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Applying a Credit to a Bill

If you have an outstanding credit from a vendor, you can apply it to a new or existing bill.

To apply a credit to a bill:

1. Choose Payables > Enter Bills, or click the Enter Payables icon in the Payables section of the workspace.
2. In the Payables dialog box, select the vendor from the Vendor list.
3. Add the information from the vendor’s invoice — including the invoice number, the date of the invoice, and the date the invoice is due.
4. Include all needed line items.
5. If you have a credit from the vendor, click Apply Credits.
6. In the Vendor Credit Selection dialog box, select the credit to apply to this bill.
   Each credit is listed as a separate line item. You can only apply one credit at a time.
7. To add the credit as a separate line item on the bill, click Select.
8. Repeat steps 5-7 as needed to apply other credits.