What is Recurring Expenses in Zoho Billing?

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Introduction

Some business expenses occur at regular intervals and in fixed amounts. Manually recording them each time can be time-consuming. With Zoho Billing, you can automate the creation of such recurring expenses to streamline your expense tracking and ensure timely reimbursements.

What is a Recurring Expense?

Charles pays monthly rent for a restaurant space he uses for his business. Since the amount and payment cycle are consistent, Charles can create a recurring expense profile for this rent. Zoho Billing will automatically record the expense every month, eliminating manual work.

Creating and Automating a Recurring Expense

Navigate to: Expenses > Recurring Expenses > + New

Steps to Create a Recurring Expense:

Click + New under the Recurring Expenses section.
Enter a Profile Name to identify this recurring pattern.
Choose the Recurring Frequency (e.g., Weekly, Monthly).
Set the Start Date and End Date (optional).
- To make the profile active indefinitely, enable Never Expires.
Fill in the remaining Expense Details (amount, vendor, category, etc.).
Check the Billable option if the expenses need to be invoiced to a customer.
Click Save

Once created, an expense will be generated automatically at the end of each recurring period under this profile.

Making an Existing Expense Recurring

You can convert any existing expense into a recurring one with just a few clicks.

Steps:

Navigate to Expenses and open the relevant Expense Record.
Click the Make Recurring
Provide a Profile Name, select Recurring Frequency, and set Start/End Dates.
Enable Never Expires if applicable.
Click Save.

This will create a recurring profile using the same details from the original expense.

Managing Recurring Expense Profiles

To pause a recurring expense, select the profile and click More > Stop. This prevents further automatic generation of expenses under this profile.
To resume a stopped profile, open it and click More > Resume.

This flexibility ensures you can control your recurring expenses as your business needs change.