Marking Invoices as Paid

Overview

Bullhorn Back Office provides two methods for marking invoices as "Paid" - either directly within BBO or through the integration with QuickBooks Desktop. This article covers both methods.

Note: This feature is not compatible with QuickBooks Online. If you are using QuickBooks Online, use Method 1 to manually mark the invoices as paid.

Before You Begin

If you do not have a Paid column on your Receivables tab, please contact Bullhorn Back Office Support to have it enabled.

Steps

Method 1: Manually marking an invoice as "Paid"

  1. From the Receivables tab, search for the invoice to be marked as Paid using the calendar, Search box, and column filters.



  2. In the Paid column, select Not Paid.



  3. In the Paid Amount(s) pop-up, choose Add to add a payment line.



  4. Enter in the Amount and Date of the payment.
    • If multiple or split payments were made, you can select the Add button again to add additional payment lines.
    • If a payment was entered in error, you can select to delete the line.
  5. Select Save to confirm the payment.



  6. The invoice will now display as "Paid" on the Receivables tab.



Method 2: Marking invoices as paid in QuickBooks Desktop

Note: This feature is only compatible with QuickBooks Desktop. If you are using QuickBooks Online, use Method 1 to manually mark the invoices as paid.

The QuickBooks Web Connector will automatically refresh the Bullhorn Back Office data once an invoice has been paid through QuickBooks Desktop.