credits

How do I record a refund I receive for a paid bill?

A refund received from your vendor can be recorded in the form of vendor credits.

A bill that has been completely paid, however, means all dues towards that vendor have been settled, and a refund cannot be subtracted from it unless the bill payment is reverted.

To do this,

  • Go to the Purchases tab on the home page of Zoho Books and open the Bills section.

  • Open the corresponding bill under Paid Bills.

  • Scroll down to the bottom where you can find the payment recorded and hover over it to find the trash can icon.

  • Click on the trash can icon to delete the payment. The status of the bill no longer shows Paid.

Delete payment

Now click on More -> Create Vendor Credits as shown in the image below. Enter the refund amount and save it. The bill amount is reduced accordingly.

Create credit

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