Congratulations on starting your new Recur360 journey. To get the full benefits of the software, lets start by connecting your QuickBooks file. 

You should be prompted to connect your QuickBooks file. If not, click settings in the top  right (gear symbol) then 'Account Settings'.

If you have already connected QuickBooks you will see it here. 

Connect QuickBooks Online 

Connect QuickBooks Desktop

*NOTE- If you already have QuickBooks Desktop, we offer hosting services that are available here. 

Next you may be prompted to update your billing information. You can access your billing settings under settings- billing. 

If you are wanting to process payments through Recur360, you will need to apply for a merchant account, click settings- payment processors. Then click 'Sign up for RECUR360PAY'. 

Once a Recur360Pay account is linked, you may want to take advantage of Automated Deposits, and NSF Automation Setup.

Now click on Settings- Account Settings. Under 'All Invoice Sync' and 'Open Invoice Sync' check to make sure all the boxes are set appropriately for your business. 

These settings are for invoices being pulled from/created in QuickBooks into Recur360, that Recur360 is not aware of. Here is a link for more details on Invoice Sync Automation Settings. 

In the account settings you will also want to set up your Late Fees and any applicable Convenience Fees. 

The next section to tackle is the email settings. Click Settings- Email Settings 

The first section to check is your company details. This is where you can set your company logo as well as the primary color that will be shown on emails. 

In the 'BCC Email Address' field put any email addresses that you would like to receive a copy of ALL outgoing emails. 

*NOTE- Please use caution with this setting, it is for all emails and could be inconvenient. We have Notification Settings to receive copies of certain 'types' of emails. 

Now lets check the 'Invoice Settings' and 'PDF Settings' to make sure they are set up how you would like. These settings will depend on your business needs for invoices. 

Now under the 'Invoice Link Settings' if you would like your customers to pay through an email link, then we will want to configure this section. 

*NOTE- If your application is pending for Recur360Pay some options will not be available until the account is approved and connected. 

Now it is time to start Invoicing. Here are some helpful articles:

How to Create a Recurring Invoice

Creating a New One Time Single Invoice