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How to add a credit to Bills

Goal:

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

 

Steps:

  1.  Within the Bill creation or edit page, select the +NEW ITEM button. 

  2.  Fill out the item information.

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

  4.  Select the SUBMIT button. 

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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.