Overview
Not every bill needs to go through Xero or QuickBooks before it's reconciled. If a bill was entered directly in your accounting software or you'd rather leave it out of the sync entirely, you can record it as paid directly in JACK instead. This keeps job budgets and cash flow reporting accurate immediately, without creating duplicate entries.
Marking a bill as paid this way only updates its status in JACK. It does not create, update, or perform any action in Xero or QuickBooks.
Navigate to the bill, scroll to the payments section, and click the +Payment button.
In the Record Payment view, select the payment method (Bank Transfer, Cash, or Cheque), the payment date, and the amount. Payments sync to your accounting software by default — untick the sync checkbox if you don't want this one to sync.
Record the full amount as a single payment, or record multiple partial payments until the bill is paid in full.
The bill's status updates to Paid or Partially Paid.
You can remove a recorded payment at any time by clicking the red X; this reverts the bill to Partially Paid or Approved for Payment.