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Mawmaw1953
Level 1

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

I have QB Desktop Pro 2020. I posted 5 invoices and one credit memo under enter my bills in ap. When I go into pay my bills the 5 invoices are there but not my cm. I have no way to deduct my credit.

 

Mawmaw 1953

9 Comments 9
Rubielyn_J
QuickBooks Team

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

I'd be glad to guide you on how the credit memo will show on the pay bills page, @Mawmaw1953.

 

To apply the credit, ensure to click the Set Credits button in the Pay Bills window. I'll show you how: 

  1. Go to the Vendors menu at the top bar.
  2. Choose on Pay Bills.
  3. Select the bill that you wish to be paid.
  4. Click the Set Credits button at the bottom to apply credits.
  5. Once done, click on Pay Selected Bills.
    bill.PNG

bill2.PNG
I've also added these following links for more insights about handling credits:

Be sure to let me know if you have any other questions about paying bills. I got you covered with any QuickBooks concern. Have a great day ahead. 

Mawmaw1953
Level 1

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

Thank you for responding to my question. I have had QB since 2007. I am familiar with how the credits work. I had QB 2019. 3 weeks ago I switched to QB 2020. This is my first time using enter and pay bills on QB2020. On the images you sent where you showed entering the credit I already did and it shows up. On the pay bills site the invoices I enter are there but below where it shows set credits it is blank. My credit memo does not show anywhere on the page.  On the page where it list all of your vendors the credit memo was given to me and it shows the correct balance that I am suppose to pay. I just don't know how to make it show up under set credits.   Hope you can help me.

IamjuViel
QuickBooks Team

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

Hello there, @Mawmaw1953.

 

You'd want to make sure to create a vendor credit and use it in your bills. Let me guide you on how it works.

  1. Record a Deposit of the vendor check 
  2. Record a Bill Credit for the refunded amount. 

Now, you can use the credits you've entered and pay your bills. You can refer to this article to learn more about the step-by-step instructions: Record a vendor refund in QuickBooks Desktop.

 

Keep us posted here if you have other questions about managing your expense-related transactions. I'm always here to help.

LNBailey
Level 1

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

Did you solve this problem? This is happening to me now. These answers are not addressing the question. The credit memo is entered but do not show on the Pay Bills screen. There are no credits listed for that vendor even though they show on the Open Balance Report for that vendor. The Set Credits button is greyed over and says Number of Credit = 0.

 

I, too, have been using Quickbooks since around 2005. I've used about every version there is. This is not a matter of not knowing how to process the transactions.

 

I've always thought it was a really poor software design to "set credits" but not show the credit memo on the check stub or check detail. Your vendor needs to know you took a particular credit memo, not that you didn't pay the full balance of a particular invoice. But since this is the way the software is designed, it needs to work.

Divina_N
QuickBooks Team

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

I won't rest until you can apply the credit memo to your bills, @LNBailey.

 

I've got here additional troubleshooting steps to help you fix the problem. To start, let's make sure that the Automatically use credits feature is disabled. Here's how:

 

  1. In your QuickBooks Desktop (QBDT), navigate to the Edit tab and choose Preferences.
  2. From there, click the Bills menu and choose Company Preferences.
  3. Under the Paying Bills section, ensure that the Automatically use credits box is unchecked. 
  4. Select OK to confirm the changes.

 

When finished, close and reopen your QBDT. Then, go back to the Pay bills page and check if you can now see the credits available when you mark a specific vendor bill. 

 

If you're still unable to see it, let's now test a sample file to verify if this is a problem within your company data. I'll guide you on how:

 

  1. Open your QBDT and from the No Company Open window, click the Open a sample file option. 
  2. Select the file you want to access. Once opened, create a bill and then, a vendor credit using the Enter Bills feature located under the Vendors tab. 
  3. Save and close the transactions. 
  4. Once done, go back to the Vendors menu and choose Pay Bills.
  5. From there, check if you can see the credit memo you've entered a while ago. 

 

If you can see the information, I recommend verifying and rebuilding the data of your original company file to determine specific issues and resolve them.

 

However, if the same thing happens, we may need to repair your QBDT program. Before doing so, please create a backup copy first. This is to ensure you have the actual file that you can restore in case of accidental data loss or damage. 

 

QBDT also have a ton of awesome vendor reports that you can access. This will further help you to get a clearer view of your expenses and accounts payable.

 

Just in case you have additional questions managing your bills in QBDT, please post a reply below. I'm always around to lend you a hand. Take care. 

syneeley
Level 1

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

I also agree it's poor programming how credit memos are treated for desktop version. One of my biggest gripes are I'm not able to see credit memo in bill payment screen. I can only see invoice paid but not credit memo that were applied. If there's a way to fix this, please provide instructions.

 

Second issue: I also cannot see credits available when I'm using "pay bills". I have to use "set credits".  I went by your instructions by checking preference and "automatically use credits" was unchecked, so not sure why it doesn't work. I've missed using credits several times so it would be great if there's a way to fix this.

I've been using QB desktop for many years and it's always been like this. I was hoping programmers would fix this eventually but that won't be happening since desktop version is no longer being sold and supported.

syneeley
Level 1

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

I also agree it's poor programming how credit memos are treated for desktop version. One of my biggest gripes are I'm not able to see credit memo in bill payment screen. I can only see invoice paid but not credit memo that were applied. If there's a way to fix this, please provide instructions.

 

Second issue: I also cannot see credits available when I'm using "pay bills". I have to use "set credits".  I went by your instructions by checking preference and "automatically use credits" was unchecked, so not sure why it doesn't work. I've missed using credits several times so it would be great if there's a way to fix this.

I've been using QB desktop for many years and it's always been like this. I was hoping programmers would fix this eventually but that won't be happening since desktop version is no longer being sold and supported.

syneeley
Level 1

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

I apologize if my reply post more than once. I'm not able to see my reply so I'm reposting.

 

I also agree it's poor programming how credit memos are treated for desktop version. One of my biggest gripes are I'm not able to see credit memo in bill payment screen. I can only see invoice paid but not credit memo that were applied. If there's a way to fix this, please provide instructions.

 

Second issue: I also cannot see credits available when I'm using "pay bills". I have to use "set credits".  I went by your instructions by checking preference and "automatically use credits" was unchecked, so not sure why it doesn't work. I've missed using credits several times so it would be great if there's a way to fix this.

I've been using QB desktop for many years and it's always been like this. I was hoping programmers would fix this eventually but that won't be happening since desktop version is no longer being sold and supported.

JonpriL
Moderator

My credit memo won't show up under pay my bills. I posted under enter bills and it's showing there. Don't understand.

Hi there, @syneeley.

 

I'll share information about adding and applying credits to your bills in QuickBooks Desktop.

 

As of the moment, there isn't an integrated way to display your available credits while creating the bill payment. Yes, clicking the Set Credits allows you to see the list of available credits and apply them to your bills accordingly.

 

While the said options are not yet available, I suggest letting our product developers know about your request by sending feedback. I'll show you how.

 

  1. Go to Help.
  2. Select Send Feedback Online.
  3. Click Product Suggestion.
  4. Under Product Area, choose Vendors & Expenses.
  5. Enter a few words describing how you wanted to maximize the feature of using bill credits in QuickBooks Desktop.
  6. Select Send Feedback.
  7. Click Close Window.

 

For now, I'm adding this article with the topics you can use while recording the common vendor transactions: The Vendor Transaction Workflows in QuickBooks Desktop.

 

It'll always be my pleasure to help if you've got additional questions about credit and bill payments. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!

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