Other Actions

Other Actions

Some of the actions that can be performed upon the recurring invoice include:

Custom Views

Custom Filters are specific views to list your recurring invoices, based on your criteria.

For example, out of all your recurring invoices in Zoho Books, you might want to view those invoices, which are due for payment this week.

With Custom Views, you can simply create this filter, set criteria and use it to classify data.

Custom view of invoices

To create a Custom View:

Your new custom field will now be listed under Created By Me, in the dropdown.

Back to Recurring Invoices Overview

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