To apply an existing credit/prepayment to a vendor invoice(s), on the ribbon go to Accounts > Creditors, and:
1.Select the vendor.
2.Click Edit at the bottom of the screen.
3.The Date field will default to today's date, and can be changed if required.
4.The (transaction) Type field will default to Payment and does not need to be changed for this type of entry.
5.Select Payment By: Credit or Prepayment.
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You will see some letters underlined in the field names within the header, eg. Type. Using Alt+ the underlined letter will jump you to the field beside that heading. |
The Select Credits/Prepayments screen will appear with a list of all unallocated credit entries for this vendor. Simply select the credit(s)/prepayment(s) that you want to apply, and click OK. You can now allocate the credit(s)/prepayment(s). You can allocate to a single invoice or multiple invoices.
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You cannot apply a higher amount of credit than the value of the outstanding invoices. |
Further information: