If you no longer need a vendor credit, you can delete (deactivate) it.
You must have manage bills/vendor credits permissions in your user role to delete vendor credits. Also, the credit cannot be in a closed period, or there won't be a trash can icon to delete the credit.
Deactivate a Vendor Credit from the bills list
- Click Bills in the left navigation menu
- Click the Vendor credits tab
- Click the Ref # of the vendor credit you'd like to delete
- Click the trash can icon
- Click OK to confirm
Deactivate a Vendor Credit from a vendor record
- Click Vendors in the left navigation menu
- Click the vendor's name
- Click the Vendor Credits tab
- Click the Ref # of the vendor credit you'd like to remove
- Click the trash can icon
- Click OK to confirm
Things to know
- Deleted 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 deleted