We want to add and track rent payments in Zoho CRM by creating a new invoice in Zoho Books. Books must automatically generate an invoice on the first of each month using the rent amount stored in a field in CRM.

Another invoice must generate if there is an invoice balance in Books after the 5th of each month using the amount stored in a late charge field in CRM. 

WE NEED HELP! I have tried everything, but nothing has worked. Does anyone have a solution for this?