Recurring Bill Operations

Zoho ERP provides multiple operations that allow you to manage and organize recurring bills efficiently. These operations help you control the recurring bill’s lifecycle, maintain accurate records, and customize how recurring bills are viewed and handled.

The actions you can perform on bills can be classified into:

• Management Actions
• List View Actions
• Other Actions

Management Actions

The management actions let you manage the lifecycle of recurring bills after they are created, helping you maintain accurate and up-to-date records.

Stop Recurring Bills

If you no longer need a recurring bill, you can stop it. Child bills will not be created when you stop a recurring bill. To stop a recurring bill:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Click the recurring bill you want to stop.
• Click More in the top right corner and select Stop. The recurring bill will be stopped, and its status will be updated to Stopped.

You can also stop multiple recurring bills at once. Here’s how:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Select the recurring bills you want to stop.
• Click Stop at the top. The recurring bills will be stopped, and their status will be updated to Stopped.

Resume Recurring Bills

You can resume a recurring bill that you stopped. Here’s how:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Click the recurring bill you want to resume.
• Click More in the top right corner and select Resume. The recurring bill will resume, and its status will be updated to Active.

You can also resume multiple recurring bills at once. Here’s how:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Select the recurring bills you want to resume.
• Click Resume at the top. The recurring bills will resume, and their status will be updated to Active.

Delete Recurring Bills

To delete an individual recurring bill:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Click the recurring bill you want to delete.
• Click More in the top right corner and select Delete.
• Click OK in the pop-up that appears.

You can also delete multiple recurring bills at once:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Select the recurring bills you want to delete.
• Click Delete at the top.
• Click OK in the pop-up that appears.

List View Actions

The list view actions let you organize and customize how recurring bills are displayed, making it easier to find and review the information you need.

Filter Recurring Bills

You can filter recurring bills to view specific recurring profiles using statuses or available custom views. Here’s how:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Click the filter dropdown at the top and select the required filter.

The following are the statuses of a recurring bill in Zoho ERP:

• Active: Recurring bills that have not yet reached their end date will be in the Active status.
• Expired: Recurring bills that have passed their end date will be in the Expired status.
• Stopped: Recurring bills that were stopped before reaching their end date will be in the Stopped status.

If you’ve created custom views or have custom views shared with you, you can use them to filter recurring bills. Your custom views are listed under Created By Me, and shared views are available under Shared With Me.

Sort Recurring Bills

You can sort recurring bills to change the order in which they appear in the list view. Here’s how:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Click the column based on which you want to sort. The sorting will be in ascending or descending order, as indicated by the arrow next to the column. OR
• Click the More icon in the top right corner.
• Hover over Sort By and choose the option based on which you want to sort.

Customize Columns

You can choose the columns to be displayed on the Recurring Bills List page and the order in which they should be displayed by customizing the columns. Here’s how:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Click the Customize Columns icon.
• In the Customize Columns pop-up:
  • Check the columns that you want to display and uncheck the columns you want to hide.
    Note: You’ll not be able to uncheck columns with the Lock icon next to them.

  • Rearrange the order of the columns by dragging and dropping the fields.
• Click Save.

Refresh List

Sometimes, other users of your organization may create new recurring bills or modify existing ones. As a result, you may not have the latest list of recurring bills. You can refresh the recurring bills to get the most up-to-date list. Here’s how:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Click the More icon in the top right corner and select Refresh List from the dropdown.

Other Actions

You can perform the following additional actions in recurring bills.

Create a Child Bills Manually

In Zoho ERP, you can also create a child bill manually for a recurring bill profile. Here’s how:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Recurring Bills from the dropdown.
• Click Create Bill at the top.
• Click OK in the pop-up that follows.
• Enter the necessary details and click Save.