Skip to main content
How to add a credit to Bills
Updated over 9 months ago

Goal:

  • Reflect credits within a Bill.

  • Add a negative line item within a Bill to reflect credit or return.

Steps:

  1. Select the Accounts Payable tab on the left panel.

  2. Open the Manage Bills or Create Bill

  3. Select the +New item option.

    mceclip0.png
  4. Fill out the item information.

  5. For the Unit Cost field, input a negative amount to reflect the credit. Enter the amount first then add the negative symbol.

  6. Select the Submit button.

mceclip2.png

Additional Information:

  • Only users with the Accounts Payable Permission will be able to perform these steps.

  • The steps listed assume that you are already drafting the Bill.

Did this answer your question?