Invoice Email Options

You have the ability when creating regular or recurring invoices to send/schedule emails. If you forget to set them when you create the recurring invoices, you can edit them at any time and they will be used the next time the recurring invoice renews. 

Email Recurring Invoice and Payment to customer through Recur360

• This setting allows Recur360 to automatically send the invoice email when the invoice is created. If the payment processed successfully with the invoice the customer will receive an Invoice Paid email. If payment fails they will receive a Payment failed email. If there is no payment linked, they will receive an Invoice Due email.

Email Recurring Invoice (With payment failure) to Customer through Recur360 if the payment fails to process

• This setting allows Recur360 to send the invoice with the failed payment message (insufficient funds, wrong account, etc.) to the customer IF the payment fails. This setting is helpful if you only want the customer to get an email if the payment fails.

Send Emails Based on Due Date

• This setting will allow you to schedule emails to be sent in the future if the invoice is not paid by the settings you choose. If the invoice is paid prior to when it would send the email then the email cancels automatically.

For invoices created in QuickBooks and synced into Recur360, there are a few settings in Settings- Account that allow you can set to automatically send emails. 

Automatically Send One Invoice Email Immediately (Regardless of whether or not the Invoice is Paid/has Zero Balance Due). If both this and the checkbox to Automatically Send One Invoice Email Immediately under 'Open Invoice Sync' is checked, only one email would send.

• This setting will send an email once the invoice is synced in even if it is already paid.

Anytime any non-pending open invoice in QuickBooks syncs into Recur360 that Recur360 is not aware of, Recur360 can perform the following:

Use appropriate bill with parent payment methods when doing payment processing payments (as long as any parent also has AutoPay Authorized)

• If this is checked, when a new open invoice syncs into Recur360, if payment processing is enabled and there is a corresponding Bill with parent Customer associated with the Customer on the invoice, the most recently added payment method on either the parent(s) or child would be used to process the payment. If this is not checked, then only the direct customer payment methods will be used.

Only if the Customer on the invoice is set to AutoPay Authorized, automatically take the most recently added payment method of the Customer on the invoice and automatically process a payment for the balance of the invoice with that payment method. A payment will be written to QuickBooks and the Customer will be emailed based on the options below. If the Customer has no payment method added, no payment will be processed. You can edit the AutoPay Authorization on any Customer, or if a Customer ever chooses to store their payment method and enables autopay in their email payment link, it would also be enabled.

• This setting would allow Recur360 to charge the customer if they are set to autopay authorized. It would use the most recently added payment method automatically. Remember if there has not been a payment method added, the customer will not be charged.
• To successfully set this feature please remember to fill in the following based off the needs of your business. 

Automatically Send One Invoice Email Immediately (If the Invoice is Unpaid). If both this and the checkbox to Automatically Send One Invoice Email Immediately under 'All Invoice Sync' is checked, only one email would be sent.

• This setting will send an invoice email as soon as it is synced into Recur360 only if the invoice shows a balance due.
• You can select this option for all open invoices, or you can set it to email only certain open invoices with customer types, or terms. 

Automatically Schedule Invoice/Invoice Due Email(s) For Later (If the Invoice is Unpaid) 

• This setting will schedule invoice emails in the future for the time frame you would like them to go out.

• Like the previous setting you can limit the emails to certain customer types and/or terms. 

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