Zoho Invoice

Help Docs

Back to Recurring Invoice Overview

Configuring Auto-charge Settings

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.

  • Stripe
  • Authorize.Net
  • PayPal PayFlow Pro
  • PayPal Payments Pro
  • Forte
  • World Pay

Auto-charge Settings

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.

On Success

Auto-charge Settings

On Failure

Auto-charge Settings

Retry Settings

Note: 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.

Was this document helpful?
Thank you for your feedback!