Getting credits back

NicoleTekton · ‎December 07, 2024

QB Desktop: I tried to apply credits to bills in bulk for one vendor by marking the checkbox for multiple bills in the Pay Bills screen to the amount of the open credits, hit the Set Credits button, and that didn't work. I went to the Vendor Center and could see a "payment" of $0 and the bills I was trying to mark as paid still showed as open. So I deleted that payment, which freed up the bills again for payment; however, now I don't see any open credits and one of the bills that I tried to apply partial payment on still shows the reduced amount instead of having reverted to the original amount of the bill. What steps do I need to do to get my credits back and get that one bill to show the full amount of the bill before my error?

Eman_E

I know the steps to recover your credits and restore that one bill to its full amount before the error, Nicole. Let me elaborate on the details below.

Since the bill payment has already been deleted, you also need to delete the credit that applies to that bill.

Here's how:

Go to the Vendor Center menu and select the specific vendor that you apply for the credit.
Open the applied credit then delete that one so that it will become unpaid.
Once done you can recreate the Vendor credit.

Furthermore, you can visit this article for future assistance to learn how to pay your bills in QuickBooks Desktop for Windows. This resource provides step-by-step guidance on the billing process, ensuring you have all the information you need to handle payments efficiently: Pay bills in QuickBooks Desktop.

I'll be around if you need further assistance with handling your bills. Just reply below, and I look forward to supporting you.

View solution in original post

Eman_E

I know the steps to recover your credits and restore that one bill to its full amount before the error, Nicole. Let me elaborate on the details below.

Since the bill payment has already been deleted, you also need to delete the credit that applies to that bill.

Here's how:

Go to the Vendor Center menu and select the specific vendor that you apply for the credit.
Open the applied credit then delete that one so that it will become unpaid.
Once done you can recreate the Vendor credit.

Furthermore, you can visit this article for future assistance to learn how to pay your bills in QuickBooks Desktop for Windows. This resource provides step-by-step guidance on the billing process, ensuring you have all the information you need to handle payments efficiently: Pay bills in QuickBooks Desktop.

I'll be around if you need further assistance with handling your bills. Just reply below, and I look forward to supporting you.

NicoleTekton

Thank you so much! With multiple credits it took a little time, but that did work. Much appreciated for your response. Then I was able to apply the credits (one at a time) and it balanced out how it should.

Best,

Nicole

GenmarieM

On behalf of my colleague, you're most welcome, Nicole. I'm glad to hear that the suggested resolution has helped you with getting back your credits in QuickBooks Desktop (QBDT).

For future reference, you can check out this article to learn how to pay bills using Online Bill Pay: Use Online Bill Pay in QuickBooks Desktop.

Feel free to reach out anytime by clicking the Reply button if you need further assistance with handling your bills. We're always here to help.

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Getting credits back