How Unapplied vendor credit are not appearing in a bill payment that I need to apply them to.

Hello there, adentan.

We’ll have to go to the Transaction List page and then apply the vendor credit to the bill you wish to pay. I’m here to help and ensure you can accomplish this task.

Here’s how:

1. Tap the Expenses menu on the left panel to choose Vendors.
2. From the list, click on the supplier’s name to view more details.
3. Hit the Transaction List tab.
4. Tick the box for the bill you’re working on and click the drop-down under the Action column to select Make payment.
5. Go to the Credits section and mark the box for vendor credit.
6. Then, enter the amount you wish to apply in the Payment box.
7. Tap the Save and close button.

For additional resources, this guide provides an overview of vendor credits. It includes instructions on how to apply it to the bill, expense, or checks: Enter a credit from a vendor.

If you need further assistance with QBO, feel free to post a comment below. I’ll get back to help and make sure you’re taken care of. Have a great day ahead.

Yes.  That is how I used to do it.  My current issue is that NO vendor credits are on my bill payment screen ANYWHERE for this vendor.  Not at the bottom of the bill pay, not in the column on the righthand side.  I have no way to apply them to the bill payment. Why and how does this get fixed?

Thanks for getting back to us, @adentan.

Let me chime in and share additional information, so you can see the vendor credits in the Bill Payment screen and apply it.

First, you'll have to make sure that the date range in the Outstanding Transactions is matched to the vendor credit's date. This way, the transactions will show up. See screenshot for visual reference.

However, if you can't still see the vendor credit, I'd suggest deleting the bill and vendor credits then recreate them again. This way, the system will trigger to display those transactions. Let me show you how.

1. Go to the Expenses menu.
2. Select the Bill and Vendor Credit you want to delete.
3. Under Action, column tap the drop-down arrow and choose Delete.
4. Click Yes to confirm.

Once done, you can now recreate those transactions. See this articles for more details:

• Enter bills and record bill payments in QuickBooks Online
• Enter a credit from a vendor

Also, may I ask if you're using Online Bill Pay? If so, you can apply the credit manually in the Credit Applied column in Online Bill Pay. Please note the following information in case you use Online Bill Pay.

• As of August 18, 2017, vendor credits are fully supported. (Note: All vendor credits created within QuickBooks and the Incoming Bills page, are eligible to be used toward bills on the Pay Bills Online page.)
• If there are no vendor credits available, it will say Not available.
• If an amount is entered that is greater than the available vendor credits, then an error will be displayed.
• Vendor Credits applied can't be unapplied or deleted by the customer.
• Voiding a payment won't unapply or delete the vendor credit.

I'm adding these articles for additional information on how Online Bill Payment works:

Online Bill Pay - Paying bills

Online Bill Pay - Incoming Bills (Beta)

Be sure to let me know if you have any other questions about paying bills or any other concerns with QuickBooks. I've got you covered. Take care always.