What is Recurring Expenses in Zoho Billing?

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Some business expenses happen at regular intervals for a fixed amount, such as rent or a subscription. Rather than recording each one manually, Zoho Billing can generate recurring expenses automatically to help you keep expense tracking accurate and timely.

What is a recurring expense

If you pay a fixed amount on a regular cycle, such as monthly rent, you can set up a recurring expense profile once. Zoho Billing then records the expense automatically each period, without manual entry.

How to create a recurring expense

  1. Go to Expenses > Recurring Expenses > + New.
  2. Enter a profile name to identify the recurring pattern.
  3. Choose the recurring frequency, such as weekly or monthly.
  4. Set a start date and, optionally, an end date, or enable Never Expires to keep it running indefinitely.
  5. Fill in the remaining expense details, such as amount, vendor and category.
  6. Tick Billable if the expense needs to be invoiced to a customer.
  7. Click Save.

Once created, Zoho Billing generates a new expense automatically at the end of each period under this profile.

How to make an existing expense recurring

  1. Go to Expenses and open the expense record.
  2. Click Make Recurring.
  3. Enter a profile name, select the frequency, and set the start and end dates, or enable Never Expires.
  4. Click Save.

This creates a recurring profile using the same details as the original expense.

Managing recurring expense profiles

To pause a profile, select it and click More > Stop, which stops further expenses being generated. To pick it back up, open the profile and click More > Resume.

Frequently asked questions

Can I turn an existing expense into a recurring one?

Yes, open the expense record and click Make Recurring to create a profile using the same details.

Can I pause a recurring expense without deleting it?

Yes, select the profile and click More > Stop. You can resume it later from the same menu.

Need help?

Need help automating recurring expenses in Zoho Billing? Contact support@thoughtlogik.com or see our Zoho implementation services.

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