• Updated

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.  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.