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Level 2

How do I apply a credit to a bill?

The group owes me money (an open bill is running in QB).  A member joined our group and paid dues. The check was made out to me. I will keep the check and apply it to the bill. How do I apply the credit to my bill?
Solved
Best answer 05-28-2019

Accepted Solutions
Highlighted
QuickBooks Team

Re: How do I apply a credit to a bill?

Hi @EAA839,

 

Great to see you here in the Community.

 

Let’s create a check for the credit amount and apply it to the bill.

 

Here's how:

 

1. Click the Plus (+) icon at the top right.
2. Select Check.
3. Choose the Payee and the Bank Account where the money will be withdrawn. If you select a payee with an outstanding bill, the Add to Check panel appears.
4. In the Add to Check panel, select Add to pay an open bill or Add all to pay all open bills and apply for any Vendor Credit.
5. Click Save and close.

 

As an additional and future reference on how to apply for partial credits, you can also read through here in this article link: How to Enter and Pay Bills.

 

Feel free to visit us here in the Community if you have other questions.  You can also leave a comment below by clicking the Reply button if you mean something else. Have a wonderful day!

 

 

 

 

View solution in original post

2 Comments
Highlighted
QuickBooks Team

Re: How do I apply a credit to a bill?

Hi @EAA839,

 

Great to see you here in the Community.

 

Let’s create a check for the credit amount and apply it to the bill.

 

Here's how:

 

1. Click the Plus (+) icon at the top right.
2. Select Check.
3. Choose the Payee and the Bank Account where the money will be withdrawn. If you select a payee with an outstanding bill, the Add to Check panel appears.
4. In the Add to Check panel, select Add to pay an open bill or Add all to pay all open bills and apply for any Vendor Credit.
5. Click Save and close.

 

As an additional and future reference on how to apply for partial credits, you can also read through here in this article link: How to Enter and Pay Bills.

 

Feel free to visit us here in the Community if you have other questions.  You can also leave a comment below by clicking the Reply button if you mean something else. Have a wonderful day!

 

 

 

 

View solution in original post

Level 2

Re: How do I apply a credit to a bill?

Thank you for pointing me in the right direction. For step 2, instead of "Check", I selected  "Vendor Credit". The accounts payable now shows my two bills and the credit is listed there, not in the one bill, but it's OK. My overall bill is correct. Thank you.

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