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Avalara AvaTax Integration - in QuickBooks DesktopIf you have enabled Avalara AvaTax in your QuickBooks desktop to calculate sales tax automatically this disables the normal sales tax calcuation in both QuickBooks and Recur360. When creating a one time, or recurring invoice in Recur360 no sales tax will be calculated if the AvaTax Tax Item is selected. Therefore, we recommend setting to not email the invoice until after Recur360 syncs it with QuickBooks. The sales tax needs to be calculated by QuickBooks and synced back to Recur360 before it is sent to the customer.
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Convenience FeesRECUR360 allows you to add Convenience Fees to your Transactions. You can define what Item to use in QuickBooks when a Convenience Fee is enabled and you can also choose when to apply it: All Transactions, Credit Card Transactions, ACH Transactions. You can use a different Convenience Fee per Payment Type as well. The first thing to do is create a Service Item in your QBD/QBO that you want used for your Convenience Fee(s), assign it to the appropriate Revenue account in QB, then sync it into RECUR360.
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Creating a New One Time Single InvoiceYou can create non-recurring invoices in Recur360 from the Collection Center, or the Customer profile screen. From the Collection Center press the Create New Invoice button From the Customer Profile screen open the Options dropdown at the top right & select New Invoice The Invoice screen allows you many of the same options available in the recurring invoice screen including the ability to process payment with the invoice, use dynamic date fields in the line item description and message areas, email the invoice to the customer and preset overdue email notifications.
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Credit Memos - Unapplied PaymentsApply Credit Memos/Unapplied Payments to Invoices: You can now apply Credit Memos and unapplied Payments to Invoices in RECUR360! Going forward Credit Memos now sync from QuickBooks into RECUR360 and Payments sync in their unapplied balance. If you have Credit Memos/unapplied Payments from the past that have not synced with RECUR360, you can do a full Credit Memo/Payment sync by going to Settings->Account and choosing the corresponding Sync All option near the bottom of the page.
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Custom Transaction Numbers in QuickBooks OnlineCustom Transaction numbers allow you to assign invoice number when you are creating it. If this is enabled and you are not assigning invoice numbers in Recur360, then no invoice number will be assigned by QB Online. Note: Custom Transaction Numbers setting is enabled by default in QB Online. Click the Gear icon, then select Company Settings. 2. Click on the Sales form on the left: Then click the edit icon for Sales form content.
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Dynamic Date FieldsDymanic Date fields can be inserted into Line Item Descriptions (shows in RECUR360 and QB) or in the Customer Message section (this only shows in RECUR360 and doesn't sync to the Customer Message within QB Desktop or Online). To add/insert a Dynamic Date, when Adding/Editing a Line Item, to the left of the Line Items you will see your options: You can drag your selections into the Description field and separate them with verbiage, i.
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Editing or Voiding an InvoiceRecur360 has the ability to edit or void an invoice (if the user has permission to edit invoices). This feature is very useful for adding late fees or credit card processing fees to invoices after they have been created. Open the invoice to be edited or voided From the Options menu select Edit Invoice Changes can be made to any part of the invoice, including which customer the invoice is linked to.
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Email Template VariablesWe have revamped and added new capabilities to email templates in Settings->Email! By default, all email templates function as they had prior to this update. In Settings->Email, under the Templates section, you can click Edit next to any template you will be brought to a new popup providing you with variable options for customizing your templates. To begin with, you will see that you can customize the Subject and Greeting on the email in addition to the overall message.
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Invoice Sync Automation SettingsThree settings in the Account - Settings area control what happens when invoices import from QuickBooks into Recur360. The first is Auto Payment 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. The second option emails invoice to the customer when it syncs in from QuickBooks if it has an open balance due
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Late FeesOnce enabled, all new invoices created by Recur360 or imported from QuickBooks going forward will have a late fee invoice generated for them based on the settings you specify after they become overdue. This will happen during the daily transaction push or when you use the 'Push Transactions' option. A new invoice will be created referencing the invoice that generated the late fee. In the above example invoice number RE-50076 generated this late fee.
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Pausing Recurring InvoicesIf you would like to pause your recurring invoicing for a period of time you have several options: To pause a single recurring invoice just edit the recurring invoice. You can either change the start date to a future date when you want to begin invoicing the customer again. The recurring invoice will continue to run on the next scheduled interval. You can always see what the next scheduled processing date will be in the top right section of the recurring invoice
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Recent Updates2022-03-10 General Updates Apply Credit Memos/Unapplied Payments to Invoices: You can now apply Credit Memos and unapplied Payments to Invoices in RECUR360! Going forward Credit Memos now sync from QuickBooks into RECUR360 and Payments sync in their unapplied balance. If you have Credit Memos/unapplied Payments from the past that have not synced with RECUR360, you can do a full Credit Memo/Payment sync by going to Settings->Account and choosing the corresponding Sync All option near the bottom of the page.
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RECUR360 - Limit What Invoices Can Be Seen In Customer Payment PortalIn Settings->Email there are new settings under Invoice Link Settings for limiting what invoices show by Terms and also by Locations (QBO) and Customer Types. For each of those settings you can choose one or more options and then in the Customer Payment Link, only invoices with matching Terms and Locations would show (Both open and past invoices). For filtering by Customer Type, the payment link would only show invoices for your customer if your customer had a matching customer type or if you have any applicable child customers with a matching customer type you would see their invoices.
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Recur360: Connecting to Intuit Merchant Services for Payment ProcessingIf using Intuit Payments / Intuit Merchant Services, select that in the drop down: Click the button to "Connect to QuickBooks: If you signed up for and are logged into Recur360 using your Intuit ID, you will automatically be taken to select your existing Intuit Payments account. If you did not signup for Recur360 using your Intuit ID you sill be asked to sign in. In order to access and connect your Intuit Payments account to Recur360 you must sign into Intuit Payments with the Master Admin Intuit ID, this was the ID used when signing up for Intuit Payments or QuickBooks Online.
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Recur360: QuickBooks Canada and StripeIf you are using QuickBooks Canada and Stripe as your processor, you can now set within the Settings\Payments for Recur360 to submit to Stripe all Charge/ACH values as either United States Dollar or Canadian Dollar: Based on the Charge Currency, this will tell Stripe what currency to charge the customer in. If you don't change the setting, United States Dollar is the default. Currently this is a Global setting that all charges passed to stripe will be in the Charge currency.
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Recur360: Setting up Recur360 to sync with QuickBooks Desktop via the QuickBooks Web ConnectorRecur360 syncs with QuickBooks Desktop via the QuickBooks Web Connector (QBWC). Minimum Operating Requirements: You must be running QuickBooks Desktop for Windows Versions 2020 – 2022+ to be on a supported version of the Web Connector. Your Server or PCs where you will run the QBWC must be on Windows Server 2016/2019 or Windows 10/11. If your local environment doesn’t meet the above requirements, Recur360 can host QuickBooks Desktop for you in our Data Center on our Hosted Remote Desktop Servers.
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Recur360: The Payment Processor Did Not Return Any ResponseThis happens sometimes if the payment processor that your Recur360 account is connected to has an interim outage when we are sending payment requests to them. If this error shows in your Invoice Errors report then Recur360 was unable to process the payment at the time we generated and emailed out invoices. Go into the Invoice Errors report and look for any transactions with that full message, then manually click to Process Payment and attempt to process again and it should go through assuming there still isn't an outage.
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Recur360: ACH Payments via Intuit PayementsProcessing ACH payments works very similiar to processing an actual check. When you or your customer enter their banking information into Recur360, it validates that the Routing information is correct & the Account exists. When an ACH Payment is processed against that account, the Processer will return back to Recur360 that it is Approved as long as the account is valid. Recur360 will then post this payment over to QuickBooks against the Invoice just like when a check is initially Received as a Payment into your account.
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Recur360: Best Practice - Returned ChecksWhen a customers check gets returned by the bank (NSF) the payment needs to be removed from the invoice so it will show in the collection center to be processed for new payment. It is important not to edit the payment that was originally tied to the invoice because it may have been in a prior accounting period. Here are the steps for QuickBooks Desktop: Handle Non-Sufficient Funds (NSF) or bounced check from customers
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Recur360: Connecting to Credit Card / ACH - Payment Processing and Pay Online LinkAfter signing up for Recur360, in order to process payments or send emails with a pay online link you must conenct your Recur360 account to your payment processor, or signup through us. Recur360 connects to the following payment processors: Intuit Payments (Intuit Merchant Services) Authorize.net Elavon Stripe USAePay Recur360 Payments To connect Recur360 to an existing merchant processing account, in the left panel of Recur360 click on the Settings module and Payments
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Recur360: Deleting CustomersRecur360 does not have an option to delete a customer once it is created. In QuickBooks you can mark the customer as Inactive. Then on the next sync with QuickBooks, Recur360 will remove them from the active customer list. You can check the option to Show Inactive Customers at the top of the customer screen if you would like to see the account in Recur360. Notice if you are using QuickBooks Online the Company Name will show (deleted) in parenthesis behind the name.
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Recur360: Error QBWC1039: There was a problem adding the applicationWhen you try to reconnect the company file to a third-party application or to Warehouse Manager using QuickBooks WebConnector, you receive this message: Error QBWC1039: There was a problem adding the application. Check the QBWCLog.txt for details. followed by: Error Unique file ID required. This error is caused by either the relocation of the company file or the incorrect removal of the third-party application or Warehouse Manager from the QuickBooks WebConnector.
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Recur360: FAQWhat is Recur360? Recur360 is a web based platform that automatically generates Invoices and Payments, posts those transactions into QuickBooks Desktop or Online and emails the customer a copy of the receipt. Why was Recur360 created? Recur360 was created to simplify how a company creates and manages Recurring Invoices and Payments - In QuickBooks desktop you have to manage Recurring Credit Card charges in the Intuit Payments Module, Recurring Invoices in the Memorized Transactions Module and automated ACH payments are non-existent and have to be run manually requiring user intervention.
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Recur360: How to create a Recurring Invoice TemplateHow to Create a Recurring Invoice Template Create a new Customer in QuickBooks or Recur360 and name it *Templates. Create a new Recurring Transaction against this customer and the Items you want on it. Set it to Run Monthly on the 1st of every month, backdate the start date to 2/1/2018 and set it to End After 1 occurrence. Add your Items and click Submit to save. In the left Panel click "
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Recur360: Moving the QuickBooks Web Connector
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Recur360: QuickBooks Desktop Signup
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Recur360: QuickBooks Online Signup
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Recur360: Recurring Invoices
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Recur360: Recurring Payments
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Recur360: Recurring Unapplied Payments
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Recur360: Setting up discountsThere are 2 different ways to apply discounts in Recur360. Either using the overall discount at the bottom of the screen, or as a line item. Line Item Discount Create a line item in QuickBooks as an "other charge" or "non-inventory" type for discount You can use this item on your recurring invoice. Enter a negative 1 for quantity & then the amount you want to discount in the Rate field.
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Recur360: Split Invoice and Payment DateWhen setting the Recurring Invoice to automatically Process Payment and Post into QuickBooks with Invoice, you can now choose to Process the Payment X days later. This will create an invoice with a scheduled payment. If an email is sent to the customer they will see when their payment will be processed on the email. Prior to the processing date you can see when the payment is scheduled to process.
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Scheduling Email Notifications
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User LoginsRecur360 can have individual user logins with different security access for each. Create a new user using the Add New button under the Login menu Complete the basic details at the top of the screen. Note: the email address you enter will be the login for the new user and will be where the invitation to login is sent. The center section of the screen allows you to give/restrict access to different areas of Recur360.