Invoice Sync Automation Settings

Three settings in the Account - Settings area control what happens when NEW invoices import from QuickBooks into Recur360. The first is Auto Payment

Open Invoice Sync

AutoPay Authorization

Or if the customer uses the pay online link and has the Store Payment & Turn on AutoPay option checked. 

When AutoPay is turned on options are shown to send email to the customer for successful payments and failed payments.

Payments can be set to process immediately; x days after the invoice date; or on the due date. 

The second option emails invoice to the customer when it syncs in from QuickBooks if it has an open balance due 

Once selected there are options to only email invoices to specific customer types. Note: Customer types are defined in QuickBooks and then assigned to specific customers either in QuickBooks or Recur360

Note: if the invoice has a zero balance when it imports it will not email to customer.

The last option will automatically schedule pending overdue notices for imported invoices. These can also be limited by customer type.

Like scheduling overdue notices on recurring invoices this option will "pre-schedule" overdue notices emails based on the frequency you set. 

If the invoice is paid prior to that date the overdue notice automatically cancels. You can see and cancel the pending email at the bottom of the invoice screen.

These automation options can be overridden at the customer level if you edit the customer and check the box to Disable Automation emails