A vendor credit is generally issued when you receive a credit or an advance from a vendor.

Vendor credits can only be applied by users with roles that have Pay bills permissions.

• Apply a vendor credit
• Unapply a vendor credit
• Things to know

Apply a vendor credit

There are 2 ways to apply a credit to a bill; from the Bills tab on the navigation menu, or from the Bill Summary window on the bill itself.

Vendor credits can only be applied by users with roles that have pay bills permissions.

From the Bills tab

1. Select Bills on the navigation menu
2. Select the credits available link under the invoice amount of the bill you'd like to credit
   • Enter the amount of credit you want to apply or
   • Select Customize to edit which vendor credit(s) will be applied, and amount of each to apply
     • If you choose not to customize, the oldest credit is applied first
3. Select Apply

From the Bill itself

1. Select the Invoice number of the bill
2. Select the credits available link in the Bill Summary
   • Enter the amount of credit you want to apply or
   • Select Customize to edit which vendor credit(s) will be applied, and amount of each to apply
     • If you choose not to customize, the oldest credit is applied first
3. Select Apply

Unapply a vendor credit

You can unapply a vendor credit if the bill isn't paid in full, and the credit is not fully applied ywet.

Vendor credits can only be unapplied by users with roles that have Manage vendor credit permissions.

1. Select Bills in the navigation menu
2. Locate the bill the vendor credit is applied to
3. Select the credits applied link under payment amount
4. Edit the amount of credit(s) to apply (change to $0 to remove the credit completely)
5. Select Apply

Things to know

• If the vendor credit pays the bill in full, it'll be marked as Paid and won't appear on the Pay page
• If there's still a balance, it'll appear on the Pay page as Partially Paid
• The Bill will be paid with credits notification will only show if the bill is paid in full with vendor credits applied
• If vendor credits applied partially pays a bill, when the remainder of the bill is paid, the payment notification email to the vendor will list vendor credits and payment applied
• Unapproved, denied, unassigned and approved credits can be applied to bills, the approval status doesn't prevent the application. If you don't want a credit applied, it's best to delete/deactivate the credit
• You can't unapply vendor credits from fully paid bills
  • If you want to remove a credit from a fully paid bill, you'll need to delete/deativate the vendor credit
• You can't restore deactivated/deleted vendor credits