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Sending Emails

7 min. readlast update: 05.20.2026

When customers do not receive emails it can be frustrating. 

Here are some different ways of sending invoice emails, as well as some reasons a customer may not have received the email. 

From the Invoice/ Recurring Invoice creation

When creating an Invoice/Recurring invoice you can schedule the emails to be sent from the top right section. 

    • The customer will need to be selected, and if they do not have an email address the options for emails will not be listed. 
    • The option for 'Email Invoice to Customer through Recur360' will send the invoice email on the day the invoice is created. 

    • If you select the 'Send Emails Based on Due Date' option you can schedule emails to go out before or after the due date, once or on a recurring schedule. 
    • Once the due date has passed, the Invoice Notice is automatically converted to an Overdue Notice. 

    • Selecting both options will send an email with the invoice when the invoice is generated/created, and will send additional emails based on the schedule selected. 

Note: Notices cannot be sent before the invoice is generated/created. 

From Invoices already created

If the invoice is already created and you need to send/schedule invoice notices or invoice overdue notices, open the invoice. 

    • Click 'Options' in the top right
    • Then 'Send/Schedule Invoice Email'

    • To send the invoice one time right away, click Send Email. Based off the invoice status it will determine the type of invoice sent. 

    • Scheduling a series of messages, or setting up overdue notices not set up when the invoice was created? Click 'Schedule For Later'.

    • You will now be able to schedule the series based off the invoice needs. 
Invoices created in QuickBooks

For invoices created in QuickBooks and synced into Recur360, you can set up automated invoice emails or overdue notices, by going to the Account Settings.

    • On the right side under Invoice Settings are the options for All Invoice Sync, and Open Invoice Sync.

    • These options are for invoices synced in from QuickBooks to Recur360.
All Invoice Sync 

This setting will send an email for all invoices synced into Recur360 from QuickBooks, regardless of if they have already been paid. 

    • If the invoice has been paid, an Invoice Paid email is sent. 

    • You can set a date to prevent emails from being sent on invoices too far in the past. 
    • Limit the emails to customers with certain customer types, when enabled if the customer type is not listed here there will be no email sent for that invoice. 
    • Limit Emails to invoices with specific terms, here you would list all of the terms for invoices you would like to be sent by email. 

Note: If you create a term in QuickBooks specific to invoices that are not to be sent out, you can select all other terms here to prevent invoices with that term from being sent. 

Open Invoice Sync 

The Open Invoice Sync options are for open (unpaid) invoices that are synced in from QuickBooks. 

    • These options do not affect invoices that have been paid, if the invoice has been paid no email will be sent. 

If the option to 'Automatically Send One Invoice Email Immediately' is selected anytime an email is synced from in from QuickBooks that is unpaid, an email based off the status of the invoice will be sent. 

    • These emails can be limited to customer types, or term on the invoice.

Note: If you create a term in QuickBooks specific to invoices that are not to be sent out, you can select all other terms here to prevent invoices with that term from being sent.

The 'Automatically Schedule Invoice/Invoice Due Email(s) For Later' will schedule invoice emails or overdue messages on a desired schedule. 

You can limit these emails to certain customer types, or invoice terms. 

Note: If you create a term in QuickBooks specific to invoices that are not to be sent out, you can select all other terms here to prevent invoices with that term from being sent.

Examples:

Example: You would like only the open unpaid invoices synced in from QuickBooks to have emails sent right away, and then have notices sent every 30 days starting the day after the due date. 

    • For the All Invoice Sync: Leave it Unchecked 

    • For the Open Invoice Sync: Check both and see below

Example: You would like to send an invoice immediately for all open invoices and a reminder every 7 days until the invoice is paid, for invoices synced in from QuickBooks, with Net30 terms. 

    • For the All Invoice Sync: Leave it Unchecked 

    • For the Open Invoice Sync: Check both and see below

Schedule Invoice Notices In Bulk

If you have multiple invoices either created in Recur360 or synced in from QuickBooks that need emails sent, simply head over to one of 2 areas. 

Invoice Center 

Your Invoice Center is located on the left menu of the Recur360 dashboard

The Invoice Center will show every invoice in Recur360 for the date range either pre-selected, or selected date range regardless of if the invoice is paid or not. 

    • Once you have filtered and selected the invoices to send emails for by checking the box on the left side of the screen on the invoice row, click Options on the red banner at the bottom. 

    • Then Send/Schedule Email

    • The Send Email box will appear. 
    • To send the emails one time immediately, click Send Email

    • To schedule invoice emails for a later date or on a schedule, click Schedule For Later

    • Under the Frequency you can select a specific date to send the email, or set a schedule based on the due date of the invoices. 

    • Remember the status of the invoice determines the type of invoice that is sent. 
    • If the invoice is already paid, an invoice paid email is sent. 
Collections Center

The Collection Center is located on the left menu of the Recur360 dashboard

Your Collection Center will show every invoice in Recur360, that has not been paid.

    • Use the Filters to narrow the date range, select the location, or invoice type. 
  •  
    • Select the invoices to send emails for by checking the box on the left side of the screen on the invoice row, click options on the red banner at the bottom of the screen. 

    • Then Send/Schedule Email

    • The Send Email box will appear. 
    • To send the emails one time immediately, click Send Email

    • To schedule invoice emails for a later date or on a schedule, click Schedule For Later

    • Under the Frequency you can select a specific date to send the email, or set a schedule based on the due date of the invoices. 

    • Remember the status of the invoice determines the type of invoice that is sent. 
    • If the invoice is already overdue, an invoice overdue email is sent. 
Reasons Customer may not have received the email

There are a few different reasons the customer may not have received the email. 

    • The most common is a typo in the email address. 

The best place to verify if the customer's email is not going out is in Recur360 on the customers screen. 

    • If you scroll to the bottom of the page you will see the customer's email history. 

    • You will be able to see the Delivery Status column to show if it was delivered, clicked, opened, or if it was a bounced email. 

    • If you click the status further details on the email will appear. 

For Bounced emails first check the customers email address to make sure it is correct

    • If the email address is correct, reach out to support by LiveChat to check and/or remove the email address from the bounced or spam reports. 

If you are not seeing the email being sent, or attempted to send it was more than likely not set up properly on the invoice, or in the sync settings. 

    • Refer to the section From Invoices Already Created above to send the email, and double check the settings on the invoice, or in the Open Invoice Sync section of the Account Settings. 

 

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