Account Settings

Under the settings (gear icon) you will find the account settings.

Basic Details

• In this section you will find a variety of settings including your QuickBooks closing date and the currency your account is set for. 

General Settings

Here is where you can set up notifications to your customers when their credit card is expiring. 

You can also disable the automatic daily push of recurring invoices and recurring payments. 

• If you select this option, the automatic processing of recurring invoices/payments will be disabled. If you would like to manually process the transactions, you will need to select the process transactions button in the top right.

• Please keep in mind if you have passed multiple bill periods when this option is re-enabled or manually selected, your customers will be billed for each period missed. 

The next setting will disable the transactions from processing on recurring invoices/payments that are set to send emails to the customer, if the email is removed from the customer profile.

• You will receive an error email each time a transaction fails due to the email being removed. Please keep in mind the error email will be the reference that the transaction has not processed. The customers email address will need to be updated before the invoice or payment can be created. 
• If this option is not selected you will get a notification if the email has been removed from the customer, and it is automatically set to send an email to the customer, but the transaction will continue to process. 

CSV files automatically add an apostrophe in any cell that is exactly 16 digits preventing Excel from changing the value to a scientific notation. 

• By making this selection it will not add the apostrophe to allow integrated CSV readers to work properly. 

Customer/Payment Settings 

The Bill with Customer: Job setting will use the Job/Child payment method and email address for transactions. 

The use appropriate bill with parent customer setting is used when doing bulk payment processing or bulk manual payment recording from the collections center. 

• This setting will use information on the parent customer when processing or manually posting the payment through the collections center. 
• If this option is not selected the payment information will come from the customer/ job the invoice is assigned to. 

You have the option to combine multiple payments from the collection center into one payment when processing the payment through the collection center.

• By selecting this option, you can avoid multiple transaction fees if there are multiple charges for the same customer.
• This setting is also helpful so the customer sees the one larger charge instead of multiple smaller transactions to reduce unnecessary red flags from the customer's bank. 
• This will post a single payment in QuickBooks that is linked to multiple invoices. 

When a customer is created or edited in Recur360 you can select to prevent duplicates from being entered, and choose what information is required to create the customer. 

• This is also where the default billing and shipping country can be selected for new customers. 

Late Fee

• For more details, check out our Late Fees article. 

AutoPay Authorization Settings

You have the ability to have the automatically process payment pre-selected on recurring invoices, recurring payments, and invoices being created. 

• For this setting to work properly the customer will need to have a payment method saved to their profile.
• If this option is selected and there is not a payment method saved for the customer no payment will be processed automatically. 

RECUR360 Pending Invoice Defaults

• For a deeper dive, check out our Pending Invoices article.

Recurring Invoice Settings

At the account level you can choose the defaults for your recurring invoices. This is helpful if you have all or most of your invoices billed the same.

Default interval:

• This setting will allow you to choose what interval will automatically fill in when creating new recurring invoices. 

• You can override the setting when creating new invoices that are needing adjustments, without changing them at the account level. 

Default Start Date:

You can choose to have your recurring invoices start by default if they are weekly, monthly, yearly, or if you would rather, they can start at any specified time. 

• Just like the previous setting if you want them all to start for example on the first of the month and have a not common recurring invoice, you can override the setting when creating the recurring invoice by selecting the proper start date. 

Unapplied Payments/Credits:

This setting is helpful if you would like the option to apply any unapplied payments/credits to the recurring invoice when it is generated automatically. 

• If the credit does not cover the entire invoice the remaining balance will still be invoiced, and if automatically process the payment is selected the payment will be for the remaining balance. 
• This setting can be overridden when creating the recurring invoice.

Recurring Invoice Plans:

This setting will restrict the dropdown to show just active recurring invoice plans when creating a recurring invoice.

Transaction Settings 

You can have Recur360 generate the transaction numbers for you and write them into QuickBooks. 

• If you want transaction numbers to be more customized, you can click override transaction starting number to choose the next transaction number generated. 

• If Recur360 is not creating the invoice number it will need to be set up in QuickBooks. By default this option will be selected. 

Invoice Settings

Service Date:

You can choose to have the service date column appear on invoices. 

Other 1 and Other 2 Line Column:

You can choose to have the other column 1 and other column 2 added to your invoices. 

• This will allow you to add additional information to your invoices as needed. 

• Please keep in mind these values stay in Recur360. If the invoice line is updated in QuickBooks, it may cause these values to clear when QuickBooks syncs with Recur360.

All Invoice Sync:

• This setting will send an email once the invoice is synced in even if it is already paid.
• This setting is also covered in our Invoice Email Options article.

Open Invoice Sync:

• Please visit our Invoice Email Options article for a deeper dive into these settings. 

Convenience Fees

• You will have multiple ways to add convenience fees for customers. Our Convenience Fees article covers the different ways available. 

Term Discounts