Automatically generate late fees, convenience fees, and more, and apply them to invoices.Get Started
Effortlessly handle a wide range of financial transactions, including late fees, credit memos, unapplied payments, and even convenience fees. Streamline your billing process by automatically applying these charges and credits, ensuring accuracy and efficiency in your invoicing. Embrace the simplicity and automation that RECUR360 brings to your financial workflows.
You can use unused credit memos or unapplied payments in the RECUR360 portal as a payment towards an existing invoice. In addition, let your customers pay online using their credit memos and unapplied payments.Learn More
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.
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.
Recur360 allows you to automatically use Term Discounts. With Term Discounts, you can provide a discount to your customers if they fully pay off their Invoices within X number of days after the Invoice date. The discount gets applied as a Credit Memo written to QuickBooks/applied to the Invoice. Currently QBO does not offer this feature within QuickBooks, so this allows you to add the functionality within Recur360. Early payment discounts are always applied to the invoice with those terms if the invoice is paid within the number of days from the invoice date. If an invoice qualifies for early payment discount and you do not want the discount to be applied (either in Recur360 or from the Pay Online link) you will need to edit the invoice and change the terms on the invoice to one that does not use the early payment discount.
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.