Pending Invoices

Pending Invoices

A Recur360 Pending invoice is similar to an Estimate in QuickBooks.

• • They are not posted into your accounting software until they are converted to a regular invoice.

You can set Recur360 to start all new invoices as pending invoices by default under the Settings - Account Settings menu. 

• • The next 2 checkboxes control what happens if a pending invoice is converted or goes past the due date set on the invoice.
  • After those selections are saved when you create a new invoice it will default to a Pending Invoice. 

After you add line items and save the invoice it will show with a "Pending" badge on all Recur360 screens. 

• • The Invoice Center has a separate tab to show all Pending Invoices. 

The main Dashboard screen under the page options, you can select to show Pending Invoices separately. 

When you email this invoice to a customer/contact it will use the Pending Invoice email templates. 

When the customer/contact clicks their pay online link from the pending invoice it shows with any other invoices that they have open. 

Once the customer/contact pays the pending invoice it converts to a regular invoice with a payment which will post into your accounting software.

You can see the conversion information in the Invoice Center Converted Invoices tab.