- Add a credit amount to a Bill.
- Reflect credits within a Bill.
- Add a negative line item within a Bill to reflect a credit or return.
- Procurify web app
- Only users with the Accounts Payable Permission will be able to perform these steps.
- The steps mentioned below assume that you are already drafting the Bill.
- If you run into any problems when completing the steps below, please don't hesitate to reach out to our support team. We're here to help!
Within the Bill creation or edit page, select the orange Add Item button.
Within the pop-up window that appears, select the orange Create New Item button.
Fill out the item information.
Under the "Unit Cost" field, input a negative amount to reflect the credit.
Select the orange Create Item button.