Help › Bookkeeping
Record a bill you paid personally
When you or someone on your team pays a business expense with personal money, record who paid so the business can pay them back:
- On the bill (either in the Add Invoice uploader (Yes) someone paid personally) or on the bill row's paid-by picker: pick the person.
- Choose the shareholder, team member, or You (owner) who paid.
Talisk books the expense (and any recoverable tax) but sends the credit to that person's balance instead of Accounts Payable: the business now owes them, not the supplier. That balance shows under People balances, and you clear it with a repayment when you pay them back.
On an incorporated book, someone who holds shares is recorded as a shareholder (their balance is a shareholder loan); a non-shareholder is a team member. A single bill is paid by one or the other, not both.
Good to know: A personally-paid bill never goes through Accounts Payable: it becomes a
running balance the business owes that person, settled later as a repayment.
On a corporation a person is treated as a shareholder if they hold shares; the
two can't both be set on one bill.