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Recurring Expenses

Some expenses are incurred on a consistent basis over a period of time, and manually recording them each time can get really tedious. Generating these expenses can be automated in Zoho Invoice, resulting in systematic tracking and quicker reimbursements.

In simple terms, an expense turns into a recurring expense only if it satisfies both these conditions,

Scenario: Charles has rented a restaurant space for running his business. The rent he pays every month for his office space can be scheduled as recurring expense profile that will be generated every month.

Creating and Automating a Recurring Expense

Recurring Expense

Insight: You can set the start and end date of the recurring expense. If the expense is going to be a lasting one (such as the rent you pay for your office space), you can check on the Never Expires box to ensure it always remains active like shown above.

To stop an active recurring expense, open the expense and select More - Stop. This expense will stop autogenerating right away unless resumed.


Making an Existing Expense Recurring

To convert an expense that you’ve already created in Zoho Invoice into a recurring one,

Insight: You can set the start and end date of the recurring expense. If the expense is going to be a lasting one (such as the rent you pay for your office space), you can check on the Never Expires box to ensure it always remains active like shown above.

Make expense recurring


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