Recurring Invoice Reports

The reports available for the recurring invoices module in Zoho Invoice helps in getting a consolidated information of all the recurring profiles available in the system along with the details of payment failures, payment retries and card expiry. You can find these reports under Recurring Invoices section in the Reports module.

Recurring Invoice Details Report

This report offers a detailed view of all the recurring profiles available in the system. When you click it, you will be redirected to that particular recurring profile’s details page. 

By the Customize Report option on the top, you can generate this report based on the Customer Name, Date Range, invoice Date and Status.

This report can be printed by clicking on the printer icon on the top right corner. Also, it can be exported in the following formats:

• PDF
• CSV
• XLS

The very same report can viewed in Zoho Sheets as well.

Payment Failure Report

As the name says, this report provides information on the total payment failures that occurred while trying to charge the client’s card.

This report can be viewed for various time periods by clicking on the This Month filter on the top left corner. 

Print this report by clicking on the printer icon on the top right corner. Also, it can be exported as a PDF.

The very same report can viewed in Zoho Sheets as well.

Payment Retry Report

Payment Retry report educates the user about the total retries that occurred while trying to charge a client’s card.

This report can be printed by clicking on the printer icon on the top right corner. Also, it can be exported as a PDF.

The very same report can viewed in Zoho Sheets as well.

Card Expiry Report

Card Expiry gives a complete information on the expired cards.

Click the Customize Report option on the top left corner to view this report based on the status .

 

This report can be printed by clicking on the printer icon on the top right corner. Also, it can be exported as a PDF.

The very same report can viewed in Zoho Sheets as well.

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