Zoho Invoice

Help Docs

Recurring Invoice Preferences

In the Preferences module, you would be able to choose the method by which you can send the invoices generated from the recurring invoices to your customers. Also, you can setup your auto-charge option after selecting Create, Charge and Send Invoices.

To access the preferences, go to the Recurring Invoices section and click the gear icon on the top right corner.

Recurring Invoice Preferences

Or click on the gear icon on the top right corner and select Preferences > Recurring Invoices.

Recurring Invoice Preferences

Recurring Profile Preferences

Recurring Invoice Preferences

Insight: If you have enabled Transaction Approval, the recurring invoices would be auto-approved.

Recurring Invoice Preferences


Auto-charge Preferences

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 Success

Auto-charge Settings

On Failure

Auto-charge Settings

Retry Settings

Insight: Email content for all the notifications can be modified by clicking on the Credit Card or ACH option respectively.

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.


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