Manage Vendor Credits

The vendor credits that you record for your vendors can be filtered and sorted in many ways.

In this page…

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Void The vendor credit is no longer active.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:

Filter Vendor Credits

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

Custom Views can be used to filter your vendor credits based on certain that you set.

Scenario: Patricia wants to view all the open vendor credits whose amount is greater than $1000. She creates a custom view and sets the criteria as: amount is greater than 1000 and status is open.

To create a custom view for vendor credits:

New Custom View

Enter a name for your custom view. If you use this custom view frequently, you can select the Mark as Favourite option.

Add criteria for the custom view based on the fields in the vendor credits. You can add multiple criteria by clicking + Add Criteria.

Column Preferences
Choose the fields that have to be displayed in the custom view that you’re creating. You can move fields in the Available Columns to the Selected Columns by clicking the + icon next to them.

Share Custom View
Choose who gets access to this custom view.

This custom view will be shown when you click the All Vendor Credits dropdown in the Vendor Credits module.

You can edit this custom view by clicking the Edit icon next to the custom view.

Edit Custom View

To delete the custom view:

Delete Custom View

Sort Vendor Credits

You can sort vendor credits based on their different columns or fields. Here’s how:

Sort Vendor Credits

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:

Rearrange Columns

Export Current View

If you have filtered your vendor credits, or rearranged their columns, then you can export that particular view of your vendor credits. Here’s how:

Export Current View Export Current View

Refresh List

To refresh the list of your vendor credits:

Refresh Vendor Credit List

Next >
Other Actions for Vendor Credits


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