How to create recurring invoice via zoho invoice?¶
If you are billing the same about to the client every month, then the recurring invoice feature of zoho invoice is a very useful feature.
Creating recurring invoice:
- Create a customer
- Create a recurring invoice from the UI.
- Choose repeat duration - monthly/ weekly/ quarterly etc
- Choose start date
- Choose end date or never expires
- Enter line item
How to add variability to your line items¶
Lets say you want to specific the month in the line items. Invoice date is not always a reliable way to figure out which period are you billing for. What I do is, I specify the period in the line items. Zoho invoice supports variables.
Most common use case - billing on 28th of the month for the current month¶
Set the start on date to 28th.
Create an item called
In the description, type this -
For %(m)(Year)% . It will show up as -
For August 2020