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Recurring Invoices

A Recurring Invoice is an invoice that is sent to your customer in regular intervals of time.

How does a recurring invoice work?

Life Cycle of a Recurring Invoice

The workflow of an invoice in Zoho Books is as follows:

  • Configure your settings for recurring invoice in Zoho Books.
  • Create or import recurring invoices.
  • After you create a recurring invoice, the next recurring invoice will be automatically generated after the period of time.
  • Record the payment for the recurring invoice manually, or charge your customer’s credit card automatically for the recurring invoice.
  • Stop a recurring invoice if you no longer wish to generate it.
  • Perform other actions on the recurring invoice such as Edit, Print and Clone.

In the Recurring Invoice module, you can find the following sections: