How Do You Manage Recurring Invoices in Zoho Books for Subscription-Based Services?
Recurring invoices allow businesses to automate billing for clients on fixed intervals like weekly, monthly, or annually.
Enable Recurring Invoices:
Go to Sales → Recurring Invoices → Click + New.
Set the Frequency:
Define repeat interval (e.g., monthly), start date, and number of recurrences or end date.
Auto-Send and Auto-Charge:
Enable Auto-Send to email invoices automatically.
Use Auto-Charge with payment gateways to collect payments on schedule.
Monitor Status:
View all active, paused, and expired recurring profiles in the recurring invoices dashboard.
Why This Workflow Matters:
Automated invoicing reduces admin workload, ensures timely billing, and supports predictable revenue from subscriptions or retainers.
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