First time setup

Next you may be prompted to update your billing information. You can access your billing settings under settings- billing. 

• • In this section you can see your billing details, as well as your next billing date. 

If you want to process payments through Recur360, you will need to apply for a merchant account, click settings- payment processors. Then click 'Sign up for RECUR360PAY'. 

• • Once a Recur360Pay account is linked, you may want to take advantage of Automated Deposits, and/or NSF Automation Setup QuickBooks Online, NSF Automation Setup QuickBooks Desktop.

Now click on Settings- Account Settings. Under 'All Invoice Sync' and 'Open Invoice Sync' check to make sure all the boxes are set appropriately for your business. 

• • These settings are for invoices being pulled from/created in QuickBooks into Recur360, that Recur360 is not aware of. Here is a link for more details on Invoice Sync Automation Settings. 

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In the account settings you will also want to set up your Late Fees and any applicable Convenience Fees. 

The next section to tackle is the email settings. Click Settings- Email Settings 

• • The first section to check is your company details. This is where you can set your company logo as well as the primary color that will be shown on emails. 
  • For a deep dive into the email settings visit Email Settings.

• • In the 'BCC Email Address' field put any email addresses that you would like to receive a copy of ALL outgoing emails. 

*NOTE- Please use caution with this setting, it is for all emails and could be inconvenient. We have Notification Settings to receive copies of certain 'types' of emails. 

Now lets check the 'Invoice Settings' and 'PDF Settings' to make sure they are set up how you would like. These settings will depend on your business needs for invoices. 

• • To take a look into these settings a little better, check out our Email Settings article.

Now under the 'Invoice Link Settings' if you would like your customers to pay through an email link, then we will want to configure this section. 

• • Visit our Limit What Invoices can be Seen in Customer Payment Portal document for a more detailed explanation.

*NOTE- If your application is pending for Recur360Pay some options will not be available until the account is approved and connected.