Help

Home  Recurring Expense

Zoho Invoice lets you record any recurring expense that you incur for your business. Setting up a recurring expense will your time spent on entering the same expense periodically.

Any expense that is repeated periodically is termed as a recurring expense.

  1. Go to the 'Expenses' and then on to the "Recurring Expenses" sub-link.
    Click new recurring expense
  2. Click the "New Recurring" button to create a recurring expense. On clicking this the New Recurring Expense page comes up where you get to enter the information related to your new expense.
    New recurring expense
  3. Enter the 'Profile Name'.
  4. Select the 'Start Date'. This will be the date from when the recurring expense will be started. The first recurring expense is created on this date.
  5. From the 'Repeat Every' drop down select how often you want the recurring expense to be created. It could either be based on days, weeks, months or years.
  6. Select if the recurring expense would go on forever or it will end on a selected date.
  7. Pick a 'Category' under which the recurring expense is to be categorized.
  8. Enter the expense amount and make sure you select the correct 'Currency'.
  9. Select the 'Tax'. On selecting the tax you will be asked to select if the amount entered above is inclusive or exclusive of the tax amount.
  10. Choose if the option is billable, if billable select the customer who is to be associated with the expense.
  11. Enter any supplementary information that you would like to provide in the 'Notes' section.
  12. Click the 'Save' button.
  1. Go to the 'Expenses' tab and click the "Recurring Expenses" sub-link
  2. From the listing, choose the recurring expense that you are going to edit
  3. Click the 'edit' link listed under that recurring expense
    Edit recurring expense
  4. Edit and 'save' the changes made
  1. Go to the 'Expenses' tab and then on to the "Recurring Expenses" sub-link
  2. This will bring up the listing of all the recurring expenses classified under "All", "Active", "Stopped" and "Expired". By default the listing that was last viewed is listed.
  3. Click the category of listing to view the recurring expenses in that category

When you wish to stop or suspend a recurring expense follow the instructions below:

  1. Go to the 'Expenses' tab followed by the "Recurring Expenses" sub-link
  2. From the recurring expenses listing, choose the one that is to be stopped. Click the stop link
    Select stop recurring expense
  3. The recurring expense will be stopped henceforth
  1. Go to the 'Expenses' tab followed by the "Recurring Expenses" sub-link
  2. From the recurring expenses listing, choose the one that is to be resumed. Click the resumed link.
    Select resume recurring expense
  3. The recurring expense will be resumed from that point onwards.

Got more questions?

Submit your request to us and we will help you out.

Zoho Invoice Recurring Expense

Spread the Word

© 2013, ZOHO Corp. Invoice Software 4900 Hopyard Rd, Suite 310, Pleasanton, CA 94588, USA Support: +1 888-900-9646 | Sales: +1 888-204-3539,