Creating a vendor credit
There are three ways to create a vendor credit:
Using the Inbox, with a document
- Click Inbox in the left navigation pane
- Locate the document
- Under Create a New, click Vendor Credit
Using a specific vendor, without a document
- Click Vendors in the left navigation pane
- Click the vendor name
- Click the Vendor credits tab
- Click +Credits
- Enter details
- Click Save
From the Bills page
- Click Vendor Credits in the top left menu
- Click New
- Click Go to Inbox and follow the Inbox steps above or;
- Click Enter vendor credit information without adding a document
- Enter details
- Click Save
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