Back to Expenses Overview

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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,

• It is incurred at a uniform schedule e.g once a week, once a month etc.
• The expense amount is constant.

Creating and Automating a Recurring Expense

• Go to the Recurring Expenses tab on the left side bar and click the + icon.
• Provide a profile name. An 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 on the Save button.
• Do not forget to click on the Billable check box if you will be converting all these expenses into invoices.
• To stop an active recurring expense, open the expense and select More - Stop. This expense will stop auto generating right away unless resumed.

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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Making an Existing Expense Recurring

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

• Open the expense that you want to make recurring.
• Click on Make Recurring button on the top of the expense.
• Provide a profile name, recurring frequency,start and end date.
• Click on Save when you’re done.

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