How do I customize how and when my recurring invoices are sent out?

You can customize how recurring invoices are being sent out to customers, here’s how:

  • Go to Settings in the top right corner of the page.
  • Select Recurring Invoices under Sales.
  • In this page, choose how and when a recurring invoice is being sent out from the following options:
    • Create Invoices as Draft: Invoices will be saved as drafts. You can review and send them to your customers for payment. You also have the option to send email notifications when invoices are created as drafts.
    • Create, Auto-approve and Send Invoices: Invoices will be auto-approved and sent to your customers for payments.
    • Create, Auto-approve, Charge and Send Invoices: Invoices will ben auto-approved and the associated payment method will be charged automatically. The invoices can then be sent to your customers.
  • Click Save.

By following the above steps, and selecting any one of the options above, you will be able to configure how recurring invoices are sent out to customers.

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