First time setup | RECUR360 TECHNOLOGIES LLC Help Center

First Time Setup

Congratulations on starting your new Recur360 journey.

To get the full benefits of the software, lets start by connecting your QuickBooks or Xero company file.

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

- If you have already connected QuickBooks or Xero you will see it here.

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

Lets start with the main settings for billing and adding Recur360Pay for payment processing.

Click each section to expand:

Billing

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

- In this section you can see your billing details, as well as your next billing date.

Payment Processor

If you want 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, for QuickBooks connected accounts, you may want to take advantage of Automated Deposits, and/or NSF Automation Setup QuickBooks Online, NSF Automation Setup QuickBooks Desktop.

When setting up your Recur360 Account there are different settings to look at, depending on what you are going to be using the platform for.

Here are the most common settings we see most used.

Click each section to expand:

Invoice Sync

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.

Click each section to expand:

QuickBooks

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.

Xero

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

Late/ Convenience Fees

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

Late Fee

Convenience Fee

Email Settings

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.
- For a deep dive into the email settings visit Email Settings.

- 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.

Invoice/PDF Settings

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.

QuickBooks Online

To take a look into these settings a little better, check out our Email Settings article.

QuickBooks Desktop

To take a look into these settings a little better, check out our Email Settings article.

Xero

To take a look into these settings a little better, check out our Email Settings article.

Invoice Link Settings

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