Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)

Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)

Hello everyone,

This announcement applies to the India edition of Zoho Books.

As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automatic recurring payments (Auto-charge).

Here are a few steps you can take to prevent missed payments due to the new regulations:

1. Add payment links to emails

Your customers will still be able to make payments manually, using the invoice payment link that's shared with them via email when their payment fails. If you've disabled or modified this email notification, we recommend that you enable it temporarily and ensure that it contains the Online Payment placeholder. To do this:
  • Go to Settings > Preferences > Recurring Invoices.
  • Click Credit Card to edit the email notification that's sent when your customers' recurring payment fails.
  • Click the Placeholders dropdown and select Online Payment.
  • Click Save.
Now, when auto-charge fails and this email is sent to your customers, it will contain an invoice payment link that can be used to pay you.

2. Save cards for future use

Since the RBI regulations apply only to the card details that were stored before 1 October 2021, card details that are stored on or after 1 October 2021 can be used for future recurring payments without any issues. So, when your customers make payments manually after 1 October 2021, they can store their card details by selecting the Save this card for future transactions option. Once the card details are stored, your customers’ cards can be auto-charged for future invoices.

We'll keep this thread updated with new announcements regarding the RBI regulations. In the mean time, please feel free to leave a comment below or write to us at if you have any questions about this.

Best regards, 
The Zoho Books Team
    • Sticky Posts

    • Features, Feedback and Votes

      We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything  you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promise a ‘release date’ for each of your feature  request s, we definitely want to know what would help you run your business better.  We will update feature requests that we're working on and by participating in the forums, you'll remain updated on every
    • Zoho Books (UK edition) in the post-Brexit era

      Dear users,   As you may know already, the transition period for Brexit is ending on 31 December 2020 and Britain is exiting the EU. In this post, we will look into its implications on VAT treatments and the changes in Zoho Books.   VAT Treatments   Pre-Brexit,
    • Zoho Books is now integrated with Slack messenger

      Hello,   Zoho Books is glad to announce its latest integration with Slack, a messaging app for teams. If you are a Slack user, and you seldom log into your Zoho Books account, then we have got the perfect news for you. With our latest integration, you can monitor your customer's Client Portal activities over Slack. The notifications that are triggered based on your customers’ actions in the Client Portal gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.) The integration
    • Webinar: Introduction to the Client Portal

      Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Books can offer some relief to weary business owners.
    • Join us at Zoholics - Finance & HR User Conference

      Hello, I have some special news to share with you.  We are organizing  our very first  Zoholics  for Finance and HR applications at Zoho headquarters on 06-07th November in  Pleasanton , CA.   The agenda is simple: help you master Zoho Books and get the most out of it for your business. I also have some exciting news to share with you regarding the new products that we’re building.   To know more, here's the agenda :  https :// www zoholics /finance-hr. html   In the past 6 years, we've

      Zoho SalesIQ Resources

            Zoho TeamInbox Resources

              Zoho DataPrep Resources

                  Zoho CRM Plus Resources

                    Zoho Books Resources

                      Zoho Subscriptions Resources

                        Zoho Desk Resources

                          Zoho Projects Resources

                            Zoho Sprints Resources

                              Qntrl Resources

                                Zoho Creator Resources

                                  Zoho WorkDrive Resources

                                      Zoho Campaigns Resources

                                        Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now

                                                      Zoho Show Resources

                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.