Apply vendor credits


Apply a vendor credit

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

From the Bills tab

  1. Select Bills in 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


Things to know

  • If the bill was paid in full with vendor credits, 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
  • 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