- Payment Updates: Now when you go to set a customer's payment method on a recurring invoice or recurring payment or when you go to process an invoice payment from within the admin panel, you can choose to "Add A New Payment Method" to the customer right there without needing to leave the page. Choosing that option in the payments dropdown will give you a popup where you can enter in the details.
- Partial Payments: When you go to process a payment on an invoice in the Recur360 admin panel, you can now enter in a partial balance amount to process.
- Apply To All: When entering new payment details for a customer, there is now an "Apply To All" checkbox, allowing you to apply your new payment method to all of the customer's recurring invoices, recurring payments, and scheduled payments immediately.
QuickBooks Desktop Integration Updates
- Email After QuickBooks Desktop Sync: If you visit Settings->Email, you can enable a new setting so invoice emails don't send until after the invoice has synced in QuickBooks. This is useful because then the email will send out with the QuickBooks Invoice # for the customer to reference right away. Be aware that all emails, including overdue notices, will not send until syncing to QuickBooks with the Web Connector. At that point, all pending emails would send out.