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Join nowI 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
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:
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.
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.
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.
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.
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.
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:
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:
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.
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.
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.
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.
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.
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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