Add a Vendor Credit

Vendor credits allow you to record refunds, corrections, or vendor adjustments. These credits reduce the amount your firm owes and keep your Accounts Payable records accurate. By entering vendor credits as they occur, you maintain clear visibility into outstanding balances and ensure your job costing and expense reporting remain correct.

To add a vendor credit:

1. Select + New in the upper-right menu.

2. (Optional) Go to Bills in your left menu > Vendor Credit.

3. Choose Vendor Credit.

4. Fill in the essential details:

   • Vendor – Select the vendor issuing the credit.

   • Job – Select the job associated with the credit (optional).

   • Transaction Date

   • No. (credit reference number)

   • Amount

5. Under Items, add or adjust credit line items. For each item, include:

   • Account

   • Description (optional)

   • Cost Code

   • Total Price

6. Review your entries and select Save to record the vendor credit.

With your vendor credit applied, your payables remain accurate and up to date, helping you maintain cleaner records and better control project and firm expenses.

See also

To understand more about accounts payable features, you can read:

• Manage Checks: Learn how to create and maintain vendor profiles, contact information, and payment preferences.

• Add a Purchase Order: Guide to creating formal requests to vendors for materials or services, establishing commitments.