Vendor Credits - Overview
The Vendor Credits module in Zoho ERP helps you record and manage credits received from vendors for returned goods, billing errors, or overpayments. Using this module, you can track available vendor credits, apply them to future bills, process refunds when applicable, and ensure accurate accounts payable balances.
A typical vendor credit workflow includes creating a vendor credit, reviewing or approving it, applying the credit to open bills or recording a refund, and tracking its usage and status.
Understanding Vendor Credits
- What is a vendor credit?
- How Vendor Credits Impact Payables
- Lifecycle of a Vendor Credit
- Configure Preferences
Create Vendor Credits
- Methods to Create Vendor Credits
- Create From Vendor Credits Module
- Apply Vendor Credits to Bills
- Edit Vendor Credits
Approvals for Vendor Credits
- Configure Approvals for Vendor Credits
- Submit Vendor Credits for Approvals
- Approve Vendor Credits
- Reject a Vendor Credit
- Resubmit a Rejected a Vendor Credit
- Disable Approvals for Vendor Credits
Refunds for Vendor Credits
- Record Refunds for Vendor Credits
- Import Refunds
- Edit a Refund
- Export Refunds
- Delete a Refund
Vendor Credit Operations
- Management Actions
- Void a Vendor Credit
- Convert a Void Vendor Credit to a Draft
- Delete Vendor Credits
- List View Actions
- Filter Vendor Credits
- Sort Vendor Credits
- Customize Columns
- Referesh List
- Share Actions
- Download a Vendor Credit as a PDF
- Export Vendor Credits
- Print a Vendor Credit
- Other Actions
- Clone Vendor Credit
- View Journal
- Attach Files to a Vendor Credit
- Add Comments