because you created it today and want it to process immediately.
RECUR360 has a Prorate option on every Recurring Invoice. This allows you to Prorate the Price on the Items for the remainder of the Current month and process an invoice on the day you set it to Start, then on the next Renewal date it will process the full amount on the items.
Create new Customer in RECUR360:
Create new Customer in QuickBooks Desktop:
Either way, the QuickBooks Web Connector must sync the new Customer between RECUR360 and QuickBooks Desktop before you can enter in any Payment details and save them.
When you Edit a customer in RECUR360 or QuickBooks Desktop it will update that Customer in on both platforms the next time the QuickBooks Web Connector runs.
Create new Customer in RECUR360:
Create new Customer in QuickBooks Online:
When you Edit a customer in RECUR360 it will update that Customer in QuickBooks Online immediately. If you Edit a customer in QuickBooks Desktop it will update that customer in RECUR360 the next time the Sync Data runs or if you manually run it.
Please visit the following link to Intuit's website for more information and how to resolve this problem: https://community.intuit.com/articles/1502443-error-qbwc1039-there-was-a-problem-adding-the-application