- Service Date: If you use the Service Date column with invoice lines in QuickBooks, Recur360 now syncs that information in. You can also go to Settings->Email and under Invoice Settings there is a new checkbox to include that Service Date column on your emails and pdfs that get sent out. *In order to get the Service Date on invoices that have synced into Recur360 in the past, you may have to use the new "Sync All Historical Invoices" feature below.
- Sync All Historical Invoices: If you are missing any historical invoices in Recur360 that you want or if you want to sync in the Service Date to Recur360 for all of your historical invoices, you can visit Settings->Account and click the button to sync in all historical invoices. When you do that, the next time Recur360 syncs with QuickBooks, a one time sync will happen running through every invoice in your QuickBooks and syncing it into Recur360. Be aware that this could take a considerable amount of time based on how many invoices you have in QuickBooks and should only be done if necessary. Also if you use the Invoice Link in your emails to customers, you may want to update your Invoice Link Settings in Settings->Email and specify if you want your customers to be able to view all of their past invoices.
- Updated Authorize.Net Sync: Within Authorize.Net it is possible for existing Payment Details to have their information changed, such as the expiration date on a Credit Card, without deleting the old information and adding new information. Authorize.Net's Account Updater could cause that for example. When that happens, Recur360 would only be aware of and display the original payment information, but it would process with the updated payment information. This could lead to some problems though, such as if the card type changed, Recur360 would still set the Payment Method in QuickBooks to the original card type or expiration notices could get sent based on the original expiration date. Now if you have the Authorize.Net sync enabled, when existing payment details get edited in Authorize.Net, at the next sync with Authorize.Net Recur360 will pick up on those changes and display the correct information.
- Process Payment On the End Of The Month: When setting up a Recurring Invoice that you Automatically Process Payment details for, you can choose to have that payment process X days after the Invoice Date. If you wanted that payment to process on the last day of the month, due to the varying length of days in a month, you were unable to do so. Now when choosing to "Process Payment X Days After Invoice Date", there is a new checkbox to "Process No Later than the Last Day of the Month of the date on the Invoice". If that is checked, the Scheduled Payment will always occur within the same month as the invoice date. So if you have a recurring invoice that runs on the first of the month and set it to process 29 days later and have that box checked, in January, the payment will process on the 30th, but in February it will process on the 28th (or 29th).
- View Masked Text: When entering in text in various spots such as payment fields, the text is masked to prevent others from viewing your screen and seeing your information. There are now Show/Hide buttons on those fields, so you can choose to view what you typed to help prevent mistyped information.
- Intuit ACH History Report: If you use Intuit as your payment processor, there is a new Intuit ACH History Report in the Reports section. This will list out ACH transactions made through Intuit along with their funding status. These statuses are automatically checked with Intuit and updated once every day or anytime you use the new "Sync Intuit ACH Statuses" button in the side menu. (*Only ACH transactions performed after this update will display)
- And More:
- If you use Intuit Single Sign On for your Recur360 account and would rather use an email and password, you can now visit your Login Settings and choose to disconnect from Intuit Single Sign On. When doing that, if you are connected to QuickBooks Desktop you will need to update your password in the Web Connector.
- When you click on any invoice that has an open balance and view the Invoice Details page, there is a new "Make Recurring Payment" button to help start a recurring payment against that invoice.
- In Reports->Scheduled Payments, there is now a "Process Payment Now" button, allowing you to process payment for the invoice immediately.
- Columns for the Customer First and Last Name have been added to the Collections Center and the Customers sections.
QuickBooks Online Integration Updates
- Intuit ACH Sync: When processing ACH payments through Intuit with valid ACH details, a payment is immediately written to QuickBooks for the amount specified. That ACH payment may end up failing a couple days later after final processing with Intuit. With the new Intuit ACH Sync, Recur360 will track that ACH payment status. If the ACH payment ends up failing a couple days later, Recur360 can automatically delete or void the payment from QuickBooks and email the customer. To enable this feature, visit Settings->Payments and choose Intuit from the dropdown. Under "Intuit Settings", you can enable the Intuit ACH Sync and then choose what actions you want to happen when a payment is found to be Voided or Declined. When the new "Sync Intuit ACH Statuses" button in the side menu is used, as well as automatically once every day, the statuses of your ACH transactions are checked with Intuit. When those change, the actions you set will perform. Also the new report in Reports->Intuit ACH History will display any actions that may have been taken as a result of this feature and give you the option to cancel actions from being taken on pending transactions.
- $0 Invoices: If you create a $0 invoice or create an invoice and receive full payment for that invoice within QuickBooks, future ones should now sync over to Recur360 allowing your customers to view them in the Past Invoices in their Invoice Link. To do a one time sync from ones in the past, use the "Sync All Historical Invoices" feature mentioned above.