How to Adjust a Vendor Bill from Vendor Credit?

    • Tanvir Mahedi |
    • 0 step |
    • 53 seconds
    Tip- Take advantage of the adjusted payment from vendor credit feature inside the portal by following the steps below:
    Log into the Admin Portal
    Click on "Accounting" dropdown under "ACCOUNTING & REPORTS" on left navigation
    Click on "Bill"
    Choose the bill that has not been paid & click on "View Details" option under "Action" column
    Alert- Please make sure that the owner has a Vendor Credit in his profile, or else this option will not be visible
    Click on the "More Action" dropdown on the right side of the screen
    Click on "Adjust Payment From Vendor Credit"
    Click the "Transaction Date \*" field to put the transaction date
    Click the "Amount to Apply \*" field to adjust the amount
    Once done , click on "Record Payment"
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