Automated QuickBooks Deposits
With RECUR360PAY's Automated QuickBooks Deposits, RECUR360 will record or queue a sync task to create a QuickBooks Deposit with payments from the Funding Summary Report a day after funding.
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Automated Deposits
When a deposit syncs over to RECUR360 during a RECUR360PAY sync, new deposits that are funded will automatically write to QuickBooks based on your settings. For QuickBooks Desktop, Deposits cannot be negative. In the case where there is a negative RECUR360PAY deposit, an additional line will be added to the QuickBooks deposit pointed to a clearing account zeroing out the deposit. A bank transfer will then also be written to QuickBooks transferring the negative amount between the clearing account and bank account appropriately. Read more about the new Automated Deposits feature by visiting the new setting in Settings->Payment Processors.
Deposit Notifications
You can enable a notification to receive an email whenever a new RECUR360PAY deposit is detected by RECUR360. The email provides high-level details about the deposit(s), and you can click on any Funding ID in the Deposits Report for more information.
Deposits Report
View a Deposits report in the Reports section to see information about your deposits. With the automated deposits feature enabled, you can also overwrite previous RECUR360PAY deposits in QuickBooks that have already synced to RECUR360.
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OTHER Invoices and Payments FEATURES
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.
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Other Invoices
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.
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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.
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Recurring Invoices
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.
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