How do I add a payout?

Payouts help you track money that leaves the register for things like lottery payouts or store expenses. You must create these in XSite before syncing with Bulloch to avoid losing payout data.

VIDEO TUTORIAL

Add a Payout in XSiteIO

1. Go to Price Book from the left-hand menu.
2. Hover over Items, then click Payouts.
3. Make sure the correct Site is selected at the top of the screen.
4. Click the ‘+’ icon at the top left to start a new payout.
5. The ID will be filled in automatically.
6. In the Description box, type what the payout is for (e.g., Lottery Payout).
7. (Optional) Enter a French Description if needed.
8. Review all the information for accuracy.
9. Click the green Add button to save.

Add a Payout in XSite Classic

1. From the main menu, go to Price Book → Payouts.
2. Confirm that the correct Site is selected.
3. Click the ‘+’ icon at the top left to start a new payout.
4. In the ID field, type a unique payout number.
5. Enter a clear Description (e.g., Lottery Payout).
6. (Optional) Add a French Description if needed.
7. Double-check everything is correct.
8. Click the blue Add button to save.

Important: Always create payouts in XSite before syncing with Bulloch. If you sync first, payouts made directly in Bulloch will be lost.