How do you apply a vendor credit to an open bill

Thanks for reaching out to us, 2sincorp.

I'll be delighted to guide you in applying a vendor credit toward any open or future bill. In case you haven't created the vendor credit yet, feel free to follow the steps below: 

1. Click the + New icon.
2. Select Vendor credit.
3. In the Vendor drop-down menu, select your vendor.
4. Enter the necessary information.
5. Choose the appropriate category details or item details.
6. Select Save and close.

Once done, we can now apply it to an open bill:  

1. Click the + New icon.
2. Select Pay bills.
3. Select a bill for your vendor from the list.
4. You'll see the available credit with this vendor in the Credit Applied field.
5. Enter the necessary information.
6. Click Save and close when you're done.

I've included an article that will help you track all money you've paid to a vendor for a particular date range: Run a report with vendor totals.

If I can be of any additional assistance, please don't hesitate to visit the Community again. Have a pleasant weekend ahead.

The system won't let me save a zero check. So when I use the credit to pay a bill. This creates a zero payment and It won't let me save that. 

Thanks for joining in on the thread, Dana-Cali.

You should be able to save a zero check in the Pay Bills window if you only want to link or apply the vendor credit to the vendor's bill. Can you provide the prompt message or error when you do it? This would help us know what is happening and how we can fix it.

Meanwhile, we can do browser troubleshooting steps to ensure that this is not a cache-related concern. Though cache helps browser's background processes, it can also cause issues when piled up. Here's how to get rid of any cache-related concern:

1. Open a private browser and log in to your account. It uses but doesn't store cache.
2. If you can save the transaction successfully, we can go back to your regular browser and clear the cache.
3. Other supported browsers are good alternatives, too. Each of them uses a different cache.

Additional details about the error would be much appreciated so we can further assist you. Have a great day!

I receive the message "Something's not quite right, You must set a transaction amount."

Thanks for reaching out to us, Far2.

I'll help you get rid of that error message. When applying the credit to an open bill, you should be able to set the transaction amount to zero so you can enter the available vendor credit. 

To siolate the issue, you can access your QuickBooks Online account using an incognito or private window. This will help us determine if the accumulated cache and cookies in the browser are the ones causing the error. These are the shortcut keys:

• Google Chrome: press Ctrl + Shift + N 
• Mozilla Firefox and Microsoft Edge: press Ctrl + Shift + P
• Safari: press Command + Shift + N

After that, apply the vendor credit again. If the error is now gone, open your regular browser and clear the cache to delete the junk files. Using other supported browsers can also help fix the issue.

I'll be right here if you need additional assistance in managing your vendor transactions. Have a great rest of the day.

This situation is unique. We do a header vendor for the credit card that has multiple cards connected to it and each of those cards have their on Vendor account. There was a double charge on a credit card and the refund was not until the next billing cycle. Now there is a credit I need to apply on the credit card bill but in the system because we separated/Vendors by credit card number with employees name, we have no bill to apply the credit/refund to. But over all I need to use the credit/refund in this billing cycle. 

My next thought is just to move it to another Vendor/ Employee credit card just so I can use it. Because it is on this credit card billing cycle.

Someone let me know if there is a better way/ alternative.

Thank you for joining in this conversation, bettyj03c15. I'm here to assist you with this situation, but I'll need additional information before we proceed.

Is the header vendor essentially a main account with several sub-accounts linked to it? Is this a credit related to a vendor or a payment made to a vendor using a specific credit card assigned to each vendor or employee?

By providing additional information, I can offer a tailored solution for this particular scenario.

I'm looking forward to having you back. Take care and stay safe always.