Other Actions for Vendor Creditss

Let’s have a look at the various actions that can be performed on a vendor credit in Zoho Books.

In this page…


Edit Vendor Credit

You can edit the details of any vendor credit. Here’s how:

Edit Vendor Credit

Download as PDF

You can download any vendor credit as a PDF. Here’s how:

Download Vendor Credit

Print Vendor Credit

You can print the details of any vendor credit. Here’s how:

Print Vendor Credit

Attach Files to Vendor Credit

You can attach files to your vendor credit. This can be done through:

To attach files to your vendor credit:

Attach Files to Vendor Credit

Clone Vendor Credit

You can create a vendor credit in Zoho Books with details similar to an existing vendor credit, by cloning the vendor credit.

To clone a vendor credit:

Clone Vendor Credit

Void Vendor Credit

If you void a vendor credit, it will no longer be valid and will not reflect in any of your transactions or reports. You can, however, make it active at a later point of time. This is a better alternative to deleting the vendor credit altogether.

To void a vendor credit:

Void Vendor Credit

Make the Vendor Credit Active

If you have voided a vendor credit, you can make it active again. Here’s how:

Unvoid Bill

Delete Vendor Credit

You can delete any vendor credit that you’ve recorded in Zoho Books. Here’s how:

Delete Vendor Credit

Export Vendor Credits

You can export all the vendor credits, or refunds for your vendor credits in Zoho Books to your system in the CSV, XLS or XLSX format. Here’s how:

Export Vendor Credits Export Vendor Credits
Fields Description
Select Module By default, the Vendor Credits or Vendor Credit Refunds module will be selected, depending upon what you had selected before.
Date Range Export All Vendor Credits or select a Specific Period for which you want to export the vendor credits.
Fields in Export File If you want to export only certain fields, you can select a custom template. If you don’t have an export template, you can create a new one by clicking + Add New.
Export As Select the format of your export file.
Personally Identifyable Information (PII) If you have any PII that you are exporting, mark the box Include Sensitive Personally Identifiable Information (PII) while exporting. The PII fields include your vendor’s address, email address, phone number, bank account number and any sensitive custom field.
Password Enter a password to secure your export file.

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Vendor Credit Preferences

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