Manage Recurring Invoices

Recurring invoices in Zoho Books can be filtered or sorted in different ways.

In this page…


Filter Recurring Invoices

You can filter recurring invoices based on their statuses. Here’s how:

Filter Recurring Invoices

If you want to filter the recurring invoices based on your own criteria, click + New Custom View. Learn more about Custom Views.


Custom Views

If you wish to filter recurring invoices based on certain parameters of your own, you can do it through custom views.

Scenario: Patricia wants to view all recurring invoices between January 1, 2019 and March 31, 2019. To do this, she can create a custom view and specify the criteria accordingly.

To create a custom view for recurring invoices:

New Custom View

Name
Enter a name for your custom field. If you are going to frequently use this custom field, you can select the Mark as Favorite option.

Criteria
Add criteria for the custom fields based on the fields in recurring invoices. You can add multiple criteria by clicking + Add Criteria.

Column Preferences Choose which fields get shown in the custom view that you’re creating. You can move fields in the Available Columns to the Selected Columns by clicking the + icon next to them.

Share Custom View
Choose who gets access to this custom view.

New Custom View

This custom view will be shown when you click the All Recurring Invoices drop-down in the Recurring Invoices page.

You can edit this custom view by clicking the Edit icon next to the custom view.

Edit Custom View

Delete Custom View

To delete a custom view that you’ve created in Zoho Books:

Delete Custom View

Sort Recurring Invoices

You can sort recurring invoices based on the different columns or fields of the recurring invoice. Here’s how:

Sort Recurring Invoices

Rearrange Columns

In the Recurring Invoice module, you can choose which fields are displayed and which are not in the main page. You can also rearrange the columns or fields in the same page. Here’s how:

Rearrange Columns

Insight: Fields which are mandatory (marked by **) cannot be unchecked.


Next >
Other Actions for Recurring Invoice


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