Help CenterRecur360 can setup different types of email notifications to users. In the Settings - Notifications screen you can choose to have account summary updates; transaction processing errors; customer payment method updates; scheduled recurring invoice changes; RECUR360Pay ACH return; or be BCC'ed on different customer email invoices.
The Account Summary email sends an overview of activity in Recur360 for the timeframe selected. The email includes information about invoices, payments and emails.
The Transaction Processing Errors emails will send and email if there are errors during the daily processing of recurring invoices and payments. This will notify the user and give them a link to view the errors in Recur360. These could include errors with payments not processing, items missing from QuickBooks, or other errors preventing invoices and payments from processing.
Customer Payment Method Updated notification copies the user when a customer updates and stores their payment method using the Pay Online link.
Scheduled Recurring Invoice Changes Approval emails will notify the user if a customer approves a scheduled recurring invoice change (See https://recur360.kb.help/scheduling-recurring-invoice-changes/ on setting up scheduled recurring invoice changes).
RECUR360PAY ACH Return/Card Chargeback Notifications email the user when a RECUR360Pay ACH transaction is returned or credit card is charged back. If you’ve configured RECUR360Pay to take specific actions for ACH Returns or Card Chargebacks and they’re set to receive related emails, these notifications will still arrive. These notifications are more detailed and geared toward account logins. Users will only receive updates for payments they have access to, based on their Customer/Invoice permissions.
BCC Emails will blind cc this user on the selected customer emails. This will send a copy to your email address for any of the selected email types.
