Recurring Invoice in Zoho Books – Complete Guide

A Recurring Invoice in Zoho Books is used to automatically bill customers at regular intervals without manual intervention. It is ideal for AMC contracts, subscriptions, support services, rentals, SaaS, and retainers.

What is a Recurring Invoice?

A Recurring Invoice is:

  An automated invoice generated on a schedule
  Sent to customers automatically
  Helps ensure timely billing & collections
  Reduces manual work
  Improves cash flow predictability

Step-by-Step: Create Recurring Invoice in Zoho Books

Step 1: Enable Recurring Invoices (If Not Enabled)

  1. Go to Settings ⚙ → Preferences → Sales

  2. Enable Recurring Invoices

  3. Save

(One-time setup)

Step 2: Create a Recurring Invoice Profile

  1. Go to Sales → Recurring Invoices

  2. Click + New

  3. Select Customer

  4. Enter Invoice Details:

    • Items / Services

    • Price

    • Tax

    • Terms

Step 3: Set Schedule

Choose:

Repeat Every

  • Daily / Weekly / Monthly / Yearly

Start Date

  • First invoice date

End Date (Optional)

  • Contract end date

Never Expires (For ongoing contracts)

Step 4: Configure Automation

You can enable:

  Auto-send to customer
  Auto-charge (with saved card)
  Auto-reminders
  Payment links

Recurring Invoices are automatically created based on a configured schedule. Here you can configure the auto-charging option and the process of sending these invoices to your customers.

Invoices will be saved as drafts. You can review and send them to your customers for payment.

Notification Preferences

Invoices will be automatically sent to your customers for payment.

Your customer’s credit card associated with the recurring invoice is charged automatically and invoices are sent for their reference.