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byomtov
Level 3

Applying credits Desktop Macintosh

The instructions fro applying vendor credits to a bill refer to a "Set Credits" button. I see no such button.

 

When I select a bill to be paid the software pays it with no opportunity to apply a credit or do anything.

 

If I just select a bill and then click on a credit it just shows me the credit.

 

How do I apply a credit, either in full or partially?

12 Comments
MaryLandT
QuickBooks Team

Applying credits Desktop Macintosh

Good day to you, byomtov,

 

I'm here to help ensure you're able to apply the vendor credit in full or partially to the bill.

 

The Set Credits button is available in QuickBooks Desktop for Windows. For the Mac version, you’ll see both the bill and the credit if you sort the list by the vendor name on the Pay Bills window. See the attached screenshot below for your visual guide.
applyvendorcredit.PNG

 

You can also refer to this page for the complete details on how to handle vendor credits: Entering a credit from a vendor.

 

Feel free to read through the QuickBooks Desktop Mac 2020 User’s Guide file to help you manage your transactions.

 

Let me know if there's anything else you need. I'm always right here to help.

byomtov
Level 3

Applying credits Desktop Macintosh

I am trying to pay three bills with one check.

 

All three are being paid before the discount date.

 

Yet I am only seeing a discount on one of the three.

 

Why?

Tori B
QuickBooks Team

Applying credits Desktop Macintosh

Thanks for following up with us, @byomtov

 

To clarify, have you checked back over the transactions to ensure that the discounts are applied to them? Can you provide a screenshot as a visual reference that I can use? 

 

While I await your response, feel free to check out Add, edit, and delete items for more knowledge about discount items. 

 

Let me know if you have further questions or concerns. I'll be sure to keep an eye out for your reply. Take care! 

byomtov
Level 3

Applying credits Desktop Macintosh

These are prompt payment discounts I am referring to.

 

All the bills show terms of 2% ten. When I look at the list in the "Pay Bills" window they all show a discount date later than the date of payment.

 

Yet when I click on "Discount Info" it only shows me a discount on one of the three, and this is the only one where  a discount is applied to the payment.

byomtov
Level 3

Applying credits Desktop Macintosh

These are discounts for prompt payment.

 

All three bills show terms of 2% net 10.

 

In the Pay Bills Window they all show a discount date later than the payment date. When I click on "Discount Info" only one shows up with a discount, and only that one has a discount applied.

 

Please tell me what is going on.

Nick_M
QuickBooks Team

Applying credits Desktop Macintosh

Hey there, byomtov. 

 

Thanks for the question, I think your best course of action would be to pay the bills separately and set the terms for each bill, that way you get discount applied within the set terms. Here's how you can set them:

  1. Go to Vendors.
  2. Select Enter Bills.
  3. Choose a vendor and enter a date for your bill.
  4. Under Terms, choose a specific discount percentage.
  5. Select your items and enter the amount.
  6. Click Save & Close.

In addition, I'm attaching an article that has useful information regarding entering bills

 

It's my pleasure to help you out, if you have any other questions, please post them below. 

 

Thanks and have a lovely evening. 

byomtov
Level 3

Applying credits Desktop Macintosh

I know how to enter them separately. I prefer not to do that because it makes it harder to reconcile the bank account when I'm paying them with one check.

 

Are you seriously telling me the software can't apply the discount to all three bills?

byomtov
Level 3

Applying credits Desktop Macintosh

I don't actually care for this.

 

It will make it harder to reconcile the bank account, since I'm only issuing one check.

 

Surely the software can handle this situation.

 

There is nothing special going on here. These are discounts according to the vendor's terms forprompt payment, as specified in the list and noted on the bills.

 

I have attached a screen shot of one of them. I can post a full set of screen shots, but this syteme apparently only allows one  per post.

ReyJohn_D
QuickBooks Team

Applying credits Desktop Macintosh

Thanks for getting back here in the Community, @byomtov.

 

QuickBooks total all the bill and will not apply the credits or discounts equally to each of them.

 

You can apply the credit and discounts to each bill by selecting them separately. Then, manually edit the amounts to be applied in the Amt. Paid column. Once done, pay them by going to the Pay Bills window. Please refer to the steps given by my peer MaryLandT .

 

You may want to check out this handy QuickBooks Desktop Mac User’s Guide file to help you manage your credits and bill transactions: QBDT for Mac User's Guide.

 

Fill me in if you have more questions about managing credits and bills or other QuickBooks-related concerns. I'll be here to help you some more. Take care and stay safe always.

byomtov
Level 3

Applying credits Desktop Macintosh

Do you understand that these are discounts as specified in the vendor's terms? They are not some special discount.

 

I'm paying the bills early in order to get a standard discount, which is listed on the vendor's entry in the vendor list, and shown on the bills.

 

Maybe I'm wrong, but I honestly don't feel I'm getting through here.

byomtov
Level 3

Applying credits Desktop Macintosh

This works, sort of.

 

Unfortunately, a problem remains.

 

When I apply a credit to a bill, the "Bill Pay" refuses to apply any prompt payment discount, and gives me a message that says "Warning. You can only discount a bill."  (Sometimes it works OK, mostly not). I suspect this is related to the problem I bring up below with paying three bills with one check.

 

At this point, since I have gotten no satisfactory answer I assume this is a bug which will be fixed some time in the future. Is there any way to report this so it gets addressed?

 

 

KlentB
QuickBooks Team

Applying credits Desktop Macintosh

Hi there, byomtov.

 

I checked the previous responses and it seems like all of the possible troubleshooting steps to fix this issue have already been shared with you. I'd recommend getting in touch with our technical support representatives. This way, we'll be able to pull up your account in a secure session and conduct an investigation to know the root cause of this issue.

 

Here's how to connect with us:
 

  1. Go to this link: https://help.quickbooks.intuit.com/en_US/contact.
  2. Select QuickBooks Mac Desktop.
  3. Choose a topic.
  4. Scroll down to the bottom section and click Start a Message.

You may check our support hours first to ensure that we address your concerns on time.

 

I also encourage visiting this article to learn the different tips and tricks in handling your transactions with QuickBooks Desktop.

 

If there's anything else that I can help you with, please don't hesitate to insert a comment below. Stay safe and healthy.

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