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Void	The vendor credit is no longer active.

Filter Vendor Credits

You can filter vendor credits based on their 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.

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.

Custom Views

You can create custom views to filter vendor credits based on criteria you set. Learn more about Custom Views.

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.

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.