Adding a New Vendor Credit

Steps to add a new vendor credit
  1. Click on the Manage Vendor Credits link in the Actions menu of the Accounting tab.
  2. Click on the Apply Items tab in the Manage Vendor Credits screen.
  1. Enter the vendor.

Note: If a default payment type is set for the vendor from Vendor Settings in the Setup module, the Payment Type and its related fields pre-populate with details. But if the default purchase order or credit card set for the vendor is expired, the purchase order or the credit card details do not pre-populate. Also, If a default payment type is not set for the vendor, the Payment Type list displays Existing Purchase Order by default.
  1. Enter the payment information in the Apply Items to Credit Memo/ Invoice panel and click Continue.
  2. In the Create Credit Memo/Invoice dialog box, enter the appropriate information.
  3. When finished, click one of the following:

Manage Vendor Credits

  1. In the Pending Credits Information panel, click Add next to any pending credit you wish to add to this credit memo or invoice.
  1. Enter the appropriate information in the Add Item to Credit Memo/ Invoice dialog box.

Required fields are marked with a red *.

  1. When finished, click one of the following:
  1. To see items that have been added to the credit memo or invoice, click the Credit Memo/ Invoice Line Items tab.
  1. To Edit items that have been added, enter the appropriate information in the Edit Item to Credit Memo/ Invoice dialog box.

Required fields are marked with a red *.

  1. When finished, click one of the following:
  1. In the Items on Credit Memo/ Invoice panel:

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