Create an invoice with all the standard details: customer, line items, tax rates, and amount. Before saving, toggle the Recurring option. Set the recurrence frequency (daily, weekly, fortnightly, monthly, quarterly, or yearly), the start date, and the end condition (either a specific number of recurrences or an end date). You can also choose whether Zoho Books automatically sends the generated invoice to the customer or saves it as a draft for your review first.
All recurring invoices appear in the Recurring Invoices section under Sales. You can see when the next invoice is due, how many have been generated, and pause or resume the schedule at any time. When a contract is renewed at a new price, edit the recurring template and set an effective date for the new amount. Zoho Books applies the old rate until the date you specify and the new rate from that point forward.
Each generated invoice inherits the GST settings from the template: customer’s GST treatment, line item HSN or SAC codes, and tax rates. If a GST rate changes (as happened several times in the early years of GST in India), update the template and all subsequent invoices will use the new rate. Past invoices remain unaffected, preserving the historical record.
A recurring invoice in Zoho Books is an invoice template that automatically generates and sends a new invoice to a customer at a defined frequency, used for subscription fees, retainers, and regular service billing.
Create a new invoice, fill in the customer and line items, click the Recurring button, set the frequency and end condition, and save. Zoho Books will auto-create and optionally auto-send the invoice each period.
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