Creating a New One Time Single Invoice

From the dashboard click 'Invoice Center'

• • Press the 'Create' button then 'New Invoice'

• • Choose the customers name

From the dashboard click 'Collection Center'

press the "Create" button

Choose the customers name

From the dashboard click 'Customers' on the left menu. 

Choose the customer:

Click options in the top right:

Then 'New Invoice':

This will pull up the Create New Invoice screen, with the customers name pre-selected:

The 'Date' field will default at todays date. 

• • You can change the date to be future dated or back dated depending on the invoice needs. 
  • This will not change the 'date created' but will change the date displayed on the invoice.   

NOTE: If you change the date and select to process the payment on the Invoice Date, the payment will be processed when the invoice is created, not the date selected for the invoice. 

In the 'Due Date field' you can set a due date for the invoice, that is seperate from the terms.

• • This will be the date used when selecting Process Payment on the Due Date of the Invoice 
  • When sending overdue emails, remember this is the date the schedule goes off of. 

The terms will help decide the due date of the invoice (if one is not selected manually) and grouping the invoice for various settings. 

• • Terms are created and managed in QuickBooks

Available to QuickBooks Online users only, the location field can help with various reports and sorting in QuickBooks and Recur360. 

Note: Locations are created and edited in QuickBooks 

You can set the class on the invoice, for easier tracking in QuickBooks.

Note: Classes are created and edited in QuickBooks 

With a QuickBooks Desktop connected account, you can select the AR account directly on the invoice. 

Note: AR accounts are created and edited in QuickBooks 

If you are using QuickBooks Desktop, on the invoice in Recur360 there is a spot to assign a sales rep if needed. 

Note: Rep(s) are created and edited in QuickBooks 

Available to QuickBooks Desktop users only, the P.O. field can help with various reports and sorting in QuickBooks.

In the middle of the Create New Invoice, you will see an 'Add New' button 

• • First select the item 

• • Then the class if applicable

• • Fill in the Quantity, Price Each, and amount fields. 

• • Add a description (if applicable) 

• • Select if the item is taxable or not. 

You can add a memo that can be made available to the customer in the pay online link. 

In the pay link:

You can set the customer tax code directly on the invoice. 

• • The customer tax code will default to the tax code set for the customer in the edit customer section of the customer profile. 

• • If a customer is set to tax, and it needs to quickly be switched to non taxable, it can be changed and it will change all of the items on the invoice to non taxable.

Note: This will work for going from taxable to non taxable. If switching from non taxable to taxable, any items that are non taxable will need to manually edited on the line item. 

• • If you add an item to the invoice, remember to select the tax for the item. 

Note: If a item is added to an invoice and the item is selected to tax, even though the customer tax code is set to NON, there will be tax for the item. 

You are able to select the tax code for the items on the invoice. 

• • This wil apply to the items marked as taxable on the invoice. 

You have the ability to add a discount to the invoice

• • It can be a percent 

• • Or a flat value 

NOTE: If you would like to add a discount if the customer pays early, check out our Terms Discount article. 

If you select the automatically process payment and post into QuickBooks with the invoice, it will open up additional options. 

• • You can select the payment method to charge

• • Add a new payment method 

• • And decide when to charge the invoice.

• • Please remember that the option to process the payment on the invoice date or x days after the invoice date, is the day the invoice is created, not the invoice date selected. 

If you select this option a invoice will be created and a payment will be recorded to the invoice. 

• • No payment will be processed through Recur360Pay 
  • This would be a record of payment only 
  • This would typically be used if the customer already paid by check, cash, ETC. 

Check out our Pending Invoices article

You can overide the default convenience fees, allowing you to add or remove it for this invoice.

This setting will send the customer an email when the invoice is created. 

• • If you do not see this option, then the customer does not have an email address 
  • If not selected the invoice wil still generate, and any payments scheduled will process, but no email will be sent to the customer. 

Enabling this setting will send a payment failure notice to the customer if the payment fails to process. 

• • If you do not see this option, either the option above is not selected, or the process payment option was never selected at the top of the light blue section.

You are able to schedule invoice due or invoice overdue notices for the invoice. 

• • Setting it for before the due date will send an invoice due notice

• • If you select After the Due Date, an invoice overdue message will be sent. 

For example: Selecting to send the invoice every 5 days, starting 15 days before the invoice is due, would send 3 Invoice Due notices, then wil convert to an Overdue notice once the due date passes. 

NOTE: You cannot send an invoice email before the invoice is created. If you select Due on Receipt then only overdue notices are sent. 

The invoice will use the defaults set up in the Email Settings

• • You can choose to override the setting for this invoice

• • Always Show:

• • Always Hide:

The invoice will use the defaults set up in the Email Settings

• • You can choose to override the setting for this invoice

• • Always Show:

• • Always Hide:

More to come 

More to come 

More to come 

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