Creating and automating a recurring expense,
- Go to the Purchases tab on the home panel of Zoho Invoice, and select Recurring Expenses.
- Click on the ‘+’ icon.
- Provide a profile name. The expense will be generated under this profile at the end of each recurring period, making it easy for you to keep track of it.
- Enter the recurring frequency. This decides how often the expense is generated. Eg: once a month.
- Select the expense category, enter the amount and click Save.
Note : 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.
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