Manage Rrecurring Bills

In this help document, you’ll learn the actions you can perform to manage recurring bills in Zoho Spend.

Edit Recurring Bills

If you need to update the details of an individual recurring bill, you can edit it. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the recurring bill you want to edit.
• Click the Edit icon at the top.
• Make the necessary changes and click Save.

You can also update the details of multiple recurring bills at once. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Select the recurring bills you want to edit.
• Click Bulk Update at the top.
• Select the field you want to update and fill in the new value.
• Click Update.

Stop Recurring Bills

If you no longer need a recurring bill, you can stop it. Child bills will not be created when you stop a recurring bill.

To stop a recurring bill:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the recurring bill you want to stop.
• Click More in the top right corner and select Stop.

The recurring bill will be stopped, and its status will be updated to Stopped.

You can also stop multiple recurring bills at once. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Select the recurring bills you want to stop.
• Click Stop at the top.

The recurring bills will be stopped, and their status will be updated to Stopped.

Resume Recurring Bills

You can resume a recurring bill that you stopped. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the recurring bill you want to resume.
• Click More in the top right corner and select Resume.

The recurring bill will resume, and its status will be updated to Active.

You can also resume multiple recurring bills at once. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Select the recurring bills you want to resume.
• Click Resume at the top.

The recurring bills will resume, and their status will be updated to Active.

Delete Recurring Bills

To delete an individual recurring bill:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the recurring bill you want to delete.
• Click More in the top right corner and select Delete.
• Click OK in the pop-up that appears.

You can also multiple recurring bills at once:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Select the recurring bills you want to delete.
• Click Delete at the top.
• Click OK in the pop-up that appears.