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Recur360

Recur360

Overview

What is Recur360?

Recur360 is a software solution provided by Recur360 that aims to streamline invoicing, payment processing, and collections for small to medium-sized businesses. According to the vendor, Recur360 seamlessly integrates with QuickBooks for efficient accounting processes.

*Online Customer Payments...

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Pricing

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Basic

$79

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Recur360?

Recur360 is a software solution provided by Recur360 that aims to streamline invoicing, payment processing, and collections for small to medium-sized businesses. According to the vendor, Recur360 seamlessly integrates with QuickBooks for efficient accounting processes.

Online Customer Payments: Customers can pay their invoices through a customizable online payment portal. The portal allows customers to view past invoices, pay multiple invoices at once, and make partial payments if desired.

Other Invoices: Users can send one-time invoices to customers, create pending invoices for future payment, and manage quotes or estimates within the system.

Recurring Customer Payments: Users can set up recurring payments and create payment plans for customers. The system allows for the quick and easy sending of emailed receipts to customers, and payments made by customers can be automatically posted into QuickBooks as an Unapplied Payment.

Settings: Users have access to various settings to customize their experience, including options for invoice customization, payment terms, and the ability to set up email templates for automated communication with customers.

Invoices and Payments: Users can generate and send invoices to customers directly from the system, track and record all invoice and payment activities, and easily search and filter invoices based on various criteria.

Collections: Users can automate payment reminders and follow-ups to customers, have a centralized view of outstanding invoices and payment statuses, and easily track and manage collections activities.

Charges and Credits: Users can apply charges and credits to customer accounts, and the system provides a clear view of all charges and credits applied to customers. Users can generate reports to analyze the impact of charges and credits on customer accounts.

Integrations: Recur360 seamlessly integrates with QuickBooks for efficient accounting processes. Users can import and export data between Recur360 and QuickBooks as needed.

Security: The system utilizes encryption to protect sensitive information, allows users to set up secure user access and permissions, and performs regular data backups to ensure data integrity.

Payment Processing: Users can accept credit card payments from customers, and the system supports multiple payment gateways for flexibility. Payment processing is seamlessly integrated with the invoicing and collections processes.

Recur360 is suitable for various industries, including accounting and bookkeeping firms, professional service providers, retail and e-commerce businesses, and non-profit organizations. It also offers features specifically designed for businesses with franchise systems, allowing users to manage invoices and payments for multiple franchise locations. For businesses with subscription-based models, Recur360 includes features to easily set up and manage recurring payments for subscriptions, track subscription renewals, and manage customer subscriptions.

Recur360 Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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