Some of the actions that can be performed upon the recurring invoice include:
Once this option is selected, it will redirect to a page for the creation of a page based on the present date and other details included in the recurring invoice.
An invoice will be stopped from auto-generating and the status of the recurring invoice will be changed to Stopped.
A invoice similar to the existing recurring invoice and the present date can be created and will be shown on the New Recuring Invoice page.
The recurring invoice can be deleted and stopped from auto-generating by clicking this option.
Existing recurring invoices details can be edited by clicking this option
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.
To create a Custom View:
- Go to the Recurring Invoices module.
- Under the All Invoices drop down, present at the top left, select + New Custom View.
- In the following page, give an appropriate Name to your view, define Criteria, Column Preference (i.e. columns which you want to see in the filtered results).
- Click Save.
Your new custom field will now be listed under Created By Me, in the dropdown.