How to Adjust a Vendor Bill from Vendor Credit?
- Tanvir Mahedi |
- 9 steps |
- 53 seconds
Tip- Take advantage of the adjusted payment from vendor credit feature inside the portal by following the steps below:
1
Log into the Admin Portal
2
Click on "Accounting" dropdown under "ACCOUNTING & REPORTS" on left navigation
3
Click on "Bill"
4
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
5
Click on the "More Action" dropdown on the right side of the screen
6
Click on "Adjust Payment From Vendor Credit"
7
Click the "Transaction Date \*" field to put the transaction date
8
Click the "Amount to Apply \*" field to adjust the amount
9
Once done , click on "Record Payment"
