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, for QuickBooks connected accounts, you may want to take advantage of Automated Deposits, and/or NSF Automation Setup QuickBooks Online, NSF Automation Setup QuickBooks Desktop.

You can free up time with Recurring Invoices, and/or create One-Time Invoices as the need arises. 

To create a recurring invoice, visit our How To Create a Recurring Invoice article. 

To create a one-time invoice, vist our Creating a One Time Single Invoice article. 

Royalty Invoicing can be tricky. We try to make it a simple process. 

Visit our Royalty Invoices article to learn more.

One of the most frustrating things is having to remember customers who haven't paid. Who have notifications been sent to? How many reminders have they been given? How far past due are they? 

We try to make it easy to manage the most frustrating part of accounting, getting paid. 

On the dashboard you can quickly see how many open or unpaid invoices you have.

From the collections center use the filters to narrow the results or download the list to an Excel sheet for easy sorting. 

Bulk email customers with balances, and collect payments

See more details in these articles Processing Payments & Sending Emails.

Check out the sortable columns built into the report. 

To move to the right of the page, scroll right on the bottom of the page, or click the page right button. 

In the Reports menu you will find the email history that will show any emails that have been sent to your customers, as well as any pending emails that are scheduled to be sent. 

You can also see the email history for each customer from their customer profile at the bottom. 

If you click the status of the message, it will show who it was delivered to, if the message was opened, what time it was opened, and if they have clicked the pay online link. 

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. 

Click each section to expand:

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 let's 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. 

Now under the Invoice Link Settings if you would like your customers/contacts 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 of each setting.

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

We have outlined the most important settings to check

Click each section to expand: