There are 2 ways to apply a credit to a bill; from the Bills tab on the left 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.

Applying a vendor credit

From the Bills tab

1. Click Bills on the left navigation menu

2. Click 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

   • Click 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. Click Apply

From the Bill itself

1. Click the Invoice number of the bill

2. Click the credits available link in the Bill Summary
   

   • Enter the amount of credit you want to apply or

   • Click 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. Click Apply

Things to know

• If the vendor credit pays the bill in full, it will be marked as Paid and will not appear on the Pay page
• If there is still a balance, it will 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 any vendor credits and payment applied
• Unapproved, denied, unassigned and approved credits are able to be applied to bills, the approval status does not prevent the application. If you do not want a credit applied, it is best to delete/deactivate the credit