Deactivate/Delete a Vendor Credit

If a vendor credit is no longer available and will not be applied to a vendor's balance, the Vendor Credit will need to be deactivated.

Deactivate a Vendor Credit


From the Bills tab

  1. In the left navigation pane, click Bills
  2. Click the Vendor credits tab
  3. Click the Ref # of the vendor credit you'd like to remove
  4. Click the trash can icon
  5. Click OK to confirm

From a vendor record

  1. In the vendor record, click the Vendor Credits tab
  2. Click the Ref # of the vendor credit you'd like to remove
  3. Click the trash can icon
  4. Click OK to confirm

delete vendor credit gif - NEO

Things to know

  • Deactivated vendor credits cannot be restored to active status
  • If a vendor credit has been partially applied, all applied credits will be removed when the vendor credit is deactivated