## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Manage Vendor Credits

## Status of a Vendor Credit

A vendor credit in Zoho Books can have any one of the following statuses.

Status

Description

**Draft**

The vendor credit is created, but not yet active.

**Pending Approval**

If you have enabled transaction approval, then every vendor credit that you create will have to be approved by someone with appropriate access. Until then, the vendor credit will be in the pending approval state.

**Open**

The bill is active.

**Closed**

The amount in the vendor credit has been completely applied to the vendor’s bills.

**Void**

The vendor credit is no longer active.

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## Filter Vendor Credits

You can filter vendor credits based on their [status](/en-fr/books/help/vendor-credits/manage-credits.html#status). Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Click the **All Vendor Credits** dropdown on top of the page.
*   Select the type of vendor credits you want to filter.

![Filter Vendor Credits](/books/help/images/vendor-credits/filter-vc.png)

If you want to filter the bills based on certain parameters of your own, you can do it through custom views. Learn more about [Custom Views](/en-fr/books/help/vendor-credits/manage-credits.html#custom-view).

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## Custom Views

Custom Views can be used to filter your vendor credits based on certain that you set.

**Scenario:** Patricia wants to view all the open vendor credits whose amount is greater than $1000. She creates a custom view and sets the criteria as: amount is greater than 1000 and status is open.

To create a custom view for vendor credits:

*   Go to **Purchases** > **Vendor Credits**.
*   Click the **All Vendor Credits** dropdown on top of the page.
*   Select **\+ New Custom View**.
*   Fill in the required details.

![New Custom View](/books/help/images/vendor-credits/new-custom-view.png)

**Name**  
Enter a name for your custom view. If you use this custom view frequently, you can select the **Mark as Favourite** option.

**Criteria**  
Add criteria for the custom view based on the fields in the vendor credits. You can add multiple criteria by clicking **\+ Add Criteria.**

**Column Preferences**  
Choose the fields that have to be displayed in the custom view that you’re creating. You can move fields in the **Available Columns** to the **Selected Columns** by clicking the **+** icon next to them.

**Share Custom View**  
Choose who gets access to this custom view.

This custom view will be shown when you click the **All Vendor Credits** dropdown in the Vendor Credits module.

You can edit this custom view by clicking the **Edit** icon next to the custom view.

![Edit Custom View](/books/help/images/vendor-credits/edit-custom-view.png)

To delete the custom view:

*   **Edit** the custom view.
*   Scroll to the bottom of the page and click the **Delete** button.
*   Click **Yes** to confirm.

![Delete Custom View](/books/help/images/vendor-credits/delete-custom-view.png)

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## Sort Vendor Credits

You can sort vendor credits based on their different columns or fields. Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Click the column which you want to sort.
*   The sorting can be done based on ascending or descending order (indicated by the arrow). Click the field again to change the sorting order.

![Sort Vendor Credits](/books/help/images/vendor-credits/sort-vc.png)

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## Rearrange Columns

In the Vendor Credits module, you can choose which fields are to be displayed in the main page. You can also rearrange the columns or fields in the same page. Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Click the **Table** icon on the left side of the page.
*   Select the fields that you want to display.
*   Rearrange the order of the columns by dragging and dropping the icons next to them.
*   After making the changes, click **Save**.

![Rearrange Columns](/books/help/images/vendor-credits/rearrange-columns.png)

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## Export Current View

If you have [filtered](/en-fr/books/help/vendor-credits/manage-credits.html#filter) your vendor credits, or [rearranged](/en-fr/books/help/vendor-credits/manage-credits.html#rearrange) their columns, then you can export that particular view of your vendor credits. Here’s how:

*   Go to **Purchases** > **Vendor Credits**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Current View**.

![Export Current View](/books/help/images/vendor-credits/export-current-view1.png)

*   Select the format for export under **Export As** and enter a **Password** to secure your export file.
*   Click **Export**.

![Export Current View](/books/help/images/vendor-credits/export-current-view2.png)

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## Refresh List

To refresh the list of your vendor credits:

*   Go to **Purchases** > **Vendor Credits**.
*   Click the **More** icon in the top right corner of the page.
*   Click **Refresh List**.

![Refresh Vendor Credit List](/books/help/images/vendor-credits/refresh-list.png)

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**Next >**  
[Other Actions for Vendor Credits](/en-fr/books/help/vendor-credits/other-actions.html)

**Related**

*   [Overview - Vendor Credits](/)
*   [Basic Functions in Vendor Credits](/en-fr/books/help/vendor-credits/basic-functions.html)
*   [Functions in Vendor Credits](/en-fr/books/help/vendor-credits/functions.html)
*   [Vendor Credit Preferences](/en-fr/books/help/vendor-credits/preferences.html)