## Documentation Index

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

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

# Functions in Vendor Credits

## Apply Credits to Bills

Vendor credits can be applied to bills that are created for the same vendor. Doing so will reduce the bill amount accordingly. To do this:

*   Go to **Purchases** > **Vendor Credits**.
*   Open the vendor credit you want to apply to bills.
*   Select the button **Apply to Bills** in the top right corner of the page.
*   A list of the bills created for that vendor will be displayed. Enter the amount against the desired bill balance. The amount can be split among multiple bills.
*   Click **Save**.

![Export Vendor Credits](/books/help/images/vendor-credits/bill-credit.png)

*   If all the credits are used up, the status of the vendor note will change to **Closed**.

**Pro Tip:** You can also apply credits by opening the corresponding bill and selecting Use Credits. 

 

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## Refund Credits

To refund a vendor credit :

*   Go to **Purchases > Vendor Credits**.
*   Select the vendor credit you want to refund.
*   Click **More > Refund**.

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

*   Enter the amount to refund and select the account which tracks the refund.
*   Click **Save**.

![Export Vendor Credits](/books/help/images/vendor-credits/refund-vc2.png)

**Insight:** You can enter the entire refund amount or even choose to enter it partially.

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## View Refunds

To view all the refunds you recorded for a vendor credit:

*   Go to **Purchases > Vendor Credits**.
*   Select the vendor credit for which you’ve recorded a refund.
*   Click the **Refund History** tab.

![Export Vendor Credits](/books/help/images/vendor-credits/view-refund.png)

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## Import Refunds

If you have a list of the refunds made to vendors, you can import them into Zoho Books in **CSV**, **TSV** or **XLS** format. Here’s how:

*   Go to **Purchases > Vendor Credits**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Import Refunds**.

![Export Vendor Credits](/books/help/images/vendor-credits/import-refund.png)

*   Click the **Choose File** button under **Upload** file. You can download a sample **CSV** for your reference by clicking **sample file**.
*   Click **Next**.

![Export Vendor Credits](/books/help/images/vendor-credits/import-refund-2.png)

*   Ensure that all the fields are mapped correctly in the **Map Fields** page.
*   To use the same import format next time, mark the box **Save these selections for use during future imports**.
*   Click **Next**.
*   In the Preview window, click **Import**.

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## Customize Template

You can change the overall look and feel, such as the font, background, orientation and size of your templates. Here’s how:

*   Go to **Settings** on the top right corner of the page.
*   Select **PDF Templates** under _Customization_.
*   In the _Templates_ pane, select **Vendor Credits**.
*   Hover over a template and click **Edit**.

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

*   Make the necessary changes. 
*   Click **Save**.

![Export Vendor Credits](/books/help/images/vendor-credits/template-vc2.png)

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## Add Comments

You can add comments to your vendor credits. However, these comments are only for internal use and the vendor cannot view them. Here’s how:

*   Go to **Purchases** > **Vendor Credit**.
*   Select the vendor credit you want to add a comment for.
*   Click the **Comments and History** tab.
*   Click **\+ Add Comment** option below the history.

![Export Vendor Credits](/books/help/images/vendor-credits/add-comment.png)

*   Type in your comment. 
*   Click **Add Comment**.

![Export Vendor Credits](/books/help/images/vendor-credits/add-comment2.png)

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**Next >**  
[Manage Vendor Credits](/qa/books/help/vendor-credits/manage-credits.html)

**Related**

*   [Overview - Vendor Credits](/)
*   [Basic Functions in Vendor Credits](/qa/books/help/vendor-credits/basic-functions.html)
*   [Other Actions for Vendor Credits](/qa/books/help/vendor-credits/other-actions.html)
*   [Vendor Credit Preferences](/qa/books/help/vendor-credits/preferences.html)