How do I handle recurring expenses?
Expenses are imported from your bank account in Sunrise. Navigate to your bank account and categorize and reconcile them as normal.
Sunrise doesn't pay bills for you, so there's no option to have recurring expenses. As the expense happens, Sunrise simply records it for you.
How to Auto-Categorize Expenses
For many business owners, it’s easy to know where the money is coming in from but harder to track how it’s spent. Expenses can come in all shapes and sizes, from recurring subscriptions to one-time purchases to payroll to taxes. Often, neglecting to ...
Creating new recurring invoices
Creating new recurring invoices Recurring invoices are a great way to put your invoices on autopilot If you have customers on retainer or invoice them frequently for the same thing, recurring invoices are going to save you a lot of time. To create a ...
Editing a recurring invoice
Making sure your recurring invoices are up to date is crucial to maintaining your relationship with your customers. No one likes receiving an unexpected invoice! If you need to make changes to future scheduled invoices, you can edit the recurring ...
Recurring payments for invoices
Recurring payments for invoices Accept automatic payments when you use recurring invoices When you create a recurring invoice, your customers have the option to set up automatic payments using Bank Transfers (US only) and Credit/Debit cards, which is ...
How to Match and Categorize Expenses
Matching and categorizing expenses for your business makes it easy to determine where your capital gets spent so you can manage it. With Sunrise, before you’re ready to match and categorize your expenses, you’ll need to input them. Part 1: Creating ...