All RECUR360 Features

Grow your business and save time with RECUR360's advanced features for invoicing, payments, and collecitons. Both Standard and Advanced features are included in our standard plan. Don't see what you're looking for here? We love working on new integrations and features, tell us what you're looking for and we'll do our best to make it happen!

Name Level Description Where to find it Date Version
Open Invoice Sync - AutoPay Advanced Anytime any open invoice in QuickBooks syncs into RECUR360 that RECUR360 is not aware of, perform the following action: Only if the customer on the invoice is set to AutoPay Authorized, automatically take the most recently added payment method of the customer on the invoice and automatically process a payment for the balance of the invoice with that payment method. A payment will be written to QuickBooks and the customer will be emailed based on the options below. If the customer has no payment method added, no payment will be processed. You can edit the AutoPay Authorization on any customer, or if a customer ever chooses to store their payment method and enables autopay in their email payment link, it would also be enabled.
  • Send One Email Immediately for All Successful Payments
  • Send One Email Immediately for All Failed Payments
 Settings / Account 2020/2/2 Online & Desktop
Open Invoice Sync - Auto Email Advanced Anytime any open invoice in QuickBooks syncs into RECUR360 that RECUR360 is not aware of, perform the following action: Automatically Send One Invoice Email Immediately (If the Invoice is Unpaid) Settings / Account 2020/2/2 Online & Desktop
Open Invoice Sync - Auto Schedule Email Advanced Anytime any open invoice in QuickBooks syncs into RECUR360 that RECUR360 is not aware of, perform the following action: Automatically Schedule Invoice/Invoice Due Email(s) For Later (If the Invoice is Unpaid) Settings / Account 2020/2/2 Online & Desktop
Invoice # Generation Standard Have RECUR360 generate invoice numbers? By enabling this, RECUR360 will auto-generate invoice numbers/write them to QuickBooks. You will be able to choose a starting number and optional prefix. For every invoice going forward, RECUR360 will increment this starting number and assign it to the invoice. If you fill in an optional prefix, that will be used at the start of every invoice # (e.g. R360-10000, where 'R360' is the prefix). Settings / Account 2020/2/2 Online & Desktop
Recurring Invoice Settings Standard Default Interval: Whenever you create a brand new Recurring Invoice or if you create a Recurring Invoice from an invoice, the interval will be automatically filled in with whatever you set here. Settings / Account 2019/12/9 Online & Desktop
General Settings Standard Email customer when credit card is X Month(s) or Day(s) prior to expiring. Only customers with cards linked to an active transaction will be notified. Customers will be emailed every X days until they update their information. Settings / Account 2019/12/9 Online & Desktop
Disable Automatic Daily Push Standard Disable the automatic daily push of RECUR360 Recurring Invoices and Recurring Payments. You will have to manually use the 'Push Transactions' button in the side menu in order for those transactions to process. *Be aware that if you pass multiple recurring transaction periods without pushing the button, when you do push that button, your recurring transactions will run multiple times to return to the present. Settings / Account 2019/1/7 Desktop Only
Bill with Customer Standard If the Bill with customer checkbox is not checked, any invoices for jobs/child customers will only email the top parent customer and set the billing address on the PDF to the top parent customer's billing address. If this is checked, it would only use the email address/billing address on the job/child customer. Settings / Account 2019/9/3 Online Only
Prevent Duplicates Standard Prevent Duplicates from being entered based on: Display Name; Account Number (Desktop Only) Settings / Account 2019/10/22 Online & Desktop
Required Fields Standard Require data to be entered in: First Name; Last Name; Phone Number; Email Address; Company Name; Account Number (Desktop Only); Billing Address; Shipping Address; Billing City; Shipping City; Billing State; Shipping State; Billing Zip Code; Shipping Zip Code; Billing Country; Shipping Country Settings / Account 2019/9/3 Online & Desktop
Sync All QuickBooks Invoices Standard One Time Sync of all QuickBooks Historical invoices Settings / Account 2019/2/19 Online & Desktop
Reply To Email Address Standard Email address you would like as the reply-to for any emails sent out. This will also be used as the email address displayed on emails/pdfs sent by your account. Settings / Email --- Online & Desktop
BCC Email Address Standard Blind CC an email address on all outgoing emails sent by RECUR360 Settings / Email --- Online & Desktop
Primary Color Standard Primary Color - change color of the background banner at top & bottom of all emails Settings / Email --- Online & Desktop
Company Logo Standard Company Logo - upload a copy of your logo to the send on emails and shown on the Pay Online page Settings / Email --- Online & Desktop
Hide Item Name/Number Standard Hide item name/number form invoice lines in emails/pdfs and only show description Settings / Email 2018/10/1 Online & Desktop
Hide Invoice Lines Standard Hide invoice lines from the email that gets sent and only include them in the PDF attached to the email Settings / Email 2019/7/10 Online & Desktop
Hold emails Standard Only send invoice emails after RECUR360 has synced the invoice with QuickBooks Desktop. If you enable this, any time an invoice email is supposed to send, such as when a recurring invoice processes, it will not send the email until after the invoice has synced with QuickBooks Desktop. At that point it will send out the email. This will allow for your emails to have the QuickBooks generated Invoice # on them for your clients to be able to reference. Any overdue notices also would not send until after the invoice has already synced with QuickBooks Desktop Settings / Email 2019/3/26 Desktop Only
Service Date Standard Include the Service Date column for invoice lines in emails/pdfs. Settings / Email 2019/2/19 Online & Desktop
Sales Tax Standard Hide the Sales Tax field in the emails and PDFs when the Sales Tax is $0. This is useful if you calculate taxes as a line item on the invoice rather than using QuickBooks's tax fields. Settings / Email 2019/1/7 Online Only
Hide RECUR360 invoice number Standard Hide the RECUR360 Invoice # from Emails/PDFs. Settings / Email 2019/7/10 Online & Desktop
PDF Settings Standard Show Credit Card Authorization on Payment Authorization Form Settings / Email 2017/5/1 Online & Desktop
Show Empty Billing Address Standard Show Credit Card Authorization on Payment Authorization Form Settings / Email 2018/12/2 Online & Desktop
Invoice Link Settings Standard Show Invoice Link on Emails Settings / Email 2018/7/17 Online & Desktop
Invoice Link Settings Standard Checkbox for customers to automatically store and use their payment details for future transactions to be checked by default in the Invoice Link Settings / Email 2019/1/7 Online & Desktop
Invoice Link Settings Standard All open invoices to be selected by default for your customers when they visit their email payment link. Settings / Email 2019/12/9 Online & Desktop
Invoice Link Settings Standard Allow Customers to View Past Invoices in their Invoice Link Settings / Email 2018/10/1 Online & Desktop
Invoice Link Settings Standard Only Display Past Invoices On or After certain date(Leave Blank to Show All) Settings / Email 2018/10/1 Online & Desktop
Invoice Link Settings Standard Link Text to display as hyperlink in emails Settings / Email 2019/7/10 Online & Desktop
Invoice Link Settings Standard Card Payment processor used in Pay Online link Settings / Email 2019/7/10 Online & Desktop
Invoice Link Settings Standard ACH Processor used in Pay Online link Settings / Email 2018/1/31 Online & Desktop
Templates Standard Modify text for email messages sent by RECUR360 for: Invoice Due Message; Invoice Paid Message; Invoice Overdue Message; Recurring Payment Message; Payment Failure Message Settings / Email --- Online & Desktop
Payment Processors Standard Connect to any of these Payment processors (multiple processor connections allowed): RECUR360 Payments; Authorize.net; Elavon; Intuit, Stripe; USAePay Settings / Payment Processors --- Online & Desktop
Account Email Summary Standard Daily, Weekly or Monthly account activity summary email Settings / Notifications 2019/7/10 Online & Desktop
Customer Payment Method Updated Emails Standard Customer Payment Method Updated Email Settings / Notifications 2018/2/20 Online & Desktop
BCC Emails Standard BCC Email for user login to receive copy of emails sent to customers for: Invoice Due Emails; Invoice Payment Succeeded Emails; Invoice Payment Failed Emails; Invoice Overdue Emails; Customer Emails; Customer Credit Card Expiring Emails Settings / Notifications 2019/9/3 Online & Desktop
Dashboard Standard See dollar value of open invoices, Invoices created & payments processed based on period selected (Daily, Weekly, Monthly). Also view quantity of emails sent by RECUR360 Dashboard 2019/12/9 Online & Desktop
Dashboard Standard Activity Graph: See invoices and payments graphed by 3 options: Daily; Weekly; Monthly Dashboard 2019/12/9 Online & Desktop
Dashboard Standard Recent RECUR360 activity - see recent emails sent, invoices created & payments processed Dashboard 2019/12/9 Online & Desktop
Duplicate Standard Duplicate Recurring invoice and all settings for different customer Recurring Invoices 2018/3/29 Online & Desktop
Interval Standard Flexible interval options including: Daily; Weekly; Monthly; (Monthly every (1-5) day of week; Yearly Recurring Invoices --- Online & Desktop
Template Name Standard Name for recurring invoice (can be used to search/filter) Recurring Invoices --- Online & Desktop
Description Standard Internal description - does not show on recurring invoice or post to QuickBooks Recurring Invoices --- Online & Desktop
Start Date Standard Set begin date for recurring invoice Recurring Invoices --- Online & Desktop
End Standard Automatically End Recurring payment on a specific date, or after X occurrences Recurring Invoices --- Online & Desktop
Terms Standard Import from QuickBooks. Used to calculate due date of invoice Recurring Invoices --- Online & Desktop
Class Standard Invoice class Recurring Invoices 2018/4/30 Desktop Only
Account Standard Specify Accounts Receivable to post invoice into QuickBooks (used for Canadian Multi Currency) Recurring Invoices --- Desktop Only
Rep Standard Sales Rep (list imported from QuickBooks) for invoice Recurring Invoices --- Desktop Only
Location Standard Location for Invoice Recurring Invoices --- Online Plus Only
Send OverDue Notice Email Standard Set overdue notice to be automatically emailed if invoice has not been paid with flexible scheduling Recurring Invoices 2018/2/20 Online & Desktop
Date Description Variables Advanced Use dynamic date variables in line item or Message description on invoice Recurring Invoices 2018/10/1 Online & Desktop
Delete Item After First Invoice Standard Remove individual line item from invoice after the next time it processes. (Useful for one time (setup) type items.) Recurring Invoices 2018/7/17 Online & Desktop
Message Standard Customer Message that will show in body of email sent to customer by RECUR360. For QBO this field also writes to the Memo area of the invoice (below standard message). Recurring Invoices --- Online & Desktop
Automatically Process Payment Standard Process payment method selected and post to QuickBooks with invoice Recurring Invoices --- Online & Desktop
Process Payment x days after invoice Advanced Automatically process payment x days after invoice and post to QuickBooks (linked to invoice) Recurring Invoices 2018/2/20 Online & Desktop
Process Payment on last day of the month Advanced Checkbox to process payment no later than the last day of the month Recurring Invoices 2018/2/20 Online & Desktop
Generate Invoice with manual payment Standard Process manual payment with invoice and post to QuickBooks (useful for customers who pay cash, or direct transfer) Recurring Invoices 2018/10/1 Online & Desktop
Prorated Invoicing Advanced Create invoice today for prorated (backdated) portion of Interval. Each item on the recurring invoice can be selected to be excluded from proration (full price) Recurring Invoices 2018/4/30 Online & Desktop
Email Recurring Invoice from RECUR360 Standard Invoice will be emailed from RECUR360 Recurring Invoices --- Online & Desktop
Mark Invoice As To Be Printed in QuickBooks Standard Invoice will be marked as To Be Emailed in QuickBooks Recurring Invoices 2018/3/29 Online & Desktop
Mark Invoice As To Be Emailed in QuickBooks Standard Invoice will be marked as To Be Printed in QuickBooks. Recurring Invoices --- Online & Desktop
Permission Details Advanced See and change who is set as the "creator" of recurring invoice (for permission/security purposes). Recurring Invoices 2019/9/3 Online & Desktop
Invoice Standard Link Recurring Payment to existing invoice. Payment will link to invoice when posted to QuickBooks. Also provides option to automatically stop processing payments when invoice is paid in full Recurring Payments 2017/10/30 Online & Desktop
Interval Standard Flexable interval options including: Daily; Weekly; Monthly; (Montlhy every (1-5) day of week; Yearly Recurring Payments 2017/10/30 Online & Desktop
Description Standard Internal description - does not show on recurring payment or post to QuickBooks Recurring Payments 2017/10/30 Online & Desktop
Start Date Standard Set begin date for recurring payment Recurring Payments 2017/10/30 Online & Desktop
End Standard Automatically End Recurring payment on a specific date, or after X occurrences Recurring Payments 2017/10/30 Online & Desktop
Create New Invoice Advanced Create single invoice to be posted to QuickBooks right away Collection Center 2019/9/3 Online & Desktop
Edit Invoice Standard Edit invoice and post changes to QuickBooks Collection Center 2019/9/3 Online & Desktop
Void Invoice Standard Void the invoice in QuickBooks Collection Center 2019/7/10 Online & Desktop
Send Email Standard Send or schedule email notice directly from Collection center screen Collection Center --- Online & Desktop
Multi Select Email Advanced Send or schedule email notice for multiple invoices with one click directly from Collection center screen Collection Center --- Online & Desktop
Process Payment Standard Process payment for individual invoice Collection Center 2017/10/3 Online & Desktop
Schedule Payment for future date Advanced Schedule payment to be processed in the future Collection Center 2019/10/22 Online & Desktop
Process Partial Payment Advanced Process payment for less than full amount of invoice Collection Center 2019/3/26 Online & Desktop
Filter by Location Advanced Filter invoices by Location Collection Center --- Online Only
RECUR360 Open Balance Standard See total balance due by this customer Customers --- Online & Desktop
Email History Standard View history of all emails sent to customer by RECUR360. Also see Status of email (Dropped, Bounced, Delivered, Opened, Clicked) with date Customers --- Online & Desktop
Recent Invoices Standard See Customer invoices whether they were created in RECUR360 or QuickBooks along with their payment status Customers --- Online & Desktop
Recurring Invoices Standard See all Recurring Invoices for customer Customers --- Online & Desktop
Recurring Payments Standard See all Recurring Payments for customer Customers --- Online & Desktop
Parent/Job Setup Standard Ability to link customer to parent or create job from customer Customers 2019/9/3 Desktop Only
Pay online payment method restriction Standard Restrict if customer can pay via credit card, ACH or both when using the pay online link Customers 2018/10/1 Online & Desktop
Store multiple payment methods Standard Store multiple payment methods Customers --- Online & Desktop
AutoPay Standard Authorize AutoPay to process payment automatically when invoices for this customer are imported from QuickBooks Customers 2019/2/5 Online & Desktop
Permission Details Standard See and change who is set as the "creator" of customer (for permission/security purposes). Customers 2019/2/5 Online & Desktop
Invoice History Standard See all invoices based on a date range with option to show invoices created by QuickBooks Reports --- Online & Desktop
Invoice Errors Standard See invoice errors related to payment processing Reports --- Online & Desktop
Cards Expiring Standard See customer credit cards expiring before a certain date Reports --- Online & Desktop
Payment History Standard See all payments processed by RECUR360 for a date range Reports --- Online & Desktop
Email History Standard See history of emails sent by RECUR360 for date range Reports --- Online & Desktop
Scheduled Payments Standard See upcoming scheduled payments Reports 2018/2/20 Online & Desktop
Recurring Invoice Lines Standard See detail of recurring invoice lines by date range (based on next recur period for invoice) Reports 2019/12/9 Online & Desktop
Payment Methods Standard See detail of customer payment methods including how it was added to RECUR360 Reports --- Online & Desktop
Intuit ACH History Standard See Intuit ACH funding status for payments processed by RECUR360 Reports 2019/2/19 Intuit Processor Setup Only
Sections Advanced Limit the sections of RECUR360 the user login can access or give full access Logins 2019/9/3 Online & Desktop
Customers Advanced Restrict login access to Customers based on if they are listed as creator, or if by Customer Type (or Sales Rep for QB Desktop) Logins 2019/9/3 Online & Desktop
Invoices Advanced Restrict login access to Invoices based on if they are listed as creator, or if by Location (QBO) or Class and/or Sales Rep for (QB Desktop) Logins 2019/9/3 Online & Desktop
Recurring Invoices Advanced Restrict login access to Recurring Invoices based on if they are listed as creator, or if by Location (QBO) or Class and/or Sales Rep for (QB Desktop) Logins 2019/9/3 Online & Desktop
Recurring Payments Advanced Restrict login access to Recurring Payments they have created for customers and invoices they have access to Logins 2019/9/3 Online & Desktop
Items Advanced Restrict login access to Items based on if they match or don't match selected items Logins 2019/9/3 Online & Desktop
Terms Advanced Restrict login access to Terms based on if they match/don't match selected list Logins 2019/9/3 Online & Desktop
Classes Advanced Restrict login access to Classes based on if they match/don't match selected list Logins 2019/9/3 Online & Desktop
Locations Advanced Restrict login access to Locations based on if they match/don't match selected list Logins 2019/9/3 Online & Desktop
Reps Advanced Restrict login access to Sales Reps based on if they match/don't match selected list Logins 2019/9/3 Desktop Only
Accounts Advanced Restrict login access to A/R Accounts based on if they match/don't match selected list Logins 2019/9/3 Desktop Only
Payment Collection Advanced Restrict login access to Payment Processing based on all payment capabilities, if they are existing payments, or no payment processing. You can also hide the customer email payment link from Customer Details Logins 2019/9/3 Online & Desktop
Default Terms Advanced Set as the default Term when user creates new Invoice, Recurring invoice or Customer Logins 2019/9/3 Online & Desktop
Default Location Advanced Set as the default Location when user creates new Invoice, Recurring invoice or Customer Logins 2019/9/3 Online Only
Default Invoice Class Advanced Set as the default Invoice Class when user creates new Invoice, Recurring invoice or Customer Logins 2019/9/3 Desktop Only
Default Account Advanced Set as the default A/R Account when user creates new Invoice, Recurring invoice or Customer Logins 2019/9/3 Desktop Only
Default Rep Advanced Set as the default Sales Rep when user creates new Invoice, Recurring invoice or Customer Logins 2019/9/3 Desktop Only
Late Fee Advanced Automatically generate late fee invoices whenever invoices become overdue. Settings / Account 2020/4/22 Online & Desktop
Disable Customer Link Advanced You can now disable the Email Payment link on a per-customer basis Customers 2020/4/22 Online & Desktop
Account Balance Standard Show Customer Account Balance on emails Settings / Email 2020/4/22 Online & Desktop
Do Not Include PDF with Email Standard Exclude the PDF attachment from being sent with emails Settings / Email 2020/4/22 Online & Desktop
Default Billing/Shipping Country Standard You can specify the default billing and shipping countries for new customers Settings / Account 2020/4/22 Online & Desktop
QuickBooks Custom Fields Advanced Invoice custom fields Settings / Account 2020/5/2 Online & Desktop
Invoice Lines Report Standard Shows all invoice line items for a date range Reports 2020/5/2 Online & Desktop
Payment Errors Report Standard Payment processing errors by date range Reports 2020/5/2 Online & Desktop
Prevent Partial Payments Standard Turn off the ability for customers to make partial payments using the pay online link Settings / Email 2020/5/2 Online & Desktop
Rearrange Invoice/Recurring Invoice Lines Standard Drag line items within an invoice or recurring invoice to rearrange the order Recurring Invoices 2020/5/2 Online & Desktop
Stripe Update Standard Updated Stripe processor to use latest API Settings / Payment Processors 2020/5/2 Online & Desktop
Payment History Standard Updated to show invoice date and payment method details Reports 2020/5/2 Online & Desktop
Payment Details Standard You can view how many recurring invoices or recurring payments a payment method is linked to Customers 2020/5/2 Online & Desktop
Quick Edit Standard During Quick edit you can now update terms Recurring Invoices 2020/5/2 Online & Desktop
View Creator Standard In Recurring Invoices, Recurring Payments, Invoices or Customers every login can now see who created that object. Recurring Invoices 2020/5/2 Online & Desktop
Invoice Due Date Standard Set Due Date for one time invoice Collection Center 2020/7/6 Online & Desktop
Service Date Standard Show Service Date column when creating or editing recurring (or single) invoices Recurring Invoices 2020/7/6 Online & Desktop
RECUR360 Payments ACH sync Standard Sync ACH status with RECUR360 Payments and take an action based on funding status Settings / Payment Processors 2020/7/6 Online & Desktop
Disable Automated Open Invoice Emails Advanced Disable the automatic open invoice email when invoices sync form QuickBooks on a specific Customer Customers 2020/7/6 Online & Desktop
Automated Imported Invoice Email Settings Advanced Choose customer types to exclude them from automated imported invoice emails Settings / Email 2020/7/6 Online & Desktop
RECUR360 Pending Invoice Advanced Choose customer types to exclude them from automated imported invoice emails Invoice Center 2020/9/21 Online & Desktop
Invoice Center Standard Shows all regular and pending invoices regardless of payment status Invoice Center 2020/9/21 Online & Desktop
Parent Customer Payments Standard Parent Customers can pay for child/job customer invoices Settings / Payments 2020/9/21 Online & Desktop
Process Payment on Due Date Standard You can now set a recurring invoice to automatically process payment on the invoice due date Recurring Invoices 2020/9/21 Online & Desktop
Cancel All Pending Emails Standard Option to cancel all future pending emails Reports 2020/9/21 Online & Desktop
Default Recurring Invoice Start Date Standard Control the default start date that is used when creating new recurring invoices Recurring Invoices 2020/9/21 Online & Desktop
Convenience Fee Advanced Add convenience fees for Credit Cards, ACH or any invoice payment automatically when a payment is processed Settings / Account 2020/11/21 Online & Desktop
Open Invoice Processing Advanced Automatically process payment when invoices with a balance due sync in from QuickBooks and the customer is set to AutoPay Settings / Account 2020/11/21 Online & Desktop
Invoice Copying Standard Make a copy of an existing invoice Invoice Center 2020/1/10 Online & Desktop
Customizable Overdue Notice Emails Standard Customize the generic overdue message based on the number of days the invoice is overdue Settings / Email 2020/1/10 Online & Desktop
Quickbooks Attachment Sync Advanced QBO invoice attachments can sync in and attach to emails Settings / Email 2020/3/22 Online Only
AvaTax Integration Advanced Integrate with AvaTax to calculate sales tax Settings / Integrations 2020/7/5 Online & Desktop
Smarty Streets Standard Integration with Smarty Streets to populate City and State in either billing or shipping addresses Settings / Integrations 2020/7/5 Online & Desktop
ACH Sync NSF Invoice Advanced Automatically create an NSF invoice if an ACH payment is charged back (only supported processors) Settings / Payments 2020/7/5 Online & Desktop
Limit Invoices on Customer Payment Lin Standard Limit what invoices can be viewed by customers in the pay online link by Payment Terms, Location, Customer Type Settings / Email 2020/7/5 Online & Desktop

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