Other Actions for Vendor Credits

Edit Vendor Credit

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

Go to Purchases > Vendor Credits.
Select the vendor credit you want to edit.
Click the Pencil icon on top of the page.
Make the changes.
Click Save.

Insert Headers as Line Items

You can insert headers to group related line items in your vendor credit. When you have many line items, headers break the list into clear sections so the vendor credit is easier to read. For example, you can add a header such as Hardware Items, Office Supplies, or a project name and group the related line items under it. You can also insert multiple headers to your vendor credit.

To insert a header row in your vendor credit:

Go to Purchases > Vendor Credits.
Click + New in the top right corner to create a vendor credit, or select an existing vendor credit and click Edit to modify an existing one.
In the Item Table, click the More icon next to the required line item, and select Insert New Header. Alternatively, you can click the dropdown next to + New Row below the Item Table and select New Header.
Type the title for the header.
Fill in the required fields and click Save.

The header will be added as a row and the line items below it will remain unchanged. To remove a header, click the Remove icon to the right of it.

Insight: Removing a header does not remove the line items below it.

Insert Subtotals as Line Items

A subtotal row displays the total of the line items above it in your vendor credit. It includes all line items between the previous subtotal and the current subtotal, or all line items from the beginning of the vendor credit if no previous subtotal exists. It is calculated automatically and updates whenever line items are added, edited, or removed. For example, you can add a subtotal for a group of hardware items or a project. You can add multiple subtotals to a vendor credit.

To insert a subtotal row in your vendor credit:

Go to Purchases > Vendor Credits.
Click + New in the top right corner to create a vendor credit, or select an existing vendor credit and click Edit to modify an existing one.
In the Item Table, click the More icon next to the required line item, and select Insert New Subtotal. Alternatively, you can click the dropdown next to + New Row below the Item Table and select New Subtotal.
The subtotal row will be inserted.
Fill in the required fields and click Save.

The subtotal will be added as a row and the line items below it will remain unchanged. To remove a subtotal, click the Remove icon to the right of it.

Insight: Removing a subtotal does not remove the line items below it. The line items remain in the vendor credit and are included in the final total.

Download as PDF

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

Go to Purchases > Vendor Credits.
Select the vendor credit you want to download.
Click the PDF icon on top of the page.

Print Vendor Credit

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

Go to Purchases > Vendor Credits.
Select the vendor credit you want to print.
Click the Print icon on top of the page.
Check the Preview and click Print.

Attach Files to Vendor Credit

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

Drag & Drop: Upload files from your system (a maximum of 5 files, each of 5 MB).
Cloud: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
Documents: Upload from the Documents folder in Zoho Books.

To attach files to your vendor credit:

Go to Purchases > Vendor Credits.
Select the required vendor credit.
Click the Attach icon on top of the page.
Select the desired option and attach your file(s).

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:

Go to Purchases > Vendor Credits.
Click More > Clone.
Review the new vendor credit and save it.

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:

Go to Purchases > Vendor Credits.
Click More > Void.
Enter the reason to void.
Click Void it.

Make the Vendor Credit Active

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

Go to Purchases > Vendor Credits.
Select the vendor credit to be made active.
Click More > Convert to Draft button on top of the page.
Enter the reason for making the vendor credit active again.
Click Convert to Draft.

Delete Vendor Credit

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

Go to Purchases > Vendor Credits.
Select the vendor credit to delete.
Click More > Delete.
Click Delete it to confirm.

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:

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

Fill in the following details for your vendor credits or refunds.

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.

Click Export.

Next >
Vendor Credit Preferences

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