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How to Apply a Vendor Credit

Applying vendor credits to Bills in Adaptive

Updated over a month ago

Applying a Vendor Credit to a Single Bill:

1. Locate the Bill

  1. Navigate to your Bills section.

  2. Go to Waiting for Payment to see your unpaid bills.

  3. Click into the bill you want to apply the vendor credit to.

2. Apply the Vendor Credit

  1. Once you’re in the bill, scroll to the Payment area.

  2. Here, you’ll see a section for Vendor Credits above the payment details.

  3. Click Edit Credits.

  4. Select the vendor credit(s) you want to apply.

    • You can check or uncheck credits as needed.

    • If you have multiple vendor credits available, you can select more than one.

  5. Click Save to apply the selected credit(s).

3. Complete the Payment

  1. Enter the remaining bill balance amount if any remains after the credit.

  2. Select your payment account as usual.

  3. Click Review and Pay.

4. If the Vendor Credit Covers the Full Balance

  • If your vendor credit fully covers the bill (e.g. the credit is $25 and the bill balance is $25), you will still need to mark the bill as paid:

    1. Click Mark as Paid.

    2. Once marked as paid, the bill payment will reflect that the vendor credit was used to pay off the balance.

Applying A Vendor Credit in a Bulk Payment:

1. Navigate to Bills

  1. Go to your Bills section.

  2. Click on the Waiting for Payment tab to view all unpaid bills.

2. Select Bills for Bulk Payment

  1. Select the bills you wish to include in your bulk payment.

    • You can select bills from multiple vendors or just a single vendor – whichever suits your payment needs.

3. Choose Your Payment Method

  1. Click Mark as Paid if you’re recording the payment manually.

  2. Or choose Pay with ACH if you’re sending payments directly through Adaptive, depending on your preferred payment method.

4. Apply Vendor Credits

  • On the bulk payment screen, you will see each vendor listed individually along with their associated bills.

  • For each vendor with available credits:

    • Click Edit Credits in the vendor credit section.

    • Select the vendor credit(s) you want to apply.

    • Select the pay from account

    • Choose a Debit Date

  • Click Save.

5. Review Payment Totals

  • Adaptive will automatically recalculate the payment amount after applying vendor credits, ensuring your totals are accurate before processing.

6. Submit Payment

  • Once everything looks correct, you can proceed by selecting either Mark as Paid or Review & Pay, depending on your chosen payment method. The vendor credits you applied will be included in the payment accordingly.

If you have any questions or want to share feedback, feel free to reach out at [email protected].

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