## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index Access the complete documentation index at: https://www.zoho.com/us/invoice/llms.txt Use this file to discover all available documentation pages before proceeding. # Recurring Invoices Recurring invoices are invoices that are created to invoice your customers on a regular interval. ## Understanding Recurring Invoices Let’s see how John uses the Recurring Invoice feature for his business. **Scenario:** John owns a bookstore and he regularly supplies notebooks to a particular school. John felt it would be easier if the system can automatically create and send invoices for the books he sold. Using the Recurring Invoices feature in Zoho Invoice, he sets the frequency as monthly and allocates the items. By this way, every month, invoices get automatically sent to the school. Similarly, you can use the Recurring Invoices feature to auto-send invoices to the customers to whom you’ll be sending invoices at a particular interval. Before we see the various sections of recurring invoice, ensure that you have enabled this module from the preferences. If not, do so by clicking the **gear** icon **\> Preferences > General > Recurring Invoice**. ## Creating Recurring invoices Bill your customers on a regular interval for the same amount of product/services offered. * **[Creating a new Recurring Invoice](/us/invoice/help/recurring-invoice/new-recurring-invoice.html#creating-recurring-invoice)** * **[History of Invoices](/us/invoice/help/recurring-invoice/new-recurring-invoice.html#history-of-invoices)** * **[Importing and Exporting of Recurring Profiles](/us/invoice/help/recurring-invoice/new-recurring-invoice.html#importexport-recurring-profiles)** ## Associating projects to Recurring Invoices Bill your customers on regular intervals for the unbilled hours in a project. * **[Link your projects to Recurring Profiles](/us/invoice/help/recurring-invoice/projects-recurring.html)** ## Manage Recurring invoices Manage the listing of your recurring profiles effectively. * **[Filters](/us/invoice/help/recurring-invoice/manage-recurring-invoices.html#filters)** * **[Custom Views](/us/invoice/help/recurring-invoice/manage-recurring-invoices.html#custom-views)** * **[Sorting](/us/invoice/help/recurring-invoice/manage-recurring-invoices.html#sorting)** ## Recurring Invoice Preferences Configure your recurring invoice preferences here. * **[Recurring Invoice Preferences](/us/invoice/help/recurring-invoice/recurring-invoice-preferences.html#recurring-profile-preferences)** * **[Auto-charge Preferences](/us/invoice/help/recurring-invoice/recurring-invoice-preferences.html#auto-charge-preferences)** ## More with Recurring Invoices Checkout to know the functionalities of the ‘More’ button. * **[Disabling Auto-Charge](/us/invoice/help/recurring-invoice/more-with-recurring-invoices.html#disable-autocharge)** * **[Stopping and Deleting Recurring Invoices](/us/invoice/help/recurring-invoice/more-with-recurring-invoices.html#stop-delete)** * **[Deleting Customer’s Card](/us/invoice/help/recurring-invoice/more-with-recurring-invoices.html#delete-customer-card)** * **[Clone](/us/invoice/help/recurring-invoice/more-with-recurring-invoices.html#clone-recurring-invoice)** ## Recurring Invoice Reports Get a consolidated information of all the recurring profiles available in the system along with the details of payment failures, payment retries and card expiry. * **[Recurring Invoice Details report](/us/invoice/help/recurring-invoice/recurring-invoice-reports.html#recurring-invoice-details)** * **[Payment Failure report](/us/invoice/help/recurring-invoice/recurring-invoice-reports.html#payment-failure)** * **[Payment Retry report](/us/invoice/help/recurring-invoice/recurring-invoice-reports.html#payment-retry)** * **[Card Expiry report](/us/invoice/help/recurring-invoice/recurring-invoice-reports.html#card-expiry)**