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Apply credit from a vendor to a bill payment

To do this task

  1. Go to the Vendors menu and click Pay Bills.

  2. Complete the bill payment information for payment by check, cash, credit card, or online vendor payment, but do not record the payment.

  3. Select and highlight the bill to which you want to apply a credit.

    • Selecting: To select a bill to pay, click in the left column to place a checkmark next to it.

    • Highlighting: If you've already selected a bill to pay and want to apply a discount or credits, select the bill again by using the up and down arrow keys to highlight it. You can also click anywhere on the bill (other than the checkmark) to highlight it. If you reselect the checkmark, it will clear the bill from being paid.

  4. Click the Set Credits button.

  5. In the Credits pane, select each credit that you want to use for this bill.

  6. (Optional) If you want to use only part of a credit, change its amount in the Amt. To Use column.

  7. Click the Done button.
  8. Finish paying the bill in the Pay Bills window.

What happens when you apply a credit?

Credits are applied against the selected bills (for the same vendor) in the order that the bills are selected. The oldest credit is applied first. Discounts are applied prior to applying any credits.

To change the way in which a credit is applied

  1. In the Pay Bills window, highlight the bill.

  2. Click the Set Credits button.

See also

10/21/2016 10:15:48 PM
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