Recurring Invoices for Zoho CRM 

‘’Recurring Invoices Extension’’ is an automated invoice creation solution for Zoho CRM. Recurring invoices are a convenient way for businesses to bill customers for goods and services provided regularly, such as weekly, monthly, quarterly, or yearly, and also trigger them in the customer’s mail according to the due date as a reminder.

Using this extension, Zoho CRM users can easily create Recurring Invoices automatically by choosing the frequency of subscription and it will also trigger reminder mails by sending invoices before the due date.

‘Recurring Invoices for Zoho CRM’ is a Zoho CRM Extension developed by Dhruvsoft Services Private Limited, a Zoho Partner, and is available in Zoho Marketplace for all Zoho customers to deploy as an extension for Zoho CRM.

This post summarizes this extension, how to install it from Zoho Marketplace, and how to configure and use the Recurring Invoices extension within your Zoho CRM account.

By reading this post, you will able to learn the following:

• Install the extension from the Zoho Marketplace.
• Use the extension to Recurring Invoices in Zoho CRM effectively

Features of Recurring Invoices Extension  

• Knowing your income is steady allows you to make smarter decisions about budgets and business growth.
• Set up invoices to generate automatically at specified intervals (weekly, monthly, etc.).
• Automating the invoicing process saves time spent on manually creating and sending invoices each billing cycle, allowing staff to focus on more strategic tasks.
• Automated invoicing reduces errors associated with manual data entry, ensuring invoices are accurate and consistent every time.
• With automated reminders and recurring templates, businesses can reduce the administrative workload associated with billing and follow-ups.
• Easily scale operations by managing a growing number of subscriptions or recurring services without increasing administrative overhead proportionally.

Technical requirements of Recurring Invoices for Zoho CRM  

Users can conveniently make recurring invoices with the Recurring Invoices for Zoho CRM extension. It works with Performance, Unlimited, Enterprise, and Professional editions of Zoho CRM.

Pricing   

The monthly cost to use the Recurring Invoices Extension for Zoho CRM is $10 per organization or $120 per year.

Install Recurring Extension Extension  

To install, you can go to the Zoho Marketplace and search for “Recurring Invoices” to find the extension and get it from there. Alternatively, you can log in to your Zoho CRM account and follow the

User & Installation for Recurring Invoices extension.

Please use the following URLs to access the Recurring Invoices for the Zoho CRM extension:

https://marketplace.zoho.com/app/crm/recurring-invoices-for-zoho-crm

Other important links – Privacy Policy & Terms and Conditions

Contact us  

Connect with our team of Zoho Consultants if you have any questions about the installation or use the Recurring Invoices Extension features. Read our user guide by clicking the link above for more details about our newly developed application.