Adding a recurring profile
To add a new recurring profile, do the following –
- Click on the “Invoices” tab.
- Click on the “New” link next to “Recurring Profiles” on the left.
- In the “Add New Recurring Profile” page that comes up, fill up the details and click on the “Save Profile” button. Refer the table below for help on filling up the details.
| Field Name |
Description |
Additional Details |
| Select Customer |
From the drop down list, select the customer to whom you want to send the recurring invoices. |
If the customer is not already present, you can use the “+” button to quickly add a new customer. Alternatively you can add your customers using the “Add Customer” option in customer tab, before adding the profile so that they are readily available in the dropdown list while adding a new invoice. |
| Template |
The template that you want to use for the recurring invoices that are generated from this recurring profile. |
You have the option to choose from the set of pre-defined invoice templates or you can create your own custom template. |
| Currency |
The currency that you want to use in the invoices. |
|
| Exchange Rate |
If you are using a currency different from your base currency then you will have to specify the exchange rate of the foreign currency with respect to your base currency. |
Base currency is the currency in which you do all your accounting.
All the reports in Zoho Invoice are shown in base currency, which obviously has to be the case. Whenever invoices are raised in foreign currency we need their equivalent in base currency, to facilitate showing these reports.
|
| Profile Name |
The name for this profile |
|
| Start Date |
The date on which the first invoice from this profile should be generated. |
|
| End Date |
The date on which the last invoice from this profile should be generated. |
|
| Late Fee |
If you charge late fees on delayed payments from customers, then select the appropriate late fee from the drop down and associate it to the profile. |
Late fees can be configured in the “Settings” page. You can find this under “Invoice Settings” on the left side. You can have multiple late fees configured and while adding recurring profile you can associate the one that is appropriate to that particular customer. |
| Terms |
The credit period that you allow the customer for the invoices generated via this recurring profile. |
|
| Frequency |
Select the frequency based on which the recurring invoices (child invoices) should be generated. |
You have the option to specify the frequency in days, weeks, months, quarter and year. |
| Item table |
In this table give details about the product or service that should be billed in each of the recurring invoice sent to the customer. |
You can pre-create the items (products/services) so that you can just select the form the drop down. This will save you from the effort of specifying it again and again while creating new invoices/profile. |
| Customer Notes |
The notes that is to be sent to the customers in the recurring invoices (child invoices). |
|
| Terms & Conditions |
The terms and condition that should be sent on the recurring invoices (child invoices). |
|
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