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How Do I Apply Credit Notes to Bills

If a vendor issues you credit, apply it against the related bill so your outstanding balance reflects what you actually still owe.

Steps

  1. Confirm the credit amount and which vendor/bill it applies to.
  2. If your account supports vendor credits, apply the credit when recording the next payment against the bill, reducing the amount you pay in cash.
  3. If a dedicated credit note feature isn't available in your workspace, adjust the bill's Discount field or record the net amount paid and note the credit in Internal Notes.

Good to Know

There is no separately confirmed "vendor credit" ledger distinct from the bill itself - handle credits by adjusting the amount paid or the bill's Discount field, and document the reason in Internal Notes.

Related Articles

  • How Do I Create a Supplier Credit Note?
  • How Do I Apply Discounts on a Bill?
  • How Do I Handle Overpayments on Bills?

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