Invoice Sync Automation Settings

• • If a "job" customer invoice is synced in and is set to bill with parent, this setting will facilitate that action in Recur360, as long as autopay is authorized for the parent customer.

• • If autopay is authorized for the customer, this setting will automatically process the payment when Recur360 syncs in invoices it is not aware of 
  • You can choose to have the payment process immediately, x number of days after the invoice date, or on the due date. 
  • Select if you would like to have emails sent for successful and failed payments.

In the Edit Customer section, you will see the autopay authorization. 

• • 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.
  • Payments can be set to process immediately; x days after the invoice date; or on the due date. 

The second option emails invoice to the customer when it syncs in from QuickBooks if it has an open balance due. 

• • Once selected there are options to only email invoices to specific customer types.

 Note: Customer types are defined in QuickBooks and then assigned to specific customers either in QuickBooks or Recur360

• • You can also limit the emails to customers with specific terms.

Note: if the invoice has a zero balance when it is imported it will not be emailed to customer.

The last option will automatically schedule pending overdue notices for imported invoices. These can also be limited by customer type.

• • Like scheduling overdue notices on recurring invoices this option will "pre-schedule" overdue notices emails based on the frequency you set. 

• • If the invoice is paid prior to that date the overdue notice automatically cancels. You can see and cancel the pending email at the bottom of the invoice screen.
  • These automation options can be overridden at the customer level if you edit the customer and check the box to Disable Automation emails