Home > Managing Vendors > Adding Vendor Credits

Adding Vendor Credits

If you’ve returned an item to a vendor or received other credits, you can enter and edit your credits. You can also delete credits.

To add a vendor credit:
  1. Choose Payables > Manage Vendor Credits.
  2. In the Vendor Credits dialog box, select the vendor from the Vendor list.
  3. Click Add at the bottom of the dialog box.
  4. In the Vendor Credit Detail dialog box, type the Reference #, Invoice #, and PO # as needed to help you keep track of where the credit came from.
  5. In the Credit Line Items area, select an Account for applying the credit.
    Brass Jacks Bookkeeper automatically uses the default account defined for this vendor in the Vendor Details dialog box, but you can change this. See Defining Vendor Payment Details.
  6. Type the Amount of the credit.
  7. Type a Memo to help you remember the reason for the credit.
  8. To enter a new credit line, click Add Line Item and enter the information.
  9. Click OK to create the credit.
To edit an issued vendor credit:
  1. Choose Payables > Manage Vendor Credits.
  2. In the Vendor Credits dialog box, select the vendor from the Vendor list.
  3. Select the credit to edit.
  4. Click Detail.
  5. In the Vendor Credit Detail dialog box, edit the detail of the transaction.
    You edit Credit Applied line items in the transactions they were used in.
  6. Click OK.
To delete an issued credit:
  1. Choose Payables > Manage Vendor Credits.
  2. In the Vendor Credits dialog box, select the vendor from the Vendor list.
  3. Select the credit to delete.
  4. Click Delete.
  5. In the confirmation message box, click Yes.
  6. Click Close.
To print a list of credits:
  1. Choose Payables > Manage Vendor Credits.
  2. In the Vendor Credits dialog box, select the vendor from the Vendor list.
  3. Click Print.
  4. Click Close.