Zoho Invoice

FAQ

What is the difference between recurring invoice and auto charge?

If you’re charging your customers on a regular basis for the same set of products or services you offer, you can simplify the process by converting the invoice into a recurring invoice. This will allow you to automatically generate invoices at periodic interval.

However, auto charge is a feature of recurring invoices where you can automatically charge your customer’s credit card or debit money from their bank accounts via ACH payments whenever a recurring invoice in generated.

To convert an invoice into a recurring invoice:

  • Go to the Invoices tab and select the invoice which you wish to convert into a recurring invoice.
  • Click on the More drop-down and select the Make Recurring option.
  • Set the interval at which the invoice should recur and click Save.

To enable the auto-charge feature:

  • Click on the Gear icon on the top right corner and navigate to Preferences -> Recurring Invoice and check Create, Charge and Send Invoices. Click Save.
  • You need to integrate with a payment gateway that supports the ‘Auto-Charge’ feature.
  • Once you have completed the steps mentioned above, navigate to the Contacts module, select a contact and click on Add New Card from the More drop-down.
  • Enter the credit card details and click on Save.

The contact’s credit card details will now be saved for payment against recurring invoices.

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