In this article, we will walk through how to check to see if vendor credits are available and how to apply vendor credits to bills.

Checking for Vendor Credits

Before applying vendor credits, ensure that the Vendor has vendor credits. You can check for vendor credits in two different locations:

Contact Card

1. Go to the Contact card of the vendor, and you can see the amount of vendor credits under the name. 

Vendor Credits Page

1. Go to Purchases (A/P), and then Vendor Credits and search for any open vendor credit line items associated with the vendor.


Applying Vendor Credits

Follow these steps to apply vendor credits to a bill:

1. In the left menu, navigate to Purchases. Then go to the Bills section. Select the bill you want to apply the credits to.


2. Scroll to the bottom of the bill and click Apply Credits. 

apply credits.png

3. This will open a popup with the total balance, and you can choose the amount you want to apply to the bill. Once you have entered your amount, click Save.

6. Once you successfully apply the vendor credit, the following will happen:

  • The bill's status will update to Paid.
  • You will see the amount of credits applied to the bill.
  • The Apply Credits button will grey out and the number of credits left will decrease.


Learn more about Vendor Credits: How to Create a Vendor Credit Note


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