payments

How will I know if my client has enabled autocharge through the portal?

Your client can log into the client portal and enable autocharging while making payments for his recurring invoices. Once he does this, a small icon next to the recurring invoices associated with him in Zoho Books will indicate that Autocharge has been enabled. This will also be highlighted in the recurring invoice details page as shown below.

Autocharge has been enabled

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial