Create Recurring Bills

In this help document, you’ll learn the different methods by which you can create recurring bills in Zoho Spend.

Create a Recurring Bill

To create a recurring bill:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click + New in the top right corner.
• Fill in the following details:
  • Vendor Name: The vendor whose bill you are recording.
  • Profile Name: Enter a name to identify the recurring bill.
  • Repeat Every: Select the frequency of the recurring bill.
  • Starts On and Ends On: Enter the recurring bill’s duration. If you don’t want the bill to expire, check Never Expires.
  • Accounts Payable: The account through which you’ll track the amount you owe vendors for the bills created.
  • Payment Terms: The time frame within which you need to pay your vendor. For example, Net 15 would mean you’ll have to pay the vendor within 15 days from the date when the bill is created. When you select a payment term, the Due Date will be adjusted accordingly. You can create new terms by selecting Configure Terms from the dropdown. Click + Add New, enter Term Name and Number of Days, and click Save.
  • Item Table: Add the items to be included in the recurring bill. Enter or select the items required from Item Details. Other details of the item, such as the Account, Tax, Rate, and Amount, will be auto-populated.
    • Click + Add New Row to add more items.
    • Click + Add Items in Bulk, select the required items and their quantities, and click Add Items to add items in bulk.
• Once you’ve added the required details, click Save.

A new recurring bill will be created. The bills generated for the recurring bills are called Child Bills. You can view the basic details of the recurring bill, as well as the details of the generated child bills, in the Overview tab. The details of the upcoming bill can be found in the Next Bill tab, and a history of recent activities is available in the Recent Activities tab.

Make an Individual Bill Recurring

You can convert an individual bill into a recurring bill. Here’s how:

• Go to Bills under Payables.
• Click the bill you want to convert to a recurring bill in the All Bills tab.
• Click the More icon in the top right corner and select Make Recurring . You’ll be redirected to the New Recurring Bill page.
• Details of the parent bill will be auto-populated. Fill in the following details:
  • Profile Name: Enter a name to identify the recurring bill.
  • Repeat Every: Select the frequency of the recurring bill.
  • Starts On and Ends On: Enter the recurring bill’s duration. If you don’t want the bill to expire, check Never Expires.
• Once you’ve added the required details, click Save.

Import Recurring Bills

If you’ve created recurring bills from external sources, you can import them into your Zoho Spend organization. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the More icon in the top right corner and select Import Recurring Bills.
• Click Choose File and select the file you want to import. Or, drag and drop the file that you want to import.

• Select the Character Encoding and File Delimiter.
• Click Next.
• Check the mapping of the fields and click Next.
• Click Import.