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Zoho Invoice supports recurring invoicing or billing. This is useful if your business needs to send invoices on a regular or a repeat basis. You can specify a schedule for a recurring invoice and Zoho Invoice automatically generates invoices based on this schedule.

A recurring invoice is a template that specifies an amount, list of items, customer and a schedule, based on which Zoho Invoice generates invoices on a regular basis.

  1. Go to the 'Invoices' tab.
  2. Click on 'Recurring Invoices' sub-link. This opens the 'All Recurring Invoices' page.
  3. Click on the 'New Recurring' button on the sidebar. This opens the 'New Recurring' page.
    Create new recurring invoice

    Enter values for the following fields

    New recurring invoice information

    Recurring invoice schedule
    To setup a schedule for the recurring invoice you need to enter values for the following fields

    Repeat Every Indicate the billing frequency in this field. A schedule is generated based on the frequency you enter here. For example, enter two in the text box and select month(s) from the neighboring drop-down to generate and send invoices once in every two months to a customer.
    Start Date The date on which you want the first invoice to be generated.
    End Date The latest date on which you want an invoice based on this schedule to be generated. You can leave this field blank if you want the recurring invoice to be open ended.

    Entering values for rest of fields is similar as for adding an invoice. Click here to see how to add an invoice.

  1. Go to 'Invoices' tab.
  2. Click on 'Recurring Invoices' sub-link.
  3. Go to the recurring invoice that you want to edit.
  4. Click on the edit link. See image below. This opens the 'Edit Recurring Invoice' page.
    Select edit recurring invoice
  5. Make the changes as required and click on the 'Save' button.
  1. Go to 'Invoices' tab.
  2. Click on 'Recurring Invoices' sub-link.
  3. Go to the recurring invoice that you want to view.
  4. Click on the details link. See image below. This opens the 'Recurring Invoice Details' page.
    Select detail recurring
Recurring invoice details page sidebar

The side bar on the 'Recurring Invoice details' page provides information and links to perform actions on the recurring invoice. Links for editing, stopping, deleting and creating an invoice are available on the sidebar. You can view the status and the total of all the invoices generated based on this recurring profile on the sidebar.

  1. Go to 'Invoices' tab.
  2. Click on 'Recurring Invoices' sub-link.
  3. Select the recurring invoice for which you want to view the generated invoices.
  4. Click on the 'invoice history' link shown in the image below -
    Select invoice history
  1. Go to 'Invoices' Tab.
  2. Click on 'Recurring Invoices' sub-link.
  3. Go to the recurring invoice you want to stop.
  4. Click on the 'stop' link shown in the image below
    Select stop recurring invoice
  5. There will no longer be any invoices generated and status of the recurring invoice will change to 'Stopped' as shown in the image below
    Stop status
  1. Go to 'Invoices' tab.
  2. Click on 'Recurring Invoices' sub-link.
  3. Go to the recurring invoice you want to resume.
  4. Click on the 'resume' link shown in the image below -
    Select resume status
  5. Zoho Invoice will re-start generating the invoices based on this recurring invoice.
  1. Go to 'Invoices' tab.
  2. Click on 'Recurring Invoices' sub-link.
  3. Go to the recurring invoice you want to resume.
  4. Hover your mouse on the 'more actions' drop-down. Click on the 'delete' link shown in the image below
    Select delete recurring invoice
  1. Go to 'Invoices' tab.
  2. Click on 'Recurring Invoices' sub-link.
  3. Go to the recurring invoice based on which you want to create an invoice.
  4. Hover your mouse on the 'more actions' drop-down.
  5. Click on the 'create invoice' link shown in the image below -
    Select create invoice

The recurring invoice list is a summary view of the list of recurring invoice that you have created.

To view this list go to the 'Invoices' tab and click on the 'Recurring Invoices' sub-link.

All recurring invoices

Bulk Actions
Under special circumstances you may need to perform an action on multiple records. For recurring invoices, you can resume, stop or delete multiple recurring invoices at once.

To perform a bulk action, select the recurring invoices and click on the appropriate button. For example, if you want to delete all the recurring invoices you see on the page, click on check box on the header row and click on the 'Delete' button.

Recurring invoice bulk actions

Navigation
If you have more than 25 recurring invoices in the list a navigation bar as shown in the image below will appear. You can choose to view 25, 50, 100 or 200 recurring invoices at a time. By default, you can view 25 recurring invoices in a page.

Recurring invoice navigation

Filtered And Sort Views

Filtered View
Recurring filters By default, Zoho Invoice lists all the recurring invoices. You can filter the default view to see active, stopped and expired recurring invoices.
Sort View
Recurring sort by By default, the list is sorted on the 'Created time' of the recurring invoices. To apply a different sort criteria just click on the 'Sort-By' button and select the column based on which you want the list to be sorted. See image on the left side that shows the various columns on which you can sort the views.
Sidebar of the recurring invoice list page

The sidebar of the recurring invoice list page provides links relevant for creating a recurring invoice, importing and exporting recurring invoices and search recurring invoices.

Finding a recurring invoice is similar to finding an invoice. You just need to make use of the search box on the sidebar of recurring invoice list page. Click here for more finding an invoice.

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Zoho Invoice Recurring Invoices

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