cancel
Showing results for 
Search instead for 
Did you mean: 
Shipscat
Level 1

When a vendor is issuing bills against a credit why do the bills show as a zero amount (paid or unpaid) in the bill payment list?

 
Solved
Best answer January 27, 2021

Best Answers
MadelynC
QuickBooks Team

When a vendor is issuing bills against a credit why do the bills show as a zero amount (paid or unpaid) in the bill payment list?

Thanks for coming back, @Shipscat.


Yes, you’re correct. The Transaction List by Vendor report displayed the amounts of the bills. However, having the subtotal is unavailable at the moment. You may consider exporting them to Excel, then manually enter the details on it.


Having this option is great for future enhancements. Not to worry, I’ll take note of this personally. In case you need a reference to create personalized reports, you can check this article here about customizing reports in QuickBooks Online. It has complete instructions on how to manage and automate custom reports.


The Community is always here whenever you need help. Just let us know, and we’ll get back a soon as possible. Take care.

View solution in original post

3 Comments
JamesDuanT
Moderator

When a vendor is issuing bills against a credit why do the bills show as a zero amount (paid or unpaid) in the bill payment list?

I know what is happening here, Shipscat.

 

You mentioned that there is an available credit that we can apply to the bill. With that said, the credit is about to be linked to the bill when you go to the Pay Bills window.

 

The TOTAL AMOUNT column will show as zero if the credit amount is the same or greater than the bill's amount. Here's how to apply the credit to the bill:

  1. Click the + New button in the upper-left corner and select Pay Bills.
  2. Select the bank in the Payment account field and enter the Payment date.
  3. Mark the bill you want to pay. 
  4. The CREDIT APPLIED column will automatically show the credit amount to be applied to the bill.
  5. Thus, the PAYMENT column will show as zero if the applied credit amount is the same with the bill.
  6. Click Save.

You can also use this link for reference: Enter a credit from a vendor.

 

If you're referring to something else, additional details about the bills and credits would be much appreciated.

Shipscat
Level 1

When a vendor is issuing bills against a credit why do the bills show as a zero amount (paid or unpaid) in the bill payment list?

So the bills report only shows "Total amount" which is against available credit as opposed to the amount the bill was raised for. Is there any way to have a report that shows the amounts the bills were raised for?

 

I have Transaction List by Supplier which shows what I need but the report does not show subtotals, I have to export to Excel and run a pivot table.

MadelynC
QuickBooks Team

When a vendor is issuing bills against a credit why do the bills show as a zero amount (paid or unpaid) in the bill payment list?

Thanks for coming back, @Shipscat.


Yes, you’re correct. The Transaction List by Vendor report displayed the amounts of the bills. However, having the subtotal is unavailable at the moment. You may consider exporting them to Excel, then manually enter the details on it.


Having this option is great for future enhancements. Not to worry, I’ll take note of this personally. In case you need a reference to create personalized reports, you can check this article here about customizing reports in QuickBooks Online. It has complete instructions on how to manage and automate custom reports.


The Community is always here whenever you need help. Just let us know, and we’ll get back a soon as possible. Take care.

View solution in original post

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us