|Edit||Edit your recurring invoice information by clicking on the Edit icon.|
|Show Invoice history||Show Invoice History:
This option will show you the history of the invoices generated from this recurring invoice.
This option will let you create manual invoices for this recurring invoice apart from the invoices that will be generated automatically.
|Associate Credit Card||Associate a credit card for your invoice by selecting this option. Once associated this option will be converted as Update Card.|
|More||Recurring invoice actions can be made from selecting the options from the More drop down placed above the recurring invoice detail window.
This action will stop the recurring invoice from generating further invoices.
This action will delete the recurring profile completely.
The card associated to the recurring invoice will be removed on selecting this option and will also disable Auto-charge.
Auto-charge feature will be disabled for that recurring profile and the customer’s card will not be charged automatically.
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.