Recurring Invoice Preferences

Let’s have a look at the various settings you can configure for the Recurring Invoices module in Zoho Books.

To access your recurring invoice preferences:

Go to Settings > Preferences.
Select Recurring Invoices in the left menu.

Configuration

You can choose how recurring invoices are saved in Zoho Books.

Create Invoices as Drafts

Invoices that are generated for a recurring profile are saved as drafts in Zoho Books. You will have to manually send them to your customers for payment.

Notification Preferences
Whenver recurring invoices are generated as drafts, you can choose to send email notifications to your customers.

Create and Send Invoices

Recurring invoices are automatically generated in the specified time period and sent directly to your customers for payment. If you have enabled transaction approval in Zoho Books, select Create, Auto-approve and Send Invoices. In such a case, the invoices are automatically approved and sent to the customers.

Create, Charge and Send Invoices

Invoices which are sent to customers are automatically paid for by charging your customer’s credit card, provided you have saved their card details. An invoice for the same will be sent to your customers. If you have enabled transaction approval, select Create, Auto-approve, Charge and Send Invoices. In such a case, the invoices are automatically approved before charging the customer’s credit card for the payment.

You can choose what happens when the transaction is successful or if it fails.

On success
You can configure what happens upon successful payment for the invoice:

Do nothing
Send a thank you note along with the invoice to your customer

You can change the format of the email being sent to your customer by clicking Credit Card on the right side of the box.

On failure
In case the payment fails, you can choose any one of the options below:

Send a failure notification to your customer
Send a failure notification and retry the payment
Retry the payment without sending a failure notification

You can change the format of the email being sent to your customer by clicking Credit Card for credit card payments failures or ACH for ACH payment failures on the right side of the box.

You can suspend the recurring invoice altogether in case of a payment failure. Mark the box After failure, suspend the recurring invoice to enable this option.

If you don’t want the card details of your customers to automatically get saved in Zoho Books, mark the box Disable automatic saving of card details.

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