## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ke/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Recurring Invoice

There are a host of actions that you can perform upon a recurring invoice in Zoho Books.

## Edit Recurring Invoice

To change details of an existing recurring invoice:

*   Go to **Sales** > **Recurring Invoices**.
*   Select the recurring invoice whose details you want to edit.
*   Click the **Edit** icon in the right side of the page (or press **e**).
*   Make the necessary changes and click **Save**.

The changes that you make to a recurring invoice will only be applied to the upcoming invoices.

![Edit Recurring Invoice](/books/help/images/recurring-invoice/edit-ri.png)

* * *

## Send Recurring Invoice to Customer

If you have opted to save the recurring invoices as draft (**Settings** > **Sales** > **Recurring Invoices**), then you’ll have to manually send it to the customer. Here’s how you can do it:

*   Go to **Sales** > **Recurring Invoices**.
*   Select the invoice under the child invoices you want to send to your customer.

You’ll be redirected to the particular invoice in the Invoices module. From here, you can [mail the invoice](https://www.zoho.com/ke/books/help/invoice/other-actions.html#send-invoice-to-customer) to your customer or [mark it as sent](https://www.zoho.com/ke/books/help/invoice/other-actions.html#mark-as-sent).

If you have chosen to send the invoice to your customer upon generation in the [Recurring Invoice Preferences](preferences.html), it will automatically be sent on the invoice date.

* * *

## Print Recurring Invoice

To print a recurring invoice in Zoho Books:

*   Go to **Sales** > **Recurring Invoices**.
*   Select the invoice under the child invoices which you want to print.

![Select Invoice](/books/help/images/recurring-invoice/select-print.png)

*   Click the **Print** icon in the right side of the page.
*   Check the invoice preview and click **Print**.

![Print Invoice](/books/help/images/recurring-invoice/print-invoice.png)

* * *

## Clone Recurring Invoice

If you want to create a recurring invoice with the same details as an existing one, you can choose to clone it rather than create a new recurring invoice. Here’s how:

*   Go to **Sales** > **Recurring Invoices**.
*   Select the recurring invoice to clone.
*   Select **More** > **Clone**.
*   Make necessary changes in the **New Recurring Invoice** page.
*   Click **Save**.

![Clone Invoice](/books/help/images/recurring-invoice/clone-ri.png)

* * *

## Bulk Actions

With bulk actions, you can perform an operation on multiple recurring invoices or profiles in a single step. For example, you can bulk delete or resume multiple recurring invoices, or bulk update fields in recurring invoices.

**Scenario:** Patricia has created multiple recurring invoices. She wants to update the same Customer Notes for all of them. In such a case, she can select the required recurring invoices and bulk update their Customer Notes.

To perform a bulk action:

*   Go to **Sales** > **Recurring Invoices**.
*   Select the recurring invoices you want to update in bulk.
*   You can **Resume** or **Stop** the recurring invoices, and also delete them by clicking the **Delete** icon.

![Bulk Actions](/books/help/images/recurring-invoice/ri-bulk.png)

*   To update fields in the recurring invoices, click **Bulk Update**.
*   Select the field to update and enter the value.
*   Click **Update**.

![Bulk Update](/books/help/images/recurring-invoice/ri-update.png)

* * *

## Delete Recurring Invoice

You can delete a recurring invoice profile in Zoho Books. However, if any child invoices have been generated for a recurring profile, they won’t be deleted.

To delete a recurring invoice:

*   Go to **Sales** > **Recurring Invoices**.
*   Select the recurring invoices you want to delete.
*   Click **More** > **Delete**.
*   Click **OK** to confirm.

![Delete Invoice](/books/help/images/recurring-invoice/delete-ri.png)

If you want to delete the child invoices, you’ll have to delete them manually.

**Pro Tip:** A quicker way to delete the child invoices would be to select them under the recurring profile and delete them before deleting the recurring invoice.

* * *

## Export Recurring Invoices

You can export all your invoices to your system in the CSV, XLS or XLSX format. Here’s how:

*   Go to **Sales** > **Recurring Invoices**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Recurring Invoices**.

![Export Recurring Invoices](/books/help/images/recurring-invoice/export-ri.png)

*   Fill in the following fields:

Fields

Description

Select Module

By default, the **Recurring Invoices** module will be selected.

Date Range

Export **All Recurring Invoices** or select a **Specific Period** for which you want to export the recurring invoices.

Fields in Export File

If you want to export only certain fields, you can select a template under **Fields in Export File**. If you don’t have an export template, you can create a new one by clicking **\+ Add New**.

Export As

Select the format of your export.

Personally Identifyable Information (PII)

If you have any PII that you are exporting, mark the box **Include Sensitive Personally Identifiable Information (PII) while exporting**.The PII fields include your customer’s address, email address, phone number, bank account number and any sensitive custom field.

Password

Enter a password to secure your export.

*   Click **Export**.

![Select Fields For Export](/books/help/images/recurring-invoice/export-invoices1.png)

* * *

**Next >**  
[Recurring Invoice Preferences](/ke/books/help/recurring-invoice/preferences.html)

* * *

**Related**

*   [Overview - Recurring Invoices](/)
*   [Create & Send Recurring Invoices](/ke/books/help/recurring-invoice/ri-createsend.html)
*   [Receiving Payments](/ke/books/help/recurring-invoice/receive-payments.html)
*   [Recurring Invoice Workflow](/ke/books/help/recurring-invoice/ri-details.html)
*   [Manage Recurring Invoices](/ke/books/help/recurring-invoice/manage-ri.html)