Tutorials

Watch Recur360® tutorials with easy to follow visual guides that walk you step by step on how to do various tasks in Recur360.

Signup: QuickBooks Online

Signing up for Recur360 with QuickBooks Online is quick and simple. You can either sign up using your Intuit account, which is linked to your Intuit Payments or QuickBooks Merchant Services, or you can sign up using a new account (and link it to your QuickBooks Online or payments account later).

Signup: QuickBooks Desktop

Sign up for Recur360 and connect to your QuickBooks Desktop version (US and Canada, Pro, Premiere, or Enterprise). You can either sign up using your Intuit account, which is linked to your Intuit Payments or QuickBooks Merchant Services, or you can sign up using a new account (and link it to your QuickBooks and Merchant processing later).

Recurring Invoices

Recur360 replaces the memorized transactions in QuickBooks Desktop, or the recurring transactions in QuickBooks Online, a more advanced way to process payments. Transactions in Recur360 will automatically email out invoices and can process payments via ACH.

Recurring Payments

Set up recurring payment plans in Recur360 and apply them to an existing invoice with stored payment methods. Customers can automatically get an invoice emailed to them, and the plan will end as soon as it's paid in full.

Scheduled Email Module

Schedule automated emails for open invoices for QuickBooks Desktop or Online in Recur360. Set them to send immediately or send at a later time, and include a custom message. You can then view a list of scheduled emails through the reports page for email history.

Recurring Unapplied Payments

With Recur360 you can set up recurring payments, via credit card or ACH, and record it as an unapplied payment in QuickBooks that you can apply later to future invoices.

Moving QuickBooks Web Connector

If you need to move the QuickBooks Web Connector to a new PC, DON'T DISCONNECT within your Recur360\Settings\Account, follow this tutorial to Remove the QBWC application from the Web Connector on the current PC, then Reconnect Recur360 on a different PC.

How to Create a Recurring Invoice Template


1. Create a new Customer in QuickBooks or Recur360 and name it *Templates.

2a. Create a new Recurring Transaction against this customer and the Items you want on it.

2b. Set it to Run Monthly on the 1st of every month, backdate the start date to 2/1/2018 and set it to End After 1 occurrence.

2c. Add your Items and click Submit to save.

2d. In the left Panel click "Push Transactions" so that it creates it once and puts it in the Collections Center

2e. Now go into the Collections Center and sort by Customer Name, you will then see this transaction at the top of the list

2f. Click on the Recur360 transaction Id, then click the "Make Recurring" button at the top.

2g. Now change the Customer Name from *Templates by backspacing/deleting out the name and select a new Customer, then set all of your other parameters and click Submit to save.

2h. Go Back into the Collections Center and repeat again and again for all subsequent customers you want to apply this "Invoice Template" to.