Basic Functions in Vendor Credits

Let us see the basic functions that can be performed in the Vendor Credits module in Zoho Books.

In this page…

Create Vendor Credit

You can create a vendor credit in Zoho Books. Here’s how:

Create Vendor Credit
Field Description
Vendor Name Select the vendor for whom you are creating the vendor credit.
Credit Note# Enter the corresponding credit note number for the vendor credit. 
Order Number Enter an optional order number.
Vendor Credit Date Select the date on which you created the vendor credit.
This transaction is applicable for domestic reverse charge You will see this option if the vendor you’ve selected has their tax treatment as ‘VAT Registered’ or ‘Non VAT Registered’.

Mark this option if you’re purchasing supplies such as hydrocarbons, crude oil, and natural gas to re-sell or distribute in other forms from a domestic supplier.

Applying domestic reverse charge on a purchase transaction will affect the values in Box #3 under VAT on Sales and all other Outputs and Box #10 under VAT on Expenses and all other Inputs in the VAT return.
Create Vendor Credit

View Vendor Credits

If you have already recorded vendor credits in Zoho Books, you can view them in the Vendor Credits module. Here’s how:

View Vendor Credits

Add Items in Bulk

You can add multiple items and update their quantities in bulk. Here’s how:

Add Items in Bulk

View Journal

To view the journal created for the vendor credits:

View Journal

Import Vendor Credits

If you already have a list of all the vendor credits, you can import them into Zoho Books in the CSV, TSV or XLS format.

To know the format of the import file, i.e. the columns and data to be included in the import file, you can download the sample import file which we’ll be looking at in the steps below.

Import Vendor Credits

Insight: The file size cannot be more than 1 MB.

  • Character Encoding is used to pair numbers with characters. By default, the Unicode Transformation Format (UTF-8) encoding is used which supports a wide range of characters that go beyond 8 bits.
  • The Field Delimiter is used to separate two values in a row. While importing vendor credits, the default file delimiter is comma (,).
Select File Map Fields

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Functions in Vendor Credits


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