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Vendor Credits & Rebates

How to add a vendor credit or rebate that is not attached to a work order.

 

In this article, you'll learn how to add a vendor claim or rebate that isn't linked to a specific work order and how to apply it to a payment.

 

Step 1: Navigate to Settings.

 

 

Step 2: Select Vendors.

 

 

Step 3: Click on the desired vendor.

 

 

Step 4: Choose the Rebates and Credits tab.

 

 

Step 5: Click on Add.

 

 

Step 6: Select New.

 

 

Step 7: Enter your reference number.

 

 

Step 8: Input the amount.

 

 

Step 9: Add the date and any notes.

 

 

Step 10: Click Save.

 

 

When you're ready to make a payment:

 

Step 11: Go to Payments.

 

 

Step 12: Choose Accounts Payable.

 

 

Step 13: Select Products and then Add Payment.

 

 

Step 14: Choose the vendor.

 

 

Step 15: You'll see your credit waiting to be applied.