Vendor Credit

Vendor Credit allows you to record credits received from vendors. These credits typically occur when you return goods or if there is an overpayment.

Create Vendor Credit

1. Navigate to Expense menu, click Create option in the top right corner.

2. Select Vendor Credit option.

3. Fill in the necessary details for the vendor credit, including vendor information, categories, services requested, and pricing.

4. Choose from the following options:

   • Save as Draft: Save the vendor credit as a draft for future editing.

   • Save and Approve: Save the vendor credit and approve it for further processing.

   • Save and Send: Save the vendor credit and send it to the customer for review.

Options for Managing Vendor Credit

To perform actions on a vendor credit, click the button next to the vendor credit entry. This reveals a dropdown menu with options for managing the transaction. Below are the available options

• View: View the details of the vendor credit without making any changes.

• Edit: Make changes to the vendor credit, such as updating categories, prices, or adding/removing items.

• Void: Cancel the vendor credit if it's no longer needed or if there was an error in its creation.

• Clone: Create a duplicate copy of the vendor credit, which can be helpful if you need to create a similar vendor credit for another customer or transaction.