Refunds for Vendor Credits

If your vendor has returned an excess payment you made, or if goods were returned or orders were canceled, you can record a refund for the cash received against the vendor credits.

Record Refunds for Vendor Credits

To record a refund for a vendor credit:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Vendor Credits from the dropdown.
• Click the vendor credit for which you want to record a refund.
• Click the More icon and select Refund. You’ll be redirected to the Refund page.
• Fill in the required details and click Save.

The refund will be recorded, and the vendor credit’s status will be updated to Closed. You can view the details of the refund from the Refund History section of the vendor credit.

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Import Refunds

If you’ve created refunds for vendor credits from external sources, you can import them into your Zoho ERP organization.

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Edit a Refund

To edit a refund applied to a vendor credit:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Vendor Credits from the dropdown.
• Click the vendor credit for which you recorded the refund.
• Click the Refund History section.
• Click the Edit icon next to the refund you want to edit.
• Make the necessary changes and click Save.

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Export Refunds

You can export the refunds recorded for vendor credits in your organization.

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Delete a Refund

To delete a refund applied to vendor credit:

• Go to Purchases on the left sidebar.
• Hover over Bills in the Modules bar and select Vendor Credits from the dropdown.
• Click the vendor credit for which you recorded the refund.
• Click the Refund History section.
• Click the Delete icon next to the refund you want to delete.
• Click OK in the pop-up that appears to confirm your action.