Recurring Invoice Preferences
Configure preferences related to the recurring invoices module.
You can choose the method by which you can send the invoices generated from the recurring invoices to your customers.
Create Invoices as Drafts: Invoices once generated, will be saved as drafts. You can review and send them to your customers.
Create and Send Invoices: Once the invoice is generated it will be automatically sent to your customers.
Create, Charge and Send Invoices: Your customers can get automatically charged for the invoices created by associating their card and an invoice will be sent to them for reference. By choosing this option you can also configure the settings for successful and failure payment notification and retry setting on payment failure. Learn more about Auto-charge Preferences.
Learn about Auto-charge settings in Zoho Invoice. Configure success, failure and retry actions, once you have selected the Create, Charge and Send Invoices option.
Currently the Auto-charge feature is supported for the following payment gateways.
- PayPal PayFlow Pro
- PayPal Payments Pro
- World Pay
Successful & Failed Invoice Payment
On successfully charging your customer, a thank-you mail with the invoice for reference will be sent to the customer. On the instance of customer’s card being declined, a reminder mail informing the customer about the failed transaction and to make a manual payment will be sent to the customer.
Select send payment thank-you along with the invoice, if you wish to send a thank-you mail along with the invoice to the customer.
Select do nothing, if you do not wish to send any mail to your customer.
Select send failure notification, if you do not wish to have any retries after a failed transaction. This option will send a notification informing the customer on payment failure.
Select Send failure notification and retry, if you wish to have retry options for charging your customer. This will also send a notification informing the customer on payment failure and the retry initiated.
Select retry without failure notification, if wish to retry the charging process without informing the customer about the failed transaction.
A maximum of 3 attempts can be made in order to charge you customer on a failed transaction. You can select the attempts to be made by checking the box next to the retry attempts.
- First Retry is made after a failed transaction.
- Second Retry is made if the First Retry fails.
- Third Retry is made if the Second Retry fails.
Enter the number of days to retry after a failed attempt to charge your customer. You can also choose not to send a retry notification to your customer by selecting the don’t send email option from the drop down.
To suspend or make the recurring invoice inactive after all the retries have failed, check the After all retries, suspend the recurring invoice option.
Click Save to save all your changes.
Insight: Email content for all the notifications can be modified by clicking on the email content option.
After saving your recurring invoice settings, navigate to Settings > Integrations > Online Payments and set up the payment gateway that supports Auto-charge feature for receiving your payments.