1. First create a new bill by clicking "New Bill" in the top right of your Bills screen.
2. Then Change the Transaction Type to Vendor Credits This step ensures that the system recognizes the entered data as credits rather than ordinary bills.
3. After saving the transaction, vendor credit will now reflect in the system, ready for further actions.
4. Enter remaining info for Credit. This includes details such as the vendor name, credit amount, and any supporting documents, ensuring the credit record is complete.
Please Note: You will need to enter in a positive credit amount. Entering a negative amount will result in an error.
5. Once you submit for Approval you will see it show up as a Negative on your Bills table view. This negative amount represents the available credit that can be applied to vendor bills.
If you have any questions or want to share feedback, feel free to reach out at [email protected].