RECUR360 will automatically process the Invoice, Credit Card or ACH Payment, email a PDF receipt and post the transactions into QuickBooks Desktop or QuickBooks Online.
RECUR360 allows you to create new customers or manage existing customers' information. You can setup multiple Payment methods per Customer.
RECUR360 simplifies managing your customers payments with a single dashboard for all of your Recurring Invoices, regardless of payment type or recurring interval.
If a Recurring Invoice has Net Terms, RECUR360 will automatically send out late/collection notices if a payment hasn't been received by the Due Date.
RECUR360 makes it simple to manage when customer payment methods are expiring by sending out an advanced notice to your customer. Be proactive in getting updated information before your transaction processes.
Whether you create invoices in QuickBooks directly or import your invoices into QuickBooks from other platforms like TransactionPro Importer, SalesForce.com or LOCATE Inventory, RECUR360 can fully automate Processing Payments, Sending Emails in Batch and Following up Collections.
Automatically generate late fee invoices for overdue invoices, by rules that you define.
Automatically Import invoices from QuickBooks into your RECUR360 account, ready to use.
Automatically email invoices to your customers, at any interval you want.
Automatically email payment reminders to your customers, at a custom interval before due date.
Lock down access so your users can only see specific customers based on customer type and other criteria.
Create new logins for each of your staff or clients, allowing them to access the same RECUR360 account. Specify different user permissions per login, allowing one admin to always be in control. Limit sections, customers, invoices, and more per user.
With RECUR360's advanced sync with QuickBooks, nearly everything can be done in RECUR360. Creating invoices, processing payments, and accounts receivable are all available right in RECUR360.