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EldorG
Level 1

Supplier Credit does not appear when paying bills

I created a Supplier Credit, but when I go to Pay Bills, the credit does not appear.   Only the outstanding invoices appear.  If I go to Expenses, Suppliers, and look up that supplier, I DO see the credit, but from that screen I'm unable to pay bills. 

 

Any help would be greatly appreciated... we've been carrying that credit for 3 months now, unable to apply it to bill payments.

 

Thank you.

12 Comments 12
Trish_T
QuickBooks Team

Supplier Credit does not appear when paying bills

Hi EldorG,

 

Welcome to Community!  There's nothing better than receiving a supplier credit or refund, to brighten up your day.  QuickBooks Online enables you to record and apply the credit with a few different options.  I would be glad to assist! 

 

If you already created an expense, follow these steps;

 

1. From the left menu, open +New, then Bank Deposit

2. Go to the Add funds to this deposit section:

3. Enter the amount refunded by the supplier and choose the Category/Account that you selected on the initial expense

4. If you deposited customer payments for invoices into the bank account, along with the supplier refund, add them in the Select the payments included in this deposit section.

For additional methods to apply the supplier credit, click here.

 

Feel free to touch base with us again, if any other questions come to mind.  We are always happy to help!

EldorG
Level 1

Supplier Credit does not appear when paying bills

Thanks for your reply but I don't think that's the solution.  Perhaps I didn't explain it correctly...

 

We have bills from that supplier which total say, $250.  We have entered a credit memo for $100 from that supplier using the "Supplier Credit" option.  The credit note does appear when we look at the transactions for the client, but when we want to pay the outstanding $250 invoices AND apply that credit we are unable to find that credit.  So we want to pay the supplier $150, listing all three invoices PLUS the credit note showing that we applied the credit.

 

This really doesn't sound like a bank deposit issue.

 

Trish_T
QuickBooks Team

Supplier Credit does not appear when paying bills

Hi EldorG,

 

Thanks for getting back to me with the additional information.  When you receive a credit from your supplier, and have a bill for items you've purchased from them, the best course of action is to create a bill, rather than an invoice.  This ensures the credit is applied to the expense account used for the supplier.  Supplier credits can be applied to any open or future bills.

 

When you’re ready to use the credit, these are the steps you will follow;

 

1. Open +New from the left menu and choose Pay bills

2. Select a bill for your supplier from the list

You'll see the available credit with this supplier in the Credit Applied field.

3. Complete the remaining fields 

4. Hit Save and close

 

I hope you find this helpful.  Let us know if you have additional questions or concerns.  we're here for you!

 

 

EldorG
Level 1

Supplier Credit does not appear when paying bills

Thank you for continuing to try helping...

I send Invoices to my clients and I receive Invoices from my suppliers.  I guess that you are calling what you get from suppliers a "bill" and only "invoice" your customers.  Okay. 

 

I receive many bills from my supplier(s).  I also received a credit memo from one of them.  I created it as "supplier credit".  It shows up when I look at the transactions for that supplier, yet when I try to pay the bills from the supplier, I don't see that credit anywhere.

 

My accountant convinced me to switch from Simply Accounting to Quickbooks Online almost a year ago, and it's been a frustration ever since.  And now the accountant is reluctant to help straighten the mess out.  When I converted the data from Simply Accounting I was left with a bunch of entries for suppliers, and I think that's what needs to be cleaned up first.  For example, when I try to pay bills for this (and other) suppliers, in the "Credit Applied" field I always get credits, with credits appearing for every invoice I want to pay.  Even though currently we only owe for three "bills" from this client with everything up to date, there are always credits applied amounting for MUCH MORE than the one credit that we actually have.  I delete those credit amounts on each bill and end up paying the full amount owing without every taking the credit.

 

I want to fill in the amount of the actual credit we do have, but then how will that be referenced (by bill number) on the payment I make?

 

This is so frustrating.  Other than for the cost savings, I wish we hadn't switched away from Simply Accounting.  SIGH

Trish_T
QuickBooks Team

Supplier Credit does not appear when paying bills

Hi EldorG,

 

I appreciate the time you've spent on this and I feel you would benefit from contacting our Customer Care team at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.  With your consent, they can work with you in real time and ensure you're able to accomplish your QuickBooks goals as soon as possible!

 

Should any other situations arise, please don't hesitate to reach out again.  We would be glad to assist you!

Erin Pringle
Level 1

Supplier Credit does not appear when paying bills

Hello, 

I have recently run into this issue as well since the recent update. Bills and supplier credits have been entered and show in the system accordingly. Normally when I go to pay bills the supplier credit will show up and automatically apply, however this is not the case anymore. I tried the online chats help of going through the expense link to pay the bills and apply the supplier credits but again the credits do not show up. 

Trish_T
QuickBooks Team

Supplier Credit does not appear when paying bills

Hello Erin Pringle,

 

Thanks for joining us here.  If you're not seeing the credits to apply to your transactions, they may be set for QuickBooks to automatically apply them.  Here's how to check;

 

1. Open your Settings, then Account and settings

2. Select the Advanced tab

3. Click on the Edit ✎ in the Automation section

4. Turn off Automatically apply credits

5. Hit Save, then Done.

 

If you require additional assistance, please don't hesitate to contact our Customer Care team at the number provided above.   They'll be able to work with you in real time and ensure the credits are applied successfully.

 

Please feel free to reach out if any other questions come to mind.  We'll be here!

BFK123
Level 1

Supplier Credit does not appear when paying bills

When you fo turn off the automatically apply credits, how do you then see them so you can choose to apply them?

JamesM4
QuickBooks Team

Supplier Credit does not appear when paying bills

Hello BFK123. Welcome to the Community. You can run the Transaction List by Customer. From this report click on Customize > Click the arrow next to Filter > Click the Transaction Type drop-down arrow, then choose Credit Memo > Click Run report. From here you'll be able to see the credits in question. Let me know if you have other questions. I'm here to help. 

BFK123
Level 1

Supplier Credit does not appear when paying bills

but when paying a bill is there a way to see and choose specific credit notes when paying bills? It seems if i post a $$ amount to apply it just ratios that over any o/s credit note

BFK123
Level 1

Supplier Credit does not appear when paying bills

I figured one out. If there's an easier way, let me know. Thx.

 

 
Click new
Click Expense
find the vendor   make sure payment account & payment date is correct
 
then on the right find one of the bills you want to pay.
click add
at the bottom of the list find one of the credit notes you want to apply click add
 
now all credit notes and bill should be displayed and you can easily click off the ones you want to pay. down at the bottom you'll see the open credit notes. click the ones you want to apply. if one on the statement you want to apply is missing it may not be entered yet. In that case go to the vendor to review transactions list and proceed as necessary.
Trish_T
QuickBooks Team

Supplier Credit does not appear when paying bills

Hi BFK123,

 

Thank you for taking the time to share the resolution with Community.  We greatly appreciate it!

 

If any other questions or concerns should arise, please don't hesitate to reach out.  We would be glad to help! 

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